Migrate to Office 365 or Upgrade to SharePoint 2019?

SharePoint Upgrade or Migrate?

One of the biggest questions people have been asking with the release of SharePoint 2019 is what should I do now. There are still approximately 30-40% of SharePoint customers who are in either a partial cloud with hybrid scenario or are fully on premises running a variety of legacy SharePoint 2010, 2013, 2016 or earlier. Many customers have been toying with the idea of migrating to Office 365 and a significant portion who are on premises and plan to stay on premises have been asking… so tell me what the most compelling reasons are to upgrade or migrate? Can you give me a top 10 on each? Wouldn’t it be great if we had an infographic that had both in the same place so you could decide? Sure! Why not both and a webinar to discuss it!

Download the Upgrade or Migrate SharePoint Infographic from slideshare in PDF or download the png format of Migrate to SharePoint Online or Upgrade to SharePoint 2019 infographic

This infographic is shared creative commons share alike. Feel free to include it in your presentations inside or outside your company or feel free to blog about it and share it in social media.

Why Migrate to Office 365 or Upgrade to SharePoint 2019 – There are a dozen great reasons to upgrade to SharePoint 2019 if you are running any older legacy versions of SharePoint. The number of reasons go up if you’re running SharePoint 2013 or 2010 or heaven forbid 2007 or 2003. As an example the browser compatibility gets a huge boost between 2010 and 2013 and even better with 2016, but 2019 is the most significant upgrade since 2010 to 2013. While SharePoint 2013 to 2016 wasn’t very significant the upgrade from SharePoint 2016 to SharePoint 2019 is much more significant due to a lot of investments in on premises OneDrive, hybrid integration with Flow, Forms, PowerBI, Power Apps. Those looking to reduce or remove their dependency on legacy InfoPath and SharePoint Designer will be much more happy with SharePoint 2019 due to this new integration. Those customers who are using some SharePoint Online and some on premises will find a significant upgrade to the UX in SharePoint 2019 with the modern UX updates.

Join us for the upcoming Webinar where we’ll walk through the details of Migrating to Office 365 or upgrading to SharePoint 2019!

Register Now

Webinar Title: Migrate to Office 365 or Upgrade to SharePoint?

Decisions, decisions, decisions! You’re not alone if you’re running SharePoint 2010, 2013, 2016 and wondering… Is it time to upgrade to 2019 or should I take the plunge and migrate to Office 365. In this session we’ll dive into the decision matrix of the benefits of both SharePoint 2019 and Office 365 SharePoint Online. First we’ll cover the benefits of both, then help you understand the key differences and help you better understand the business value. The session will focus on user experience, technical features, and business value with the goal of helping customers be able to make a clear distinction or decision between one or the other or both… looking at hybrid SharePoint 2019 and Office 365.

Date/Time: May 16, 10:00-11:00AM PDT, 1:00-2:00PM EDT

More details at: https://gennet.com/2019-or-online-sp-migration/

Now is the time for Compliance in Office 365 and SharePoint

Office 365 is one of the fastest growing products in history. With this shift to the cloud, companies have been moving their collaboration, consolidating their file shares, moving data from personal drives containing personal information. At the same time the world has changed, not only regulations, but privacy considerations stemming from HIPPA, GDPR, CCPA, and various global and local privacy considerations have changed the way we work. In our recent webinar on 4 easy steps to compliance with myself and Colligo, we discussed the shift to Office 365.

There has been significant momentum to move to the cloud. Analysis shows most customers running in a pure Office 365 environment with 49% of respondents. 23% acknowledged they are moving or planning to move to Office 365 with a minority 12% planning to stay in on premise SharePoint. A small 7% portion of environments plan to stay in hybrid, with even more than plan to move out of hybrid as they move to the cloud to 100% Office 365.

As companies adopt Office 365 compliance has never been more important. According to a poll in the recent webinar it was obvious that companies are still early in their adoption of the powerful data loss prevention features, and understood to be even less so for the newly released labels. I expect unified labeling to become even more popular after the labeling features come front and center and get integrated into the Office ribbon.

The by far significant thing to notice in the data, is the fact most companies are just starting with the basics. Is SharePoint still just a web based file share? I’d like to think it’s more than that and it should be your best bet at getting compliance on the files you care about. It’s time. More features are coming to simplify adding labels, but site classifications for sensitivity, and file plans with retention labels need to urgently support regulations and compliance. The collaboration workloads should not be so relaxed. Many organizations have yet to develop a data compliance plan to meet the modern requirements for data privacy and retention.

Microsoft is working to tip the balance. Consider the classification, DLP and labelling features they have rolled out in SharePoint just in the last year or so. From a technology standpoint, implementing data compliance has never been easier. This convergence and wave of regulations with better compliance tools may well make this the moment for companies to adopt data governance and compliance practices.

“Right now Microsoft is fusing content management and compliance – into an ever more streamlined set of tools to keep data compliant, keep knowledge easy to discover and share, and make files easy to retain or remove from SharePoint,” commented Loic Triger, COO Colligo. “Organizations that use the shift to O365 to also implement a smart compliance framework will be the ones that avoid lost productivity and best manage the risk, cost and distraction of data breaches in the next decade. Achieving that though, will also require a focus on tools easy for users.”

The opportunity is to leverage these new features to focus on compliance and as they do so look to SharePoint Add-ins like Colligo to simplify the ability to integrate labeling strategies for files and email in Outlook and Office.

There’s another incentive to address data management head on when shifting to O365. Consider the cost and data loss issues that come from moving massive data to the cloud without addressing classification and retention. Microsoft predicts a data explosion over the next few years, and IT departments are already watching it happen.

Data without labelling or classification is a privacy risk. When there is no classification all data is treated equally as unclassified data, from a data storage perspective it’s no better than a file share except for the fact it’s got eDiscovery and is easier to find, but from a compliance perspective it’s at risk. It’s time to get started. Use this article as a call to action.

Miss the webinar? Check out “SharePoint Data Compliance Made Easy” webinar recording, view the slides or view and download the infographics.

12 SharePoint and Teams Integration Points Infographic

Download the infographic and share and use it how you’d like…

SharePoint and Teams are Better Together: Here are 12 Ways…

  1. Add your SharePoint Pages to Teams
  2. Documents added to Teams are automatically stored in SharePoint and OneDrive
  3. SharePoint enabled coauthoring protols in Office with SharePoint backed documents work in the Teams UX
  4. Teams presence and chat is even better with Office 365 and SharePoint.
  5. Automatically post your documents to Channels with Flow
  6. Easily add SharePoint sites to Teams or Create Teams for your SharePoint sites
  7. Use the Bots in Teams to call your SharePoint sites and lists data with the Bot Framework
  8. Preview 270+ file formats in OneDrive and SharePoint directly in Teams UX
  9. Synchronize your SharePoint and OneDrive documents and access them in Explorer for files you add with the Teams interface
  10. Teams information will be accessible in SharePoint. Chat is already getting better and better.
  11. Access SharePoint News in a Tab or in automatically in a channel
  12. SPFx isn’t just for SharePoint anymore. Write SharePoint Framework parts for Teams


4 Easy Steps to SharePoint Data Compliance

Compliance and Data protection has never been more important.  Microsoft has put a huge effort behind the “Data Loss Prevention” and “Labels” as well as site designs and levels to help users do the right thing.  Unfortunately, there has been a major disconnect between the business and IT (those tech teams providing the solutions) based on SharePoint Online and SharePoint 2019.  Business users often expect that IT has already setup the proper governance, compliance settings and all that’s necessary before the solution is released.  Very few company have setup the necessary, but new built in features of Site Classification, Data Loss prevention or the new SharePoint Labels.  Something I’ve repeated in the past that’s very applicable is defaults have faults.  SharePoint out of the box is not necessarily setup to ensure compliance in your industry without configuration.  These 4 prescriptive setups designed in a easy to consume Infographic provide the settings and configuration that’s required for compliance and due diligence for modern data protection.

Download the “4 Steps to Data Compliance in SharePoint” Infographic…

Feel free to use or share this infographic it in your slides, in your blogs, with your business and review with Information security Legal or security teams.  This Infographic is designed to be shared.  It has a license of creative commons share alike.

As it relates to the importance of compliance in Office 365 SharePoint Online, many companies are missing the keys to success and may find a lot of value in seeing a sample built out based on prescriptive guidance.  SharePoint Online may seem plug and play, and releasing the service as is and letting users get on with their work and sites may seem like the right thing to do.  The reality is, with a little bit of configuration the environment can be setup in a much more purposeful way to protect data and the company from litigation due to lack of reasonable compliance actions taken to protect information privacy and records.  SharePoint Server in 2016 and 2019 have support for Data Loss Prevention.  The need for compliance and privacy applies to all types of environments.

There are really 4 key steps in setting up and configuring your SharePoint environment for base compliance.  I’ve worked with Colligo to put together this clever Infographic designed to simplify the process.  I hope you enjoy it.  Hope you like the Infographic, but even better I hope you join us for the upcoming free webinar where I’ll walk you through the 4 steps in more detail.

Free Webinar: SharePoint Data Compliance Made Easy: Site Classifications, Labels and the User Experience

Over 60-minutes we’ll review 4 Easy Steps for Compliance:

  1. Defining Office 365 Labels for information protection
  2. How to create, publish and apply Labels to Libraries
  3. How to create and apply data loss prevention (DLP) policies to warn users and block data from leaks
  4. How to make it easy for users to Save and Classify emails and files to SharePoint without leaving Outlook and Office 365

Join Joel Oleson, a Microsoft MVP/RD and 19-year SharePoint veteran with 7 years of experience at Microsoft as he shares practical guidance to keep your data secure and compliant. Colligo’s Roland Reddekop will show how users can save, classify and label emails and files right from the applications they primarily work in like Outlook and Office 365.

Title: SharePoint Data Compliance Made Easy: Site Classifications, Labels and the User Experience
Date: Thursday, April 11, 2019
Time: 8 a.m. PST, 11 am EST — Register
Date: Thursday, April 11, 2019
Time: 11 a.m. PST 2 pm EST — Register
Speakers: Joel Oleson, MVP Office Apps and Services & RD
Roland Reddekop, Colligo

>> RSVP for the Webinar

This webinar and infographic is sponsored by Colligo. See more on the colligo.com website

Office 365 Power Tools: What To Use When… PLUS NEW! Charts and Graphs and Recording and Slides

Thanks for joining me on the Office 365 Power Tools What to Use When Webinar. We had over 500 users connected in that session. Incredible. We got a ton of feedback and questions, so I wanted to share my thoughts and provide some answers, links and explanations as well as links to the recording and slides.

Download and View Recording with no registration on Youtube

Incredible Insights Charts and Graphs

What Power Tools are you using for Development for SharePoint Apps today?

Joel’s Insights: So most are still using the basics of lists, libraries and workflows… think about the missed potential. Incredible that we had a funeral for Infopath about 5 years ago, and there are about as many people using InfoPath and SP Designer. There’s a big responsibility to help the community catch up on Forms, Flow, PowerApps and Power BI. I was also surprised to see a few responses during the event from people saying… when will Infopath be replaced? People who don’t get the power of PowerApps. Many have found third party tools to help fill the gaps. I realize I should have added SPFx, but the session was more about the power tools.

What Version of SharePoint are you using?

80% using Office 365. That’s great! The fact that more than 50% still have 2013 and 2010 is a little sad don’t you think? I think we need more campaigns around upgrading to SharePoint 2019… What do you think? Tell me in the comments. I’ve got ideas for a Top 10 Reasons Why you should upgrade to SharePoint 2019 Infographic. Would make a good webinar too.


What does E3 include as it relates to Forms, Flow, PowerApps and Power BI?

  • Forms is free for everyone including building and consuming forms including anonymous.
  • Flow is covered for all of the standard connections except for the premium Flows.
  • PowerApps licenses are included, but do NOT include Plan 1 or Plan 2 these are additional addins.
  • Power BI you can download the client and run it, to get Power BI Pro you need E5 or you can add on Power BI Premium.

Can anyone create PowerApp without a license?

No. You can’t create or consume a PowerApp without a license. E3 does include license to create or consume PowerApp… it just needs to be assigned if it hasn’t.

Can you please provide all the training videos links to know how to use in details of all the apps flow, form, power, apps, power bi and nitro. to ease the use of them. and if we have any question for support, how can we contact a direct chat with the supporting team?


Then go to youtube and go to the Microsoft Flow Channel and from there you can navigate to the PowerApps, Power BI and Office 365, Dynamics 365 Youtube Channels in Featured Channels on the right


Please can you give us an update if know on when PowerApps and Flow will be available on the government tenant? Can you please also include what is available for the GCC? PowerApps/Flow is not available to us yet

GCC = Government Cloud Community

The Office 365 Roadmap says March CY2019

Power BI vs Tableau? Thoughts?

They are very different and have very different capabilities… that being said, check out what Gartner said… they are both in the leader quadrant as of 2017.

Would Power BI Report server with gateway bipass some of those limits?


I have not seen any reference to quotas in on premise Power BI. I expect not all of them would apply, but you should be smart and do testing and validation.

On-premises data gateway: Multiple users can share and reuse a gateway in this mode. This gateway can be used by Power BI, PowerApps, Flow or Logic Apps. For Power BI, this includes support for both schedule refresh and DirectQuery


Does a form belong to a person or to the company? What if a person leaves the company?

A form is stored in Azure or any number of places. You can’t update them, so they definitely don’t follow you, but in European and soon to be California and many other places laws, you should have rights to your private data. Today you don’t have many rights for access to your data stored in forms or powerapps as a user. You can always try… that’s what privacy is all about.

Powerapps: is it possible to connect one powerapp to multiple Sharepoint Lists during runtime? E.g. choose a teamsite and select the values from a list, then connect to another teamsite with a list having the same name? E.g. list to collect issues in multiple teams or projects

Yes, check out a direct question in the forum https://powerusers.microsoft.com/t5/General-Discussion/Read-and-write-to-2-seperate-SharePoint-lists/td-p/101938

the web link on the what to use where isn’t working… can you double check it?

You’re right, it was messed up. Here’s the correct link


Does Nitro Studio have On-Prem options or similar that could be required to meet InfoSec/goverment compliancies?

Maybe quickly explain Microsoft Forms Pro

Forms Pro????

There is a slide in the presentation on Forms Pro from the announcement at http://formspro.microsoft.com

Will Forms ever evolve into more that what it is today or is the direction to use Power Apps?? This is a tough thing to swallow for non dev SharePoint admins?

Forms is the for lightweight quick Survey, Polls, and simple forms. It will get better, but it will never be PowerApps.

Can you give a link to the Usage stat reports for PowerBi?

Check out these links:



Microsoft 365 usage analytics contains a number of reports, including:

  • Adoption overview report — offers an all-up summary of adoption trends. Use the reports in this section to learn how your users have adopted Office 365as well as how overall usage of the individual services has changed month-over-month. You can see how many licenses are assigned, how many of those are in active use by people in your organization, how many users are returning users and how many are using the product for the first time.
  • Product usage report — offers a drill-down view into volume of key activities for each service. Use the reports in this section to learn how your users are utilizing Office 365.
  • Storage used report — Use this report to track cloud storage for mailboxes, OneDrive and SharePoint sites. You can use this to make sure people in your organization stay within limits, or to decide if you need to purchase more storage resources.
  • Communication report — You can see at a glance whether people in your organization prefer to stay in touch by using Teams, Yammer, email, or Skype calls. You can observe if there are shifts in patterns of use of communication tools amongst your employees.
  • Collaboration report — See how people in your organization use OneDrive and SharePoint to store documents and collaborate with each other, and how these trends evolve month over month. You can also see how many people share documents internally or externally and how many SharePoint sites or OneDrive accounts are actively being used.
  • Office activation report — Track Office 365 ProPlus, Project and Visio activations in your organization. Each person with an Office license can install products on up to five devices. Use reports in this section to see the device types on which people have installed Office apps.
  • Access from anywhere report — Track which clients and devices people use to connect to email, Skype for Business, or Yammer.
  • Individual service usage reports — Usage reports are available for certain individual services. These reports provide specific usage details for the respective service. Exchange usage, Teams usage, and Yammer usage are examples of these reports.
  • Individual service user activity reports — User activity reports are available for certain individual services. These reports provide user level detail usage data joined with Active Directory attributes.

Where is the slide deck shared?

Can forms handle attachments? This is a show stopper for us.

I agree. No it is not, but they say they are working on it on User Voice.


Are they the top 60 responses (on choice fields)?

Yes, the limitation in Microsoft Forms on the 60 choices being stored is only 60 are stored, all of the other choices are shown as “Other”


I have created a Custom PowerApp Form and a mobile app that triggers a flow approval after the data is sent to a sharepoint list. I have flow plan 1 that created the flow, do I need to be concerned if that flow gets triggered too many times by employees entering in data?

No, you shouldn’t be too worried unless you’re doing some kind of check every 5 minutes. You will get a warning if you’re getting close to running out of your quota of runs for the month.

I was told by a MS expert at ShareFest DC that Forms cannot hide a field like you can in InfoPath. Will it have that ability?

I can’t tell you what hasn’t been announced. You can see the roadmap at


Is it possible to use Flow on premise without Hybrid systems?

No. You need a gateway because there is no On Premise install of Flow or Forms.

Does Power Apps replace Infopath and it is on SP 2019 on Premise?

Flow, Forms and PowerApps all replace Infopath and SharePoint Designer, but it gets more complicated for On Premises. SharePoint Framework is another alternative for building applications.

We Use Nintex Forms and Workflows. Can I see Nitro? I want see the difference. Would love to see Nitro I’d like a live demo. That was too high level

Yes, sign up for the webinar or contact us and we’ll provide you with a demo.


Forms and Flows not look for me as an replacement to create Forms in SharePoint or build process for my company

You’ll have to tell that to Microsoft. Forms Flow and PowerApps are the replacement, but do not line up directly. They are new tools that provide new functionality.

Here’s a quote directly from the PowerApps page: “Use PowerApps, the successor to InfoPath, to improve business productivity in SharePoint without writing code.”


You have the same license strategy like Nintex? I pay on Premise for each WF?

No it’s a different license. See more at http://Nitro.studio

Nitro Studio like K2 with her own Engine with seperate DB’s or integrated in sharePoint like Nintex?

Can you distribute a Microsoft form outside of the organization?

How much work is it to port existing InfoPath forms (we have many) to the next thing (MS Forms, MS Flow, Power Apps, Nitro)?

There aren’t any migration wizards that I’ve seen. I recommend building new in Forms, Flow, PowerApps, SharePoint Framework, third party Forms/Workflow tools, etc..

If you have Office 365 but Exchange on premise you must use the older tools or Crow Canyon since Flow can’t email on prem mail. I’m currently blending Powerapps with Crow Canyon approvals as well.

You can share the form with a group to edit.

Yes, You can invite lots of users or send it to a DL, but there’s no .

What do you think of SharePoint Framework as a tool to overcome the limits of powerapps?

Fantastic idea. Really depends on which limit.

How can we access the Forms Pro preview?

You’ll hear soon. It says Spring 2019, which means March or April likely. Follow http://formspro.microsoft.com

Is there a way to move the form to be owned by another individual? Currently it seems you can only move the form to a 365 group.

  • https://forms.office.com/Pages/delegatepage.aspx?originalowner=[email address]
    • originalowner = Email address of the current form owner

      For example, if the form owner (“Jason Fabian”) of organization (“Contoso”), your workaround URL would look like this:


  • On the form you want to transfer, click More form actions  , and then select Move.

Can 1 user have flow p2 and see organization usage for all users that would just have flow 1?

Yes, Certain users can have Flow2.

Can 1 user have a p2 flow license such as an admin, and be able to see organization flow usage?


Is flow equivalent/competetive to Nintex or K2?

Flow is a browser based If this then that style conditions, actions, and workflow.

Will you provide the slides as PDF or such?

Slides are on slideshare.net/joeloleson

Create a form via an O365 group? The form would belong to the group and not a specific user

A group can own a flow or a form. You can reassign ownership of a flow or a form.

None of the tools that Microsoft has really mimic the functionality found in InfoPath. How long until we see that same level of functionality?

Don’t hold your breath. Microsoft is not planning on rebuilding InfoPath. Flow, Forms, PowerApps, etc… are their own new creations. You can vote up features, but don’t expect them to rebuild Infopath… it’s dead.

Can flow be used by non-licensed Office 365 users /or shared external users? Can flow on a SP list be used by external shared user?

No, but you can vote for that feature on user voice.


Common data service is it like an odata connector to pull and post data with LOB systems?

What does E3 get us?

You could share the output of the reports on sharepoint?

Sharing the PowerBI reports on SharePoint still requires proper licensing.

Hope you’ll join me on the next webinar!! Thanks for coming!

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