building no-code collaboration solutions on office 365
TRANSCRIPT
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Building No-Code Collaboration Solutions on Office 365
Dragan PanjkovMVP
K2 Northern Europewww.dragan-panjkov.com
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Agenda• Using Office 365 services in collaboration scenario for small and
medium businesses• Basic to intermediate scenarios which don't require any custom
development nor 3rd party tools. • Examples and demos that will be shown are based on presenter's
personal experience with some of his recent implementations.
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Dragan Panjkov• Microsoft MVP – Office 365• Working with SharePoint since 2007• Speaking at community events since 2008• Speaking at conferences since 2009• Consultant at K2 NE (www.k2.com)• Previously: PlanB.; Microsoft; Lanaco• Website and blog: www.dragan-panjkov.com
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Business case• Small health practice• Fast and efficient way of managing patient, examination and
appointments• No dedicated IT people• No dedicated in-house infrastructure• Minimize up-front costs• Average skillset (no real power-users)• Timeline: Dec 2014 – Jan 2015
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Proposed solution• Office 365 Business Premium (w/ Office 365 client applications)• Using Office 365 Sites (fmr. SharePoint Online)• Customized OOTB artefacts• No custom coding
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Appointment schedule• OOTB Calendar List• Multiple views for different appointment types• Added “Today” view to home page
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Patient information• OOTB Contact List• Taxonomy field (Patient Name)• Customized address format to match client needs
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Examination findings• Office OpenXML document format• Custom Content Types• Custom Document Template• Document Information Panel integration• Populate metadata from Office client application (QuickParts)
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Examination data• OOTB Document Library• Custom Views• Grouping by patient name• Easy to see patient history (previous examinations)
• Custom Content Types• examination findings• lab results
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Other Office 365 features used• Skype for Business – fast and secure information exchange• Office Online – fast access to previously entered data• Site Search – quickly find data about patient and examination from
any part of the solution
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Demo• Putting it all together
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Office 365 Highlights• Fast adoption even without real training• Dynamic license assignment – responding to business needs• Minimal up-front investment in infrastructure and maintenance
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Resources• www.office.com• support.office.com • https://
support.office.com/en-us/article/Create-change-or-delete-a-view-of-a-list-or-library-27ae65b8-bc5b-4949-b29b-4ee87144a9c9• https://support.office.com/en-us/article/Introduction-to-managed-m
etadata-a180fa28-6405-4679-9ec3-81d2028c4efc• http://
en.share-gate.com/blog/quick-tip-combining-word-and-metadata-through-quick-parts• http://nubo.eu/office365/scappelletti/document-template/