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The Great Metadata Convergence with Microsoft Teams, SharePoint, and OneDrive

How-To |

Microsoft is unifying metadata handling between Teams, SharePoint, and OneDrive. Here is what you need to know.

What is metadata?

First, let’s start with a definition. Metadata is “data that provides information about other data.” In the case of SharePoint, metadata can include using the term store or adding unique columns to lists and libraries. The advantage of metadata over folders is that you gain more robust search and reporting capabilities.

What’s the issue with folders?

Organizing by folders is popular because it builds on the familiar. File folders are similar to how we store paper documents in file cabinets. Folders also mirror a standard shared drive. So, users find this approach intuitive and easy.

Metadata_1

One downside of folders is upkeep. Documents have to be moved from one folder to another to be re-classified. The organization scheme of several levels of folders can be confusing. Documents can get misfiled in incorrect or redundant folders over time.

Here’s an article that further explains the topic - 3 Ways to Organize Your Documents in SharePoint - Lydon Solutions

How does metadata currently work with Teams, OneDrive, and SharePoint?

Microsoft Teams, OneDrive, and SharePoint are three applications in Microsoft 365 where you can effectively manage documents. Until recently, each application has its strengths and weaknesses regarding file organization:

  • The Teams application is great for collaborating and has a files tab in a channel where you can upload files into folders. However, you could not add metadata.
  • OneDrive has a local client that allows for working with files offline. It is also easy to use and navigate since it has an explorer-like view that we all know from a PC, but it also lacks metadata.
  • SharePoint is an enterprise content management system (ECMS) that provides the ultimate flexibility to use metadata and folders for lists and document libraries.

What has changed with metadata in Teams, OneDrive, and SharePoint?

With this recent Microsoft 365 update, Teams, OneDrive, and SharePoint can share metadata, not just folders. If I add columns in the files tab of a Teams channel, those columns will appear in SharePoint and OneDrive. If I add columns in the SharePoint Documents library, they will be available in Teams and OneDrive. At this point, you cannot add columns (metadata) in OneDrive, but you can view them. Also, you can now create views in Teams using metadata linked to SharePoint, keeping both systems in sync. Let’s get into why this update is important.

Teams adding columns to a files tab for a channel
SharePoint adding columns in the Documents library
OneDrive viewing columns from a Documents library

What’s the big deal with this metadata change?

Metadata is critical to organizing files more consistently. Until now, metadata was only useful in SharePoint since you couldn’t add or view it in Teams or OneDrive. This update keeps all three applications in sync with both folders and metadata when you use the Documents library. You are not restricted to just using folders!

Also, you don’t need to manually sync the Documents library across Teams, OneDrive, and SharePoint for this to work; Microsoft does this for you automatically. If you check out one of our recent posts, Microsoft 365 OneDrive and Teams for Your Construction PMIS (lydonsolutions.com), you will see how Microsoft has done this behind the scenes.

Great news, but there is a catch

Unfortunately, you currently cannot see the metadata if you are using the mobile apps for SharePoint, Teams, and OneDrive.

Also, this metadata feature is related to the SharePoint Documents library created when you create a new Team. To use other SharePoint libraries to manage metadata, you must manually link to that SharePoint site from Teams or OneDrive.

Take away

In summary, by making metadata available across Teams, OneDrive, and SharePoint, Microsoft has brought all three applications closer together for document management with fewer trade-offs. So, deciding where you want to manage your project documents is not an either-or application decision. You could start in Teams and use SharePoint or OneDrive at a later date based on the use case without having to give up search and reporting.

Microsoft 365 is a powerful platform for managing all aspects of your business and operations. Due to its scale and breadth, it can be a little intimidating. You can reach out to Lydon solutions for a free one-hour consultation where we can help you on the right path for your organization.

Keep Your Team in the Loop with the Microsoft Teams Bulletins App

How-To |

It can be challenging notifying team members of upcoming events or keep them in the loop on project communication. Organizations using Microsoft 365 have many communication options, including email, Microsoft Teams chats, and even SharePoint pages. But which one is the easiest to use and most efficient communication tool?

The Bulletins app for Microsoft Teams is a relatively new app that can centralize this type of communication while keeping you in the Teams ecosystem. Read on to find out if the new Bulletins app for Microsoft Teams might be a good notification solution for your construction organization.

What is a Bulletins app for Microsoft Teams?

Microsoft has been releasing a bunch of free sample apps to inspire developers to adopt and extend the Power Platform ecosystem. These apps are usable out of the box or customizable to solve your unique needs.

Bulletin app in a Microsoft Teams channel

The Bulletin app is a notification-focused app that you can add to Teams chats or channels. Each bulletin can have a title, description, image, category, URL, and delivery date.

Notifications could occur from all project areas. The Bulletins app can be an excellent fit for construction teams since you can easily organize items by category, date, and featured status to make them easy to find. What's great about the Bulletin app is that it keeps these notifications centralized and easily manageable by Team. It's a one-stop shop for managing notifications.

How do I add the Bulletins app to Microsoft Teams?

If you frequently use Microsoft Teams as a communication and file storage platform, you have probably seen the option to add apps by clicking the three dots for "More added apps."

Clicking "more apps" from Microsoft Teams navigation
Installing the Bulletin app into a Microsoft Teams channel

To find out how to add the Bulletin app to your tenant, refer to this link: Bulletins sample app - Power Apps | Microsoft Learn.

Microsoft Teams adds two tabs when you install the Bulletin app: "Manage Bulletins" and "Bulletins." Here is a quick breakdown of how they work:

  • Manage Bulletins - The Manage Bulletins tab is where a designated communication lead would create bulletins. Once published, the bulletins can be seen in the Bulletin app by everyone that has access to it.

Adding a Bulletin via the Manage Bulletins tab

 

  • Bulletins - The Bulletins tab is where your team goes to see the latest bulletin. Bulletins can be bookmarked, sorted by category, and searched.
Bulletin home screen

How could I use Bulletins on my project?

A bulletin could have a variety of uses for a construction project. A few good examples of construction-specific bulletins with categories could be:

  • General -"Client will be onsite every Friday."
  • Systems - "System downtime from 1-2 PM."
  • H&S - "H&S training required for access to the exclusion zone."

You can also include bulletin details with a nice banner image and links to related information, such as a SharePoint site where you can provide more details.

The Bulletins app is cool, but…

Having a notification app is a great idea, and Microsoft has done all of the heavy lifting to make this app available for developers to extend it further. If you are not a developer or have a developer in-house that knows the Power Platform, there are a few limitations in the out-of-the-box app:

  • Cannot attach images. You can add URLs that can link to images but cannot embed images into the text field.
  • Isolated to a single team. You can install the Bulletins app for a team, and it will show on every channel for that team. However, you cannot install the Bulletins app across multiple teams.
  • Needs additional options. While Microsoft created this app to pique the developer community's interest, it would have been great if there were a few additional features. For example, configurable fields such as status, the ability to use the activity feed when a new notification gets added, and distribution groups.

In summary, the Bulletin app is an interesting approach to notifying team members. I recommend trying it, but I would caution implementing it if you do not have the IT support to modify the app for your specific use cases.

If you want to implement this Microsoft Teams app or any others from Microsoft and need IT support with the power platform or anything in the Microsoft 365 ecosystem, Lydon Solutions is here to help. You can schedule a free one-hour consultation here.

Microsoft 365 OneDrive and Teams for Your Construction PMIS

How-To |

A recent Microsoft 365 roadmap feature (ID #88912) could allow you to manage construction projects using only two Microsoft 365 applications. Check out this article to find out more.

Microsoft Teams is the company’s communication platform and information hub, and Microsoft is integrating all of its applications into it to make the application a one-stop shop. OneDrive is Microsoft’s “file share” solution. OneDrive is more of a windows explorer in the cloud where you can save files into folders and even take files offline without an internet connection.

Microsoft’s 365 roadmap feature 88912- OneDrive: Easily navigate to all your Teams files from OneDrive provides a huge benefit to file storage, essentially connecting OneDrive to your Teams files which are in turn connected to SharePoint document libraries.

In OneDrive mobile, you can see Teams that you have access to under Libraries
In OneDrive mobile, you can see Teams that you have access to under Libraries
In OneDrive Online, you can see Teams you have access to under Quick access/Recent and More places.

This recent feature is special because Microsoft has seamlessly integrated OneDrive with SharePoint behind the scenes. Creating a new team in the Teams application adds an associated SharePoint site to store your Teams files by default. Think of SharePoint as your database for Teams. Before Microsoft implemented this new feature, you had to connect OneDrive to the Teams-specific document library in SharePoint manually.

With this new integration between Teams, SharePoint, and OneDrive, you can forgo having to link OneDrive to a SharePoint document library manually; Microsoft does this automatically for you. This makes file storage locations consistent between Teams, SharePoint, and OneDrive.

Integration between Teams and OneDrive is excellent for construction projects

If you use Microsoft Office documents and PDFs as your primary data, you could deliver a project management information system (PMIS) by solely using only Teams and OneDrive:

  • You can use Teams to manage project team communication for office and field workers since Teams is available for desktop, online, and mobile.
  • Field workers could use the mobile OneDrive app if they need to go offline without an internet connection to view and add documents to the same Team locations that the rest of the teams use.
  • All your project files will reside in the same place in Teams and OneDrive (and SharePoint).

The above is a simple two-system solution that could get you up and running for your project in no time. Ultimately, you have one location for files which is a huge benefit for project teams.

From here, you could expand Teams to introduce forms, workflows, and reports using the Power Platform. You could also introduce SharePoint for more of an intranet-like experience and more document control.

While Microsoft 365 is an amazing platform for managing information for your projects, it can be a little overwhelming. Lydon Solutions is here to help. You can request a free one-hour consultation to get you on the right track.

What Microsoft 365 @mentions Mean for Construction Communications

How-To |

@Mentions are frequently used on social media platforms to share content. You can type @ and select a username from a list of available users to notify them of your post. Mentions provide an efficient way to identify a user while writing so that you don't have to jump into another application, such as email, to notify them. Mentions are heavily used in most social media platforms, and rightly so, for their ease of use.

As with many social media innovations, @mentions have made their way to Microsoft 365. Read on to find out what mentions can do in Microsoft 365 for construction projects and where Microsoft might take this feature.

How @mentions work in Microsoft 365

Microsoft has added @mentions across Teams and Outlook, Excel, PowerPoint, and Word. You can even add mentions to SharePoint lists and libraries. While this is great news for Microsoft 365 users, there are some differences and disconnects with mentions between Teams and the rest of the Microsoft 365 applications.

How mentions work in Teams

Teams is a modern application in Microsoft 365, so Microsoft seamlessly integrated @mentions across the application. You can mention a team member in a chat, and a notification will show in their activity feed. In the same chat, you can even use a mention to call on a bot which could add in an application or a workflow if needed.

Mentions_1

You can mention a channel member, team, or channel in a channel post, which is handy if you want to notify everyone in a team or channel.

Mentions_2

Unfortunately, mentions in Teams do not integrate with mentions in Excel, Word, PowerPoint, Outlook, and even SharePoint. Mentions are their own communication island in Teams unless you incorporate a custom Power Automate workflow or the Graph API to send mentions into Teams from the office apps.

How mentions work in Excel, Word, PowerPoint,Outlook, and SharePoint

To add a mention to Outlook just type @ and select the team member.

Mentions_3

To add a mention to Excel, Word, or PowerPoint files online, click the comments button to insert an @mention into the document.

Mentions_4

You can add mentions to SharePoint list and document library records by editing a record and scrolling down to the More Details section of the fly out panel:

Mentions_5

Mentions made in  Excel, Word, PowerPoint, Outlook, and SharePoint will show in the notifications bell of the person assigned for both the online and desktop versions of Outlook.

Mentions_6
Mentions_7

Once again, these mentions do not link to the mentions in Teams.

For more information, refer to these Microsoft support articles:

What could be Microsoft's plan for mentions?

Email is still the preferred method of communication. With Teams, users can minimize emails by using chat with mentions. At some point, Microsoft could bridge the gap across all its Microsoft 365 applications so they can use a universal @mentions feature to notify users. An integrated @mentions approach could centralize the communication stream so that if I create a Teams chat, Microsoft 365 automatically sends off email notifications from Outlook. Or, if I was in Outlook, I could mention a person in an email, and that email would then show in a chat, team, or channel. No more bouncing around between mentions in Teams and the rest of Microsoft 365. No more trying to decide if I should use Teams or Outlook.

So how can mentions help me with construction communication?

As discussed above, mentions are still a fragmented solution across Microsoft 365, but @mentions can still be part of your communications strategy, depending on the stakeholders. For internal correspondence, you could use Teams chats and posts. For external communications, you could continue to use Outlook email. Also, until Microsoft delivers a mentions solution across Microsoft 365, you can leverage a Power Automate workflow to capture project-specific external emails and store them into teams and channel chats by referencing the mentions in the workflow.

Finally, if your team actively collaborates in Excel, Word,  PowerPoint, and SharePoint online, you might find it valuable to take advantage of @mentions to alert users when they are assigned to review an entry or a file. Check out this article for more information:  New Notifications pane in Outlook helps you stay on task (office.com).

Learn how to use Microsoft 365 to manage your construction projects

If you need help implementing Microsoft 365 for your construction organization or you are just looking to implement a communication solution, you can request a free one-hour consultation with our Microsoft 365 specialists here.

If a turnkey Microsoft 365 construction PMIS solution might be a better fit, you can request a demo of Construction Viz here. Also, you can subscribe to our monthly newsletter to keep up with the latest Microsoft 365 news, tips and tricks, and Construction Viz; you can do so in the footer below.

How to use Microsoft Teams Updates for Construction

Microsoft News |

Microsoft has released a new Teams app called Updates. The Updates app allows you to create update requests for your teams or individuals and allow recipients to submit their response for review.

The Updates app is an interesting approach to issuing and receiving status requests for your team members from within Teams. If you want quick status updates in a questionnaire-type format, the Updates app might be a great tool to consider. Read on to find out more.

Setting up the Updates app for Microsoft Teams

Here is a quick walkthrough on setting up the Updates app.

Requirements to get started
Before you begin, you will need to have the following in place:

  • A Microsoft Dataverse If you don't have permission to create one yourself, you will need to request this from your IT team or tenant admin.
  • A Power Automate, Microsoft 365 E/M, or Dynamics license.
  • A license for Microsoft Forms.
  • An administration role in the environment.

Adding the Updates app
To add the Updates app, click on the three dots in the lefthand navigation area of Teams (it says "More added apps" when you hover) and search for Updates. You can then pin the app so you can quickly get to it in the future.

You can also create or assign an Update from within a chat by clicking the three dots (Messaging Extensions) and then searching for and selecting the Updates app.

Configuring the app
When creating an Update, you have several options. You can use an existing template, such as a weekly update or a facility inspection, or select "Start from Blank" to create a template.

If you "Start from Blank," there are three settings you can adjust:

  • Basic settings – This is where you can name the template and enable it.
  • Form design – This is where you create the questionnaire. If you are familiar with Microsoft Forms, you will see that it's pretty much the same interface with the same options.
  • Workflow settings – This is where you create the workflow of who will respond to the Update (submitters), who will be able to review responses (viewers), and what frequency the flow will run.

Submitting an update
Once an Updates template is created and saved, based on the due date of your flow, team members will receive a notification under their activity feed in Teams. Submitters can then respond in mobile and desktop versions of Teams which is handy for front-line workers.

Reviewing responses
If someone assigns you as a viewer in the update, you will have access to an Updates dashboard that provides the status of any updates you have scheduled, issued, or received. You can review all of the responses from the viewers as they arrive and view the entire series of responses in one view.

Where is this data being saved?
The Updates app stores all its data in Microsoft's Dataverse in Microsoft 365. The Dataverse has many benefits, such as deep integration with Microsoft's cloud services (Azure, Dynamics 365, and Microsoft 365) and access to many connectors in Power Automate and Azure Logic Apps. Also, since Updates uses Forms to build questionnaires, all your Updates forms will show in Microsoft Forms in a read-only view.

Our overall takeaway on using the Updates app for construction

The Updates app has potential as a one-off status update solution for Microsoft Teams.

The questionnaire or survey will need to be simple and only require a one-step workflow for it to be viable for something like a construction daily progress report. If you are not collecting a lot of data from your submitters and are heavily ingrained in using Teams to manage projects, I recommend checking it out.

For more complex scenarios, you may be better off looking at a combination of Power Apps and Power Automate to give you flexibility for your form and workflow logic.

The Good

  • Prebuilt templates are available, and you can create your own.
  • You can add the Updates app to Teams chats.
  • The Updates app has a simple but effective workflow to collect responses and even schedule reoccurring requests.
  • The app's dashboard provides an easy way to manage responses.

The Bad

  • It's an app specifically for status updates which makes it a one-off tool in Teams.
  • It uses Microsoft Forms which is somewhat limited in functionality; if it were possible to connect to Power Apps, you would have much more options to build out forms.
  • The Updates app offers limited configuration options, such as creating custom views, exporting to Excel, and printing to Power BI.
  • Users cannot edit their responses after submission.
  • No customization capability.

Learn how to use Microsoft 365 to manage your construction projects

If you need help setting up Microsoft 365 to manage your construction projects, you can check out this three-part blog article series or contact us directly for a free consultation.

Tips from the Field: Adding Images to a Power BI Report

Tips from the Field |

Microsoft 365 Power BI is an incredibly powerful reporting tool and is fast becoming the go-to reporting solution in construction. While creating connections to different data sources and building cool reports is relatively straightforward, adding dynamic images is not as simple.

Read on to learn how to add images to your Power BI report.

Two options when adding images to Power BI reports

There are two paths to adding images to a report.

Option 1

Your first option is to insert images directly into the report. This approach is useful if you want to embed a static image into your report, like adding a logo to a project-specific report.

Unfortunately, you need to open Power BI, update the report, and re-publish it to add or edit images.

Note: These embedded images will display when you print a report.

Option 2

Your second option is to link images dynamically from another file location. This approach allows you to connect to images from another file location and display them dynamically in your report.

A good example of this would be a set of project progress photos that are dropped off in a SharePoint image library every month. You could then connect these photos to your report and use a project and time period slicer to display only the images you would like to see in the report.

While this approach provides the most flexibility, since images are read from the image library, the setup in Power BI of the connection is more difficult.

Also, there are a few considerations to be aware of:

  • Viewers must have permission for both the image library and the Power BI report to view the images.
  • Images will not display in Power BI Desktop until you publish the report to Power BI Online.
  • The connected images will not display when you print a report.
Power BI Desktop with both options
  • When images initially display in Power BI, they will appear as small thumbnails, and you will not have many options to format them. You will most likely need to “Get more visuals” and find a third-party image display visual. See the screenshots below for how to do this.

Step 1: Click the three dots and select “Get more visuals” 

Step 2: And then search on images and click on one to add 

So, you might wonder how actually to create a dynamic image connection in your report from SharePoint? There are a bunch of steps to doing this, but I found a great video to get you most of the way there: A little trick for SharePoint Online Images in Power BI.

We hope this blog helps you build out your project status report. If you need a complete reporting solution from building a Power App to collect period data or structuring a Power BI Report that can filter by project and period, you can submit a consultation request here.