5 Simple Steps to Maximize SharePoint Usability – “Modernify” Your Classic SharePoint Sites

Have you been just living with the classic SharePoint UI and waiting for the right moment to change?  Maybe you have switched your site, but many of the others you are using have been switched.  The Modern UI/UX has been out for some time, but it’s confusing where some lists are classic and others modern… Let’s stop the madness…  It’s time.  It’s taken more than a year to be embraced fully, and has gone through a TON of A/B testing by Microsoft by simply allowing users to willy nilly turn it on for themselves.  There are a half dozen ways users can turn on a list or turn off a list, but imagine you’re now ready to go.  Let’s do it!

 

Why Stay Classic?

1. More flexibility in master pages and custom look and feel including custom UI/UX

2. Embedding of custom actions in the ribbon of your SharePoint site and alternate CSS on publishing sites.

3. Content in Modern webparts is not reusable

Why Go Modern?

1. Modern SharePoint Development in SharePoint Framework – SPFx

2. Drag and Drop Documents with the cool modern libraries

3. Drag and Drop Metadata and groupings

4. Pinning and the new Property and search tabs

Note: Personally I’m recommending if you are planning on sticking with a simple out of the box experience for your sites that are ok with basic look and feel, you should switch to Modern.  As well, Ideally if you are going to change.  You should change for everything except for maybe your Intranet or Publishing type sites.

During an upgrade or migration where you’re moving out of custom look and feel into something built on Modern UI, you shouldn’t be worried, but if the site already looks really custom and is already in O365 you should be more cautious.

 

Modernify SharePoint

 

 

Enable Modern Lists for all Lists and Libraries in the UI.

 

image

 

Using Powershell Enable Modern Lists

If you want to enable it on specific Sites, you can use powershell.  Build your own powershell based on the instructions include a sample of doing it for one, but you can loop through or pull from a list.   “Switch the default experience for lists or document libraries from new or classic”

 

Troubleshooting

If you are having problems with the list experience not showing the way it should, you can clear your cookies which may be forcing the classic experience otherwise indicates to use the new experience UI. The article states to clear all cookies, but I found I only needed to clear the cookies related to my SharePoint site. I was not able to figure out which cookie specifically needs to be cleared.  The name of the cookie is “spInu” with a value of 0. Deleting that one will restore the modern UI without having to clear all cookies.  As an example if it works in one browser and not the other… this could be why.

 

More info on why.

 

Now let’s make the pages Modern

First your lists should be made modern using either the powershell or admin UI to switch the list experience.

The Site Pages Library must be in the “New Experience” then create a “new page,” make it the way you want it like a Communication Site or Team site with the Hero Webpart or Activity Web part then select the page and from the top menu options click on the 3 dots and select “Make homepage”.

5 Powerful Steps to Maximize Office 365 & SharePoint UX

5 Simple Steps to Maximize Office 365 and SharePoint Usability

 

I am humbled to have been selected as a Microsoft Regional Director, which made me realize it’s been a little while since I’ve posted.  I intend to correct that.  I’m excited to announce a new blog series on how to drive maximum usability in Office 365 in SharePoint Online, Office 365 Groups and beyond.  In my experience at Blizzard I’ve found simply migrating our data to SharePoint Online won’t accomplish the most important updates in the past year.

 

5 Steps to Maximize Office 365 & SharePoint Usability

Classify – Both Sites and Groups support classification in Office 365.  Being able to take action such as not listing a group or site in a directory, or using a flow to approve a site based on the need to support external guests can allow one to have a much better handle on HR data vs Finance or Legal data as an example.  It can also lend itself to support putting sites in Hubs based on department, division or location.

Hubify – Hubs are a new type of site, but really they simply roll up the documents and provide search scopes.  It’s running a Windows Powershell that makes a site into a hub site.  In this post we’ll dig into the how and why with samples.

Groupify – Groups is all the buzz.  Groups gives you all storts of stuff you never asked for, but the approach does have some merits especially in relation to adoption.  Much of the new tools will never be used until people experience them.  Teams and Groups expose these new tools.  The Group OneDrive and Group Inbox and Group Calendar are fantastic as is Planner for a team.

Modernify – The Modern UI is out, but there’s no one big switch to take your classic site all the way to a Modern SharePoint Site, but you can do it in 3 pretty basic steps.

CulturifyHow are you going to handle branding and incorporating company culture? We’ll look at the best approaches available today the answer is slightly different in Modern and Classic sites.

8 Predictions for SharePoint & Office 365 in 2018

I’ve done predictions every year for the past few and plan to share some of these at upcoming Predictions Tweetjam #CollabTalk on Thursday, December 28th from 8am to 9am Pacific.  You don’t have to register. Just show up.  I’ll be posting as @joeloleson.  It’s a good opportunity to collaborate.  Scroll down to the bottom to see some old predictions.  Use the comments to let me know how you think I did, or how you think I’m right or wrong.  I promise to respond to any comments on this post.

8 Predictions for SharePoint & Office 365 in 2018

  1. People will look to Skip SharePoint 2016 and go to 2019.  It will be much better received than 2016 was, but it will still be somewhat lackluster (never will it be like it was back in the good old days of dedicated SPCs for SharePoint launches). In the first year of SharePoint 2019 release it will surpass 2016 as an install base.  (2016 still hasn’t surpassed 2013.)
  2. Hub sites will become the preferred way of doing Information Architecture in SharePoint and deep portal structures will be flattened as a best practice.  Note there will be many who cry foul and it will cause heated debates.
  3. OneDrive on Demand will become a great drive to Windows 10.  Sync for SharePoint will be carried along as a benefit and client sync for SharePoint will have its greatest adoption since groove.
  4. Modern Team Sites, Modern Lists, and Themes will soon become consistent with the expectation for status quo for SharePoint and a big line will be drawn for OLD SharePoint vs. New SharePoint based on what comes in 2019 and what’s in O365 now.
  5. WSPs are Dead – The community will abhor them and it will be an insult to think of installing them.  As a result even third party solutions will need to rethink how they not only support apps for online but also on prem.
  6. Groups will cause further confusion in 2018, but Teams will become the darling of Microsoft sales for collab as it activates multiple workloads.
  7. Microsoft AI (Simple automation, auto classification and extraction) will start to make its way into SharePoint Online amongst other workloads.
  8. Simple Communication Site based Intranets (and Intranet in a box solutions) + Hub sites will gain favor for Office 365 adopters.  Deep complicated Intranets will fall out of favor in a huge significant industry wide way.Let me share some of my old predictions… from a post in SharePoint Predictions from December of 2015
  • Microsoft will not consider an Office 365 tenant not fully utilized until SharePoint is in real use – Microsoft has been requiring many workloads. Exchange, OneDrive are not enough.
  • Mobile will become more important in SharePoint world – The SharePoint Mobile app is really a nice app, and the SP Team has committed to making it all responsive and mobile. We are already seeing it in SharePoint Online.
  • SharePoint 2016 will launch to simple fanfare – Yeah. It has been the slowest adopted version of SharePoint.
  • SharePoint gets cool again – Jeff Teper has done a great job of taking back the mantle and making it cool these past two years.  The product team has attracted the necessary talent and made it cool.
Office Mobile is Amazing

10 Things You Didn’t Know About Office Mobile

<Updated 4.12.2018>

Many may think that the new Office Mobile App for iPhone or Android as something they don’t need or care for.

Here are a list of 10 Things you didn’t know about Office Mobile

1. Office Mobile Word, Excel, PowerPoint, OneNote supports multi user editing simultaneously with other desktop users.

2. The Native experience in Word, Excel, PowerPoint, OneNote Mobile is now super rich for both read and write and you shouldn’t be afraid of using it.

3. There’s some real powerful functions in Excel Mobile that are available by clicking the Fx button.

4. Excel Mobile supports creating new Charts on iPhone

5. Office Mobile Licensing has been getting increasingly supportive for non Office 365 users, There are very few things you can’t do.

6. Many of the latest SharePoint experiences such as Communication sites, and News are responsive by default even though there is an app experience.

7. Office Mobile works with Multi Factor Authentication integration with Okta and Duo

8. OneDrive on Demand Supports both OneDrive for Business and Personal

9. You can manage password policies and variety of other things for most Office Mobile Applications with Intune WITHOUT ENROLLMENT!

10. Office Lens has been integrated right into the OneDrive mobile App.

 

Office Mobile Apps have been downloaded hundreds of millions of times across Android and iOS and are some of the top 10 mobile apps ever!