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Microsoft 365 customer questions – Teams chat pop out for improved collaboration

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

Q – How can I chat and collaborate on a file at the same time

I was having a chat with a customer on Microsoft Teams and we were discussing the content of a PowerPoint file. The file was open for both of us in the desktop version of the PowerPoint App. I was referencing the content and the customer started complaining that every time I did that, she would have to switch out of chat and go the PowerPoint App to view the content referenced. Then come back to the chat to carry on the discussion. This context switching was fraying her nerves and is a classic example of bad collaboration productivity when a perfectly good solution will do, which is what she asked for 👇

A – Teams chat pop out

First just to say that if you want to work on an App like PowerPoint and chat alongside it at the same time, you can do that perfectly well when you are viewing the App in Teams – see screenshot below. Here you can see I have opened a Word file from the chat where I shared it. When you open the file from the chat, the conversation is not automatically displayed alongside the file, but you just have to click the Conversation icon to do that (see yellow circle). This functionality also works in a Channel conversation by the way.

Chat alongside App in Teams desktop – click to enlarge

This first option definitely does the job but sometimes you want to go beyond the App within Teams for richer functionality and use the desktop version of the App. Or collaborate alongside Apps not integrated into Teams like the Office Apps are. Thats when you use the Chat pop out function. Here are instructions for how to pop out a chat. Below is a screenshot of what it looks like. You can resize both windows to suit side by side work and chat better this way if you wish.

Chat alongside App outside Teams desktop – click to enlarge

And finally, here is an example of the popped-out chat alongside a browser window, just to show you how it’s possible to chat in this way alongside any other application.

Chat alongside non-Teams embedded App – click to enlarge
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Microsoft 365 customer questions – Power Platform and Teams Hackathon tips

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

This was not so much a question as a request to present to all the hackers participating in the company hackathon in a launch event. I put a few slides together, here they are in a pdf below. Below that, a few notes of elaboration on the slides that I think need it. This follows earlier advice I shared with the same customer on how to organise the hackathon, captured in this story: How to run a Hackathon for Microsoft Teams and Power Platform. And it also builds on this earlier thought rocket: Hackathons the MVP and lean startup.

Slide 3

I wanted to instil some lean startup, entrepreneurial thinking into the hackers minds. This is also a setup for some of the later slides. The main point being that you have to have an idea of what you want to build in the way of problem/s to solve or opportunity/ies to leverage and that by definition (being future focused), you are not going to be certain that you can achieve it. I wanted to juxtapose this with the need to start building and iterating fast and testing your work as you go and that this has to mapped against your vision and course correction will be required all along the way. Course correction will require either that you refine your vision or your solution.

Slide 5

The clear point here is that you should try and build complete solutions (as far as possible) at every stage of your build. It follows naturally from the previous slide too. I also made the point that they should not be myopic in their thinking and focus too much on the technology or “product”. For instance, building a wheel which on its own, is not really usable. Rather they should think about solving a transport problem and in the image example, a skateboard could be a great first version, perfectly usable in its own right. Hopefully you get the point.

Slide 7

While the hackers were mostly focused on building apps, automations, reports and the like with the Power Platform, I did want to bring Microsoft Teams into the picture as the platform through which they should consider publishing their work. I made two points really. One is that they could develop their solutions either in the respective standalone environment in Power Platform but they could also create solutions directly from within the Teams environment – more on that here: Create low-code custom apps for Microsoft Teams – Teams | Microsoft Docs. More importantly, that they should think about bringing their solutions into Teams to become collaborative apps – a concept explained really well here: Stay in the flow of work with new collaborative apps for Microsoft Teams – Microsoft 365 Blog.

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Microsoft 365 customer questions – what and why M365

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

Question:

The customer is just about to launch Microsoft 365 so the decision has already been made about buying and using it. The question was more in relation to a kick off session to all staff in which I was asked to present in 10 minutes what M365 is and why it will add value to the organisation. I’ve also been asked this by others so I thought this would be a good exercise in any event.

Answer:

I’ve started my thinking on how to address this with a DanelDoodle, always a good way for me to narrow my thinking and generally sense make. As you can imagine, 10 minutes in which to explain M365, a platform so vast in capability, is not an easy task. Maybe impossible. But it is a good exercise. And on this point, this is just an exercise. This is not a definitive answer and will likely change as I prepare for my session and use this to gather feedback. Some explainers below the doodle.

Click to enlarge
  1. I started with a brief explanation in the first two blocks on the nature of Microsoft 365 in relation to the commonly held understanding that it is the Office suite you buy upgrades for every few years. It’s much more than just a set of document tools like Word, PowerPoint, etc. It also goes beyond a new name and business model. So the first block tries to explain that it is a subscription service and you get continues updates and innovation as a result. It also covers many other tools covered in the second block, more on all of them here: Microsoft 365 | Secure, Integrated Office 365 Apps + Teams
  2. I then wanted to cover the concept of the Microsoft Graph which is really important. This is pretty challenging, not sure I’ve done that quite yet. More on that here: Overview of Microsoft Graph – Microsoft Graph | Microsoft Docs
  3. I then tried to choose an area that M365 covers really well which is documents and processes. I chose some examples for each of these that showcase the two main functions. There are so many to choose from this is really difficult. I chose these because I think they capture the essence of innovative new features really well. Here is a little more on each:
    1. Analyze Data in Excel (microsoft.com)
    2. Create professional slide layouts with PowerPoint Designer (microsoft.com)
    3. Microsoft Editor checks grammar and more in documents, mail, and the web
    4. Microsoft Lists | Microsoft 365
  4. The last block covers Microsoft Teams which has become the de facto “front end for collaboration” incorporating so many other tools and components of M365. This article covers the concept I am trying to explain really well: Stay in the flow of work with new collaborative apps for Microsoft Teams – Microsoft 365 Blog
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Microsoft 365 customer questions – Service BOTs in Teams

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

Question:

Can you help us to overcome a challenge our users face in how they currently access IT and HR related information, FAQ’s and create support tickets covering issues in both areas or departments?

Answer:

For the answer it is probably best to just share the two slides I used to capture the issue and challenge (in the first) and then position a solution or set of potential solutions (in the second). Below the slides, links to main solution options.

  1. ServiceNow: For how to integrate ServiceNow into Teams, start here. Universal request shows how you can incorporate cross department ticket transfers.
  2. Moveworks: More on the solution here, demo here.
  3. FAQ+: All info here, get it on GitHub here.

The customer has not yet fully decided in which direction to go and as that happens I will bring the input in here, where permissible. In the meantime, hopefully the above helps to frame things and aids decision making.

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21 essentials for the digital enterprise in 2021

I was asked a question the other day from someone wanting to know what would be required to become a fully digital company. Big question I know and I didn’t have much time in which to answer. I came up with a fast list. This is an attempt to remember and add to it but still in the spirit of off the cuff thinking, so I’m not going to dig into too much detail. Great exercise, you should try it. So this list is extended beyond the original list to include 21 items in total, for 2021 natch and seeing as that we are at the end of it 😜

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Microsoft 365 customer questions – Sales Productivity

I work in the business of dealing with customers questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

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How to run a Hackathon for Microsoft Teams and Power Platform

I’ve decided, while I work in the business of dealing with customers questions on Microsoft 365 all the time (disclosure), either directly or indirectly, I might as well share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers respect both sides sensitivities. This is where I started the activity and this post uses a slightly different format but is essentially the same approach.

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Microsoft 365 customer questions – Viva Connections

I’ve decided, while I work in the business of dealing with customers questions on Microsoft 365 all the time (disclosure), either directly or indirectly, I might as well share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers respect both sides sensitivities (some parts have been redacted) and the topic is covered in the post title. Answers in grey background starting with initial questions

Continue reading Microsoft 365 customer questions – Viva Connections