• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Lydon Solutions

Lydon Solutions

Construction Project Management Software Solutions

  • Construction Viz
  • Clover AI
  • Services
    • Business Consulting
    • Professional Services
    • Microsoft 365 Managed Services
    • Government Agencies
  • Company
  • Events
  • Blog
  • Careers
  • Contact
  • Search
  • Free Consultation
Show Search
Hide Search

microsoft 365

Redefining Project Permissions with Sensitivity Labels in Microsoft 365

Microsoft News | July 19, 2023

Sensitivity labels are an entirely new way to implement permission controls in Microsoft 365. They are more powerful and easier to administer than groups and SharePoint permissions. Will sensitivity labels ultimately be the future of permissions management in Microsoft 365? Read on to find out more.

Historical Microsoft 365 permissions overview

If you are familiar with Microsoft 365 permissions, you know how complicated administering permissions can be between external and internal users or even controlling permissions for different types of information.

If you use SharePoint to store your documents, you gain additional permission controls that you can apply by user or group by site, app, folder, list, library, or even record. And with SharePoint permission levels, you have an extensive range of options to fine-tune further what specific users can do once they gain access, such as read and edit.

Administering permissions from a content location-centric mindset (i.e., where the file is stored) can become tedious depending on the number of sites and applications in play. Also, while these types of permissions prevent access to the document in SharePoint, they do not prevent someone from getting a copy of a document from an email attachment or a chat and simply downloading it locally.

What if you could apply permissions based on a type of record or the type of person interacting with the data and ensure the permissions permeate through your entire Microsoft 365 tenant?

Introducing Sensitivity Labels

Now that we covered Microsoft 365 permissions, as we all know and love, you might wonder how sensitivity labels could improve on the foundation. Here are some of the features of sensitivity labels:

  • Persistence. Because the label is stored in metadata for files and emails, it stays with the content, no matter where it’s saved or stored. The unique label identification becomes the basis for applying and enforcing policies you configure, which apply online and offline.
  • Encryption. Emails and documents can be encrypted to prevent unauthorized people from accessing the data. You can even add expiration dates.
  • Watermarks. Sensitivity label watermarks can be automatically applied to documents and emails. You can configure the watermarks to display on the documents’ header, body, and footer.
  • Microsoft Office support. Microsoft Word, Excel, PowerPoint, and Outlook, both on the desktop and on the web, support sensitivity labels. Sensitivity labels work on Windows, macOS, iOS, and Android. Users can assign sensitivity labels directly to the file as they work on them, and that metadata is saved with the file throughout Microsoft 365. Even Power BI reports can recognize sensitivity labels.

Real-world construction examples

Scenario #1. You have confidential correspondence that only the project manager and the project controls lead should be able to see. You could create a sensitivity label called Confidential and only include PMs and PCM users. You can select the sensitivity label from right within your Outlook menu. Now that email will be restricted to only PMs and PCMs.

Applying a sensitivity label to an Outlook email.
Applying a sensitivity label to an Outlook email.

Scenario #2. You want all internal correspondence documents in a SharePoint document library to not be shared externally. You can create an internal sensitivity label, grant access to all internal company users, and then set up a default sensitivity label on the entire document library. Now when every file gets dropped off, it is automatically restricted to internal company users.

Sensitivity menu from Microsoft Word.
Sensitivity menu from Microsoft Word.
Sensitivity labels applied in a SharePoint document library.
Sensitivity labels applied in a SharePoint document library.

Scenario #3. You want to conduct regular vendor review meetings, but you only want to include the construction contract management (CCM) team and control any access to what is discussed and shared. You can create a sensitivity label called “vendor review” and include the CCMs. Then apply the sensitivity label from Outlook and Teams when you set up the meeting. The meeting settings can consist of:

  • Who can bypass the lobby.
  • Who can present.
  • Who can record.
  • Encryption for meeting video and audio.
  • Automatically record.
  • Video watermark for screen sharing and camera streams.
  • Prevent copy of meeting chat.
  • Prevent or allow copying chat contents to the clipboard.
Sensitivity label applied to a Teams meeting
Sensitivity label applied to a Teams meeting

Considerations

If you are interested in utilizing sensitivity labels, there are a couple of items to consider:

  1. Sensitivity labels only work with Microsoft Office documents. It is possible to use PDFs but refer to the latest documentation on how to set it up: Microsoft Purview Information Protection support in Acrobat (adobe.com)
  2. Sensitivity labels are created and managed in the Microsoft 365 Admin center, which very few users can access.

Overall, Sensitivity Labels are very powerful tools for managing who has access to your information. They provide a different permissions vector than traditional permissions management and are much more robust across the Microsoft 365 ecosystem. You can use both models simultaneously since it is not an either-or decision. I suggest trying them out for confidential documents that should not be shared externally to see how you can incorporate them into your daily work process.

If you need any help with sensitivity labels, permissions, or Microsoft 365 in general, you can request a one-hour free consultation. You can request a demo here if you are looking for an enterprise construction management solution for Microsoft 365.

Microsoft 365 Loop will change your work day. Are you ready?

Microsoft News | April 14, 2023

You might be wondering what Microsoft 365 Loop is. Microsoft Loop is a little difficult to define, so let’s use a typical office work scenario. You start your work day by opening Outlook to check your email and Teams so that you can chat with your coworkers. Next, you select a file to work on, such as updating your cost report in Excel, finishing a PowerPoint presentation for senior management, or maybe creating a status report in Word.

All of the above files reside in separate applications with their own file extensions. Wouldn’t it be easier if you started your day in a freeform workspace where you could include all of those applications, and more, without needing to go anywhere else?

Microsoft Loop is the one ring to rule them all. Loop organizes your work into workspaces like books. A workspace could be a project or re-occurring meeting like a monthly status update. The app further divides Workspaces into pages (like pages within the book).

Where Loop gets interesting is the ability to turn parts of the pages into shareable components, letting you share your workspaces, pages, and components with others to get their real-time feedback. Suddenly your work day is organized like a diary with real-time interactions without the need to switch applications.

How is Microsoft Loop different than One Note?

In theory, Loop could be the next evolution of One Note. Loop adds live integrations with Office and the ability to create shareable components.

Is there something similar to Microsoft Loop on the market?

Yes, there is a software product called Notion:

"Notion is a single space where you can think, write, and plan. Capture thoughts, manage projects, or even run an entire company — and do it exactly the way you want."

The difference between Notion and Loop is the ability to integrate with the rest of the Microsoft 365 suite.

Where does Microsoft Loop save data?

You would think Loop would save data in the Dataverse, but it actually saves to SharePoint. Here’s an article explaining the details - The SharePoint storage platform supports the Loop app - Components, pages, and workspaces (microsoft.com). This is great news for our Construction Viz product which deploys to SharePoint Lists and Libraries. I can see a day where we embed Loop components into Construction Viz, potentially even bi-directionally.😊

Microsoft Loop sounds great. When can I use it?

As of March 2023, Loop is still in preview and a little underwhelming since it only integrates with Outlook for the web and Teams. Still, Microsoft has done the heavy lifting, and you can see the potential of this cross-application tool.

We’ll monitor Microsoft Loop and provide updates on how construction project teams can use it in their daily workflows. Be sure to subscribe to our newsletter in the footer below not to miss future updates about Loop and other technologies essential for the construction industry.

You can also schedule a no-obligation consultation to learn more about using Microsoft 365 to manage your construction projects.

Contractor Access Has Never Been Easier with Lydon Solutions’ Microsoft 365 Contractor Portal

Company News | April 7, 2023

One of the most challenging issues many clients face is finding a secure and simple way to share project information with external contractors.

The issue becomes even more pressing with many construction organizations moving to Microsoft 365 and wanting to keep their information within their Microsoft 365 tenant. Read on to discover how the Lydon Solutions’ Contractor Portal solves this issue and more.

Contractor-Portal_1

The old ways of sharing project information with contractors

Organizations using Microsoft 365 have three ways to share project information with external contractors. Each method comes with pros and cons:

  1. Guest access – You could add guest users to your tenant and share Microsoft SharePoint sites and even Power Apps with contractors.
    • Pro – This method enables you to grant contractors access to SharePoint sites and other applications such as Power Apps.
    • Con – Setting up a guest user takes a few steps, which can be administratively cumbersome with large numbers of contractors.
  2. Share files and folders – You could share the records directly on a per folder or file basis with specific external contractors or even anonymous users.
    • Pro – Easy to share files and folders.
    • Con – Isolated to specific files or folders, not applications. This method becomes administratively cumbersome with many file locations.
  3. Licensing a user – You could provide Microsoft 365 user licenses for contractors.
    • Pro – Contractors can access just about anything based on their permissions.
    • Con – There is a monthly cost per user depending on the Microsoft 365 plan. Also, access management can be challenging if the proper permissions controls aren’t in place.

How Lydon Solutions’ Microsoft 365 Contractor Portal solves the problem

With the Lydon Solutions Microsoft 365 Contractor Portal, we have solved the access challenges for contractors while providing a means to securely receive and share information within your Microsoft 365 tenant.

Our new Contractor Portal reduces the administrative burden of adding new contractors by allowing them to self-register, including the option to register with their secure social accounts (e.g., Twitter, LinkedIn, Facebook, Yahoo, Google, and LiveID).

Contractor-Portal_2

If you need more control over registration, you can send invitations to specific contractors, ensuring only known entities have access. Two-factor authentication provides additional security if required.

The new Lydon Solutions’ Microsoft 365 Contractor Portal is your one-stop shop for managing external contractor access in your Microsoft 365 tenant, providing secure file sharing, and delivering Microsoft 365 Power Platform solutions such as RFIs, Submittals, Invoices, POs, and other contractor-related processes.

Contractor-Portal_3

Lydon Solutions has been delivering Microsoft-based IT solutions to the construction industry for over 14 years. To learn more about Lydon Solutions’ Contractor Portal or if you need help with your Microsoft 365 environment, you can request a free one-hour consultation request here. For a turnkey PMIS solution for Microsoft 365, check out Construction Viz here.

Related Posts

Sorry, we couldn't find any posts. Please try a different search.

How to get Microsoft 365 off the ground for your construction projects

How-To | March 27, 2023

It can be an intimidating experience trying to manage your projects in Microsoft 365. There are so many different approaches and tools it can make your head spin trying to find the best for your needs. And it can be difficult, almost impossible, to find the right company to work with that has construction and Microsoft technology knowledge to do it.

We have found that figuring out where to start is the greatest challenge for construction organizations looking to embrace Microsoft 365 for their projects.

Common questions construction organizations have about Microsoft 365

Some typical Microsoft 365 questions we get from construction teams include:

  • How do I write requirements?
  • What’s the best way to manage data? Folders vs. metadata?
  • How can I manage my contractors’ permissions? What if I don’t want them to have access at all?
  • What are the best tools to create, manage, schedule, report, and archive my projects?
  • How can I minimize the number of emails that fill up my inbox?
  • What are some of the tools and processes to improve project communication?
  • How can I deliver a super simple solution for all levels of technical aptitude?

Solving the above questions requires years of experience developing and delivering solutions specifically for the construction industry.

Lydon Solutions is a turnkey Microsoft 365 solutions provider laser-focused on the construction industry, from developing detailed requirements to implementing easy-to-use solutions. For over 14 years, we have been delivering award-winning solutions that have made our clients more productive and have saved millions of dollars.

Let us help you take the first step to take control of your projects. You can request a one-hour consultation here.

We also have our own construction management platform, Construction Viz, that can be implemented out of the box or tailored specifically to your business. You can request a demo here.

Microsoft 365 resources for construction teams

Below are a few blog articles that will help you get started using Microsoft 365 to manage your construction projects.

  • Gather Requirements for a Project Management Information System (lydonsolutions.com)
  • Folders vs. Columns in SharePoint (lydonsolutions.com)
  • Case Study: Microsoft 365 for Construction Project Management (lydonsolutions.com)
  • Welcome to Microsoft 365 for Construction. Where We Are Going, There Are No Roads (lydonsolutions.com)
  • How to Start Managing Construction Projects in Microsoft 365 - Part 1 (lydonsolutions.com)
  • The FOCUS Methodology: A Solution-based Consulting Framework (lydonsolutions.com)

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

How-To | February 16, 2023

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
Teams adding columns to a files tab for a channel
SharePoint adding columns in the Documents  library
SharePoint adding columns in the Documents library
OneDrive viewing columns from a 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 | February 2, 2023

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
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
Clicking "more apps" from Microsoft Teams navigation
Installing the Bulletin app into a Microsoft Teams channel
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.
Bulletins_App4
Bulletins_App5

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
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.

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Interim pages omitted …
  • Page 12
  • Go to Next Page »

Primary Sidebar

Recent Posts

Microsoft Tips | May 1, 2025

Use Microsoft 365 Groups for a Project Email Inbox

AI Solutions | April 24, 2025

Copilot and Planner Premium – R.I.P. Project Schedulers?

SharePoint Favorites
Microsoft Tips | April 16, 2025

Always Find What You Need With SharePoint Favorites

sharepoint site usage analytics
Microsoft Tips | April 10, 2025

You Built It. Now Make Sure They Come: SharePoint Site Usage Analytics

Microsoft News | April 1, 2025

Running Out of Storage? Check Out the New Microsoft 365 Archive Feature

Microsoft Tips | March 24, 2025

How to Manage Construction Project Photos in SharePoint

Footer

About

Lydon Solutions is a WBE consulting group specializing in construction project management software solutions using Microsoft SharePoint. Learn more >

Products & Services

  • Construction Viz
  • Clover AI
  • Professional Services
  • Business Consulting
  • Microsoft 365 Managed Services
  • Government Agencies

News & Events

  • Events
  • Blog

Company

  • About
  • Careers
  • Contact Us

Join our Mailing List

  • This field is for validation purposes and should be left unchanged.
Lydon Solutions

© Lydon Solutions

  • Sitemap
  • Privacy
  • Cookies
  • Terms of Use
  • Disclaimer

Click here to start a Microsoft Teams chat.

Contact Us
Name(Required)
This field is for validation purposes and should be left unchanged.