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The New Watercooler: SharePoint & Office Mingle

Explore the integration of SharePoint with Office suites and learn how to enhance productivity through process automation, document management, and collaboration tools. Discover the latest updates and features in SharePoint 2013 alongside Office 2013, 2010, and 2007. Dive into the world of information workers, SharePoint consultants, and innovative solutions to streamline your workflow. Join us at the forefront of technology solutions and unleash the power of integrated platforms. Let's embark on a journey to optimize your Office experience with the best SharePoint practices and insights.

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The New Watercooler: SharePoint & Office Mingle

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  1. The New Watercooler SharePoint: Where Office Comes to Mingle Brittany KwaitSPS Omaha ’13Protiviti@britkwait

  2. Thank You!!!! ForSponsoring the Information Worker Track

  3. Agenda • Introductions • Adage • SharePoint and Office: Total BFFs • Qs & As

  4. Why are you here? • I am an information worker • I am The SharePoint Guy • And use SharePoint 2013 • And use SharePoint 2010 • And use Office 2013 • And use Office 2010 • And use Office 2007

  5. Why is Protiviti here? • Over 15 years of effective technology solution implementation • 12-time Microsoft Gold Certified Partner helping over 250 clients world-wide achieve business goals • Have released a commercial work, project and portfolio management product on Microsoft from SharePoint 2007 through 2013 • Organizer of the annual SharePoint Conference .ORG and facilitates the largest SharePoint Group on LinkedIn, as well as a private user group • As a global leader in consulting and internal audit, leverages deep technical capabilities with a wide range of subject matter expertise to develop value-adding, customized solutions www.protiviti.com

  6. Why am I here? • I ♥ SHAREPOINT! • And want you to, too! • Working with SharePoint since 2007, because of Office • Senior SharePoint consultant with Protiviti specializing in information architecture, business process automation, project management, and user experience • No-Code Solution Architect for 50+ clients across the Americas

  7. :( Your SharePoint environment has gone through an update that it couldn’t handle, and now it needs to destroy everything you’ve worked so hard to build.

  8. I have neigh idea how to use this!

  9. OWA 2013 • Your favorite productivity suite, only sweeter • Excel, OneNote, PowerPoint, Word

  10. Content types • Any type of file, Office or otherwise (pdf content type) • Or any type of file • Special powers for the Office posse • Process automation • Information Panel

  11. Co-Authoring • It’s the future—today!

  12. Word • Word Automation Services (On Prem) • Save any file that can be opened in Word in any other file format that can be opened in Word • .doc → .docx; .rtf → .pdf • Compatability mode • New! Let SharePoint bridge your document Stream • Executes auto-update actions; e.g. ToC, indecies • Timer Job or On Demand • Blog editor

  13. Visio • Visio Services – View & refresh diagrams within SharePoint • Workflow Creation (Premium/Pro) • Create real SPD workflows in Visio with a special drawer of shapes! • Or export SPD workflows to Visio for others to view • Visio Process Repository (site definition/template) • Simple site with single library. Most Visio template types installed as CTs some extra columns for diagram status, etc.

  14. Access • Access Services: For publishing Access applications to SharePoint as an interactive web part • Access web app – Requires SQL Server to be installed and the Access app to be installed in its own site collection • Open with Access—set up sync / Access View

  15. Outlook • Your outlook for success looks bright if you start here • Site mailboxes • Sync: • >Tasks!< • >Calendar!< • >Document libraries • < with Site Mailbox

  16. Project • i • Bi-directional sync (Professional 2010/2013) • Schedule the project! Don’t let the project schedule you • Open/Export task list

  17. OneNote • Site Notebook (feature!)

  18. Excel • Excel Services = “’Excellent!’ said the Executives.” • Excel Services = Enterprise Only • Publish an Excel workbook to SharePoint • Pivots too! • Published data can be accessible to web services • PerformancePoint = Excel plug in for swanky SharePoint BI • Import Spreadsheet (not recommended)

  19. Conclusions • What happened to PowerPoint?! • Get your teams to the watercooler • Get your files to socialize! • Office: Smoothly flowing from C:\ to Cloud • Give this presentation to your peers! • Plan the topiary, create the topiary, maintain the topiary

  20. @britkwaitbrittany.kwait@protiviti.com Qs? OR Cs?

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