Microsoft 365 SharePoint Online Power Apps Power Automate Microsoft 365 Compliance Records Management Information and Records Management Microsoft Information Protection
Calgary, Alberta, Canada
David is a Senior Manager with Protiviti Canada, and a 6 time Office Apps and Services MVP. For over 20 years, David has worked in a wide variety of areas in IT ranging from Desktop\Server support to developing in C++ and .NET technologies. During that period, David has been able to add value to a wide variety of clients in several sectors, including utilities, government, banking, and agriculture.
For more than 10 years, David has been working exclusively in the SharePoint and Office365 domain. He has helped stand up multiple Enterprise SharePoint environments as well as designed and built numerous solutions utilizing PowerApps, Microsoft Flow and SharePoint. David has also assisted many organizations with protecting their data by building Information and Records Management systems within Microsoft 365. He is a knowledgeable and sought-after international speaker within IT circles and consulted regularly by companies formulating their Digital Workplace strategies.
David blogs at http://prairiedeveloper.com
Learning any new tools can seem like a daunting task at times. Since Microsoft released the Power Automate and Power Apps products, they have continued to improve in functionality and user experience. Nonetheless, there are times, where you may find yourself scratching your head trying to figure out what to do.
Join us in this session where we share some experiences of our own journey into the Power Automate and Power App world and provide you with lots of little tricks to make your personal adoption of this tool smoother.
Every organization has data that is considered sensitive to their business, employees, or even to the industry they exist within. In 2020 there were over 4000 publically announced data breaches amounting to over 37 million records compromised. As a result, protecting its data has become a priority of many organizations worldwide. Microsoft provides several tools for identifying sensitive information within the organization and protecting it from being provided to sources that should not have it.
In this session, we'll cover features and processes such as Microsoft Information Protection (MIP), Data Loss Prevention (DLP), and more to help you protect your organization's sensitive information from leaving your control and falling into the hands of those that should not have it.
In this fully interactive workshop, we'll discuss and use Information and Records Management (IRM) concepts and features within Microsoft 365. Together we'll understand the tools at every organization's fingertips to classify, retain, and, if required, ultimately dispose of their data. This workshop will provide hands-on instruction to create and implement an IRM file plan to allow your users to classify their records. We'll discuss and implement disposition processes to ensure your data is maintained for as long as required and isn't accidentally removed before it should be. The experience gained in this workshop will allow you to build an IRM model within your own organization to best meet your compliance needs. This workshop won't just show you how to do it but also allow you to try it out yourself.
Building on your foundation knowledge of Information and Records Management (IRM) concepts and features within Microsoft 365, this interactive workshop will discuss and illustrate advanced concepts such as auto-classification and trainable classifiers. Fully implemented IRM processes can add complexities to your users' day-to-day responsibilities. Because of this, you may not get the adoption you need to ensure your data maintained as it should be. In this workshop, we'll work together to understand and use advanced features to help decrease the need for user interaction when implementing IRM compliance within your organization. We'll cover the topics and work together to understand how Microsoft 365 features can remove the need for user interaction and help to ensure your IRM needs are met automatically.
To this day, Business Connectivity Services (BCS) is probably one of the most versatile features of SharePoint, but also one of the most under-utilized. Many experienced SharePoint users don’t even know that It allows users to seamlessly access data not actually stored within SharePoint. This hasn’t changed as SharePoint has moved into the cloud. BCS is still a viable feature to assist in meeting your organization’s goals
Join me as we discuss the BCS features inside of SharePoint Online and On-Prem. I will show you how easy it is to integrate with external data sources without writing a single line of code. Using aspects of BCS like External Content types, Associations, SharePoint Search integration and Account Impersonation with SharePoint Secure Store I'll show you how to make that seamless integration with your external data whether you are within SharePoint Online or SharePoint On-Prem.
Adoption of Microsoft's Power Platform (Power Apps, Microsoft Automate, and PowerBI) in the workplace has been great, but it is still tempered with some uncertainty. The uncertainty is seen a great deal in corporations that are just starting to integrate with cloud technologies. Many enterprises are concerned that it is very easy to lose control of their data when utilizing tools they can’t totally control.
In this session, we will discuss the different ways that O365 admins can secure their organization’s data while still gaining the benefits, flexibility, and robustness of the tools within Microsoft's Power Platform.
Whether implementing a new farm or tenant, upgrading your on-premises system, migrating to SharePoint Online, or even developing a large application within your system something not considered often enough is how to plan and prepare the SharePoint\M365 project. We will discuss a series of topics supported by real-world examples that should be considered for any such project. It doesn’t matter the role you hold in your organization, everyone can benefit from the lessons learned here.
Within Office 365 circles, many understand the functionality and versatility of Power Apps and Power Automate. Many may not realize how easy it is to create a solution that integrates with multiple systems. With Power Apps and Power Automate, you can quickly design and implement a solution that spans multiple systems.
In this session, we will focus on how easy Microsoft allows users to integrate with other systems. I will demonstrate how effortlessly it is to utilize Power Apps and flows to bring multiple systems together. In this session, we will create a solution from concept to deployment utilizing these great technologies. The solution will go beyond user-interactive forms and storage as it will integrate completely separate technologies along the way.
Gone are the days when the security of your data was contained entirely within your own controlled domain, file servers and network perimeter. Today, the push is on to move your data into cloud solutions where your employees can access it anywhere, any time and from any device.
The perceived problem is that now your data is no longer completely within your control. As such, decision makers believe that it becomes very easy to share data outside the organization or to lose control of corporate data. In this session, we’ll squash those fears and illustrate how Microsoft 365 provides robust solutions to protect your data. Whether the data is contained within Microsoft 365 or is shared outside of your environment, this session will walk through the technologies that are available to you to keep your data secure.
Historically, data retention in an environment has been based mainly on two key pieces of data: when the document was created or when the document was last modified. More recently, retention policies have also been controlled based on the content of the data, but again determining disposition goes back to created or last modified dates.
Perhaps you would like more options for controlling document retention. Maybe basing retention policies for employee documents on when they are no longer with the company, or project documents that are retained based on the project end date make more sense to your organization. In this session, we will illustrate how you can go beyond the basic created or modified dates of data to controlling retention based on events that occur. No longer do you need to be constrained to a few pieces of metadata for determining the data retention policies of your content.
Records management is becoming more and more important. It's more than just preserving or disposing of your data. It's also about categorizing it. As more and more organizations move away from paper documents to purely electronic storage, organizations need to categorize and control how their data is maintained. In this session, we'll cover the basics of records management. WHAT is records management, WHY is it important, WHO needs to be involved, WHEN should it be considered, WHERE should it occur, and finally, HOW can it be accomplished in Microsoft 365.
Businesses are ramping up the adoption of information and records management (IRM) within their organization. However, the problem many are facing is that IRM can require a lot of user interaction to be fully effective. These increased requirements on the user greatly affect the adoption of IRM processes. Microsoft 365 provides several powerful and robust features that can increase records management within the organization while decreasing the load on the end-user.
This session will cover many topics such as auto-classification, retention inheritance, and trainable classifiers to assist organizations with their information and records management adoption.