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In this episode, I walk through the seven different ways to create a form in the Microsoft Forms application, from starting with a blank form or a template to uploading a Word or PDF document, using Copilot, building from a SharePoint list, or setting one up for Excel. I explain when each option makes the most sense so you can pick the fastest route for what you need.
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Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
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Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
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In this episode, I compare Microsoft Lists and Excel and explain which one to reach for depending on what you are tracking. I walk through the advantages Lists brings to everyday business data, and the situations where Excel is still the better choice.
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NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I walk through my five-week plan for implementing a SharePoint intranet - what happens each week, from kick-off and prototype through branding, site build, admin and site owner training, and go-live. I also cover the assumptions that make this timeline realistic.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I share 8 proven ways to improve the design of your SharePoint site - flexible sections, background images, design ideas, dividers and spacers, custom themes and fonts, and extended headers and footers. No code, no designer, just features already sitting in your tenant.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I explain how to send praise and recognition to colleagues using Viva Insights. I walk through the three ways to do it - the Viva Insights app, Microsoft Teams, and the Praise card on the Viva Connections dashboard - and what you need licensed for it to work.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
FOLLOW ME
In this episode, I explain how to create an intake form for file uploads in SharePoint - a simple way to collect documents along with the metadata you actually need. I walk through how to set it up, why required fields finally work here, and the limitations you need to know before you roll it out.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I walk through the 8 core pillars of a successful SharePoint information architecture - flat architecture, site types, the number of sites and libraries, metadata versus folders, hub sites, search and Copilot, and security. I explain why each decision matters and what happens when you get it wrong.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I explain the six security groups you see in the SharePoint Admin Center: Site Visitors, Site Members, Site Owners, Site Collection Admins, Group Members, and Group Owners. I cover which ones show up on which type of site, and which ones you should actually be using to manage access.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
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In this episode, I explain what the Site Assets Library in SharePoint really is and walk through the 15 types of content that quietly end up in it - from logos and header images to page images, videos, and web part backgrounds. I also cover why old assets stick around and why you should never delete this library.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
FOLLOW ME
In this episode, I walk through the top five mistakes I see users make in SharePoint - from dumping everything into one library and syncing too much, to wrong permissions, the wrong site types, and skipping user training - and I share how to avoid each one.
BLOG REFERENCES
NEED HELP?
Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy
FREE RESOURCES
Get access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePoint
TIPS IN YOUR INBOX
Bi-Weekly newsletter
FOLLOW ME
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