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Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Dec 19, 2015

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Page 1: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Spark the future.

May 4 – 8, 2015Chicago, IL

Page 2: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Proven Ways to Build Robust, No-Code Solutions in Microsoft SharePoint Asif Rehmani & Jennifer Mason

BRK2150

Page 4: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Understanding the Session ParametersWhat are No Code Solutions? Quick, useful, inexpensive Solves a common business

need AKA SharePoint

Composites, Mashups

Who are Power Users? Has technical expertise Understands business

needs Does not code for a living AKA Citizen Developer,

Business Unit IT (BUIT)

Page 5: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

The SharePoint customization continuum

CustomizeOut-of-the-Box

(sites, docs, lists, social)

No-codesolutions

(Access, Excel,Workflow, BCS)

DeclarativeCapabilities

(ECM, RCM,WCM, Search)

Managed Code(Apps, CSOM,

Reusable components)

Page 6: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

“Let’s not write code until we have to write code.”

Click icon to add picture

Page 7: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Typical No-Code SolutionsTracking SolutionsHuman Resource PortalsExpense ReportingSelf-Service DashboardsDocument Review & Approval WorkflowsNew Hire OrientationStructured Documents (Contracts, RFPs, Invoices)

Page 8: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Power View

Jennifer Mason

Page 10: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Access Services

Asif Rehmani

Page 11: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Access 2013 – Used to create the interface of the app

SharePoint 2013 / Office 365 – Used to host the front end of the app

SQL Server 2012 – Used as the backend data storage technology for the app

Using Access 2013 to simplify web development

Page 12: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Additional ResourcesOverview of Access Services in SharePoint 2013Creating an Access 2013 Web App

Page 13: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Automation & Workflows

Jennifer Mason & Asif Rehmani

Page 14: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Use notifications to keep people informed of the process status.

Take every opportunity available to add automation to manual processes.

Page 15: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

The ‘New Stuff’Stages• New base level concept of

stages

Visual Designer• Direct Visio incorporation• Stage-Level Diagrams

New Task Actions• Quick and easy to create

tasks and approval processes

Web Services• Able to call into Rest/HTTP

web services

Loops!• Able now to loop indirectly

with stages or directly with the new Loop actions

Copy/Cut and Paste• Core copy/cut and paste

abilities now introduced

Page 16: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

2010 and 2013 style workflowsSharePoint Designer

2010

2013

Page 18: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

InfoPath 2013

Jennifer Mason

Page 19: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

The official word on InfoPathInfoPath 2013 will be supported until 2023 (product support)InfoPath Forms Services will be supported in SharePoint Server 2016 on-premises

InfoPath Forms Services is, and will continue to be, supported in SharePoint Online

Microsoft blog post on topic, “Update on InfoPath and SharePoint Forms”: http://blogs.office.com/2014/01/31/update-on-infopath-and-sharepoint-forms/

Page 20: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,
Page 22: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Out of the Box Customizations

Jennifer Mason & Asif Rehmani

Page 23: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

SharePoint Composites Showcasecreated by Mark Gillis from Microsoft

http://technet.microsoft.com/en-us/sharepoint/dn594430

Page 25: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Join the conversation!Share tips and best

practices with other Office 365 expertshttp://aka.ms/

office365network

Page 26: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

Visit Myignite at http://myignite.microsoft.com or download and use the Ignite Mobile App with the QR code above.

Please evaluate this sessionYour feedback is important to us!

Page 27: Customize Out-of-the-Box (sites, docs, lists, social) No-code solutions (Access, Excel, Workflow, BCS) Declarative Capabilities (ECM, RCM, WCM,

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