10 things to know as a SharePoint News reader

spnewsreader-headerIn earlier posts we have looked at SharePoint News and the News digest from the sender’s perspective. It is time to look at it from a reader’s point of view!

1. You can find SharePoint News in the following places:

  1. The site where it has been published
  2. The site overview (click “See all” on the web part after publishing 5 articles)
  3. News digests (Newsletters), consisting of the above, gathered with previews in an email
  4. The SharePoint app
  5. “News from sites” on the SharePoint landing page
  6.  All “News from sites” if you click the “See all” on the SharePoint landing page

To avoid a very long post, I have compiled some screenshots in this deck. You may want to watch it full-screen:

2. You will only see News articles to which you have access.

The News digest is an exception – it can be sent to you and you may not have access to one or more of the articles.

3. The SharePoint web part on the landing page can not be configured or removed.

So if anyone is posting News articles and you have access, you will see them there, whether you want it or not.

Our project was a first and we did not want to show the News to everyone just yet. That is why we made the News site and the News digest available to a limited group of people only, even thought the content was not confidential. We simply did not want to confront people with something new which may be there only once. (In theory 🙂 )

We received some comments of people in the target audience because it “obscured their view of the Frequent Sites”.

4. You can like a page and/or comment on it.

You will find the options at the bottom of the page. The author will receive an email now and then with the likes and comments. If you @mention someone, they will receive an email immediately. This is great for urgent remarks to the author, and also to inform a colleague about this article.

SPNewsreader-comment
Likes and comments are available. If you @mention someone, they will get an email.

5. You can save a news article for later.

This will come in useful when you do not have time to read it now, or in case you will want to keep it. There are 3 ways to do that:

  1. At the bottom of the post you will see an option to “Save for later”.

    SPNewsreader-savefrompost
    You can save an article for later by clicking the label at the bottom of the page.
  2. You can also click the label of any News article that you see on the “News from sites” overviews.
  3. In the SharePoint app you can click the … at the right of each article and select “Save for later”

    SPNewsreader-how to save
    From the Newsfeed in the app you can also save for later. Sorry – in Dutch 🙂

There are 3 places to see your saved articles:

  1. On the News cards in “News from sites”, saved articles will show with a “filled” label as opposed to have the outline only (Is this proper English? 🙂 )

    SPNewsreader-savedfromSPPage
    The highlighted label show that this News article is “saved for later”. You can (un)save on this page by clicking the label.
  2. On your SharePoint landing page, in the left-hand menu under “Saved”

    SPNewsreader-savedSPpage
    You will see “Saved” News articles in the left-hand column on the SharePoint landing page.
  3. In the SharePoint app News, under Filter (on top) you can select the “Saved Items”.

    SPNewsreader-appfilter
    Click the Filter and select “Saved Items”. Sorry for the Dutch! 🙂

I would have expected this to be on Delve, together with bookmarks. But no.

6 a. The SharePoint app (iOS and Android) is excellent for reading News.

The Newsfeed (in order of First Published Date) looks great and your saved items are available in a separate place. (Click the filter on top to see only the “Saved Items”)
You can easily read the News in public transport or in the evening on the sofa!

I often hear that people “do not have time to read the news during the day”.

I also heard a story from a bank that made the News available on smartphones (this was pre-SharePoint News and app) and they saw a massive spike in views around 8 pm, when people were ready to settle in for the evening. Apparently employees do not mind spending private time on work-related News, as long as they can consume it at a time that suits them.

6 b. The Android app is very sticky when it comes to post-publication changes.

Both iOS and Android are fast to show freshly published News articles. But while the iOS app is fast to respond to post-publication changes (e.g. items being renamed, edited, depublished or removed) the Android app is very slow and can take several hours to change. Some unpublished or deleted items never even go away, providing you with a 404 (not found) message when you click them.
Android phones and fast-moving news such as IT outages and their fixes are therefore not a good combination.

7. Make it a habit to click on the title to open a News article.

Clicking on the image in the News Digest will only show you the image. Everywhere else you can also click on the image. Weird.

8. You will get notifications of new News articles in the app.

This happens when someone you work with frequently posts a new article. This is determined by the Microsoft Graph (the machine that also provides you with suggestions of documents, sites and people) based on your interactions, so there is not much you can do about it 🙂

SPNewsreader-mobile (2)
Someone I work with has posted one (1) News article.

9. Alerts suck big time.

If you do not like to wait until you get a News digest or an app notification, you may think about setting an Alert. Please don’t – Alerts do not work.

Here’s what happens:

  • If you set an Alert based on “All changes” you will get two Alerts – one with the raw URL and one with the title, content and metadata. After that, you will get notified of all changes, of course.
SPNewsReader-alert1
First Alert you will get – yikes!

 

SPNewsreader-alert2
You get this one minutes later.
  • If you set an Alert for “When new items are added” you get…nothing!
  • I also tried a Flow but the “Send email when new file is added” did not work (404 error) as it links to that “raw” URL which gets overwritten. Only once did I receive the correct URL and I have no clue why.
    If someone has found a Flow that works for this scenario, please share!
  • Using a filtered view (Published items, “version contains .0”) did not solve the issue with Alerts or Flow. Besides, would any reader know that?

10. Let me know!

You can guess: I am saving this place for a quirk that I will learn about later. 🙂

Photo by rawpixel.com from Pexels

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10 things to know about the SharePoint News digest

After my massive list of things-to-be-aware-of when creating and managing SharePoint News, I though it would be good to share some lessons about the News digest (Newsletter) separately.

The News digest is a Newsletter created from News articles. It looks very nice in all browser and systems:

SPNewsDigest-Newsletteremail
The News digest as an email

This is what it looks like as a page:

SPNewsDigest-Newsletterpage
The News digest page or the “web version”.

So, here’s a few things that are not in the official support article but may be relevant.

1. You need 5 published News articles before you can send a News digest.

Frankly, this one drove me nuts. I knew I had seen Jasper Oosterveld and other people demo this functionality, so why did I not see the “See all” link on the homepage? Well, because I had only posted 4 items. Duh!

SPNEwsDigest-See all
The elusive “See all” link that allows you to send a News digest

2. The order is by selecting – the first article you select is on top.

This is independent of the creating or publishing order.  You can change the order of items after selecting them and clicking “Next”. Using the arrows you can then drag and drop the items into the desired order. The “x” will remove the item from the selection.

SPNewsDigest-moveitems
The yellow-marked icon shows “Move” and allows you to change the order.

3. You can only send this to an Office Group, Distribution List or individuals.

It looks like you can send this only to items which appear in the Global Address List.

I would have expected you could also use a SharePoint site user group (from this site) or a personal Group of Contact Persons from your Outlook, but no. In this case, it meant that our project manager had to add all people to a Distribution List. (We are not using Office Groups yet)

4. It is unclear (to me) what determines the logo.

  • If you do nothing the logo displayed will be the new SharePoint logo
  • If you replace the site icon by another image, the logo displayed will be the old SharePoint logo
  • Your organizational logo (the one in the Office365 top bar) does not show in the News digest
  • Both the support info and this blog by Juan Carlos Gonzalez Martin show that the site icon is displayed in the News digest.

I would like to know how this works, as I would prefer to distinguish the various News digests from one another by using a custom image. On suggestion of Juan Carlos I tested this with a modern team site (instead of a Communication site), but it did not work there either. That said, if there is one site template I would expect to allow more branding, it would be the Communication site!

There is already a number of User Voice requests out there for more options to manage the News digest look-and-feel.

At this moment Microsoft says in their support article that “It is not yet possible to make changes to the appearance of images, header area, or summary area of the email.” That gives hope for the future!

5. Your News digest will display the site’s name.

So make sure your site has a meaningful name.
This is of course another good way to tell the difference between this digest and another, but I still would like to have an image, too!

SPNewsdigest-logoandname
The logo (that I would like to be customizable), and the site name.

6. Access requests will be sent for the News article, not for the site.

If someone has been forwarded the News digest, clicks on the first item and then finds out they need access, they will send an access request to the News article.
You can click “Approve”, but

  • You will only give access to this specific article, so they will have to request access for the next article and the next, etc.
  • You will break the permission inheritance in the pages library, so every page will have its own permissions.
  • They will not see the header image because that lives in the Site Assets library, to which they do not have access.

I would suggest to treat the access requests as a general request for access to the complete SITE.
In our case, I have added a link to the Visitors group on the top of the site, so the project manager can quickly open the list and add new people.

SPNewsdigest-linkontop
Easy to reach for giving access.

He grumbled a bit but is IS a sign of success when people forward the News digest 🙂

By the way, the access request email looks really nice these days. Sadly you can only Approve from the email if you are an Owner (not if you use a custom role, like we do) AND you can not give permissions for the complete site from this mail, only to the link requested.

SPNewsDigest-access
The new access request mail allows you to select role (but not Group) and Approve/Decline, for this specific News article.

7. Access requests will go to the original name of the article.

Have you changed the title of your News article after publishing? When you get an access request, the original name will be shown. If you have forgotten what it was, never mind – another reason to give access to the complete site! 🙂

SPNewsDigest-accessrenamed
I renamed that article into “Share your best holiday pix” but the request goes to the old name 😦

8. You can send this to external users.

The email and the articles will look just as nice for your external partners as for your internal colleagues, including all logos and pictures. Of course your external partners can only read the full articles when your site allows external sharing AND they have access.

9. Your News digest may end up in the Spam box.

I have had to dig my beautiful News digest out of several spam boxes, for different email addresses 😦
So if your first News digests do not get the attention they deserve, you may want to ask around if people have received the emails. (and help them mark it as Not Spam)

10. Place-holder for something that I do not know yet.

I am quite positive that something will turn up. If you have found something, please let me know!

Next steps?

Overall, our audience was positive about the News digest and we have already received inquiries from another team. 

My next post will be about experiencing SharePoint News as a reader. Stay tuned!

15 things to know about creating SharePoint News

SPNews-headerLast week we distributed our first SharePoint News digest!  One of our project teams wants to keep their audience informed with a Newsletter, and we decided to give the standard SharePoint News option a try.

The process of creating and publishing a News article is pretty straightforward, but my Communications colleague had a ton of questions which were not always readily documented.

So here are a few real-life things that your Communications colleague may want to know:

1. You can add max. 110 characters in the title, but will they all be shown?

A different number of characters will be displayed in any of the other places where the article is shown:

  • SharePoint homepage and News overview: 48
  • SharePoint site, 2 side-by-side: 43
  • SharePoint app: 59
  • News Digest email: 110

Please note this is based on my screen with my test text. The “i” is a very thin letter and you will get more in the same space if you only use that one (for instance 100 on the SharePoint homepage and overview)  the “m” and “w” are wide letters and you will get fewer in that space (for instance 27 on the SharePoint homepage and overview.) So…it all depends…on your title!
And then I am not even talking about the body text!
These things can drive you nuts if you are trying to provide guidance! 🙂

SPNews-sphomepage
27 m’s, 100 i’s and 48 letters of my test text on the SharePoint landing page.
SpNews-homepagesidebyside
25 m’s, enough i’s to give you a headache 🙂 , en 43 test letters on the News web part.
SPNews-Mobile
37 m’s, 110 i’s and 59 letters of test text in the SharePoint app (iOS)

2. When you have no background image, the title is black. With a background image, even a light one, the title goes white.

Seriously, I would never notice these things but my colleague did! It is a tad annoying as I think black would provide more contrast in many cases.

SPNews-Blackletterswhennoimage
The regular header has black letters
SPNews-whitelettersiwhtpicture
I have selected the whitest background I could find, but it still appears greyish and with white letters…

3 a. Every News article is a site page and lives in the Site Pages library.

In my organization we use SharePoint sites mainly for document management (well, until I came along 🙂 ).  Every site has a homepage and that’s it. So working with the Site Pages library was a new thing for my colleagues.
Unfortunately all News article pages live in the same Site Pages library, including your site’s homepage and any other page not related to News. Make sure you do not accidentally delete those while cleaning up old News articles.

3 b. A News digest (Newsletter) is another page in that Site Pages library.

If you create a News digest, you create another page in that library. That makes it easy to make it available for everyone who is not in the distribution list for your News digest, but it can make it difficult to know what is what.
Microsoft suggests to add the date to the title, to identify it better, but…

4. There IS a way to know if a certain page is a News article or another page.

A big applause to Elio Struyf who figured this out first, as far as I know.
In your Site Pages library, click on “Add Column” and then “Show/hide columns” at the bottom of the popup.

SPNews-PromotedState1
How to add the column that shows whether something is a News Article or not.

Then select the “Promoted State” column to add to the view. Be aware that this column is only available on the page itself; NOT via the Library Settings. (trust me, I tried 🙂 ) And also remember to click “Apply”!

SPNews=Promotedstate2
It is the “Promoted State” column that enables you to see the difference between News Article and another page.
SPNews-PromotedState3
“Promoted State” can be 0, 1 or 2

Promoted State: (Thanks to Susan Hanley)

  • 0 = News digest or regular page
  • 1 = News article page, not yet published
  • 2 = News article page, published or unpublished

Please note that the default view (Grouped by Author) does not keep the column, so if you edit the view or log out it disappears. If you really want to make it “stick”, use it in a non-grouped view. Here’s an interesting thread about this topic.

5. You can unpublish an article.

This will keep the article in the Site Pages library, but will remove it from any views. Deleting the page has the same effect, but the article will be gone, of course.

You can unpublish as follows: Go to the Site Pages library, hover over the article and click the 3 vertical dots. Click “More” from the popup and then “Unpublish”. You can publish it again.

Please note this is not available everywhere – it may have to do with the site/web part type. I could not find it in some older posts in different site types, for instance.

SPNews-Unpublish

6. The Version tells you whether a News article is published or unpublished.

I have been looking all over the place to find how to see the difference between a published and an unpublished News article, and guess what? It is the Version, which has a x.0 for a published article and a x.1 for an unpublished article.
Thank you, Susan Hanley!

7. The author mentioned is the person mentioned in Author Byline or Created By (if Author Byline is empty).

My Communications colleague helped the project team out with their first efforts, but she did not want to appear as the author. We tried to leave the header empty, the project manager edited the item, but everywhere her name showed up.

However, Marc Anderson came to the rescue here. If we replace the name of my colleague in the article header (this is called the Author Byline) by the project manager’s name, HIS name will appear in all places. As I have only one user in my tenant I can not show it in a screenshot, but I have tested it at work and yes, that is the solution.

SPNews-authorbyline
The Author Byline (yellow mark) is the author name that will be displayed.

8. News articles are shown sorted on First Published date.

This can be different from the Created date! Thanks to Christopher Webb for pointing that out. As we published the articles as soon as they were written, we had not noticed.
It makes therefore no difference for the order of appearance if you change the article after a few days. It does not suddenly show on top.

The order of appearance/moving for the side-by-side webpart is top left > top right > bottom left > bottom right > off page.
(WordPress, I would appreciate an “insert table” option!)

9. You can change the order of appearance on the News web part manually.

This will be useful if you want to keep one (or more) important News article visible for some time, without it being pushed off the page by more recent articles.
Edit the page and click “Edit webpart” next to the News web part. Scroll down in the menu on the right-hand side and click on “Select news to organize”.

SPNews-changeorder
By default this webpart (side-by-side) orders automatically, but you can change that.

Drag and drop the News Article(s) you want to keep in the same place, to the desired  place(s) and click the x top right. Remember to remove it when it has outlived its purpose, as it will stay there otherwise. And please note that this order goes for this web part only!

SPNews-reorder webpart
You can drag and drop any item you want to “pin” in a fixed position to the right and move it up or down there. You see that the 3rd item is already appearing in 1st place.
SPNews-afterreorder
After pinning the 3rd item into the 1st position, new articles appear in 2nd place. This item will be in place until you remove it manually.

10. All images that you upload will be added to the Site Assets library.

You will get a folder for Site Pages and then one folder per page.
In most cases you will end up with one folder per page with one image. What a waste of folders and clicks!

SPNews-site assets
Your Site Pages library has a dedicated folder in the Site Assets

SPNews-siteassets2
Every News article has a dedicated folder, often with only one image 😦

11. Images should ideally be 16:9 with a good focal point that is not too close to the edges.

Another “vague” specification that is a big change from the “images should be square, in .jpg or .gif format, max. 1600 pixels wide and max. 2 GB in size” spec that we used to work with before Modern SharePoint came along.  In real life it means that you generally get a decent result without being able to predict it. Keep in mind that the header image is wide and low, but in other places the images are displayed as a “normal landscape image”‘.

A deep bow for two ladies who have figured out picture behaviour extensively, so you do not have to:

Beth Hall: How SharePoint handles images.
It is a long and thorough post, and a little bit beyond me at times, but my Communications colleague, who is an expert photographer and editor, understood it very well.

Tracy van der Schyff: Creating banners for your online SharePoint pages.

12. If you delete a News article, the associated folder and images will stay in the Site Assets library.

Not sure if this is a good or a bad thing, but just so you are aware!

13. Changing the title of the News article after publication will not change the URL, the name of the Site page or the name of the image folder.

So this means links will keep working, which is good. On the other hand, you will lose track of that new title once the item has disappeared from the overviews and from the mind.

14. The News web part is not very stable.

When I was creating screenshots for item 7, I kept getting an empty web part when returning from the web part menu. Reverting to an earlier version helped now and then, but as soon as I hit the “Edit” or “Select news to organize” buttons, an empty page glared at me. I removed the web part and added it again, which helped, but it may be wise to not touch it too often! Microsoft help for the News web part.
John Sanders of Microsoft has kindly offered to look into that!

15. Edits take some time to update.

When you edit and republish an article after publication, the changes will be immediately visible in the article, the News web part and the overview in the site that the News lives in.
On the SharePoint landing page, the all-News overview page and the mobile app the changes take some time (in my test about an hour) to show up. This is probably due to the lag time in Search indexing.

What’s next?

I really enjoyed this project with my Communications colleague and the project manager. I appreciated their inquisitiveness and it was fun to research all their questions, find new blogs and support pages, see User Voice items, etc.

And…creating the News digest also generated some questions and insights. That will be my next blog as this one is quite long already!

Image by kconcha at pixabay.com

Create a photo album with OneDrive app and client

OneDrive-photo-album-631084_640In my current role I have a slightly wider scope than “just” SharePoint and Yammer. I am now troubleshooting and advising about the other Office 365 tools as well, so I need to expand my skills and knowledge rapidly to stay a few steps ahead of my audience 🙂 .  

The other day one of my colleagues asked if there is an easier way to create the photo albums he needs to make as part of his role. 
The organization I work for occasionally rents out parts of their buildings or hires space from others.  In those cases, my colleague takes pictures of the buildings to document their current state. The pictures are collated into an album which has to be signed off by both parties at the start of the rental agreement. 

What is the current method?

Getting pictures

  1. Take pictures with smartphone
  2. Send pictures to work email (in batches to avoid too large attachments)
  3. File pictures from each email in OneDrive on laptop (Attachments folder)
  4. Create project folder in OneDrive
  5. Transfer pictures to project folder
  6. Remove pictures from phone

Creating the album

  1. Open a new PowerPoint presentation
  2. Make cover slide
  3. Insert pictures from OneDrive into PowerPoint
  4. Arrange pictures on slides
  5. Add end slide (usually, with the dates, names and signatures)
  6. Save PowerPoint as PDF

Well, I thought that I (or rather, Office 365) could make things easier for him. I confirmed he had the OneDrive app on his phone, so I came up with…

The new method

Getting pictures with the OneDrive app

  1. Create project folder in the OneDrive app
  2. Open the folder

    OneDrive-Empty
    Two ways to take a picture: The + button top right and the diaphragm button on the bottom.

3. Take pictures with the + button top right or the diaphragm button at the bottom (make sure you set it to “Photo”) 
4. Pictures will be saved in the folder

OneDrive-savedinfolder
If you keep the folder open, the pictures will be saved here by default.


Creating the album in the OneDrive Client

  1. Create a picture of the cover and end slides
  2. Add to project folder of pictures, making sure that cover and end slide are the first and last items (generally, adding an A and a Z in front of the respective names will do the trick)
    OneDrive-all pictures
    Example of an album – cover image, the pictures taken, and the end images. (with a blank image to make the number even and have a better result) 
  3. Select all images in the folder, click “Share” > “Print”

    OneDrive - SharePrint
    You will find the Share > Print option on top of your screen

4. In the screen that pops up,  select “Microsoft Print to PDF” as the printer and determine a layout (generally 2 or 4 to a page)

OneDrive-popup
In this screen, please make sure you select “Microsoft Print to PDF” as the printer. You can  change orientation by clicking “Options” . 

5. Click “Print” and save the resulting PDF. You can view it here

Remarks:

  • You can only create the album in the OneDrive Client – the Online and App versions do not have this functionality. In fact, this is Windows functionality and not limited to OneDrive. 
  • You can use a “blank image” just before the last image to make the number even and have a better print result. 
  • You can change the orientation of the pictures/album by clicking “Options” in the pop up screen and then “Printer Properties”.
  • Unfortunately you can only use one display for the whole series. It would have been nice if you could decide to make the both cover and end slides a full page in the series, and provide the pictures in e.g. 4 on a page. This is clearly a limitation of this way of working.

The result

My colleague was especially happy with the camera options of the OneDrive app, which he was not aware of before. Just after taking a few pictures he realized that this will be a big time-saver. 
The second part, creating the album with the OneDrive Client instead of PowerPoint, felt like a bigger change in practice, but he was willing to try it. 

As usual, this is nothing fancy. It is just trying to match a need with existing functionality. And it makes me happy when I succeed. 🙂 

Image by Congerdesign on Pixabay.

Using OneNote during a conference

It all started out with a tweet by Simon Bisson:

I really liked that idea but I could not very well imagine how it worked exactly. And as this is another way I can make work easier for my colleagues, who generally do not have the time or the interest to find out these things, I decided to try it and write it all down. The Office 365 and SharePoint Connect conference in Haarlem was a good moment to test it all, using a tablet, but it works the same on a PC.

The day before the conference

  • Make sure you have the OneNote app installed on your tablet/PC and smartphone, and that you are logged in on both devices with the same account.
  • If you have never used the camera option of OneNote on your phone, make sure you know where to find it, and practice by photographing something, e.g. your PC screen, with the automatic edge detection and cropping.
  • Create a notebook for conferences.
  • Create a section for the next conference. From there you can create a page for each session.

    OneNote-booksetup
    I have created a Section for the Connect conference, and have one page per session.
  • Charge your devices and a power bank if you have one. It may be my iPad but it devoured battery. A charger may be useful as well, to use during breaks.
  • Clean the camera lens on your phone 🙂

Before each session

  • Make sure your devices are connected to the conference wifi
  • Create a page for the next session
  • Open tablet/PC and phone on the session’s page

During the session

  • Make notes on your tablet/PC
  • Whenever you want to capture a slide, take a picture with your phone while both phone and tablet/PC are on the session page with the cursor below the current notes. Take the picture when the purple lines are around the slide. The “Document” picture option appears to give the best results.
  • The picture captured in the purple lines will be added to the page at the place where your cursor is, on both devices.

    OneNoteinpage
    I took the picture, focusing on the slide, and this was added to the page. See below for the original photo.

After the conference

  • Process your notes like you are used to.
  • Remove the original pictures from your phone’s photo gallery to free up space. Your slide pictures will still stay in OneNote.

    OneNote-original image
    This is the original picture which stays on your phone and takes up space.

Conclusion

I really like this option. I love the fact that the cropped image automagically appears in your notes 🙂 . I also like the fact that you have the slides immediately; of course you can also wait until the organization makes the decks available, but by that time I generally no longer have the time and patience to cut and paste all this.

The new SharePoint app for iOS

spapp (2)I am not the most frequent user of the SharePoint app for iOS. Nonetheless, I am currently test-driving the new SharePoint app.
I saw the request for testers for the new app mentioned on Twitter a few weeks ago, emailed my interest, and last week I was invited to download it.

Getting started

I downloaded the app via Test Flight and replaced my current app with the new one, which was pretty seamless without another sign-in.
If you are curious…the SharePoint app in the regular App store is still the current one.

The current app has 5 navigation items; the new one has 3.
The items “Links”, “Sites” and “Persons” have been incorporated into a new item called “Find” which is an overview of your content and activity.

So, let’s discuss those 3 new items, shall we? Unfortunately everything is in Dutch and I have not found a way to change the language in the app, but I will explain.

 

Find

This is the landing page and it is an overview of content, sites, persons etc.

IMG_0119
New app: An overview of content on the page and 3 navigation items at the bottom.

The chapters are:

  • Search – for the search box
  • Quick access – these are recently visited items
  • Frequently visited sites – clicking on “More sites” shows you all sites in Card setup – unlike the current app which shows only an icon
  • Persons that you work with – which makes it painfully clear I am all alone in my tenant 🙂
  • Recent documents – documents I have recently created or modified
  • Links (not shown here, you need to scroll down) – which merely links to my no-longer-supported external website and my main team site. I do not see much added value in this chapter in my tenant, but I think this should be comparable to the Featured Links on the SharePoint landing page in the browser.

The new Sites page (with tabs on top: Frequent sites, Followed sites, Suggested sites) displays cards, just like the browser:

20180728_111726662_iOS.png
Sites are shown as cards, just like in the browser.

The old Sites page (with tabs Frequent sites and Followed sites) looks rather dull in comparison:

IMG_0370
The current app displays sites just with the icon. Look at the bottom for the old navigation menu with 5 items.

 

News

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News landing page

The News overview comes from the Modern pages and is taken from the SharePoint landing page.

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This is News as I see it on the SharePoint page in the browser.

If you open a News item in the app, you will see this:

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News item. You can like, comment, share and bookmark

This is the same as the News page in the current app.

I expected to be able to swipe or scroll through all News items, but you can only view the next item when you click the back arrow and go back to the News landing page.

Me

The third navigation item is Me

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This has two tabs:

  • Recent – content I have recently viewed, created or modified)
  • Saved – everything I have bookmarked.

From this page I can go to My Profile, which shows some more recent files and emails

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There is also a Gear Wheel at the Me-page which leads to personal and app settings.

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Sites

Of course I am very interested to know what is behind the Site cards. So I opened the Summary Links site:

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This is the same as the current app. By default you see latest news and activity.
Clicking Home in the menu leads you to the Homepage as you see it in the browser, so the Homepage is not the first page you see when opening a site in the app. Weird…unless Microsoft thinks that the site Homepage is losing relevance – which would save site owners a lot of hassle in “designing a homepage”. (My Homepages are still Classic btw – does it make a difference if you use this with Modern Sites?)

Viewing documents in sites is easy, but you will need the OneDrive app.
If you want to edit a document, you will also need the Word, Excel and PowerPoint apps.

What do I think?

I like the fact that the app has become slightly more compact. That “Find” page is quite useful as it gives you a quick overview of relevant content. It is a mix of the Office365 landing page (which I would appreciate as my browser homepage any day) and the Delve “Me” page.

I would have liked to scroll or swipe through all News, to catch up with everything in one go. The home sofa is an excellent place to do that; I know from peers that making company news available “at home” has resulted in peak views in the evening as people  prefer, or have more time, to read news at home.
I can imagine that the News tab alone is enough reason why people would want to use the SharePoint app.

For the rest, I can imagine this is a useful app but I am a bit surprised that this needs to be tested. It does not differ that much from the current one. Are all Microsoft apps being tested this way? Or have I missed something in the functionality?

 

 

Using Yammer for a business process

YammerWe tend to think of Yammer as an optional communication and collaboration channel, where you can discuss topics and share information with and ask questions to all your colleagues, independent of where they are in the organization or on the globe.

But Yammer can also be used as part of a business process.

I recently talked to a Retail Sales organization that has been using Yammer for several years for a number of business processes.

1. Sharing information about customers.

A Yammer group has been created for each major customer.

Sales people visit shops, shop managers and customer head offices.
If they see empty shelves where their product should have been, incorrectly priced products, packaging with peeling labels, a nice display idea from a competitor, or anything else they find remarkable, they take a picture and upload that to the Yammer group with their comments.
This way they share it immediately with colleagues and the back-office, and the back-office can take instant action if necessary.
(For long-time readers, this is very similar to the process we had to facilitate with a Team Site as Yammer was at that time not an approved tool within that company)

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Example of something interesting at the customer.

2. Flagging opportunities for improvement.

A dedicated Yammer group facilitates this process.
Whenever something could be done better, this is mentioned in this group, such as:
“I notice that the company flag at the Customer Center looks a bit worse for wear – can we have a new one?” or  “Can we please agree on a standard update interval for prices as I now have to find the latest prices in my own files rather than in the system?”
The Sales Managers discuss these suggestions and take the necessary action.

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Example of a potential improvement: reduce postage costs for samples

 

3.  Sharing winning strategies and achievements.

Another group has been created to share wins and winning strategies, as well as losses. Of course the Sales people are eager to share their wins, or show how they have added value or made a customer happy! Losses can also be a source for learning of course.
That information helps colleagues in two ways: they know what is happening with that customer, and they may learn different tactics to increase their negotiation repertoire.

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Example of win and interesting developments.

 

Not perfect

Is this perfect as a business system?
No. Yammer is not a CRM or Task Management system and conversations are easily lost without a process in place to capture and follow-up on them. Management and back office need to capture all posts manually and turn them into action lists and reports.
Posts are sometimes shared in the AllCompany group instead of in the group. (But you know you can move Yammer posts to different groups, right?)

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In case you did not know – you can move conversations to a(nother) group!

 

But it works for them – the mobile Yammer app saves time for the Sales people, who are the face of the organization. They are on the road a lot and taking a picture with their phone and explaining in a few words at which branch of which customer they are and what they see, is quick, easy and useful.

As the Sales force does not often meet at the office, general improvements or the sharing of sales tactics might be forgotten without the Yammer group – but with the app they can share details immediately from any location.

Examples work!

The scenarios above may not work for you. But I have found that sharing examples help people to imagine what they can do with Yammer.

The other day I showed a rather skeptical audience these, and some other examples, of using Yammer. I also explained that, contrary to email chains, Yammer conversations are visible for people who get added to the group, e.g. new employees in the team.
All of a sudden one person said: “Aha! I am a Subject Matter Expert and I get a lot of emails from different people, asking me the same questions over and over again. If we use a Yammer group, we can share the questions and answers with everyone. That will save us all time. ”
We created that group there and then – it was also a good demo for the audience 🙂

Can you share some examples of how you have used Yammer for business processes?