Microsoft 365 roadmap roundup – 7th November 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

Use the links below to switch between each product’s roadmap updates:

SharePoint
Teams
OneDrive
Microsoft Purview

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (6)
  • Rolling out (1)
  • In development (5)

🍾 LAUNCHED

  • Microsoft Lists: Custom list templates – Microsoft have announced that they will be supporting custom list templates – the ability for organizations to define custom list templates. Note, you will be able to manage which templates are available to which people, based on their job role. Roadmap ID: 70753
  • SharePoint: Improvements to SharePoint pages authoring – Column reflow and RSS connector web part – Few changes to our reflow automation for two-column sections, control of vertical section reflow, and the RSS Connector web part will give more control to the users around the number of publications shown at a time and the number of articles shown per publication. Roadmap ID: 93243
  • SharePoint: Admin center: Migration Manager: Dropbox migrations for Government Clouds – With our recent Mover acquisition, we are excited to expand our capabilities to allow moving content from Dropbox into Microsoft 365. Roadmap ID: 83456
  • SharePoint: SharePoint admin center- Tenant rename – You’ll be able to change the SharePoint domain name for your organization in Microsoft 365. For example, if the name of your organization changes from “Contoso” to “Fabrikam,” you can change contoso.sharepoint.com to fabrikam.sharepoint.com.   Roadmap ID: 82162
  • Microsoft Viva: Graph connected content indexed into topic card – Preview – Include content from Microsoft Graph Connectors MediaWiki and ServiceNow for topic discovery. Roadmap ID: 72187
  • Viva Insights: Schedule send suggestions (formerly delay delivery plan) available default on in Outlook with admin and user controls – Schedule send suggestions are currently available in the latest versions of Outlook on the web and Outlook for Windows to help schedule email delivery aligned with recipient work hours and minimize interruptions after-hours. Roadmap ID: 98128

🚂 ROLLING OUT

  • Microsoft Viva: Focus mode in Viva Insights – The focus time experience in Microsoft Teams is being enhanced for users with Viva Insights subscriptions. Focus plan users will gain access to a focus mode experience. Focus mode will allow users to set a timer to balance short bursts of productivity with breaks, manage their task list, and tap into mindfulness exercises during their breaks. Roadmap ID: 100977

⌛ IN DEVELOPMENT

Release – November 2022

  • 🆕 SharePoint: New site templates – We are introducing 3 new SharePoint site templates dedicated to helping you create sites for your HR department, to showcase Events, and a template powered by Microsoft Syntex to do contract management. Roadmap ID: 102380
  • 🆕 Microsoft 365 admin center: Targeted Release for GCC, GCC High and DoD customers – GCC, GCC High and DoD customers will be able to opt-in to Targeted Release and get early access for OneDrive for Business, SharePoint Online, Outlook for the web and Microsoft 365 Admin Center features. Roadmap ID: 93055
  • 🆕 Microsoft Viva: Update to the experience for collecting feedback on AI quality and correctness through the Topic Card – Experience updates on the Topic Card to better request feedback from users on the quality of a suggested topic. Roadmap ID: 98113

Release – February 2023

  • 🆕 Microsoft Viva: Topic engagement analytics – This update will introduce usage and engagement analytics on topics (views, edits, etc.) to the Microsoft Admin Center. Roadmap ID: 88699

Release – March 2023

  • Microsoft Viva: Topic discovery analytics to show sites processed – This update will provide transparency on topic discovery through analytics, by showing Sites processed for discovery counts in the Microsoft Admin Center. Roadmap ID: 100060

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Microsoft 365 monthly update – August 2022

The Microsoft 365 monthly update includes updates and recently recent features across all of Microsoft 365. Press a button to read about an individual technology or continue reading for more. You can take a look back at previous monthly updates here, plus take a look at our weekly roadmap roundup.


SharePoint

In SharePoint: New site templates, new/ updated web parts, new site theme, Lists MSA Preview, most used SPFx solutions

New site templates for SharePoint team sites

Microsoft are introducing three new SharePoint team site templates so you can quickly create sites for your IT helpdesk, crisis communication team, and new employee onboarding team. These site templates expand what’s possible with content, pages, and web parts while helping you quickly get started building your own site.

SharePoint site templates, left-to-right: IT Help Desk, Crisis communication, and New Employee Onboarding.

Find out more: Apply and customize SharePoint site templates

New/ updated web parts

There is one new and three updated SharePoint web parts this month, including:

  • Assignments web part | Customers using Teams Assignments will be able to add the assignments web part to pages to provide students with a one-stop, personalized resource for all their class needs. The assignments web part can also be used on communication sites like a home site to display the upcoming assignments due across multiple classes.
  • Group calendar updates | The Group calendar web part is getting visual updates, an indicator informing users when a meeting is a recurring meeting, and the capability to join upcoming Teams meetings online.
  • Quick links in the toolbar | Users are now able to easily explore the different layouts available for the Quick links web part. We’re surfacing layouts as a dropdown option in the toolbar to make it easier for authors to get the look and feel they want.
  • Highlighted content web part | This dynamic web part now adheres better to a two-column section if you chose the ‘Compact’ layout – aka, the layout preference it retained.

New site theme

There is now a new, Periwinkle site theme in SharePoint. When applied, this new site theme option brings a ‘lavender blue’ visual site theme to your SharePoint site. It adjusts to dark or high-contrast mode when viewed in Teams, too.

New Periwinkle site theme.

Find out more: Change the look of your SharePoint site

Microsoft Lists – MSA preview for iOS (beta)

This month Microsoft are introducing Microsoft Lists – MSA Preview access from your iOS device – via a beta version of the app installed through TestFlight; once installed, it brings the lightweight version of the Microsoft Lists app designed for small business and individual use in conjunction with your Microsoft account (MSA).

Track home improvements on your iOS device using Microsoft Lists – MSA Preview for iOS (beta).

Find out more: Microsoft Lists – MSA Preview

Top 10 SharePoint Framework solutions July 2022

These are the most widely used solutions and their providers last month:

  1. Ichicraft Widgets: Your Digital Workplace – Ichicraft Widgets allows users to personalize their digital workplace in SharePoint or Microsoft Teams. 
  2. Bitalus-StockQuotes – Show Stock information on your SharePoint Homepage with a couple of clicks.
  3. Navigator 365 – Sharepointalist, Inc. – SharePoint & Teams content aggregation with search, grouping and filtering. 
  4. Cerkl Broadcast for SharePoint – Ensure your internal communications are seen with SharePoint push alerts and newsfeed.
  5. Employee Directory Plus – Support | HR365SharePoint Employee Directory Plus is free, fully featured 30 days trial for one office 365 tenant upto 999 users. 
  6. HM Munich GmbH – Table of Contents – This WebPart helps you to create high-quality documentation.
  7. Modern FAQ – The Modern FAQ app provides users a better way to search for the answers to the questions they have in mind.
  8. Image Map – APPS 365 LTD – Supercharge your processes and navigation by using any image to deliver interactive visual content.
  9. Qualtrics Feedback – Add a way for your employees to easily give you feedback from within Viva Connections.
  10. My Links – Dalikoo – My Links is a SharePoint app where you can add and manage your web links through an intuitive interface. 

Find out more: Most used SharePoint Framework solutions from the Store – July 2022


Teams

In Teams: Teams optimised for Apple silicon, language interpretation, together mode for everyone, pre-assign channel members to breakout rooms, transcription created automatically, ranking poll to re-order items, in-meeting notification improvements, leave a meeting on all devices, one-click convert Word/PDF to Forms,

Government
Education
Front line workers

Microsoft Teams optimized for Apple silicon

Microsoft are rolling out a production grade universal binary version of Teams, which means it will run natively on the entire Mac lineup, including those with Apple silicon. For Mac users, this means a significant boost in performance, ensuring efficient use of device resources and an optimized Teams experience even when using multiple high-resolution monitors during calls or meetings.

Find out more: Announcing Microsoft Teams optimized for Apple silicon

Language Interpretation

This feature allows language interpreters to translate what the speaker says into another language in real time without disrupting the flow and delivery of the speaker. This allows for more inclusive meetings where participants who do not speak the same language can still fully collaborate with each other.

Find out more: Use language interpretation in a Teams meeting

Together mode for everyone

Together mode makes virtual meeting participants feel more like they’re in the same room together during virtual meetings. Now, meeting organizers and presenters can also select Together mode for everyone in the meeting to have the same view.

Find out more: Now in public preview: Select Together Mode for everyone

Pre-assign channel members to breakout Rooms

Now, as the meeting organizer you can preassign participants within channel meetings for members not explicitly invited to the meeting.

Find out more: Now in public preview: Pre-assign channel members to Breakout Rooms

Transcription created automatically during recordings

You can now create meeting transcriptions automatically during meeting recordings. If IT admins enable transcriptions for the organization and the meeting organizer sets the Record automatically meeting option to on for a meeting, transcription of the meeting will start when the meeting starts.

Find out more: Transcribe your recordings

Ranking polls to prioritize or re-order items

Respond to a poll by clicking the up or down arrow or by dragging and dropping a selection. If you’ve enabled the results sharing, everyone can see the updated results as they come in. 

Find out more: Rating and Ranking – Better engage with your audience with new poll types in Teams

Usability improvements to in-meeting notifications

Notifications show up in the top center of the meeting stage and notification bubbles stack on top of each other as new notifications pop up. This avoids notification overlaps, and you have a cleaner visual experience. In addition, you can also snooze repeat notifications like chat bubbles.

Leave a meeting on all my devices

When you join a Teams meeting using multiple personal devices, you typically want to leave the meeting from all of the devices. With just one click, you now can leave a meeting from all your devices.

One click convert a Word/PDF form or quiz to Microsoft Forms

Save time by converting your existing Microsoft Word or PDF surveys or quizzes into Microsoft Forms. Simply upload a PDF or Word document directly into Microsoft Forms and continue to edit until you’re ready to collect responses.

Find out more: Convert a Word/Pdf Form or Quiz to a Microsoft Forms

Education

These features are currently available for Teams for Education customers:

Parent Connection  – With Parent Connection, educators can initiate a Teams chat with student guardians (information provided by School Data Sync) with a single click. Instead of the twice-yearly parent-teacher conference or sporadic email, educators and guardians can have more iterative conversations through Teams chat to help manage and track student progress.

LTI apps integration with Schoology LMS  – Schoology’s Learning Management System (LMS) integration with Teams provides teachers and students an easy way to create, access, and collaborate using Teams meetings within the Schoology LMS.

Brightspace (D2L) LMS integration with Microsoft 365  – Microsoft has partnered with Brightspace (D2L) LMS to deliver more seamless integrated learning experiences. Educators can create a team for their Brightspace course using the roster information using the Teams Classes LTI. 

Home page for Teams for Education class teams – With Home page, educators and students have a centralized an customizable place for announcements, resources, upcoming assignments, class files, and meetings for their specific class.

Activate a class from inside the Teams Classes LTI app within your Learning Management System (LMS) – Now educators can activate a class from the Teams Classes LTI app without leaving the LMS. Activation is intuitive and easy to discover. A notification banner highlights classes that have not been activated.

View video recordings and attendance reports inside LMS – Teachers and students can access video recordings and attendance reports directly in their LMS. The feature is available all the Learning Management Systems incorporating the Teams Meeting LTI app.

Timed quiz – Use a digital timed quiz instead of pen and paper to save time and increase consistency. A teacher sets a timer for a quiz which gives all students the same constraints, but allows them to take the quiz on their own schedule. Students learn time management and the experience is fair and consistent to all. Learn more about enabling time limits for students in your test.

Frontline

Deploy Microsoft Teams at scale for frontline workers – Deploy a large workforce of frontline workers in significantly less time. As a Teams admin, you can deploy up to 500 teams and add 25 users per team using one Teams PowerShell command and 2 csv files. You can also use add and remove members from existing teams at scale.

Additional filters added to the Approvals list – Within the Approvals app, you can use additional filters on approval lists. For example, you can filter on approval status or keyword in the title to find the right approval more quickly.

Government

Isolated audio feed for GCC-High and DoD – When using NDI or hardware-out in Teams, you can access an isolated audio feed along with the isolated video feed from any Teams meeting.

Attendance Dashboard for GCC-High and DOD – Measure meeting and webinar registration and attendance data in the Attendance Dashboard.


Power Apps

In Power Apps: Azure B2B maker, Experimental Application Insights Features, ESLint rules, canvas apps as dataverse solutions, table designer, Power App from REST API, modern command bar, install apps via CLI

Build apps across multiple tenants with Azure B2B maker

Makers can now build apps as a guest in another tenant: apps can be built in the Azure Active Directory tenant it is expected to be hosted. For example, it is now possible for maker@contoso.com to build apps directly in the ContosoSubsidiaryA.com tenant.

Find out more: Power Apps support for B2B guest maker (preview)

Application Insights features

Two new experimental features are now available for canvas apps connected to Application Insights. The first feature reports unhandled errors experienced by end-users. The second enables correlation tracing across canvas apps and connected custom connectors. Both features can be enabled in the upcoming features menu.

Find out more: Analyze telemetry of a canvas app using Application Insights

ESLint rules for Power Apps and Dynamics 365

The Power Apps team have announced the public preview of ESLint rules for Power Apps model-driven apps and Dynamics 365 CE. ESLint rules are configured in the eslintrc file, any violations in the code will be caught and listed in the problems console automatically. Hovering over the issue in code will show a detailed description of the violation, corrections needed, and a link to a document that provides more details.

Find out more: Announcing public preview of ESLint rules for Power Apps and Dynamics 365

Canvas apps as Dataverse solutions by default

The Power Apps team have announced the release of canvas apps creation as Dataverse solutions by default in public preview. Solutions are used to transport apps, flows, tables and other components from one environment to another and are a key mechanism for implementing healthy application lifecycle management (ALM) in the Power Platform.

Find out more: Creating canvas apps as Dataverse solutions by default (preview)

Table designer now in preview

You can now create new Dataverse tables and edit them using the table designer in the standalone model-driven app designer. This new feature allows you to have a one stop shop for all your table creation and data editing needs by saving you the time it takes moving between designers. 

Find out more: Create and edit tables using the table designer

Automatically create a Power App from a REST API

With this feature, a single command line function will let developers generate a canvas app from their API definition.  The app can then be imported into Power Apps Studio for further edits or customization. Makers and developers alike can benefit from the productivity of low code and Power Apps to quickly build rich user experiences over their APIs.

Find out more: Automatically create a Power App from a REST API

Modern command bar in Canvas

The modern command bar is now officially available behind the preview toggle in Settings for canvas page authoring. The new command bar not only has a modern look and feel but is also designed to improve your authoring experience. It allows a seamless customization experience of editing common controls by dynamically displaying the common properties directly within the command bar. 

Find out more: Understand Power Apps Studio

Install Apps via Power Platform CLI & Install API

This capability enables automation of install and update experiences that are offered only through the Power Platform Admin Center experience today. Installs can also be automated for applications available from AppSource provided at least one such install of the said application has been made to another environment within the tenant.

Find out more: Announcing Public Preview for Power Platform App Install API & Tools Support


Power Automate

In Power Automate: New Android app GA, desktop update – August, 2 verified, 10 independent publisher connectors, SharePoint cloud actions in desktop

Power Automate Android app generally available

A new version of the Power Automate Android app is now available. The app has been redesigned to deliver a new UI that is more consistent with the look and feel of the Power Automate web portal, while also improving some existing experiences. You will also noticed some upgrades like quicker response times, easier navigation, and improvements to previous login issues that some of you encountered.

Find out more: Power Automate’s newest Android mobile app version is now generally available 

Power Automate desktop update – August 2022

The August 2022 update of Power Automate for desktop (version 2.23) has been released with updates including a new excel action, cropping text action, SharePoint connector actions and much more.

Find out more: Power Automate for desktop – August 2022 update

2 verified, 10 new independent publisher connectors

New verified connectors:

  • Microsoft Bookings – Booking connector is a solution for these asks. With this connector we are exposing all appointment booking actions – like Create/Update/Delete of Bookings.
  • Secret Server – With Secret Server, you can automatically discover and manage your privileged accounts through an intuitive interface, protecting against malicious activity, enterprise-wide. 

New independent publisher connectors:

  • ConvertKit by Troy Taylor – ConvertKit is the go-to marketing hub for creators that helps you grow and monetize your audience with ease.
  • CPSC Recalls Retrieval by Troy Taylor – The United States Consumer Product Safety Commission provides accessibility to recalls via this recall service.
  • Every by Troy Taylor – Use Every.org’s free fundraising services to create innovative nonprofit experiences. 
  • File.io by Troy Taylor – Simply upload a file, share the link, and after it is downloaded, the file is completely deleted. 
  • OK dokument by Solitea Slovensko a.s. – OK dokument delivers an easy to use and customizable electronic signature and digital document distribution platform that integrates seamlessly into your existing systems.
  • OneNote Consumer by Troy Taylor – Microsoft OneNote is your digital notebook. One cross-functional notebook for all your notetaking needs.
  • RescueGroups by Troy Taylor – Since 2002, RescueGroups.org has provided animal welfare organizations with easy to use, free and low-cost services like the Pet Adoption Portal to help maximize animal adoptions.
  • SchoolDigger by Troy Taylor – Get detailed data on over 120,000 schools and 18,500 districts in the United States.
  • SignUpGenius by Troy Taylor – SignUpGenius simplifies scheduling, volunteer and member management, event planning and fundraising.
  • Zenler by Troy Taylor – Zenler is an all-in-one course creation, delivery, and marketing platform.

Power BI

In Power BI: What’s new in Datamarts, Multiple Audiences Public Preview, DLP updates, PostgreSQL connector, Power BI August 2022 feature summary, Power BI app in Teams mobile

What’s New in Datamarts

Datamarts are a preview feature in Power BI Premium (and Premium Per User) that enable self-service users to securely collect, store, analyze, and share their data in a unified, low code, solution – delivering SQL and unified analytics –  all in a web-based experience, for the first time.

Updates to Datamarts are shipped monthly, and several updates launched in May 2022, including: Datamart availability in new regions, Data connectivity and preparation updates, Collaboration enhancements and more.

Find out more: What’s New in Datamarts – August 2022

Multiple Audiences for Power BI Apps (Public Preview)

The Power BI team have announced the public preview of Multiple Audiences in the Power BI Apps, one of the highly requested features from the community. With multiple audiences for an App, now Power BI App author can create multiple audience groups within the same App and assign different permissions to each group.

Multiple Audiences for Power BI Apps (Public Preview)

Find out more: Announcing Public Preview of Multiple Audiences for Power BI Apps

Updates to Microsoft Purview data loss prevention policies in Power BI

Data loss prevention (DLP) policies help you govern the sensitive information managed in your Power BI tenant. Two significant enhancements to DLP policies have recently been released in Power BI:

  • CPU metering for DLP policy evaluation
  • Overriding policy tips and reporting false positives

Find out more: Updates to Microsoft Purview data loss prevention policies in Power BI

PostgreSQL connector for the virtual network data gateway

The Power BI team have announced a new PostgreSQL connector for the virtual network data gateway! You can now connect to all your PostgreSQL workloads in the cloud using basic authentication. Just select PostgreSQL in the connection type dropdown menu when creating a new connection to your virtual network data gateway from the manage gateways page on the PBI service.

Find out more: PostgreSQL connector for the virtual network data gateway

Power BI August 2022 Feature Summary

The Power BI August 2022 feature summary is out now with updates including conditional formatting for data labels, new “Select sensitivity label” dialog, DAX editor improvements and more.

Find out more: Power BI August 2022 Feature Summary

Power BI app is available in Microsoft Teams Mobile

 Power BI in Microsoft Teams is available for Teams mobile. This helps users stay up to date and never miss activity in their Power BI reports and scorecards. Users who have the Power BI app for Microsoft Teams installed and have Teams Mobile installed on their phone or tablet will automatically get the new capability.

Find out more: Announcing: The Power BI app is available in Microsoft Teams Mobile


Microsoft 365 roadmap roundup – 31st October 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

Use the links below to switch between each product’s roadmap updates:

SharePoint
Teams
OneDrive
Microsoft Purview

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (1)
  • Rolling out (0)
  • In development (4)

🍾 LAUNCHED

  • SharePoint: Configure navigation links to open in a new tab – With this update, you will be able to manage the experience for each navigation item to open in a new tab. Roadmap ID: 93318

🚂 ROLLING OUT

  • N/A

⌛ IN DEVELOPMENT

Release – November 2022

  • SharePoint admin center: Streamlining management of site related information across Microsoft Teams and Microsoft 365 Groups – SharePoint is updating the site detail panel to include Microsoft Teams and Microsoft 365 Groups information. Admins that have permissions to SharePoint, Teams and Groups admin centers can now manage all related attributes (membership, group name, description, etc.) from a single site detail panel in the SharePoint admin center ‘Active Sites’ tab. SharePoint admins with SharePoint only permissions will have read-only access to the new attributes. Roadmap ID: 100053

Release – March 2023

  • 🆕 Microsoft Viva: Viva Insights app in Teams with personal insights for DoD – The Microsoft Viva Insights app in Microsoft Teams will be available in DoD and will show you personalized recommendations that help you do your best work. Roadmap ID: 101522
  • 🆕 Microsoft Viva: Viva Insights app in Teams with personal insights for GCC-H – The Microsoft Viva Insights app in Microsoft Teams will be available in GCC-H and will show you personalized recommendations that help you do your best work. Roadmap ID: 101521

Release – June 2023

  • 🆕 Microsoft Viva: Viva connections support for iOS tablet – Microsoft Viva Connections is your gateway to a modern engagement experience designed to keep everyone engaged and informed. This release brings the experience of Viva connections to iPad, thus extending the set of devices you can access it on. Roadmap ID: 101167

How to deploy a flow across all document libraries in SharePoint

In this post we look at a specific use case for needing a Power Automate flow to be available across all of SharePoint, some of the current limitations of Power Automate and how to overcome them using Encodian Trigr.

Intro

Most organisations will have a central location where they store policies, procedures and guidance documents. For most, this would form part of their corporate intranet solution on SharePoint/ Teams, but you also might find yourself getting asked by users “how do I get my policies from my team/ collaborative locations into the the corporate policy library?” – not such an easy answer!

The problem

Policies generally can be created by individuals and small groups of people, within the Teams/ SharePoint sites that they have access to for collaboration. For these people, having a way to publish relevant documents from their own collaboration sites to a central policy location in a consistent way makes a great deal of sense and you may think Power Automate is the way to achieve it…however this is not the case! Power Automate flows have a 1:1 relationship with the lists or libraries they are triggered from, so there is no easy way to do this with out-the-box capabilities.

Power Automate is also unable to manually trigger a flow when selecting multiple documents, something else that my scenario requires. This is where Encodian Trigr can really bridge the gap. Trigr makes Power Automate flows available across SharePoint, allowing users to access and run flows from within any library or list.

The solution

In my example, I needed to have a flow available across all SharePoint/ Team sites, which would allow all users to select one-to-many documents and publish to a central policy upload center for approval – and here is how I used Encodian Trigr to achieve it:

Install Trigr

  • There is a comprehensive guide on how to deploy the Encodian Trigr app available here. I followed these steps to get Trigr setup in my environment.

Create the flow

  • Navigate to https://make.powerautomate.com/
  • Under My flows > + New flow > Automated cloud flow
  • Give your flow a name
  • Search and select the Encodian ‘When a user runs a Trigr‘ Power Automate trigger action
  • Click create
Create an automated cloud flow and select the ‘When a user runs a Trigr’ Power Automate trigger action.

NOTE: This was my first time using Encodian Trigr, so I was prompted to provide a connection name and an API key. For the connection name I just entered ‘Encodian connection for flow’, and the API key will be in your welcome email, or available via this link: https://account.encodian.com/trigr/apikey.

  • You will now see the ‘When a user runs a Trigr‘ trigger action. Enter a title & description for your flow
Add a title and description to your ‘When a user runs a Trigr’ trigger action.

The ‘When a user runs a Trigr’ Power Automate trigger action provides all of the properties relevant to the files which were selected by the user when the Trigr action was started.

For the next step we are going to use the get file content action. Due to a current limitation of Power Automate, dynamic values are not immediately accessible by the SharePoint action. To get around this, we will just enter hard-coded values at first, then replace them with dynamic values once we have finished configuring the flow.

Get file content

  • Add a get file content action
  • Hard-code the site address of the site where the files are saved that you wish to publish
  • Hard-code the file identifier as just the ID number for now

Send an email

  • Add a send an email action with the the following confirguration:
    • To: User Email Address dynamic content from the ‘when a user runs a Trigr’ trigger action’
    • Subject: Anything you wish
    • Body: Anything you wish
Add a send an email action if required to notify the user who triggered the flow they have submitted a policy document.

Update get file content

Now we will go back to our get file content action and update the hard-coded values with dynamic content from the ‘when a user runs a Trigr’ trigger action’:

  • Open the get file content action
  • Update Site Address to Site Address dynamic content from the ‘when a user runs a Trigr’ trigger action’
  • Update File Identifier to File Identifiers

NOTE: This will create put all your actions in an apply to each loop, which is what we want if we want to be able to process multiple documents. The File Identifier dynamic content will be replaced with the current item from the apply to each loop.

Update the get file content action to include the current item from the apply to each loop.

Copy file

  • Add a copy file action after the update get file content action and configure with the following properties:
    • Current site address: site address dynamic content from the ‘when a user runs a Trigr’ trigger action
    • File to copy: Current item apply to each dynamic content
    • Destination site address: select/ hard-code the destination site address (in my case the policy site)
    • Destination folder: select/ hard-code the destination library/ folder
    • If another file is already there: replace
Add a copy file action to copy the files the flow has been ran against into the policy center.

Create the Trigr action

So far we have installed trigr in our environment, created the flow which will be used and now we need to create the Trigr action in the Encodian account portal:

  • Select the flow that you created earlier and configure with the following settings:
    • Title: This will auto-populate from the data set within the Power Automate Flow, update if required.
    • Description: This will auto-populate from the data set within the Power Automate Flow, update if required.
    • Run Message: Enter a message which will be displayed to the user once the action has been started.
    • Appear in: Tick whether you want your flow to appear in all libraries/ lists or both. You can also decide whether you wish to deploy the flow to all sites or a selection.
    • Press Create

That’s it! Your Trigr action will now be created and your flow will be available across your SharePoint environment.


Microsoft 365 roadmap roundup – 24th October 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

Use the links below to switch between each product’s roadmap updates:

SharePoint
Teams
OneDrive
Microsoft Purview

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (2)
  • Rolling out (3)
  • In development (17)

🍾 LAUNCHED

  • SharePoint: Admin center – updates for site creation settings – With this update you will have more control over whether users can create sites in your organization. Roadmap ID: 93427
  • Microsoft Viva: Viva Connections Desktop for GCC – With the new Viva Connection Desktop release for GCC, you can bring your intranet directly into Teams Desktop. The app’s icon and name match your company brand and enable employees to discover, navigate and consume your top sites in Teams. Roadmap ID: 85575
  • Microsoft Viva: Recurring time booking for breaks, message catch up, and learning in Viva Insights – Users with a Viva Insights subscription will see invitations to enroll into plans to automatically book recurring time for learning, breaks, and message catch up in briefing email and Viva Insights app in Teams. Roadmap ID: 93424

🚂 ROLLING OUT

  • SharePoint Syntex: improvements for model discovery and use – Updated experience for the discovery of and access to the list of available models, both in the content center and team sites. This update also allows extract by layout (formerly form processing) models to be reused across libraries and sites. Roadmap ID:98109
  • SharePoint Syntex: new model type for free-form documents – A new model type – trained using AI Builder. It is suitable for extracting information from files contained in both fields and paragraphs. This model type is currently in preview.  Roadmap ID:98110

⌛ IN DEVELOPMENT

Release – November 2022

  • Microsoft Viva: Dynamic subject titles for the briefing email – Currently, the subject line of the Briefing email is static to “Your daily briefing.” Beginning in November, the briefing email will feature dynamic subject lines based on particular content available in the email for the day and will enable users to have a quick preview of values presented in emails directly from the subject line. Roadmap ID: 100709
  • Microsoft Viva: Meeting category insights coming to the Digest email – The Digest email from Microsoft Viva will include a summary of meeting category insights for users with a Viva Insights subscription, highlighting up to 3 categories in which users spent the most time over the last 4 weeks. Roadmap ID: 98164
  • Microsoft Viva: Viva Connections 1st party apps for Desktop and Mobile available in GCC – Viva Connections desktop and mobile experiences are now available in GCC. Roadmap ID: 101152

Release – January 2023

  • 🆕 Microsoft Viva: Stories Public Preview – Stories allow people and leaders to share updates, experiences, vision, and perspective on your storyline, using short videos or photos. Stories are a new way to express yourself authentically, and to reach and engage people in your organization across Viva Engage, Teams, Outlook, and Yammer. Roadmap ID: 101514

Release – April 2023

  • SharePoint Syntex: Image tagging – Automatically recognize thousands of standard objects and automatically tag the file with recognized items. Roadmap ID:88715

Microsoft 365 roadmap roundup – 17th October 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

Use the links below to switch between each product’s roadmap updates:

SharePoint
Teams
OneDrive
Microsoft Purview

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (2)
  • Rolling out (3)
  • In development (17)

🍾 LAUNCHED

  • SharePoint: People Web Part Medium Card – New medium card allows authors to input a short description accompanying a person’s photo. Roadmap ID: 98127
  • Microsoft Viva: A new app called Microsoft Viva Engage – Viva Engage gives leaders a new way to shape culture at their organizations by unlocking communication and engagement opportunities for everyone. Built on the foundation of Yammer, Viva Engage brings people together across the organization to connect with leaders and coworkers, find answers to questions, share their unique story, and find belonging at work. Roadmap ID: 93409

🚂 ROLLING OUT

  • SharePoint: Security- Granular conditional access policies – Admins will have the ability to use Azure AD conditional access policies to trigger multi-factor authentication (MFA), device, and location policies on a specific SharePoint site collection by simply attaching CA policies to a label. For example, the Top-Secret label can now have a conditional access policy that requires MFA when accessing a site. Roadmap ID: 82163
  • Microsoft Viva: Effective meetings in Viva Insights – A new “Effective meetings” experience is being introduced in the Microsoft Viva Insights app in Microsoft Teams. Meeting organizers will be able to view personalized insights and suggestions to help improve their meeting habits. Users will also be able to create and share meeting plans to set team meeting norms such as shorter meetings by default and always including Teams links.  Roadmap ID:85660
  • Viva Insights: Schedule send suggestions (formerly delay delivery plan) available default on in Outlook with admin and user controls – Schedule send suggestions are currently available in the latest versions of Outlook on the web and Outlook for Windows to help schedule email delivery aligned with recipient work hours and minimize interruptions after-hours. Roadmap ID: 98128

⌛ IN DEVELOPMENT

Release – October 2022

  • 🆕 SharePoint: Microsoft Lists: Rules packaged into out-of-the-box List templates – Several of the out-of-box list templates will now come with rules pre-packaged into them, to help you keep you and your team members notified of distinct changes in your list items. Roadmap ID: 100499
  • 🆕 SharePoint: Microsoft Lists: Create a list from CSV – You can now import from a CSV file to create a list with it. The Export to CSV feature is also augmented with schema, so when you import, your source and destination lists will look identitical, down to all the custom formatting, choice pills, richtext based editing etc. Roadmap ID: 100501
  • 🆕 Microsoft Viva: Schedule send suggestions from Viva Insights in Teams chat – To encourage adoption of healthy collaboration habits, Viva Insights will display actionable recommendations to align message delivery in Teams chat to recipient work hours. Schedule send suggestions will be automatically displayed for those who compose 1:1 chats in Teams desktop and web after-hours. With just one click, users can schedule chat message delivery to be at the start of recipient work hours and minimize work-related interruptions during personal time. Roadmap ID: 98159
  • 🆕 Microsoft Viva: Focus mode in Viva Insights – The focus time experience in Microsoft Teams is being enhanced for users with Viva Insights subscriptions. Focus plan users will gain access to a focus mode experience. Focus mode will allow users to set a timer to balance short bursts of productivity with breaks, manage their task list, and tap into mindfulness exercises during their breaks. Roadmap ID: 100706
  • 🆕 Microsoft Viva: Focus mode in Viva Insights – The focus time experience in Microsoft Teams is being enhanced for users with Viva Insights subscriptions. Focus plan users will gain access to a focus mode experience. Focus mode will allow users to set a timer to balance short bursts of productivity with breaks, manage their task list, and tap into mindfulness exercises during their breaks. Roadmap ID: 100977

Release – November 2022

  • 🆕 Microsoft Syntex: new rules actions – move and copy – Create rules to move or copy files processed by Syntex models based on the extracted value. Roadmap ID: 98111
  • 🆕 SharePoint: Microsoft Lists: Approvals integration – Microsoft Lists templates will begin to leverage integration with the Approvals app in Microsoft Teams. When you specify the approver within your list item, the request will appear in the Approvals app in Teams or can be approved directly within the list. Once approved, the list item status is updated. Roadmap ID: 100502
  • 🆕 SharePoint: Microsoft Lists: New Lookup column type support – Create Lookup columns in modern list user interface – no settings page required. This means you can program a list item (column) to ‘lookup’ another set of data of pre-populated, managed choices. We are pleased to expand the columns types that are now supported when ‘looking up’ from the other list: Boolean (Yes/No), choice, and multi choice – plus formatting. Roadmap ID: 100503
  • 🆕 SharePoint: Microsoft Lists: Calendar view – week layout – When you create a new view for your list, you can now choose between month view or the new week view to visualize your list information in a way that works best for you. And you can create multiple calendar views – using both month and week – you choose. Once in the calendar view, it’s easy to drag-n-drop items to reschedule them (adjusting their date on the list itself). Roadmap ID: 100504
  • 🆕 SharePoint: Updates to site themes – We are introducing updates to site themes that will improve the experience. A new update for the Office theme in Classic SharePoint will align the presentation with the application experience. A second update will introduce visual changes to various modern SharePoint experiences to align with the Microsoft design system principles. Roadmap ID: 101150
  • 🆕 Microsoft Viva: Display store apps in Viva Connections Toolbox – With this improved experience, editors will be able to see and request third-party apps while editing the Dashboard for Viva. The “Browse more cards” section will be added in the toolbox, showing up the third-party apps that complement Viva Connections. Roadmap ID: 100249
  • 🆕 Microsoft Viva: Viva Insights web app in Government Community Cloud (GCC) – A new web interface for the Viva Insights app will be discoverable via the web, and the Microsoft 365 app launcher on Office.com. This will offer an additional way to access the personal productivity and wellbeing experiences currently in the Viva Insights app in Teams, and will include a link to the MyAnalytics dashboard for users who want to reflect on insights related to their work habits. Roadmap ID: 100496
  • 🆕 Microsoft Viva: New praise compose experience and praise trends – The praise composer – accessible through the messaging extension pinned to the Teams messaging bar or through the Viva Insights app in Teams – is being refreshed to replace praise badges with emojis and introduce the ability to select gradient backgrounds. Additionally, in the Viva Insights app in Teams, praise trends are being introduced, privately surfacing analytics such as counts of praise sent and received, your top fans and top praises received. Roadmap ID: 101161
  •  Microsoft Viva: Viva Connections Desktop for GCC – With the new Viva Connection Desktop release for GCC, you can bring your intranet directly into Teams Desktop. The app’s icon and name match your company brand and enable employees to discover, navigate and consume your top sites in Teams. Roadmap ID: 85575

Release – February 2023

  • 🆕 SharePoint: Microsoft Lists: Rules packaged into custom List templates – Expand your custom organizational templates by packaging rules into them – alongside the ability to pre-program the list schema (columns), formatting, and more. Roadmap ID: 100500
  • Microsoft Viva: Viva Connections Customer Facing Analytics – The customer facing analytics module will allow customers to understand the usage metrics for their instance of Viva Connections. and will help them gauge the health of their VC deployment. Roadmap ID:93367

Release – April 2023

  • 🆕 Microsoft Graph: SharePoint Pages API – New graph API to create and manage SharePoint pages and news posts. Roadmap ID: 101166

Microsoft Search demystified! Provide configurable search options in SharePoint, Teams & OneDrive

Microsoft Search is the unified search experience that is prevalent across Microsoft 365. Microsoft Search gives users contextual search results depending on the app they search from, be it form Word or Excel, through to SharePoint, Teams & OneDrive.

Intro

If your familiar with SharePoint search you might think this is a doddle to set up. Know your crawled properties from content sources? Managed metadata from managed properties? Well, this might not help you for modern search as not all contextual app based search results are created equally, specifically Teams and SharePoint…

Within the settings of the M365 admin center there is section called search & intelligence where you can gain access to the following configurable options within Microsoft Search:

  • Acronyms: Admin or system curated acronyms/ abbreviations used by an organisation or team
  • Bookmarks: Helps users find important information with just a search. Each bookmark includes a title, URL,  keywords and a category.
  • Floor plans: Floor plans in Microsoft Search help users find people, rooms, and spaces within a building.
  • Locations: Helps your users find addresses and locate your organization’s buildings by providing an accurate location.
  • Power BI: Support for Power BI dashboards and reports to make it easier for users to find data & analytics
  • Q&A: Creating a Q&A is similar to creating bookmarks. Answer user’s questions instead of just providing a link to a webpage.
  • Result types & verticals: Result types define how search results are shown on the page based on conditions and rules. Search verticals are tabs on the search results page that show results of a specific type or from a select source.

The problem

For all of the above options within Microsoft 365, there is a varied amount of consistency as to how each option displays within specific apps, or in some cases do not display at all. For SharePoint all of the above search options do not display in the default search results of a given site. SharePoint communication or team sites search scope is to search just the site by default. Hub sites will search the hub, plus any associated sites to the hub.

None of the above search options display from within Teams, either via the desktop app or via the browser. There also isn’t a link to organisation, or a way to see all files etc. from the search experience within Teams.

Microsoft documentation says that Acronyms, Bookmarks, Floor plans & Location only show answers on Bing, SharePoint, and Office 365. Power BI search results display in the Windows search box, SharePoint, Office 365, and Bing.

Solutions and workarounds

I only really have a solution as such for SharePoint on this one, as for Teams and OneDrive there is very little you can do to change the search result options as far as I know.

For SharePoint, the only way currently to get these options to show is to change the scope of your site. There are three search scope parameters:

  • 0 – default scope, effectively site
  • 1 – tenant
  • 2 – hub
  • 3 – site

To change the scope of your site search, you need PowerShell/ PnP. You’ll also need to be a SharePoint admin to run it, but if you are you can run this cmdlet to change the scope to tenant wide:

Connect-PnPOnline -Url https://contosodemosg.sharepoint.com/sites/Strategy -UseWebLogin
# this will prompt you to sign into your site. Use the site owner credentials to sign in

$web = Get-PnPWeb
$web.SearchScope = 1
# 1 for Tenant, 2 for Hub, 3 for Site, 0 for default behavior

$web.Update()
Invoke-PnPQuery

Once your cmdlet has run successfully, you’ll notice the change in the site targeted as when a search is initiated it will default to the “organisation” wide search results by default, showing any of the configurable options you’ve set up within Microsoft Search.

SharePoint site configured to have a tenant-wide search scope, showing a custom configured location within the search results page.

For OneDrive on web, the search experience is subtly different than SharePoint or Teams. When you search there are the following options via a drop-down: My files, All files, or Whole organisation. All files is the default setting, but you can select the scope of your search before hitting enter, or change the scope after your results are returned.

In OneDrive for web, there is a toggle within the search bar that lets you select the search scope.

Things to consider

#1 Intranet search results will not be scoped

If you are building an intranet solution or already have one in place, changing the search scope will bring in search results from Teams, SharePoint & OneDrive, so it will not be ring fenced to just “intranet” content.

#2 All sites which require the scope change will need updating

You will need to change the scope for all the sites you wish to search tenant wide. So if you have an intranet solution, all sites will need this change applying.

#3 Ensure you have the correct admin roles

When I was creating Bookmarks/ Answers/ Locations etc. I originally gave my account the Search Administrator role. This displayed more config options within search & intelligence, but when it came to publishing, it threw up the dreaded “something went wrong” error. To be able to publish, I needed to also apply the Search Editor role.


Microsoft 365 roadmap roundup – 10th October 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (7)
  • Rolling out (4)
  • In development (3)

🍾 LAUNCHED

  • SharePoint: Updated SharePoint app bar and start page sites for GCC High and DoD – The My sites panel in the SharePoint app bar will now include sites that users frequently access and follow. Additionally, the SharePoint start page, (the landing page when you select SharePoint tile in the Office 365 app launcher), will also show sites that users frequently access, recent sites and news. This change will populate sites content for these experiences in GCC High and DoD environments. Roadmap ID:93181
  • SharePoint: Microsoft 365 connected templates – We are combining the best of Microsoft Teams templates with SharePoint site templates – into the same flow of creation. When we create a new team using a default template – for example the “Manage a Project” template, the project management channels and apps, and the connected SharePoint template gets applied automatically. Critically, the pages, lists, and Power Platform integrations are pinned as tabs in Teams automatically, and best of all these pages and lists are fully editable right in Teams.  Roadmap ID:82158
  • SharePoint: Automatically build visualization of list data with Power BI (Gov Clouds) – Enables list users to easily visualize their list data in a Power BI report. The initial report is auto generated. Users can also save that report so that future visitors to the list can view the report. Roadmap ID: 93221
  • SharePoint Syntex: Contract management accelerator – Manage contracts in Syntex with automatic tagging and approval workflows, automatic clause generation and lifecycle management. Roadmap ID:88713
  • Microsoft Viva: Topics in Yammer – Preview – Display topic highlights and access topic cards in Yammer conversations. Roadmap ID: 72184
  • Viva: Learning integration with Viva Connections – As a part of this feature, Viva Learning assignments will now be available in Viva Connections app in Teams. Roadmap ID: 98148
  • Viva: Learning – new Admin IA – We are introducing an improved Admin experience for Admins within Viva Learning app so that they can have all Viva Learning specific app controls at a single place. Roadmap ID: 98149

🚂 ROLLING OUT

  • SharePoint: Admin center – updates for site creation settings – With this update you will have more control over whether users can create sites in your organization. Roadmap ID: 93427
  • SharePoint: People Web Part Medium Card – New medium card allows authors to input a short description accompanying a person’s photo. Roadmap ID: 98127
  •  SharePoint: Site sharing e-mails will now send from the sharing user’s mailbox – Today, the site sharing e-mails come from no-reply@sharepointonline.com. To improve delivery success, we will start sending these mails from the user’s exchange mailbox, as we do for other sharing e-mails. Roadmap ID:98197
  • Microsoft Viva: Quiet time settings in Teams and Outlook – To help create better boundaries and protect your personal time, later this year Viva Insights will offer the ability to configure quiet time to silence mobile notifications from Outlook and Teams outside your working hours as well as provide personalized insights on how well you are disconnecting. You will also be able to set quiet time directly from Teams and Outlook mobile. Roadmap ID: 85627

⌛ IN DEVELOPMENT

Release – November 2022

  • 🆕 Microsoft Viva: Topics action cards in Viva Connections – Starting in November 2022, Viva Topics will have two different action cards that can be used on the Viva Connections Dashboard. One is a discover card that can be used to explore topics and knowledge areas across the company for people who could be interested in learning more or contributing to a topic. Topics and knowledge areas are dynamically displayed in the card based on your interests, current projects, and expertise. Roadmap ID: 100253

Release – March 2023

  • 🆕 Microsoft Viva: Topics in Teams Channels – Earlier this year, we rolled out new Viva Topics integrations with Microsoft Teams. To widen the reach of Topics into the areas team members work, Viva Topics will expand from chats in Teams to channels in Teams, allowing users to mention topics and see topic cards within a given channel. This addition to the Teams integration will make the Topics experience more intuitive and approachable, allowing you to interact with topics in the spaces you are used to collaborating with team members. Roadmap ID: 100254

Release – July 2023

  • SharePoint: Scoping Control for SharePoint Online – Scoping control is available for SP page, site, list and library, for users to search faster with specified scope. Roadmap ID:70792

Microsoft 365 roadmap roundup – 3rd October 2022

The Microsoft roadmap roundup is a weekly summary of all the newly added items and changes within the Microsoft 365 roadmap, covering SharePoint, Teams, OneDrive and Microsoft Purview. Here’s all the new and updated Microsoft roadmap items from the past week:

Join 339 other followers

SharePoint

Includes updates for SharePoint, SharePoint Syntex and Microsoft Viva.

  • Launched (1)
  • Rolling out (0)
  • In development (17)

🍾 LAUNCHED

  • Microsoft Viva: Meeting category insights coming to the Viva Insights app in Teams – Meeting category insights can help you align time spent in meetings with your goals by giving you visibility into the categories of meetings where you spend your time. Roadmap ID: 93410

🚂 ROLLING OUT

  • N/A

⌛ IN DEVELOPMENT

Release – October 2022

  • 🆕 SharePoint: Site sharing e-mails will now send from the sharing user’s mailbox – Today, the site sharing e-mails come from no-reply@sharepointonline.com. To improve delivery success, we will start sending these mails from the user’s exchange mailbox, as we do for other sharing e-mails. Roadmap ID:98197
  • 🆕 SharePoint Syntex: Content Assembly – Create fields from images in documents – With this feature you can create fields by selecting image from documents, while creating modern templates. Roadmap ID:98125
  • 🆕 SharePoint Syntex: Content Assembly – Choose fields in modern templates to create document library columns – While publishing modern templates, you can now choose fields that you want to map to document library columns. When documents will get generated, the fields chosen to be library columns will get auto filled by the value entered by the users. Roadmap ID:98126
  • 🆕 Microsoft Viva: Manage learning providers in Viva Learning Admin tab – Learning admins can manage the configured learning providers in Viva Learning admin tab. This feature will provide a detailed sync status as well as sync logs in case of a failed sync. Roadmap ID:100250
  • 🆕 Microsoft Viva: Access your Viva Learning assignments from Viva briefing email – With Viva Learning and Viva email (formerly briefing email) integration, users can keep a track of their due/overdue assignments from Viva email. Roadmap ID:100251
  • SharePoint Syntex: improvements for model discovery and use – Updated experience for the discovery of and access to the list of available models, both in the content center and team sites. This update also allows extract by layout (formerly form processing) models to be reused across libraries and sites. Roadmap ID:98109
  • SharePoint Syntex: new model type for free-form documents – A new model type – trained using AI Builder. It is suitable for extracting information from files contained in both fields and paragraphs. This model type is currently in preview.  Roadmap ID:98110

Release – November 2022

  • 🆕 Microsoft Viva: Language expansion – Italian and Portuguese – Viva Topics will soon support indexing content and generating topics from documents written in Italian and Portuguese (as well as English, French, German, and Spanish). Topics can be edited and experienced in your language. Japanese and Simplified Chinese. Roadmap ID:100252
  • 🆕 Microsoft Viva: Topics in Your Briefing Email – As part of bringing topics to where you work, Viva Topics will now appear as an adaptive card in Your Daily Briefing. Similarly, to the Topic Center, this first card surfaces suggested topics based on your activity and will ask you to confirm your connection to the topic. Roadmap ID:100246
  • Microsoft Viva: Viva Connections Customer Facing Analytics – The customer facing analytics module will allow customers to understand the usage metrics for their instance of Viva Connections. and will help them gauge the health of their VC deployment. Roadmap ID:93367

Release – December 2022

  • 🆕 Microsoft Viva: learning path creation – Admins can create learning paths from learning objects in Viva Learning. Learning paths are discoverable, consumable, and shareable by employees at the organization. Roadmap ID:98189
  • 🆕 Microsoft Viva: Topics in Outlook Desktop – Learn more about topics being discussed in your organization without leaving Outlook Desktop. With this feature, Viva Topics can detect that a topic is mentioned in the email that is currently in focus in read mode. In this case, Viva Topics will prompt the user to open the Viva Insights panel where they can see a list of all topics referenced in the email along with a view of the topic descriptions and the people/resources associated with the topics. Roadmap ID:100247
  • 🆕 Microsoft Viva: Controlling Topic highlights on SharePoint – The long-awaited feature to control what Topics get highlighted on SharePoint pages and news posts with an alternative user experience to discover Topics on the page. Roadmap ID:100245

Release – January 2023

  • 🆕 Microsoft Viva: Topics Adoption Metrics Dashboard – Topics will include a new analytics page, where knowledge managers and admins will have access to a set of metrics that details the health of their adoption. Tenants will have health targets to reach to keep them on track for adopting Viva Topics, as well as recommended actions to perform to drive each metric to healthy. Roadmap ID: 100028
  • 🆕 Microsoft Viva: Present Topic answers in Context Region from Search – Moving Topics answer from mainline to Context Region to build up the search pattern to find knowledge entities in right panel. Roadmap ID: 100248

Release – March 2023

  • 🆕 Microsoft Viva: New landing experience for Viva Connections desktop – Help people in your organization manage their daily flow of work using a customized landing experience in Teams that displays the most important tasks, tools, news, and resources in one central place. The new landing experience offers expanded navigational tools between Viva apps and acts as the home base for Viva experiences in Teams. Roadmap ID: 99917

How to create an address book in SharePoint Online

In this post we take a look at a few of the different ways an address books can be created in SharePoint Online.

  1. Intro
  2. Example 1 – dynamic list filtering
    1. Create the alphabet list
    2. Create the contacts list
    3. Create the address book page
    4. Bonus! Populate the contacts list from M365 user data
  3. Example 2 – Custom SharePoint Framework address book web parts
    1. People Directory SPFx sample
    2. Organization Directory SPFx sample

Intro

The idea for this post came from reader George’s comment asking to do a demo of how an address book can be created in SharePoint. From my research there is already quite a bit out there on how to do this already, but here are my two ways to create an address book.

Example 1 – dynamic list filtering

This example is a pure out of the box, SharePoint solution for creating an address book feature. For this example we will use dynamic filtering between two lists to show a certain set of values when an option is selected.

To start we will need to create two lists:

  1. An alphabet list that will act as our index, storing all the letters of the alphabet as list items.
  2. A contacts list that will be the list that contains all the address book data.

Create the alphabet list

  • Start by creating a new custom list > call the list Alphabet.
  • Create new items in the list for each letter of the alphabet. I used ‘edit in grid mode’ to speed this process up
Create an Alphabet list to store the A-Z letters as list items.
  • Change the view to a gallery view
  • From here, format the list view using either the example JSON list view formatting below, or create your own to style the A-Z list to display each letter as a button
{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/tile-formatting.schema.json",
  "height": 45,
  "width": 53,
  "hideSelection": false,
  "fillHorizontally": true,
  "formatter": {
    "elmType": "div",
    "attributes": {
      "class": "sp-card-container"
    },
    "children": [
      {
        "elmType": "button",
        "attributes": {
          "class": "sp-card-defaultClickButton",
          "role": "presentation"
        },
        "customRowAction": {
          "action": "defaultClick"
        }
      },
      {
        "elmType": "div",
        "attributes": {
          "class": "ms-bgColor-white sp-css-borderColor-neutralLight sp-card-borderHighlight sp-card-subContainer"
        },
        "children": [
          {
            "elmType": "div",
            "attributes": {
              "class": "sp-card-lastTextColumnContainer"
            },
            "children": [
              {
                "elmType": "p",
                "attributes": {
                  "title": "[$Title]",
                  "class": "ms-fontColor-neutralPrimary sp-card-content sp-card-highlightedContent"
                },
                "txtContent": "=[$Title]",
                "style": {
                  "text-align": "left",
                  "font-size": "0.8em",
                  "font-weight": "bold"
                }
              }
            ]
          }
        ]
      }
    ]
  }
}
  • Save your view under a new name, I called mine “alphabet filter view”. The end result will look like the below:
Example gallery list view formatting to display A-Z as buttons.

NOTE: There was an original example for this I found online many months ago, but I cant for the life of me find it. If anyone knows where this example came from, leave a message in the comments and I’ll credit it in this post.

Create the contacts list

Next, we need to create the contacts list. If you already have your user data held somewhere else, you can always create your new contacts list from Excel.

  • Once the contacts list is created, create a new lookup column with the following configuration:
    • Give your lookup column a name. I called mine “AZLookup”
    • Require that this column contains information = No
    • Enforce unique values = No
    • Get information from: Alphabet
    • In this column: Title
    • Press Save
Create a lookup column to connect to the Alphabet list.
  • Now you need to update each item in the contacts list, to ensure each item has an A-Z value in the lookup column. Again, for this I used “edit in grid view” to speed things up.
Update the contacts list to include values in the lookup column.
  • Switch to the gallery view and format the list using either the example JSON list view formatting below, or create your own to style the contacts list in a way that suits your needs.
{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/tile-formatting.schema.json",
  "height": 166,
  "width": 300,
  "hideSelection": false,
  "fillHorizontally": true,
  "formatter": {
    "elmType": "div",
    "attributes": {
      "class": "sp-card-container"
    },
    "children": [
      {
        "elmType": "button",
        "attributes": {
          "class": "sp-card-defaultClickButton",
          "role": "presentation"
        },
        "customRowAction": {
          "action": "defaultClick"
        }
      },
      {
        "elmType": "div",
        "attributes": {
          "class": "ms-bgColor-white sp-css-borderColor-neutralLight sp-card-borderHighlight sp-card-subContainer"
        },
        "children": [
          {
            "elmType": "div",
            "attributes": {
              "class": "sp-card-previewColumnContainer"
            },
            "children": [
              {
                "elmType": "div",
                "style": {
                  "display": "flex"
                },
                "children": [
                  {
                    "elmType": "p",
                    "attributes": {
                      "class": "sp-card-userEmptyText"
                    },
                    "txtContent": "=if(length([$DisplayName]) == 0, '–', '')"
                  },
                  {
                    "forEach": "personIterator in [$DisplayName]",
                    "elmType": "a",
                    "attributes": {
                      "class": "=if(loopIndex('personIterator') >= 5, 'sp-card-userContainer', 'sp-card-userContainer sp-card-keyboard-focusable')"
                    },
                    "style": {
                      "display": "=if(loopIndex('personIterator') >= 5, 'none', '')"
                    },
                    "children": [
                      {
                        "elmType": "img",
                        "defaultHoverField": "[$personIterator]",
                        "attributes": {
                          "src": "=getUserImage([$personIterator.email], 'S')",
                          "title": "[$personIterator.title]",
                          "class": "sp-card-userThumbnail"
                        },
                        "style": {
                          "display": "=if(length([$DisplayName]) > 5 && loopIndex('personIterator') >= 4, 'none', '')"
                        }
                      },
                      {
                        "elmType": "div",
                        "attributes": {
                          "class": "ms-bgColor-neutralLight ms-fontColor-neutralSecondary sp-card-userOthers"
                        },
                        "style": {
                          "display": "=if(length([$DisplayName]) > 5 && loopIndex('personIterator') == 4, '', 'none')"
                        },
                        "customCardProps": {
                          "formatter": {
                            "elmType": "div",
                            "attributes": {
                              "class": "sp-card-personCallout"
                            },
                            "children": [
                              {
                                "forEach": "personIterator in [$DisplayName]",
                                "elmType": "div",
                                "attributes": {
                                  "class": "sp-card-userContainer sp-card-userCustomCard"
                                },
                                "style": {
                                  "display": "=if(loopIndex('personIterator') < 4, 'none', '')"
                                },
                                "children": [
                                  {
                                    "elmType": "img",
                                    "defaultHoverField": "[$personIterator]",
                                    "attributes": {
                                      "src": "=getUserImage([$personIterator.email], 'S')",
                                      "title": "[$personIterator.title]",
                                      "class": "sp-card-userThumbnail"
                                    }
                                  }
                                ]
                              }
                            ]
                          },
                          "openOnEvent": "hover"
                        },
                        "children": [
                          {
                            "elmType": "span",
                            "txtContent": "='+' + toString(length([$DisplayName]) - (4))"
                          }
                        ]
                      }
                    ]
                  },
                  {
                    "elmType": "div",
                    "attributes": {
                      "class": "sp-card-userTitle"
                    },
                    "style": {
                      "display": "=if(length([$DisplayName]) == 1, '', 'none')"
                    },
                    "defaultHoverField": "[$personIterator]",
                    "txtContent": "[$DisplayName.title]"
                  }
                ]
              }
            ]
          },
          {
            "elmType": "div",
            "attributes": {
              "class": "sp-card-displayColumnContainer"
            },
            "children": [
              {
                "elmType": "p",
                "attributes": {
                  "title": "[$FirstName]",
                  "class": "ms-fontColor-neutralPrimary sp-card-content sp-card-highlightedContent",
                  "role": "heading",
                  "aria-level": "3"
                },
                "txtContent": "=if ([$FirstName] == '', '–', [$FirstName])"
              }
            ]
          },
          {
            "elmType": "div",
            "attributes": {
              "class": "sp-card-displayColumnContainer"
            },
            "children": [
              {
                "elmType": "p",
                "attributes": {
                  "title": "[$Surname]",
                  "class": "ms-fontColor-neutralPrimary sp-card-content "
                },
                "txtContent": "=if ([$Surname] == '', '–', [$Surname])"
              }
            ]
          },
          {
            "elmType": "div",
            "attributes": {
              "class": "sp-card-lastTextColumnContainer"
            },
            "children": [
              {
                "elmType": "p",
                "attributes": {
                  "title": "[$Email]",
                  "class": "ms-fontColor-neutralPrimary sp-card-content "
                },
                "txtContent": "=if ([$Email] == '', '–', [$Email])"
              }
            ]
          }
        ]
      }
    ]
  }
}
  • Save the view and give it a new name. I called mine “Contact cards”. The result will look like the below:
Contacts list with list view formatting applied.

Create the address book page

Now are lists are created and formatted, it’s time to create a new page, add our web parts and start dynamic filtering!

  • Create a new page, select any template you like
  • In a new one column section, add a new list web part > select the Alphabet list
  • Edit the web part and make the following changes:
    • Change the view to Alphabet Filter View
    • Set the size to small – about 5 items
    • Hide the command bar
    • Hide the see all button
  • Press Apply
  • Either in the same or new one column section, add a new list web part > select the Contacts list
  • Edit the web part and make the following changes:
    • Change the view to Contact Cards
    • Set the size to autosize – fit to number of items
    • Hide the command bar
    • Hide the see all button
    • Turn dynamic filtering on
    • Column in Contacts to filter = AZLookup
    • List or library containing the filter value: Alphabet
    • Column containing the filter values properties: Title
  • Press Apply

You will now be able to dynamically filter your contacts list using the A-Z buttons on the address book page!

Bonus! Populate the contacts list from M365 user data

When creating this demo I thought to myself “wouldn’t it be great if you could populate the contacts list from data already in Microsoft 365”. I thought it was a good idea so I created a Power Automate flow to get all the user data from M365 and add it to the contacts list.

Power automate flow to populate the contacts list with user data from Microsoft 365.

The flow uses the search for users (V2) action that, if no search terms are added, will bring back all the users within Microsoft 365 within the flow. Once that action has retrieved all the users, the create item action, wrapped within an apply to each creates a new item within the contacts list for each user the search for users action has found, populating the columns in the contacts list with dynamic content from the previous action.

NOTE: There is a pagination setting that will need updating if you have more than the threshold limit of 1000 users.

Pagination setting within the search for users (V2) action.

This flow was really just to prove the concept, so it runs on a manual basis. If you were to want to do something like this I would suggest having a one time “import of all the user profile data into the contacts list, then a separate, flow that runs on a longer schedule that only runs if certain conditions are met (for example: if the email address doesn’t already exist in the contact list).

Example 2 – Custom SharePoint Framework address book web parts

There are several SharePoint framework (SPFx) sample solutions available from GitHub that work as address books, connecting to user data in Microsoft 365 and allowing you to browse and search for users. Not all samples are offered as downloadable solutions packages, sometimes you will need to package & deploy them manually. I’ve got a post here that covers everything you need to do 🙂

People Directory SPFx sample

This sample was made available as part of the PnP starter kit (formerly the SharePoint starter kit), which I installed and have been using in my tenant since 2019 without issue. This web part lets you browse an A-Z, as well as being able to search for users.

People Directory SPFx sample.

This web part can be downloaded from GitHub and installed into your tenant.

Link to the sample: https://github.com/pnp/sp-dev-fx-webparts/tree/main/samples/react-people-directory

Organization Directory SPFx sample

This sample allows you to browse an A-Z, as well as being able to search for users and sort the results by job title, first name, last name etc. When a user is found, a profile hover card is displayed is the same as the rest of Microsoft 365.

Organization Directory SPFx sample.

This web part needs to be packaged into a solution before installing into your tenant.

Link to sample: https://github.com/pnp/sp-dev-fx-webparts/tree/main/samples/react-directory