Building No-Code Collaboration Solutions on Office 365

Building No-Code Collaboration Solutions on Office 365

Dragan PanjkovMVP

K2 Northern Europewww.dragan-panjkov.com

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.

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

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

Proposed solution• Office 365 Business Premium (w/ Office 365 client applications)• Using Office 365 Sites (fmr. SharePoint Online)• Customized OOTB artefacts• No custom coding

Appointment schedule• OOTB Calendar List• Multiple views for different appointment types• Added “Today” view to home page

Patient information• OOTB Contact List• Taxonomy field (Patient Name)• Customized address format to match client needs

Examination findings• Office OpenXML document format• Custom Content Types• Custom Document Template• Document Information Panel integration• Populate metadata from Office client application (QuickParts)

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

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

Demo• Putting it all together

Office 365 Highlights• Fast adoption even without real training• Dynamic license assignment – responding to business needs• Minimal up-front investment in infrastructure and maintenance

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/