Contoso’s project managers kept opening every task record just to change its status from Not Started to In Progress. With 40 tasks per project, that was a lot of clicks. Switching the task list on the project form to the Power Apps grid control let them edit the status right in the grid. In this … Read more >>>
Contoso’s customer service lead was getting an email for every single feedback form response, and on busy days that meant 40 emails before lunch. What she really wanted was one message each morning with yesterday’s responses in a clean table. In this tutorial, I’ll show you how to build a Microsoft Forms responses summary email … Read more >>>
A Contoso sales director asked me for one Power BI report that the whole sales team could open, but with one catch: the EmployeePay table with salaries and bonuses had to stay invisible to the reps. Row-level security couldn’t do it, because the reps would still see the table and its columns. What she needed … Read more >>>
The owner of a small accounting firm I support called me earlier this year, frustrated. Their staff had started seeing “Approve sign in request” every time they logged in to Microsoft 365, and two of them didn’t want the Authenticator app on their personal phones. They asked me to “just turn Authenticator off.” What they … Read more >>>
If you want to test Microsoft’s top Office 365 plan before you pay for it, the Office 365 E5 free trial gives you one month and 25 licenses to try everything with real users. It’s how I set up most of my SharePoint demo tenants. A few things have changed since I first wrote this … Read more >>>
The first time I asked Copilot to build a flow, I typed one sentence: “When a Microsoft Forms response is submitted, add a row to an Excel table.” A minute later I had a working flow with the trigger, the response details and the Excel action already connected. I still had to pick the form … Read more >>>
Recently, while working on Power Automate, I came across a requirement to send a customized email every time a new file was added to a specific SharePoint document library. The challenge is not just sending an email but making particular details about the file, such as its name, upload time, and even a direct link … Read more >>>
In SharePoint Online, documents are shared, downloaded, synced, emailed, and accessed from multiple devices. Without proper protection, even a small mistake can expose sensitive business data. That’s where Sensitivity Labels come in. In this article, I’ll explain: What is a Sensitivity Label in SharePoint? Think of a sensitivity label as a security tag for your … Read more >>>
Microsoft 365 offers several applications for file sharing and collaboration, but it can be confusing to know which one to use. OneDrive, SharePoint, and Teams each have unique features that make them suited for different tasks. OneDrive is great for personal file storage and sharing with a few people. SharePoint works well for team and … Read more >>>
A client used a SharePoint list for vendor requests, and each vendor’s guest account should only see the requests that vendor created. Breaking permissions on every item by hand wasn’t realistic. SharePoint’s item-level permissions setting does it for the whole list in one place. In this tutorial, I’ll show you how to turn it on … Read more >>>
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