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26 results for “jaimelopezlopez”
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Skills in AI in SharePoint reveal a familiar pattern: simple Markdown instructions tucked into site-scoped folders under "Agent Assets". Edit permissions let anyone craft them, which risks the shadow IT we've seen before.
Let me walk you through a flatter path. Designate one "Global Skills Hub" site as the single source, enable the feature tenant-wide for consumption, but lock the Hub's library to Reader for most users. A small CoE team maintains, copies Skills as needed.
This keeps things searchable, consistent, and controlled, turning potential chaos into a reliable machine. No nested sprawl, just governed reuse.
Am I alone in wondering if central hubs like this are the quiet key to scaling AI without the headaches?
https://intranetfromthetrenches.substack.com/p/how-to-govern-skills-in-ai-in-sharepoint
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Skills in SharePoint AI caught my eye this week; a gentle shift from Power Automate's flows to natural language agents right in your site.
Let me walk you through the quiet power: Open the Copilot panel, describe a repetitive task like extracting tech experiences from employee reports, and it crafts a plan. Confirm, and it reads docs, creates a flat list on the fly (with columns), aggregates data, and populates items.
No dragging blocks; just conversation grounded in your content.
This turns scattered reports into a searchable knowledge base in minutes, favoring simple lists over folders for better discoverability. From the trenches, it's a pragmatic step for well-oiled workflows.
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Skills in SharePoint AI caught my eye this week; a gentle shift from Power Automate's flows to natural language agents right in your site.
Let me walk you through the quiet power: Open the Copilot panel, describe a repetitive task like extracting tech experiences from employee reports, and it crafts a plan. Confirm, and it reads docs, creates a flat list on the fly (with columns), aggregates data, and populates items.
No dragging blocks; just conversation grounded in your content.
This turns scattered reports into a searchable knowledge base in minutes, favoring simple lists over folders for better discoverability. From the trenches, it's a pragmatic step for well-oiled workflows.
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Quick Steps in SharePoint lists offer a gentle way to embed governance into everyday workflows, without reaching for full Power Automate flows.
Let me walk you through one insight from the trenches:
- Conditional Visibility: A "Finalize" button appears only when the Status column hits "Review", preventing errors and guiding users naturally.
Pair this with "Think Flat" lists, using metadata for searchability over folders, and you've turned a simple list into a well-oiled machine.
More information in my last blog post: https://intranetfromthetrenches.substack.com/p/17-quick-steps-use-cases-for-sharepoint-admins
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Quick Steps in SharePoint lists offer a gentle way to embed governance into everyday workflows, without reaching for full Power Automate flows.
Let me walk you through one insight from the trenches:
- Conditional Visibility: A "Finalize" button appears only when the Status column hits "Review", preventing errors and guiding users naturally.
Pair this with "Think Flat" lists, using metadata for searchability over folders, and you've turned a simple list into a well-oiled machine.
More information in my last blog post: https://intranetfromthetrenches.substack.com/p/17-quick-steps-use-cases-for-sharepoint-admins
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I've been digging into Copilot's recent addition of Claude in select agents like Researcher and Cowork, not as a GPT replacement, but as a deliberate complement.
Microsoft is embracing model pluralism, routing tasks to the best model (GPT for speed in everyday workflows, Claude for deep reasoning in multi-step processes like analysis or planning).
This keeps things efficient without overcomplicating your setup, turning complex AI into a well-oiled machine. Compliance boundaries explain Claude's targeted use, too.
Am I alone in wondering if this architectural elegance will stay mostly invisible to users who just want reliable results?
https://intranetfromthetrenches.substack.com/p/does-copilot-need-claude-to-provide-good-answers
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I've been digging into Copilot's recent addition of Claude in select agents like Researcher and Cowork, not as a GPT replacement, but as a deliberate complement.
Microsoft is embracing model pluralism, routing tasks to the best model (GPT for speed in everyday workflows, Claude for deep reasoning in multi-step processes like analysis or planning).
This keeps things efficient without overcomplicating your setup, turning complex AI into a well-oiled machine. Compliance boundaries explain Claude's targeted use, too.
Am I alone in wondering if this architectural elegance will stay mostly invisible to users who just want reliable results?
https://intranetfromthetrenches.substack.com/p/does-copilot-need-claude-to-provide-good-answers
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5/5 Let's start small today by creating a focused agent for one of your high-traffic, low-complexity documents. Give it a humble name like "Policy Assistant," avoid marketing buzzwords, and share it with colleagues.
You can always add metadata later for even greater precision. What does your first agent look like? Let me know in the comments!
#M365 #Copilot #SharePoint #Intranet #DigitalWorkplace #AIAgents #CopilotAgents
https://intranetfromthetrenches.substack.com/p/making-copilot-invisible-and-useful-from-day-one
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5/5 Let's start small today by creating a focused agent for one of your high-traffic, low-complexity documents. Give it a humble name like "Policy Assistant," avoid marketing buzzwords, and share it with colleagues.
You can always add metadata later for even greater precision. What does your first agent look like? Let me know in the comments!
#M365 #Copilot #SharePoint #Intranet #DigitalWorkplace #AIAgents #CopilotAgents
https://intranetfromthetrenches.substack.com/p/making-copilot-invisible-and-useful-from-day-one
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Did you know? You can 'Remove' an agent from a user's workspace without deleting the underlying registry.
Use this to pause dormant bots while keeping definitions for future redeployment.
A true Soft Delete strategy prevents data loss during workforce transitions.
Check Usage reports today! -
Did you know? Just highlight text. Copilot becomes a mind reader.
No file drag & drop required. Highlight to extract deep insights.
Stop attaching files manually for simple queries.
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Did you know? Just highlight text. Copilot becomes a mind reader.
No file drag & drop required. Highlight to extract deep insights.
Stop attaching files manually for simple queries.
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Document classification is not an operational cost that disappears. It is a strategic investment.
If you want Copilot to be accurate, fast, and secure, the information feeding its index must be structured.
Agree or disagree?
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Document classification is not an operational cost that disappears. It is a strategic investment.
If you want Copilot to be accurate, fast, and secure, the information feeding its index must be structured.
Agree or disagree?
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Metadata isn't optional for AI precision!
Without "tags" like Status: Approved or Department: Legal, the search system lacks the precision to distinguish between a final policy and a deprecated draft.
How precise is your index?
https://intranetfromthetrenches.substack.com/p/the-ai-is-lying-to-you-because-of-your-documents
#Copilot #M365 #Microsoft365 #SharePointOnline #SharePoint #KnowledgeManagement #AI #DocumentManagement
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Metadata isn't optional for AI precision!
Without "tags" like Status: Approved or Department: Legal, the search system lacks the precision to distinguish between a final policy and a deprecated draft.
How precise is your index?
https://intranetfromthetrenches.substack.com/p/the-ai-is-lying-to-you-because-of-your-documents
#Copilot #M365 #Microsoft365 #SharePointOnline #SharePoint #KnowledgeManagement #AI #DocumentManagement
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Hey everyone 👋
Just dropped a new post that walks through real, no-code automation you can start using in SharePoint today – all without touching Power Automate.
Here are the first three I cover in the article:
1️⃣ The Automate menu: Hit it from the command bar on any file—quick actions like copying to another folder or drafting emails, plus rules that trigger on events.
2️⃣ Request sign-off: Right-click a file → send an approval email that updates status automatically once approvers hit Approve/Reject.
3️⃣ Document sets: Pre-built folders loaded with templates, shared metadata, and required fields—ideal for projects or proposals where everything needs to start consistent and complete.
Here’s the full post: https://intranetfromthetrenches.substack.com/p/automation-in-sharepoint-beyond-power-automate
Which of these have you already tried, and what’s one manual task you’re still doing in SharePoint? Let me know below – always happy to share the native workaround if it exists.
#SharePoint #Microsoft365 #Intranet #Automation #ModernWork #MVPBuzz
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Hey everyone 👋
Just dropped a new post that walks through real, no-code automation you can start using in SharePoint today – all without touching Power Automate.
Here are the first three I cover in the article:
1️⃣ The Automate menu: Hit it from the command bar on any file—quick actions like copying to another folder or drafting emails, plus rules that trigger on events.
2️⃣ Request sign-off: Right-click a file → send an approval email that updates status automatically once approvers hit Approve/Reject.
3️⃣ Document sets: Pre-built folders loaded with templates, shared metadata, and required fields—ideal for projects or proposals where everything needs to start consistent and complete.
Here’s the full post: https://intranetfromthetrenches.substack.com/p/automation-in-sharepoint-beyond-power-automate
Which of these have you already tried, and what’s one manual task you’re still doing in SharePoint? Let me know below – always happy to share the native workaround if it exists.
#SharePoint #Microsoft365 #Intranet #Automation #ModernWork #MVPBuzz
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Hey everyone 👋
Just dropped a new post that walks through real, no-code automation you can start using in SharePoint today – all without touching Power Automate.
Here are the first three I cover in the article:
1️⃣ The Automate menu: Hit it from the command bar on any file—quick actions like copying to another folder or drafting emails, plus rules that trigger on events.
2️⃣ Request sign-off: Right-click a file → send an approval email that updates status automatically once approvers hit Approve/Reject.
3️⃣ Document sets: Pre-built folders loaded with templates, shared metadata, and required fields—ideal for projects or proposals where everything needs to start consistent and complete.
Here’s the full post: https://intranetfromthetrenches.substack.com/p/automation-in-sharepoint-beyond-power-automate
Which of these have you already tried, and what’s one manual task you’re still doing in SharePoint? Let me know below – always happy to share the native workaround if it exists.
#SharePoint #Microsoft365 #Intranet #Automation #ModernWork #MVPBuzz
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Hey everyone 👋
Just dropped a new post that walks through real, no-code automation you can start using in SharePoint today – all without touching Power Automate.
Here are the first three I cover in the article:
1️⃣ The Automate menu: Hit it from the command bar on any file—quick actions like copying to another folder or drafting emails, plus rules that trigger on events.
2️⃣ Request sign-off: Right-click a file → send an approval email that updates status automatically once approvers hit Approve/Reject.
3️⃣ Document sets: Pre-built folders loaded with templates, shared metadata, and required fields—ideal for projects or proposals where everything needs to start consistent and complete.
Here’s the full post: https://intranetfromthetrenches.substack.com/p/automation-in-sharepoint-beyond-power-automate
Which of these have you already tried, and what’s one manual task you’re still doing in SharePoint? Let me know below – always happy to share the native workaround if it exists.
#SharePoint #Microsoft365 #Intranet #Automation #ModernWork #MVPBuzz
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Hey everyone 👋
Just dropped a new post that walks through real, no-code automation you can start using in SharePoint today – all without touching Power Automate.
Here are the first three I cover in the article:
1️⃣ The Automate menu: Hit it from the command bar on any file—quick actions like copying to another folder or drafting emails, plus rules that trigger on events.
2️⃣ Request sign-off: Right-click a file → send an approval email that updates status automatically once approvers hit Approve/Reject.
3️⃣ Document sets: Pre-built folders loaded with templates, shared metadata, and required fields—ideal for projects or proposals where everything needs to start consistent and complete.
Here’s the full post: https://intranetfromthetrenches.substack.com/p/automation-in-sharepoint-beyond-power-automate
Which of these have you already tried, and what’s one manual task you’re still doing in SharePoint? Let me know below – always happy to share the native workaround if it exists.
#SharePoint #Microsoft365 #Intranet #Automation #ModernWork #MVPBuzz
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Ever been caught off guard by a #Microsoft365 update that threw your team into chaos? 😓 It’s a headache no admin wants!
The #Microsoft365 Message Center pumps out over 100 updates a month—new features, retirements, you name it. Keeping up feels like chasing a runaway train. Missing a critical update can mean scrambling to fix issues or explaining disruptions to your boss. Not fun. 😕
I’ve got a fix! Using the #MicrosoftGraphAPI, #PowerShell, and #PowerBI, I built a tool to streamline it all. 📊 My #PowerBI dashboard shows a list with all messages, highlights action-required ones, and trends with visuals like pie charts for categories and severity. You can filter the messages based on date and services impacted. #PowerShell scripts to retrieve data from #MicrosoftGraphAPI and feed the report. New features out of the standard tool.🚀
👉 Check out the full guide to build your own: https://intranetfromthetrenches.substack.com/p/streamline-m365-updates-with-microsoft-graph-api-and-power-bi
What’s your go-to way to stay on top of M365 changes? Share your tips below—I’d love to hear! 💬 #MVPBuzz
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Are you tired of manually checking the Message Center in the M365 Admin Center every day? 🚀
Do you know there are alternatives to make your M365 administrator life easier?
The Microsoft Graph provides endpoints to retrieve the information you need, including messages from the Message Center 😯. The endpoint is called "Service Announcement" and the URL is /admin/serviceAnnouncement/messages.
How can you benefit from this? Well, you can create your own automations to inform you about the latest updates and send the proper warnings based on the properties of the updates. Imagine having all the latest updates delivered to you without lifting a finger!
🔗 Learn more about the endpoint here: https://learn.microsoft.com/en-us/graph/api/serviceannouncement-list-messages?view=graph-rest-1.0&tabs=http
Don't miss out on this opportunity to enhance your M365 administration experience.
#M365 #MicrosoftGraph #Automation #Productivity #MVPBuzz #M365Governance
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Trying to create a #sharepoint #embedded container type and didn't know that my #azure subscription should be registered as Microsoft #Syntex. Another thing to write down as a requirement.
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Did you know #SharePoint Premium is coming? This is one of the announcements made by #Microsoft last week during the #ignite2023
Do you think Microsoft #Syntex is being replaced by #SharePoint Premium features? Share your thoughts here or join the discussion in my #Substack, https://open.substack.com/chat/posts/815bd962-672f-40c9-9297-b6070e42f467
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I'm searching for useful materials to study for SC-400 certification. Apart from the existing guides in Microsoft Learn pages, do you know something useful that you want to share?