Enhancing Document Management with Metadata, Columns, and Views

This session is designed to help participants understand and effectively use metadata, columns, and views in Microsoft 365 document libraries and lists. By leveraging these features, users can improve document organization, enhance searchability, and streamline workflows.

Objectives

- Understand Metadata: Learn what metadata is and how it can be used to categorize and organize documents.
- Create and Manage Columns: Discover how to create and manage columns in document libraries and lists to store metadata.
- Utilize Views: Explore how to create and customize views to display documents and list items based on specific criteria.
- Implement Best Practices: Learn best practices for using metadata, columns, and views to enhance document management.

Cut, Polish, and Perfect: Effortless Audio Editing for Your Video Based-Projects

In the world of digital collaboration, high-quality audio is essential for creating engaging content, whether it's for webinars, instructional videos, podcasts, or presentations. TechSmith Audiate offers a groundbreaking solution by transcribing audio into text, making editing as simple as working with a document. This session will introduce collaboration professionals to Audiate’s intuitive features, empowering them to produce polished audio content without the complexities of traditional audio editing software.

Whether you’re working on team presentations, training materials, or cross-functional projects, this session will teach you how to streamline audio production, making it easier to collaborate and share professional-sounding results with your teams.

Building Your AI Adoption Strategy in Microsoft 365

Artificial Intelligence is no longer just a futuristic concept—it’s here, and it’s built into the tools your organization already uses. But deploying Microsoft 365 Copilot is more than a technical rollout; it’s a cultural shift.

In this strategic session, you’ll learn how to lay the groundwork for Copilot adoption using proven change management principles. We’ll guide you through building a tailored rollout plan using Microsoft Planner, tracking engagement and usage with Power BI, and designing a learning journey that meets employees where they are.

You'll discover how to:
- Establish a people-first Copilot strategy that inspires trust and experimentation.
- Mobilize champions and executives to lead by example.
- Build and personalize learning journeys with content that drives real behavior change.
- Track adoption success and adjust based on data-driven insights.

Whether you’re planning your pilot or scaling organization-wide, walk away with a repeatable strategy to support users and spark a culture of continuous innovation.

Turn Up the Volume: How Viva Amplify Elevates Your Communications

Do your internal campaigns fall flat or get lost in the noise? Viva Amplify is here to help you elevate your messaging across Microsoft 365—at scale and with precision. This session will show you how to streamline communication planning, publish content across channels like SharePoint, Teams, Outlook, and Viva Engage, and measure its impact. Whether you're in corporate communications, HR, or change management, you'll leave with practical strategies to engage your audience more effectively using Viva Amplify.

By the end of the session, attendees will be able to:
- Understand the role of Viva Amplify
- Create a communication campaign
- Write, schedule, and publish content
- Target specific audiences
- Measure engagement and effectiveness
- Collaborate with stakeholders

Don’t let your message get lost in the noise. Learn how to deliver targeted, multi-channel campaigns with Viva Amplify—and measure the impact.

Unlock the Potential: Kickstarting Your Journey with Dataverse

Welcome to the Dataverse! In this session, you'll embark on a journey to understand the core features and functionalities of Microsoft Dataverse, a powerful platform designed to handle and streamline your organization's data needs.

We'll begin with an introduction to Dataverse with learning how to set up your data environment, define tables and relationships, and import or export data with ease. We'll also touch on key features such as business rules, and workflows.

By the end of this session, you'll be equipped with the foundational knowledge to start building data solutions with confidence using Microsoft Dataverse. Join us to unlock the potential of your data and drive success in your projects with this powerful platform!

Top 5 Power Automations For Microsoft Forms

Microsoft Forms is a more than just a survey tool or a place to take a poll. Did you know that you can use the information captured in a Form and do awesome things with it? Here are the top 5 uses for partnering Power Automate to take Microsoft Forms to the next level!

In this session you will learn:
- Send an email when there's a new form response
- Send an email to the form responder
- Send an approval request with the form details
- Add form responses to an Excel worksheet

Mastering Meeting Efficiency with Microsoft 365 Copilot

Discover how Microsoft 365 Copilot can streamline meeting processes with intelligent prompts and automation. Learn practical applications, tips for effective prompts, and automating meeting workflows to save time and boost productivity.

-Transform meeting management with Copilot

-Practical tips and best practices for crafting effective prompts

-Automating meeting workflows to save time and enhance collaboration

Time to enhance your productivity and meeting efficiency with Microsoft 365 Copilot!

From Scratch to Spectacular: Starting Out with Power Pages

Get ready to dive into the world of Microsoft Power Pages with this introductory session. Whether you're a novice or just looking to refresh your skills, this session will equip you with the knowledge and confidence to begin creating engaging web pages effortlessly.

We'll start with the basics, guiding you through the user-friendly interface and highlighting key features such as customizable templates, drag-and-drop design, and interactive elements. You'll learn how to design mobile-friendly pages, optimize your content, and integrate other Microsoft tools for a seamless experience.

By the end of this session, you'll have the foundational skills to create professional-looking web pages tailored to your needs. Join us to jumpstart your journey with Microsoft Power Pages and unlock the potential to craft stunning, effective, and dynamic web pages in no time!

Unleash Microsoft Forms with the Magic of Power Automate

Microsoft Forms is more than just a survey tool or a place to take a poll. Did you know that you can use the information captured in a Form and do awesome things with it? In this session, we'll explore the top 5 uses for partnering Power Automate to take Microsoft Forms to the next level!

In this session, you will gain:
- Enhanced understanding on how Microsoft Forms and Power Automate can work together
- Use Templates in Power Automate to extend the capabilities of Microsoft Forms
- Real-World examples and best practices that can be applied to your own workflows

Join Shari and discover how to transform you data collection processes and unleash the potential of Forms with Power Automate!

Microsoft Lists - The Tool You Never Knew You Wished You had!

Join us for an engaging session on using Microsoft Lists and transforming the way you gather, manage, and automate your data-driven work processes. In this session, you'll discover the versatility and power of Microsoft Lists as a go-to tool for tracking everything from tasks to employee onboarding as we explore the following:

- When and why to use Microsoft Lists
- Creating a List from a Template
- Creating a List from existing data
- Using Lists to Gather and Manage Information
- Using Views and Filters to make your data meaningful
- Automate Your Processes using your Lists

By the end of the session, you'll be equipped with the skills to harness the potential of Microsoft Lists for data management and automation. Don't miss this opportunity to elevate your productivity with Lists!

On-Demand Learning: Creating Video Learning in Record Time

In this ever-evolving world of technology and innovation, the struggle to keep skills up to date is a constant struggle. Who has time to sit all day in a classroom? Video-based learning is more in-demand than ever before. In this session I will share with you my tips, tricks and tools for creating high-quality, professional videos in record time!

In this session, you will learn…
- How to prepare for your recording
- Resources to help make your content more engaging
- Applications and platforms that make creating videos a breeze
- Tips and Tricks for editing and publishing your content

Microlearning is the key to providing learning at the center of your work. Who has time to sit in class all day, especially when the learning retains maybe 30-40% of what was shared. By providing Byte-Sized learning opportunities, you are give people knowledge they need when they need it. Who couldn't use more time in their day?

I used to be very intimidated by all the tech and gadgetry around creating videos, but no more! With over five years of authoring, recording and producing video based micro-learning I'm excited to share how you can hit the ground running. I will share with you Real-Time how easy it can be to edit and produce your video learning. Let's DO This!

Video-based learning is more in-demand than ever before. In this session I will share with you my tips, tricks and tools for creating high-quality, professional videos in record time!

You Are a Teams Owner...Now What!

You've been assigned a Team and they've put you in charge, Great! Teams can be your best friend...or worst enemy. As the owner of a Team, it's important to know what you can...and cannot do. Let's peek into the owner dashboard and see what bells and whistle we can turn on...and off.

Cool Features You Never Knew You Had in PowerPoint!

Have you ever had to sit through a boring presentation? We all have! I had brilliant college professors who just made me YAWWWWN. Boring presentations are a recipe for disaster, causing audience disengagement, and possibility even a lack of confidence in the presenter! If you fail to captivate and WOW your audience, even the best concepts can fall short. Did you know there are a lot of great tools and resources built right into PowerPoint that can avoid those disasters?

You will learn:
- Strategies for Organizing Your Content
- Where to Find Resources for Creating Engaging Content
- How to Create Slides that WOW
- How to Standardize Your Layouts
- Become a Better Presenter
- Best Kept Secrets of PowerPoint!

In this session we will show you how to take a bland, boring presentation from Zero to Hero using built in tools that most people don't event know are there! We will explore techniques for making your content more visually engaging with graphics, animations and transitions. Did you know that PowerPoint can even make you a better presenter? Let's play with some of the features and get real-time feedback on our delivery. Finally, it wouldn't be a Shortcut Shari session without some Tips and Tricks you won't want to miss.

Our tried and true presentation application didn’t receive a lot of love for a few versions, but you will be amazed at what’s new and cool in PowerPoint. A little bit of Desktop, a little bit of PowerPoint online and you will be ready to dazzle your audience live… or not… (no spoilers).

Join us for a fun and informative session on transforming boring presentations into captivating experiences using hidden gems within PowerPoint! Learn essential strategies for organizing content, sourcing engaging resources, and creating slides that WOW your audience. Discover how PowerPoint's built-in tools can elevate your presentation game and boost your confidence as a presenter. Don't miss out on unlocking the secrets to turning bland slides into dynamic showcases that leave a lasting impression. Disaster averted!

Top 7 Tips for Tracking Tasks in Microsoft Planner

Do you have to coordinate tasks with your work team? It can be frustrating and time-consuming to keep everything on track. Did you know that there is a tool in Microsoft 365 that helps you do just that? Let's explore Microsoft Planner and how we can make getting those tasks done more productively. In this session you will learn:
- Customizing Your Planner Board
- Sharing Your Planner
- Using Labels for Organization
And much more!

Top 7 Productivity Killers in Microsoft Teams

Microsoft Teams can be your best friend…or your worst enemy!
In this session we will show you how to fix the top 7 productivity killers in Microsoft Teams…and help you to be more productive when communicating, collaborating, creating content. In this session you will learn:

How to organize Microsoft Teams to maximize your productivity
Take control of the barrage of notifications
Use Mentions and Tags to draw attention to your content
Tips for more effective meetings
The best kept secret of Teams

Beyond What Goes Where, Let's Talk Documentation Strategy

Your organization has decided they want to eliminate your network drives and move you into the cloud with Microsoft 365. Now what? Do any of these sound familiar?

What do you mean we can't have folders?
I put everything in my OneDrive but I can't find anything!
I need to share my documents with my peers. How do I do that
My co-worker left the company and now we lost their contributions?

In this session, we are going to take the "What Goes Where" discussion and talk about how to create a Document Management strategy and the roles that OneDrive, SharePoint and Teams play in that strategy.

Spoiler Alert! Nothing Actually Lives in Teams! Managing Your Files in Office 365

As a speaker and a trainer, the most common question I get is "What goes in OneDrive, what goes in SharePoint and what goes in Teams?" . Join me for this session as we demystify the file sharing options in Office 365 and find the most effective option for how YOU need to collaborate with your peers in your virtual workspace!

Automate Your Processes with Custom SharePoint Lists and Power Apps

Ever wish you could gather and manage information for your SharePoint Lists...from anywhere? When you connect SharePoint Lists with PowerApps, YOU CAN!

Take Sharepoint beyond the document dump and start maximizing the potential of a SharePoint as a platform on which to build your business processes, with ZERO code. SharePoint lists can be the foundation on which your store and process your data and start automating your processes. But you have to gather the data first.

In this session we will create a custom SharePoint list and build a PowerApp that can be used to collect the data from anywhere, even mobile devices! Let's show you how it's done...

Create a SharePoint list to fit your business need
Discover the types of data that can be collected
Quickly build a PowerApp to gather information, even from the field

Creating the Buzz: Increasing Adoption through a Champions Program

Do you know "that guy"...or "that girl" in your workgroup? You know the one...that person that everyone goes to when they are confused about technology. Maybe it's YOU! These are going to be your greatest allies in your organization when rolling out a new technology!

In this session we will cover:
- Why Champions are Important
- Who would be the best Champions
- What are the Expectations of the Champions
- Where to find your Champions
- When to engage your Champions
- How to get started building the Champions program

Let's build a Champions Program that helps you overcome our biggest foe in technology...User Adoption.

Tuning in (and Tuning Out) on What Matters in Microsoft Teams!

Do you feel overwhelmed by the overload of information coming in through the channels Microsoft Teams? In terms of communication, we've gone from the rabbit ears on the TV single channel of email to the deluxe cable package with hundreds of channels in Teams bringing all the news and a lot of NOISE! Let's take some time on getting focused on what matters to YOU in Microsoft Teams.

The 3 C's of Microsoft Teams

Did your company get thrown into the deep end in the last few years and Microsoft Teams got tossed in your lap? Well, you aren’t the only ones. In the flurry of just trying to keep moving Teams was the obvious solution but do you really know everything that it can do for you?
Most people see Teams as the tool they use to Communicate using Chat or Calls, but Communication is only ONE of the 3 C's of Microsoft Teams! In this session we will explore what we call the 3 C's of Teams: Communication, Collaboration, Content Sharing. Confused by when you need a Team? Not sure why you should use a channel? Let's talk best practices for building and creating a useful and intuitive collaboration space in Microsoft Teams.
By the end of our session you will have learned:
• When to Create a Team
• What Are Channels?
• Collaborating in Teams
• Collaborating in Chat
• Communicating in Teams
• Managing Files in Teams
• Managing Meetings
Join Shari Oswald for one of her favorite sessions to help you increase your productivity. You will walk away with a completely different view of the capabilities at your fingertips that are available for you in Microsoft Teams!

Empower Your Data: Choosing the Right Tool, SharePoint, Dataverse for Teams or Dataverse?

In today’s rapidly evolving digital landscape, choosing the right tool for data management and collaboration can be overwhelming. This full-day workshop will provide you with a comprehensive guide to understanding when and why to use SharePoint Lists, Dataverse for Teams, and Dataverse. We’ll dive into real-world use cases, exploring the strengths, limitations, and optimal scenarios for each platform. Whether you’re managing simple data lists, building low-code apps, or handling complex business processes, this hands-on workshop will empower you to make informed decisions on which solution best suits your organization’s needs.

Key Takeaways:

- Gain a clear understanding of the differences and key features of SharePoint Lists, Dataverse for Teams, and Dataverse.
- Explore practical use cases and best practices for each platform.
- Learn how to leverage each tool to streamline workflows, enhance collaboration, and improve data management.
- Discover strategies for integrating these tools into your Microsoft 365 environment for maximum impact.

Through real-world examples and expert insights, you'll gain the skills to choose the ideal tool for your data management, collaboration, and application development needs. Whether you're a seasoned IT professional or just starting your journey, this session will empower you to make informed data decisions and drive success in your projects. Join us to become a data tool expert and take control of your data strategy!

This workshop is ideal for IT professionals, business analysts, and anyone looking to optimize data-driven decision-making in their organization.

From To-Do to Done: Unlock the Power of the New Microsoft Planner

Ready to plan like a pro? Say goodbye to scattered tasks and juggling between apps! The new Microsoft Planner is your all-in-one mission control center for getting things done—from quick personal to-dos to complex team projects.
In this high-energy session, we’ll explore the exciting evolution of Microsoft Planner as it unifies To Do, Planner, and Project for the web into one seamless experience. You’ll learn how this reimagined tool helps individuals stay focused and teams stay aligned, all while integrating beautifully across Microsoft 365 (hello, Copilot support!)