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Foundational SharePoint Concepts

This skill covers foundational SharePoint concepts within Microsoft 365, focusing on the two primary types of SharePoint sites: Communication Sites and Team Sites. It explains their distinguishing features, use cases, and how they can be customized. The skill also delves into the integration between SharePoint and Microsoft Teams, the role of Microsoft 365 Groups in managing shared resources, and the administrative roles required for managing these environments effectively.

Full skill from SharePoint for Power Users. Preview the IT training 23,000+ organizations trust.

53m

Skill 1 of 6 in SharePoint for Power Users

Types of SharePoint Sites

You already know that SharePoint Online is the part of Microsoft 365 that helps organisations to manage and share content, but there are two primary types of SharePoint sites. They are Communication Sites and Team Sites, and in this video we'll see an example of each and learn the distinguishing features. We'll also touch on what a SharePoint hub site is too.

If you're interested in learning more detail on hub sites, then check out this link to the Microsoft documentation:

Knowledge Check

Match up the site type with its description:

This interactive assessment is available in the full learning experience.

Want to answer questions like this yourself?
with no purchase required. Already have an account?

Administrative Roles

Let's discuss the different administrative roles available for someone who wants to be a SharePoint Power User!

Knowledge Check

It's perfectly possible that an ordinary end user with no administrative role assigned, can create new SharePoint sites. True or false?

The Relationship Between SharePoint and Microsoft Teams

If your organisation uses Microsoft Teams, then it's going to be really important for you to understand the relationship between SharePoint and Teams. Let's take a look in this video.

If you're interested in learning more about the integration between Teams and SharePoint, then you can check out this Microsoft documentation:

What is a Microsoft 365 Group?

There is a tremendous amount of confusion regarding how the concept of a Microsoft 365 Group fits in with SharePoint. In this video we'll clarify what a "Group" is, and we'll see how the humble email distribution list has evolved, as technologies such as SharePoint and Teams transforms the way we collaborate.

Knowledge Check

Which of the following is the best description of a Microsoft 365 Group?

A Quick Peek at the Admin Center

Let's take a quick look at the Microsoft 365 Admin Center, from both the point of view of a SharePoint Administrator, and a Global Administrator.

Knowledge Check

You can upgrade a Distribution List to a Microsoft 365 Group through the SharePoint Admin Center. True or false?

Your Challenge!

Consider each of these scenarios below, and think about what your response might be:

  1. A co-worker insists that your department can EITHER have a SharePoint site, OR use Microsoft Teams, but not both. What might you reply?
  2. Your manager is new to your organisation, and tells you that in a previous job she used Office 365 Groups through the Outlook client and found it useful to be able to email the group inbox. What might you reply as an alternative approach?
  3. Your organisation uses many SharePoint Team sites, yet your IT department seems to be researching different technology providers for the company intranet. What could you suggest?

Check out this video for the answers:

Knowledge Check

How easy did you find this challenge?

This interactive assessment is available in the full learning experience.

Want to answer questions like this yourself?
with no purchase required. Already have an account?

View Transcript

Types of SharePoint Sites

0:00<v Instructor>There are primarily two different types</v>

0:03of SharePoint sites that we can create,

0:05a communication site and a team site.

0:08But to be fair, these site types could be used

0:11in all sorts of different ways, which might make you think

0:14that there should be other types of site on this list too,

0:16such as, I dunno, a community site or a new site.

0:19But what we tend to see is that we simply have

0:22these two types of site, which then get customized

0:25to turn it into whatever you need it to be

0:27for the scenario that you have in mind.

0:29But anyway, we'll start off with a communication site.

0:32And in a nutshell, these types of sites,

0:35these communication sites, are designed to,

0:38as Microsoft says, inform and engage.

0:41And basically this simply could be your company intranet.

0:44It's where you would go to see company news

0:47or to get links to where you need to go to submit expenses

0:50or to request time off or to find out the company's policy

0:53on working from home, you know the kind of thing.

0:56But a distinguishing feature about these communication sites

1:00is that we expect a lot of visitors, but only a few editors.

1:05So we are expecting pretty much every single person

1:08in the organization to visit it at some point, aren't we?

1:11But we do not expect all of those people

1:13to be able to edit the site.

1:14So no, we expect only a handful of people

1:17to actually have edit rights.

1:18Perhaps a couple of folks in the HR department

1:20and maybe a couple in IT or whoever the individuals are

1:23who are responsible for the content on the intranet.

1:27But anyway, let's look at a quick example

1:29of a communication site.

1:30And you can see that I'm in the Microsoft 365 portal here.

1:33And don't worry, once we do start digging in deep

1:36into SharePoint, I will hide the tabs at the top here

1:38to give ourselves a bit more room on the screen.

1:40But if I just go into SharePoint from here,

1:43and I'm just gonna dive into the landing.

1:45So this is the example intranet

1:47from Microsoft's demo environment.

1:50And you can see straight away

1:51that it does look quite corporate, doesn't it?

1:53It looks like it has been designed

1:56with a view to engaging employees.

1:58We've got various links across the top here, which pop out

2:01to lots of sub-pages for information and whatnot.

2:04And as I scroll through, you can see

2:05that there's various feeds for news and events and whatnot.

2:08So yes, very much an intranet type of look and feel.

2:12And you will also notice that if you were to sort of

2:15look around the other options here, I do not have

2:18the ability to edit this site because I am a mere user.

2:22I'm not an editor or anybody important to do this intranet,

2:25so I can't make changes to this site,

2:27which is what you would expect for an intranet.

2:29And in fact, if I do go into settings

2:31and look at site permissions, what you'll see

2:33that there are just a handful of site owners who,

2:36as you can see, do have full control.

2:38And there are again, a handful of site members

2:40who have limited control, but the vast majority of people

2:43in this particular example are simply

2:45site visitors with no control.

2:47They can only view the site content.

2:50And that is often what we would expect to see

2:52for an intranet for one of these communication sites.

2:55And in fact, in the older SharePoint experience,

2:58these kinds of sites used to be known as publishing sites.

3:02And that kind of makes sense,

3:03because you can see that the idea here is that the content

3:06is published for other people to consume but not to edit.

3:10So yes, with a communication site, we are assuming

3:13that there are lots of visitors, but only a few editors,

3:16whereas for a team site, we are assuming

3:20that all members of the site are publishing content.

3:23That is very much the key characteristic of a team site

3:26as opposed to a communication site.

3:28This time, we're a group of people, we're all members

3:30and we're all collaborating, we're all publishing content,

3:33we're sharing stuff.

3:34This team site is where we go to get our work done,

3:37so we're not just consuming content

3:39that somebody else has decided to publish to us,

3:42like with a communication site.

3:44No, this time we're all jumping in and sharing

3:46and we're rolling up our sleeves here

3:48and getting the work done.

3:49And if I just take you back into SharePoint

3:51and show you an example of a team site this time,

3:54so let me just go back to the SharePoint start page

3:56and go into this U.S. Sales site.

3:59And in fact you can just guess by the name of the site here

4:02that this is much more likely to be a team site

4:04rather than a communication site.

4:06It's where the members of the U.S. Sales team go

4:08to get their work done.

4:09And in fact, what you're looking at here

4:10has hardly been customized at all.

4:13As we will see, this is very much

4:14how it looks straight out of the box,

4:16but you can see that it visually looks different.

4:18It's got a different style of navigation.

4:20Rather than the navigation bar across the top,

4:22like we saw with that intranet example,

4:24we've got this navigation down the side, and this is

4:27all about having conversations with the team or sharing

4:30documents with the team or having a shared notebook.

4:33And there are other things we can add as well,

4:34as we will see, but for example, if I click

4:36on the shared document library here, then I've got

4:39various folders and various documents

4:40that I am sharing with members of the team.

4:42This is a team working experience this time

4:46rather than it being open to the whole company,

4:48like we would expect for the intranet example,

4:51well this time, we can see at the top right hand corner,

4:53there are only seven members of this site.

4:55And if I click that, what we get to see is that yes,

4:58group membership, there are seven people,

5:00there are just a couple of owners,

5:02who are the ones with the superpowers.

5:03So there's a generic administrator login there

5:05and also James is an owner.

5:08Everybody else is a member of the site,

5:10but I can still jump in and start sharing content.

5:14I can edit these files or I could upload my own.

5:17And even if I need to edit the way

5:19this team site looks as well, you can see here I do have

5:22an edit button available even though I'm just

5:24a member of the site and not a site owner in any way

5:27because it's got that different emphasis.

5:29We're assuming that we're all working together

5:31towards a shared goal here.

5:33So yes, although we could change these permissions,

5:36the expected behavior is that everybody will be able

5:38to edit the site and publish content to it.

5:41So yes, as I said, these are the two primary types

5:44of SharePoint site.

5:46But I do have one more thing to add to this list,

5:48because you might hear reference to the idea of a hub site.

5:53Now let me explain.

5:55Any existing site, although usually admittedly

5:58a communication site can become a hub site,

6:01and the idea is that other SharePoint sites

6:04can then be associated with a hub site.

6:07And this is all about organizing related sites,

6:10but when you have got sites associated with the hub site,

6:13it's the hub that provides shared navigation

6:16across the associated sites and a kind of rolled up

6:19experience for content and search.

6:21And it's instead of trying to create a fixed hierarchy

6:25of SharePoint sites by creating sub-sites

6:27because that's not very flexible, they're kind of

6:29pretty much permanently attached

6:30to the parent site in the hierarchy.

6:32Whereas with these hubs, you can change

6:35which hub a particular site is associated with.

6:38The point being it's then much easier

6:40to change your SharePoint structure rather than

6:42trying to move those older-style sub-sites around.

6:46But this is a diagram that I snipped

6:48from the Microsoft documentation on SharePoint hubs.

6:51You can see the hubs in orange here.

6:53So I've got three, HR, Sales, and EMEA

6:57and you can see that each hub has got

6:58a number of SharePoint sites associated with it,

7:01either communication sites shown in the green

7:04or team sites shown in blue.

7:06And as I said, that hub provides us

7:09with the shared navigation and whatnot

7:10across the sites associated with it.

7:12But if our organization changes, then it's gonna be easy to,

7:15for example, change this team site here

7:18so that it's associated with this hub instead.

7:20So as I said, it's much more flexible

7:22than trying to manage sub-sites.

7:24But anyway, I have put a link

7:26to where I got this in the skill, if you want to learn more

7:28about hubs, because I'm not really gonna say

7:30too much more about them in this course

7:32because hub sites can only be created by

7:35global administrators or SharePoint administrators.

7:39And we'll hear a little bit more about those different

7:40administrator roles in the next video.

7:42But for now, let me just show this chalkboard here again,

7:45which I think will serve quite well

7:47as a summary for this video.

Administrative Roles

0:00<v Instructor>Before we go too much further</v>

0:01with actually doing some stuff in SharePoint,

0:04I think I'd like us to check what admin role you have,

0:07because that's gonna impact what you're able to do

0:09in SharePoint when you follow along with me in this course.

0:12So when you look at this login here,

0:14we are obviously looking at that intranet example page

0:16that we saw in the last video.

0:18But I need to tell you that I'm logged in

0:20as me, my demo account here,

0:22and I am just a regular Microsoft 365 user.

0:25I am not a Microsoft 365 administrator,

0:29but yet when I go to the SharePoint homepage,

0:31I still look at the top left-hand corner here,

0:34get the opportunity to be able to create a new site.

0:37So what we're using here is pretty much

0:39the default permissions whereby ordinary users

0:42can create a new site.

0:43And you can see here I've got the opportunity

0:45to create a new team site

0:46or a new communication site,

0:47which are the two site types

0:49that we talked about in the previous video.

0:51So my demo environment is set up pretty much

0:54with the default permissions and roles and whatnot,

0:56and with a bit of luck, that'll be the same for you.

0:59But of course it wouldn't be unusual for an organization

1:02to decide that they do not want every user to be able

1:05to randomly create new SharePoint sites all over the place.

1:08So if that's the case for you,

1:09if you do not have this button up here

1:12at the top left-hand corner to create a new site,

1:14then there are a couple of things that we need to look at.

1:17So you'll need to speak to the folks in your IT department.

1:19So what I'm just gonna do is just switch

1:21to a different browser experience just here

1:24where I'm logged in as James, James Conrad,

1:28because he is an administrator in my demo environment.

1:31So we're in the Microsoft 365 admin center here,

1:34which is admin.microsoft.com.

1:36So if you didn't have that create site button,

1:38then you're not gonna be able to get to this either.

1:40So this would be the sort of thing

1:41that your IT administrator would need to do.

1:43So from here over on the left-hand side,

1:46I'm going to click on show all

1:48and go to the SharePoint admin center.

1:51And then if I go to Settings,

1:54and then just here, Site creation, what you can see

1:58is that within this Microsoft 365 admin center

2:01for SharePoint, we have got this checkbox checked

2:04that says users can create SharePoint sites.

2:07So if you did not have that create site button,

2:09it might be because that this box has been unchecked.

2:12So you may choose to speak to your IT folks

2:14about getting that checked again.

2:16But if they are not comfortable doing that

2:18because they don't want everybody to merrily create sites,

2:20as I've just said,

2:21then a reasonable compromise might be

2:24that they may well be happy to assign you the role

2:27of a SharePoint administrator,

2:28which means that you then have superpowers

2:30for just the SharePoint part

2:32of your Microsoft 365 environment.

2:34So if I just close down that particular setting

2:36and go back to the general admin center

2:39and then up here go into Roles,

2:42what you'll see if I look at the different role assignments

2:45that we do have a role of SharePoint administrator.

2:48And if I click that,

2:50then this will give you a little overview

2:51as to what that role actually entails

2:53and to whom it's been assigned.

2:55So you can see, for example, on the Permissions tab,

2:57it's explaining that yes, the SharePoint administrator

3:00is gonna be able to do all of these things

3:02and create Microsoft 365 groups,

3:04to manage membership of sites and whatnot,

3:06and you know, modify things, and delete stuff

3:08and, you know, do stuff in terms of looking after

3:10your SharePoint environment.

3:12So if need be, it would be great if you could be assigned

3:15the SharePoint administrator role

3:16if you're not able to create new sites

3:18as a regular end user.

3:20And just as a point of interest in my environment,

3:23I have got that role assigned to Lalo.

3:26You can see that there.

3:27So as we progress through this course,

3:29there'll be some things where I'm gonna be showing you

3:32the experience from my point of view as a user

3:34who does not have SharePoint administrative rights,

3:36but I am still able to create a new site

3:38and there'll be other things maybe that I might need

3:41to dive into Lalo's point of view to show you

3:43what potentially extra functionality he gets

3:46because he's a SharePoint administrator.

3:48But I just thought that was worth pointing out.

3:50So to summarize then, our assumed starting point

3:54is that you do not necessarily

3:55have any special administrator role,

3:58but that your organization has enabled the ability

4:01for ordinary users to create new SharePoint sites.

4:05And if that facility has been disabled for you

4:07for any reason, then as I said,

4:09maybe you could suggest

4:10that you become a SharePoint administrator

4:12to give you some special SharePoint superpowers.

The Relationship Between SharePoint and Microsoft Teams

0:00<v Instructor>You'll see that I'm starting off</v>

0:01in Microsoft Teams.

0:02So if you're a Teams user,

0:03this will look familiar to you.

0:06If not, then maybe

0:07this is just gonna be background information

0:08because perhaps your organization isn't yet using Teams.

0:12But anyway, in this Teams experience,

0:13what I'm gonna do is create a brand new team

0:16whereby a team is any group of people.

0:19It could be a project team,

0:20it could be a department.

0:22I've got a number of templates to choose from.

0:23But no, I'm just gonna create a basic team from scratch.

0:26It's going to be a private team

0:27because I want to invite specific people.

0:29And let's imagine it's gonna be for the Chess Club

0:32of our organization.

0:34And obviously, I could put a description in there,

0:37but let's just quickly create that.

0:39And then, I'm going to get the opportunity

0:40to invite some people to this team.

0:43So let's add some of our usual suspects,

0:45so Joni and James

0:47and Lalo and Patti.

0:50And what you'll see is that I've got some different roles

0:53that I can assign to these people

0:55that I'm adding to this team.

0:57And by default, it's just adding them as a member.

0:59Now because I set up this team, I am an owner.

1:02That gives me extra powers

1:04and it is useful to assign somebody else

1:06as a secondary owner just in case I get run over by a bus.

1:10And it's useful for somebody else to be able to step in

1:12and to do some of the administrative tasks with this team.

1:15So what I'd like you to take away from this

1:17is that I've got a number of members in this team.

1:20I'm an owner because I set it up

1:22and I have also assigned Joni as an owner,

1:24but these other folks here are mere members.

1:27So I'm going to add those additional people to this team.

1:30That appears to have been done.

1:32So if you look down the left hand side,

1:33there's my new Chess Club team that I've set up.

1:36It's got a General channel,

1:38that's where the conversations take place,

1:40but I'm going to add another channel as well.

1:42So let's just add a channel.

1:44Let me just call it something like Meeting Minutes.

1:47There we go.

1:48Choose a channel type.

1:49Well, I'm just gonna have it as a standard channel

1:52and create it.

1:53So a channel is basically a topic of conversation

1:55within that team and we always have a General channel,

1:58but I've added this meeting in its channel.

2:01So that obviously is just Teams stuff,

2:03which you may or may not be familiar with.

2:05But the reason why I really want you to know about this

2:08is every time we create a new team,

2:11like I have just done here for Chess Club,

2:14in the background, a SharePoint team site

2:16has been automatically created for us

2:19and that becomes most obviously apparent

2:21when we start sharing files.

2:24So in this Meeting Minutes channel,

2:26you'll see I've got a Files tab.

2:28So that's where we would share files with the team.

2:30So let me just quickly upload any old documents.

2:33Let me just stick in a file there into that Files tab

2:36in the Meeting Minutes channel.

2:40And you will also see that across the top here,

2:42I've got various tabs in Teams

2:44and one of the other default ones

2:46'cause you can add all sorts of things from here.

2:49But one of the default ones you can see here is Notes.

2:52And basically, that is a shared OneNote notebook

2:55and the first time you click it,

2:56it takes a moment or two

2:57to get itself organized.

2:59But once we've done that,

3:00then within the Teams' environment,

3:02we do have a shared notebook.

3:04So let me just put in, maybe this is minutes

3:06from a particular meeting on a particular date,

3:08and let me just quickly put in some random texts there.

3:11Good, magic, so looking across the top

3:14in the Meeting Minutes channel,

3:15I've got various posts,

3:16which is conversations that we're having in Teams.

3:19I've got files that we're sharing

3:20in the Meeting Minutes channel

3:22and I've got a shared notebook.

3:24The other channels,

3:25so you'll see here the General channel,

3:27that would have its own separate shared files.

3:29And I've currently got nothing in the General channel,

3:32but while I am in the Files tab here,

3:34you will see on this little toolbar

3:37that I do get the opportunity

3:38to open this up in SharePoint.

3:42Now in your environment,

3:43by all means click that 'cause that should work.

3:46But for me,

3:46because I'm working in an InPrivate browsing window,

3:48it gets a bit upset about what account I'm logged in as.

3:51So what I'm actually gonna do,

3:52rather than choose that link to open in SharePoint,

3:55I'm going to generate a link and just copy that,

3:58and then manually go to my InPrivate browsing window here

4:01to go to that SharePoint site.

4:03So let me just paste that in and press Enter.

4:05So what you are looking at now,

4:07you can see at the top left hand corner,

4:09yes, I'm in SharePoint.

4:10Yes, I'm in Chess Club.

4:12And straight away, we can see

4:14some interesting things have happened.

4:17I'm just gonna close that next steps panel

4:19over on the right hand side there.

4:21But if I click on the document library

4:23on the left hand side here,

4:24you'll see that as part of the automatic generation

4:27of this team site when I created that team in Teams

4:31is that for every channel in that team,

4:34in our case it was just General and Meeting Minutes,

4:37I have got a document folder in my document library

4:40ready and waiting for those shared files.

4:43We already saw that in the General channel,

4:45we didn't have any shared files.

4:47But in the Meeting Minutes channel,

4:49I did drag, didn't I?

4:50Just a random document from my documents folder,

4:52which was that turtle file.

4:54So that's exactly the same there.

4:56If I go back to the Meeting Minutes channel here

4:59and back to Files, then that's exactly the same.

5:02I've got that document there,

5:04and this will work both ways.

5:05So if within the SharePoint site,

5:07if I were to add an extra file just here,

5:09in fact, let's do it.

5:10So let's just add another document.

5:12Let's just stick that up there.

5:14So I'm doing that through the SharePoint interface.

5:17So now if I go back to Teams and just click away

5:20and click back to force that to refresh,

5:22then sure enough, that document shows there.

5:24So this becomes really quite interesting

5:26if your organization does use Teams

5:28because the team sites are using SharePoint

5:31in the background to manage all of those shared documents.

5:34And do you remember that shared notebook

5:36that I started using in the Teams environment?

5:38So it was here, wasn't it?

5:40The Meeting Minutes, I started writing some notes, didn't I?

5:42Imagining that I'm taking notes from a meeting

5:45while back in that SharePoint site,

5:47look at the left hand side.

5:48I've got a notebook link

5:50and notice what happens when I do click that.

5:52It's actually going to load OneNote online.

5:55So this is the Chess Club notebook.

5:57You can see that at the top there

5:58and you can see that same little bit of nonsense

6:01that I typed in while I was in Microsoft Teams on that tab.

6:05But let me just click the back button there

6:06to go back to that Chess Club site.

6:09But I also wanted to mention the membership to you.

6:12So if I go within SharePoint

6:14to this area here where it shows me there are five members,

6:19you will see unsurprisingly

6:21the exact same five members

6:24that we would expect from the team

6:25that we set up in Microsoft Teams.

6:29And you will remember that I said

6:31because I set up that team in Teams,

6:32I'm an owner and we also assigned Joni

6:35as a secondary owner in case I get run over by a bus.

6:39And then, these other people are members.

6:41So the membership is completely consistent

6:43between Teams and the underlying SharePoint team site.

6:47And in fact, just to prove the point,

6:48if I were to add another member,

6:50so let's add Lee.

6:51So another internal person here and yes, he's a member,

6:54that's fine, let's just save that.

6:56So Lee has now been added as a member

6:58and let's promote Patti to being another owner,

7:02and the changes that I have made

7:03to the group membership here

7:05should be reflected back in the Teams membership.

7:09So from within the Chess Club,

7:11just for a bit of variety,

7:12I'm actually going to get back to that team

7:14rather than going down to the Teams app.

7:16I'm going to use this little button just here

7:18that's indicating that this has got

7:20an associated Teams channel.

7:21So if I click that and I shall stay in the web app this time

7:24just for a bit of variety,

7:26so if I just choose to stay in the web app

7:28to have a look at that team in Microsoft Teams,

7:31here's our Chess Club team,

7:32let's click on Manage team.

7:34And I should see the same changes to the membership

7:37that we made through SharePoint.

7:39So if I expand the guests here,

7:41we can see that Lee has been added.

7:44I'm not sure that we can see yet

7:45that Patti has been made an owner.

7:47Let's just check that I did do that properly.

7:48So the six members there,

7:50so Patti should be an owner.

7:51Let's just go back in here and refresh that

7:53and see if we can get that to update

7:55to show that Patti is an additional owner.

7:57Yeah, there we go.

7:58So Patti is shown there as an owner.

8:01But let me just go back to SharePoint for a second

8:03because that does lead us to consider, oops,

8:05it was a Chess Club, I was after, there we are.

8:07It does lead us to consider a little bit

8:09about how these different roles are set up with regards

8:11to what owners can do and what members can do.

8:15And I do want to talk again about permissions another time

8:17when we talk about sharing files and whatnot

8:20in a different skill.

8:22But just briefly as we saw, I can choose for people

8:25either to be an owner or a member.

8:27But if we go into the site permissions,

8:29let me show you a little bit about what that actually means.

8:32So here in site's permissions,

8:34this is where we can see that site owners get full control.

8:38Site members get limited control.

8:40Site visitors get no control.

8:42So if I click the drop down there, then sure,

8:44the owners that I had assigned

8:46which was me and Joni and Patti

8:48have full control, et cetera.

8:50But if I go into the advanced permission settings down here,

8:54and this looks a bit ugly

8:55because this is taken from the older SharePoint interface,

9:00but if I click just here on permission levels,

9:02this is where I can start to understand

9:04what the different levels are

9:05and what specifically that means people

9:08with those permission levels can do.

9:11So we know that the team members,

9:13so if I go back to this here,

9:15the team members, they had edit rights

9:19and I can look here to see

9:20that if somebody has got edit rights,

9:23then this is what they are able to do.

9:25I can start drilling down into the nitty gritty

9:27of exactly what that means they can and can't do.

9:29And as you can see,

9:30I could actually change this if I wanted to.

9:33So that's a little bit of detail around permissions.

9:36I tend to find that most people most of the time

9:38are happy to stick with the default there

9:40and just decide whether somebody

9:42is going to be a an owner or a member.

9:44That's often enough,

9:45but I thought it was useful to just see

9:46where we would go if we wanted to dig a little bit deeper.

9:50Let me just point out a couple of other things

9:51about this automatically generated SharePoint team site.

9:55So on the left hand side,

9:56you will see this Conversations entry.

9:58And I'm not gonna lie,

10:00this does trouble me a little bit

10:02because before I click it,

10:03if I just remind you that in Microsoft Teams,

10:06we have conversations in Teams, don't we?

10:08So for example, in our Chess Club team,

10:10on the General channel,

10:12I could start a new conversation there or I think,

10:14yes, I'd already put a new post there

10:16in the Meeting Minutes channel.

10:18So this is what I would call a conversation

10:20and I dunno about you,

10:21when I click this Conversations tab here

10:23in the SharePoint site,

10:25I'm expecting to see those Teams conversations.

10:28But no, it's actually taking us to a shared group mailbox,

10:31and this is Outlook online you're looking at here.

10:34And we'll refer back to this when we look at the next video.

10:37So just bear that in mind.

10:38That may or may not do what you expect,

10:41but I think there is inevitably going to be some overlap

10:44between the use of SharePoint

10:45and the use of Microsoft Teams.

10:46And it can get confusing I think for members to know

10:49what they should post where.

10:51So for example, on the homepage of the SharePoint site,

10:54you know I've got the ability

10:55to add a newsfeed or quick links.

10:57So should I post interesting news items

10:59and links here on the SharePoint team site homepage

11:02or should I be posting them

11:03into a conversation within Teams?

11:05It is confusing.

11:07You're gonna need to provide guidance to the team

11:09as to how you want these to be used.

11:11But let's say we are using the SharePoint side of things.

11:14So I'm just going to quickly add another news item.

11:17I'm going to add a news link

11:18and I've already got something on my clipboard

11:20already just to paste in there.

11:21So I'm adding a quick news link to a BBC article here

11:24because it's currently very hot here in the UK.

11:27So if I just say, yeah, that looks good,

11:28I'm going to post that.

11:29Then as you might imagine,

11:30that's going to pop it into the news web part here

11:33and it'd be the same if I were to edit

11:35any of these quick links

11:36or make any other edits to this page.

11:39And we'll have a deeper dive

11:40about editing these pages and other time.

11:42So if you are using this,

11:44then what is quite nice if you are a Teams-led organization

11:48within that Chess Club team in Teams.

11:51So let's imagine on the General tab,

11:53I think, oh, well I really would like access

11:55to that homepage from the associated team site

11:57or well we can add extra tabs.

11:59So if I click this button here

12:02and search for the SharePoint app,

12:04it's actually shown me as a default there.

12:06This is where I could add content to the Teams channel

12:09from existing SharePoint sites.

12:11It could be any SharePoint site

12:13or it has assumed that I want to add something

12:15from the underlying Chess Club SharePoint team site.

12:17That's exactly right.

12:18So let's add the homepage.

12:20So let's save that

12:22and what that will do, it'll give me an extra tab just here

12:24alongside the Files and Notes that we already talked about,

12:28which is giving me the opportunity

12:29to interact with that SharePoint homepage

12:32directly from within Microsoft Teams.

12:35So I think that does work really nicely.

12:38So the key points I want you to take away from this video

12:40is that when you create a new team in Microsoft Teams,

12:44it generates an underlying SharePoint Teams site,

12:48which is where all of those files you share through Teams

12:51are stored into a folder with the same name

12:54as the channel from Microsoft Teams.

What is a Microsoft 365 Group?

0:00<v Instructor>Having seen how nicely integrated</v>

0:02Microsoft Teams is with SharePoint,

0:05what I'd like to cover in this video

0:07is kind of the missing piece of the jigsaw puzzle,

0:09and that's a Microsoft 365 Group.

0:12Now, there is a lot of confusion around

0:14how all of this works together,

0:15and I wouldn't normally trouble a regular end user

0:18with the detail that we're about to talk about

0:20in this video, but as a power user,

0:23there is quite an important concept to understand

0:26with regards to the Microsoft 365 group,

0:28and in order to explain it to you,

0:30I'm going to take you on a little trip down memory lane

0:33with a little bit of a history lesson,

0:34because there are in fact lots of different types of groups

0:37in our Microsoft environment.

0:39And firstly on my list here,

0:40I've got the idea of a distribution list.

0:43And I bet you already know what this is.

0:45It is basically a list of email addresses,

0:48but distinctly, it's a list that's been created

0:51by your organization.

0:53So I'm sure that you've got distribution lists

0:55in your email environment.

0:57You know, it might be something like sales@yourcompany.com

1:00or marketingteam@yourcompany.com.

1:03So that's a distribution list,

1:04which means you can easily send an email

1:06to all of the people on that distribution list

1:08at the same time.

1:10So hopefully no great surprises so far,

1:12but let me just pop in to my email environment.

1:15Gosh, I've got a lot of windows open here.

1:17So I've just logged into Outlook online

1:19through my demo environment.

1:21So yes, if I want to send a new email

1:23and I know that we've got a distribution list

1:24called Sales Team or something,

1:27then I can just start typing

1:27the name of that distribution list.

1:29I can pick it from the suggestions there,

1:31and that's a collection of all of the email addresses

1:34that have been put onto that distribution list

1:35by my organization.

1:37If I want to, I can expand that out to see

1:40all of the individual members,

1:41and then I could remove somebody if I needed to.

1:44Yeah, that's how I would use a distribution list.

1:47So I did make the distinction that a distribution list

1:50is set up by your organization,

1:52and you might be saying to me,

1:53"Oh, well I'm sure I can create

1:55distribution lists myself as well."

1:57And indeed, in years gone by,

1:59we would have called the user-created

2:02groups of email addresses distribution lists.

2:04But now in more recent iterations of Outlook,

2:08we call those contact lists in order to distinguish them

2:12from the ones that have been set up for your organization

2:15like the sales team.

2:16So here in Outlook, if I take myself down the left hand side

2:19into the people part of Outlook,

2:22you will see down the left hand side,

2:24yes, I've got my contacts, which is basically, you know,

2:26my address book of all of the people I've added,

2:28but I've also got here contact lists,

2:31and that's gonna be my own personal distribution lists,

2:35as it were.

2:36So you can say, I've already got one here for Yoga Class.

2:38So if I want to set up a contact list,

2:41so click the dropdown just here,

2:43let's create a new contact list.

2:44So this is just gonna be for me.

2:46So let's imagine there are a few parents

2:49in the organization that I work for

2:50who all have kids at the same school as me,

2:52so we have a little bit of a a school run thing going on

2:55where we email each other about

2:56who's gonna do the pickup that day or whatever.

2:58Just a silly example, but let me add a few characters

3:01from my demo organization.

3:03So I should just add the usual culprits,

3:06so Joni, and James, and Lalo.

3:09I could add a description if I wanted to,

3:11if I had lots of contact lists

3:13and I wanted to be able to distinguish between them,

3:14but obviously not required for this example.

3:17But you can see the idea.

3:18I've now got a new group of email addresses.

3:21We call it a contact list with those particular people.

3:23So the next time I want to send an email

3:25to those particular people about the school run,

3:27well, let's just disregard that example

3:30one to the sales team, and create a new email,

3:32but this time address it to the, whoops, to the school run.

3:36Then as you might expect, that pops up.

3:39And if I want to, as with the distribution list,

3:42I can expand that contact list to see the individual people,

3:44and if required, remove someone.

3:47So distribution lists and contact lists

3:49have been around for a long time.

3:51So let me just go back to that slide.

3:53So yes, the distribution list

3:55is created by your organization,

3:57whereas a contact list is a list of email addresses

4:00that works very much in the same way,

4:02but it was created by you.

4:04It's just for you personally.

4:06But if you think about it,

4:08a simple group of email addresses,

4:09while that might still have a place

4:12in the way that we collaborate today,

4:14that's pretty old-fashioned, isn't it?

4:16Because it simply allows us to send an email to everybody.

4:20And in reality, if we do have a group of people

4:22that we want to send an email to,

4:23we probably wanna do other stuff as well,

4:26such as share files, share calendars, share resources.

4:29I think you can see where we're going with this.

4:31So the evolution of the concept of

4:34a list of email addresses,

4:35whether it's a distribution list or a contact list,

4:37is a Microsoft 365 Group.

4:41And we used to call these Office 365 Groups.

4:43They have been around for really quite a long time,

4:46and in my experience, they didn't really catch on

4:50in the early days.

4:51And I will show you why,

4:52because we tended to use them through the Outlook interface.

4:56And in my opinion, it was a bit ugly and a bit awkward.

4:59And a bit of a spoiler alert here,

5:00the Microsoft 365 Group has evolved

5:02into the SharePoint and the Teams experience

5:05that we have today.

5:06But bear with me as I take you through the history lesson,

5:08because I need you to understand

5:10that some users will be confused

5:12if they have used groups before,

5:13if they have used distribution lists

5:14or contact lists before, we need to understand

5:17how they all fit together.

5:19So a Microsoft 365 Group

5:21is a set of people with a collection of shared resources.

5:24And as I said, traditionally we'd have handled this

5:27within a Microsoft Outlook environment.

5:29So let me just take myself to Outlook on the web.

5:32And what you'll see, I'm looking in my inbox now,

5:34let me just disregard this message

5:36I had started to send to the school run contact list

5:39or whatever it was.

5:40But looking in my inbox here,

5:42you can see yes, that's my regular inbox

5:44where my emails will arrive.

5:46But down towards the bottom I've got these groups.

5:49So these are Microsoft 365 groups or Office 365 groups,

5:52and I've got a number of groups here

5:54which don't seem to at first glance

5:56bear much relation to my SharePoint or my Teams experience.

6:00But don't worry, it'll all come together.

6:02So if as an end user, I think to myself,

6:05"Ooh, I'm going to create a new contact list for,

6:07I dunno, the health and safety committee

6:09that I'm setting up."

6:11Well, a contact list, as we saw,

6:12is simply a collection of email addresses,

6:15whereas a group is a collection of shared resources.

6:18So maybe if I think to myself,

6:20rather than setting up a contact list

6:22for that health and safety committee,

6:24because I want to share files with them

6:25and maybe share a calendar with them,

6:27actually a group would be a better idea.

6:30So down here I've got a few existing groups

6:32that I was playing with, but let's create a new group

6:35and let's call it the Health and Safety, whoops, Committee.

6:41Two M's, two T's, two E's.

6:43So what that will do, it will create an email address

6:47for that group, very much like a distribution list

6:50or a contact list.

6:51I can have a description of the group.

6:53Let's go ahead and create that group.

6:55I can then add some members to the group,

6:57just like a distribution list or a contact list.

7:00And again, I'm just gonna add some of the usual culprits

7:02from my demo environment.

7:03So James and Joni and Patti and Lynne.

7:08There we go.

7:09I'm gonna add those members to this group.

7:11You will now see down the left hand side,

7:14I've got that new entry there

7:15in the groups part of my inbox.

7:18There we go, the Health and Safety committee.

7:21And just like a distribution list or a contact list,

7:24I can send an email to that group.

7:26So when I click that, it's gonna send it

7:28to the Health and Safety Committee.

7:29I can double click here to remind myself

7:31who the members of that group actually are if I need to.

7:34Oh, and also while we're here,

7:36just notice that the default behavior was

7:39when I set up that group is that everybody,

7:41all of these members here will be following this group

7:44in their inbox, and we'll see what that means in a second.

7:47So if I were to send an email to this group,

7:50so let's just add a quick test email here to the group.

7:53And again, I just, you know, put a bit of nonsense in here.

7:55If I send that email to the group,

7:57so let's click that and send it.

7:59What it will do, it will give us a new entry

8:03in the Health and Safety Committee group inbox.

8:06So down here can you see, I've got a group inbox,

8:09which has appeared just there.

8:10But also because there was that option checked

8:13that people are following this in their inbox,

8:15all of the members of that group

8:17will also see that email appearing in their inbox

8:21because they are following in their inbox.

8:23If you want to unfollow a group

8:26so you don't get the emails duplicated in your own inbox,

8:29if you'd rather, you know, choose to go to the group inbox

8:32to have a look rather than having those emails

8:34duplicated in your inbox,

8:36then look down the left hand side

8:37in the people part of Outlook.

8:39You'll see I've got a Groups section just here.

8:42I can look at groups that I'm a member of,

8:44and I can say, "Hmm, that particular group,

8:46looks like I'm following it in the inbox.

8:49I don't want to.

8:50I'm going to turn that off."

8:52Which would mean next time I wanted to see

8:54what the conversation was going on in the Design group,

8:57I would go to my inbox and I would actually choose

9:01to go to the Design inbox just there

9:03and have a look when I wanted to.

9:05And I dunno about you, are you already losing the will here?

9:08Do you see what I mean?

9:09I think using this sort of group experience in Outlook,

9:13while it was quite useful

9:15to have this idea of a group inbox,

9:17it's not a great user experience.

9:19And over the years, I mean maybe,

9:21oh, I can't really remember the timeframe here,

9:23but maybe, I dunno, 10 years ago, more, probably,

9:27I can remember trying to train users

9:29how to use these groups within Outlook,

9:31and they didn't really like them.

9:32They didn't catch on.

9:34The only people that did persevere with them

9:36were the people that like to use this functionality here.

9:39Because look, when you create a group in Outlook,

9:42like we've done, we've got group files

9:45and we've also got a group calendar.

9:47So where's that group that we created?

9:49There we go, health and Safety Committee.

9:51So that was the brand new group that we created.

9:53If I want to share files with that group,

9:54then I do have group files

9:56and I can just upload files here

9:58so that anybody in that group

10:00can just have a look at those files.

10:02Or let me just go back to

10:03the Health and Safety Committee entry here in Outlook.

10:06I can even look at a group calendar.

10:07And again, this is really useful,

10:09because it means that I can overlay that group calendar

10:11with my own calendar.

10:12Look at the left hand side here.

10:14I could switch off my calendar

10:15and just see the Health and Safety Committee group calendar

10:18and you know, put in various events

10:20for the Health and Safety Committee

10:22and choose to sit with or without my own calendar there.

10:24So it was a way that end users

10:27could work with group calendars and group inboxes

10:30from within Outlook.

10:31But as I say, didn't really catch on.

10:33I think the interface is a little bit ugly.

10:36But look, there's more.

10:37Because we already know that the sorts of things

10:39that I've been trying to do here in my demo with a group

10:42is exactly what SharePoint and Microsoft Teams

10:45is very, very good at.

10:47So with this Health and Safety Committee group

10:49that I set up in Outlook,

10:51if I click the More button just here because yeah,

10:53files and calendar, great, but look, we also have a site.

10:57And if you've got especially observant eyes,

10:59you'll recognize that as the SharePoint symbol.

11:01So if I click that, then yes,

11:04a SharePoint team site has been automatically created

11:08when I created that group in Outlook as an end user.

11:12And this is exactly the sort of thing

11:13that you've already seen

11:14when we've briefly dived into team sites.

11:17So this does make a lot more sense.

11:19I think this is much more user-friendly

11:21when it comes to sharing updates and links,

11:24and to look down the left hand side,

11:25documents in the document library and whatnot.

11:27And do you remember, right at the beginning of this skill,

11:30I pointed out this Conversations button here

11:33and I said, "Well, this takes us to a shared inbox,

11:36which we'll come back to another time."

11:38Well this is our moment, because of course

11:40that takes us to that Health and Safety Committee

11:43shared inbox that we had already experienced in Outlook.

11:47So let me just get rid of that.

11:48So that's where that all comes in.

11:50So I would like to suggest if your organization

11:52has been dabbling in trying to use groups in Outlook,

11:56I would suggest skip that

11:58and just create a SharePoint team site

12:00and just use the SharePoint experience instead.

12:04If your organization has already got active groups

12:06that people have been using historically over the years

12:09that were set up in Outlook and use within Outlook,

12:11then hopefully that usage will evolve into

12:13using the associated SharePoint site.

12:16And also notice down the left hand side here,

12:19you can add Microsoft Teams to this group.

12:23So if you actually think that what we really need

12:25is a Teams experience for the Health and Safety Committee,

12:28then sure, you can add Microsoft Teams.

12:31Now, I am not going to add Microsoft Teams

12:33to this Health and Safety Committee group.

12:35Remember that for the next video.

12:37But moving forward, if somebody wants to create

12:40a new collaborative group experience,

12:42they don't have to create the group within Outlook

12:45the way I did it.

12:47You may as well directly from within SharePoint,

12:49create a new site for a team,

12:51pick your template, give it a name.

12:55So let's do a different example this time.

12:56Let's imagine that this is all about the office move.

13:00That's a good example of a team site.

13:02Let's add some members.

13:03So basically I am creating a group here.

13:06I'm creating a Microsoft 365 group.

13:08So the concept of a Microsoft 365 group still exists.

13:12It's the underlying Microsoft service

13:15that's managing the membership.

13:16But I've skipped the painful bit

13:18of doing it through Outlook.

13:19We don't need that bit anymore.

13:21We can do it all directly from within SharePoint.

13:24So I have created a new group with those seven members,

13:27and we've talked about owner and member rights before.

13:30If I particularly do want to work with a shared inbox,

13:33and as we know that Conversations button

13:35will lead us to a shared inbox within Outlook if we want to.

13:39But I think it's gonna make much more sense

13:40to have those conversations within Microsoft Teams instead.

13:44So I didn't do it for the Health and Safety Committee,

13:46but I am gonna do it for this Office Move group.

13:49So I'm going to add Microsoft Teams.

13:51So it's gonna be using that same underlying service,

13:54the Microsoft 365 group.

13:56So let's add Teams.

13:58So let's go to the Microsoft Teams client.

14:02And what we should see, there we go,

14:03there's the Office Move group available in Microsoft Teams

14:07for us to carry on collaborating.

14:09If I had added Teams to

14:11that Health and Safety Committee group,

14:13then that too would've appeared here.

14:15So let me go back to our slide.

14:18So a Microsoft 365 Group is a Microsoft 365 service,

14:22which handles the membership of other technologies

14:25such as SharePoint and Teams.

14:27And it's basically a set of people

14:28with a collection of shared resources

14:30such as shared files and shared calendars

14:32and shared notebooks.

14:33It's pretty horrible to use in the Outlook interface,

14:36but it is still the underlying membership service

14:39of SharePoint and Teams.

14:42So you will still hear about the idea of these groups.

14:45But just finally, to complete this discussion,

14:48I just wanted to add on the list here a Security Group.

14:52'Cause it is confusing.

14:52We've got all of these different types of groups.

14:54A Security Group isn't really that interesting

14:57for our discussion today.

14:58But just be aware that that is used

15:00to manage access to resources.

15:02Not really in scope for our SharePoint conversation,

15:05but just be aware that that's yet another type of group.

A Quick Peek at the Admin Center

0:00<v Instructor>I know I said that this course</v>

0:01is not a full-blown SharePoint administrator course,

0:04but I do want to just briefly show you

0:06what the admin center looks like,

0:08just to give you a feel

0:09for the kind of information available

0:10and to give you a bit of confidence if you are

0:12thinking of becoming a SharePoint administrator.

0:14And don't worry if you're not able

0:15to follow along with this video, because,

0:17of course, you might not have administrator access.

0:20You can just treat this as background information.

0:23But anyway, you can see that I'm logged in as Lalo.

0:25And you might remember, a few videos ago,

0:28I did mention that Lalo happens

0:29to be a SharePoint administrator.

0:32So hold that thought.

0:33We're gonna see what extra superpowers

0:34that gives Lalo in a second.

0:36But at the end of the last video, if you remember,

0:38we had created two different SharePoint team sites.

0:42We created, if you recall, the OfficeMove site

0:45through creating a brand new SharePoint site.

0:48And we did connect it

0:49to Microsoft Teams, if you remember.

0:51And we had that other one, the H&amp;S Committee site,

0:54which was actually generated

0:55through creating a new group through Outlook.

0:58And we chose not to connect that to Teams,

0:59if you remember, and you can see

1:01I don't have that little Teams symbol there.

1:02So that's kind of the story so far.

1:05But now, as Lalo, what we're gonna do

1:07is back on his homepage.

1:09He is going to go into the admin center.

1:11And because he's got the administrator role

1:13for SharePoint only, he is going to get a subset

1:16of the settings that he can manage.

1:19So you'll see, first of all, as Lalo,

1:21we are in the Microsoft 365 admin center,

1:23which is the general kind of umbrella

1:25admin center for Microsoft 365.

1:28But because he only has access to the SharePoint

1:31side of things and the groups side of things,

1:34he will not get full edit capability of everything

1:37that goes on in this umbrella admin center.

1:40So for example, he can see a list of users,

1:43but he's not able to start meddling with users

1:45and delete them and change roles and whatnot.

1:48So if he goes into a user here and chooses

1:49to manage roles for that particular user,

1:52it says, oh, sorry, Lalo,

1:53you don't have permission to do that.

1:55You can look, but you can't touch.

1:57So he has a subset of administrator

1:59tasks that he can do.

2:02But what is interesting for Lalo

2:03as a SharePoint administrator,

2:05he can look at the teams and the groups.

2:07So if we go into Active teams and groups,

2:09this is where we can see, look,

2:10all of our Teams and Microsoft 365 groups.

2:14And if I scroll down, you can see,

2:16oh yes, there we go.

2:17There's the H&amp;S Committee.

2:18And if you look across

2:19at the information we've got here,

2:21I can see in this column that the H&amp;S Committee

2:23does not have Teams connected.

2:26And that's absolutely in keeping

2:27with what we already know,

2:28whereas the OfficeMove one down here

2:30does have Teams connected.

2:32So he gets that view of this information.

2:35You will also notice across the top here

2:36that we've got these different group types

2:39that we talked about in the last video.

2:41So yes, Lalo can look at the distribution lists

2:43that the organization has set up.

2:45And I think it was this Sales Team one, wasn't it,

2:47that we tried out in the last video.

2:48So yeah, he can look at that.

2:49But again, he can't actually meddle with it.

2:52But note that if he did need to make changes

2:54to the Sales Team, he would need

2:56to be an exchange administrator.

2:58Now, I'm gonna come back to this later

3:01because let's imagine this scenario

3:02that somebody many years ago

3:05who'd created this Sales Team distribution list,

3:08because back in the old days, as we know,

3:09distribution lists were very much the way to go.

3:11But now, somebody says, look,

3:12can we upgrade this distribution list

3:14for the Sales Team to a Microsoft 365 group?

3:19Well, we can do that,

3:20but we have to be an exchange administrator

3:23to be able to make changes to this group.

3:25And as we know, Lalo is only a SharePoint

3:27administrator, so he can't do that.

3:28So I'm gonna come back to that at the end.

3:30So hold that thought.

3:32But anyway, because Lalo is a SharePoint administrator,

3:34he can see a bit more SharePoint information.

3:37And down the left-hand side,

3:38if he clicks Show all,

3:40this is where he gets to see

3:41the other admin centers that he has access to.

3:44And that's not a very long list for Lalo

3:46because he's just able to look at SharePoint.

3:48So I'm gonna click SharePoint down the bottom there,

3:50and this will give him a bit more information

3:52about the SharePoint sites, as you might imagine,

3:54and the settings and the policies and whatnot.

3:56So if you do have access to this,

3:57then feel free to have a little browse.

3:59But if I go back into that list of sites

4:02within the SharePoint admin center,

4:05it's a similar view that we saw before,

4:06but I've got a bit more information available.

4:08So for example, let's go to

4:11that H&amp;S Committee group again.

4:14Yes, we can see that it's not connected to Teams.

4:16But if I just scroll sideways, you get to see

4:18the type of site it is, when it was created,

4:21the number of views and visits and whatnot.

4:23I mean, this is just a demo environment,

4:25so it's not gonna be desperately exciting.

4:27But also notice that when you do have a site selected,

4:30you get the opportunity to associate it with a hub.

4:34Or let's imagine, actually,

4:35I want to make this site a hub site.

4:39So again, I can actually register

4:40individual sites as hub sites,

4:42and then associate other sites with a hub.

4:45So you'll recall that we briefly mentioned the idea

4:46of a hub site right at the beginning of this skill.

4:49But also notice that if somebody

4:51accidentally deletes a SharePoint site,

4:54so if a site owner does delete a site,

4:57then I am pleased to report that Lalo can save the day

4:59and recover it if the site was deleted in error.

5:02So look at the left-hand side.

5:04Yes, we've got active sites,

5:05but we've also got deleted sites.

5:07So what Lalo will be able to do

5:09is to choose a deleted site,

5:11and then restore it or permanently delete it.

5:13But you'll notice that they're only held

5:15for a short amount of time.

5:17So they're not available forever for restoring,

5:19but that's a useful superpower that Lalo has

5:21as a SharePoint administrator.

5:24But just to finish up, I mentioned that Sales Team

5:27distribution list that perhaps we might consider

5:30upgrading to a Microsoft group

5:32so that it's not just a list of email addresses,

5:35but it's got shared resources as well.

5:38And Lalo couldn't do that

5:39as a mere SharePoint administrator.

5:41So I'm just gonna switch to this other window

5:43where I'm logged in as James,

5:45who is a general Microsoft 365 global administrator,

5:49which means that he has access

5:50to the Exchange admin center.

5:54So look at all of these different admin centers

5:56that James has access to including Exchange.

5:58So within Exchange, yet again,

6:00we can see that same list of groups.

6:04If I go to the Distribution list

6:07and click Sales Team this time,

6:09because James is an administrator

6:11and because he does have access

6:12to Exchange administrative tasks,

6:16then he can start doing

6:17whatever he needs to do with this,

6:18including look at this Change the group type.

6:23And what this would do if he chose this option,

6:25it would send an upgrade request to that list owner

6:29who would then click the appropriate link in the email

6:31that they get as part of that request.

6:33And that would then upgrade the Sales Team

6:35distribution list to a Microsoft 365 group which,

6:39in turn, would then facilitate the creation

6:42of a team site and a Microsoft Teams experience.

6:46But we can only upgrade a distribution list

6:48to a Microsoft 365 group

6:50within the Exchange admin center.

6:54It's a question that I do

6:55get asked every now and again.

Your Challenge!

0:00<v Instructor>Scenario number one,</v>

0:01a coworker insists that your department

0:04can either have a SharePoint site

0:06or use Microsoft Teams, but not both.

0:09What are you gonna reply?

0:10Well, first of all, it is absolutely technically possible

0:14to have both a SharePoint team site

0:16and a Microsoft Teams team

0:18both based on the same underlying Microsoft 365 group.

0:21So technically, there are no restrictions.

0:23You know, it's not a case

0:24of having to choose one or the other.

0:25But I do concede from an end user usability point of view,

0:29we might need to provide a bit of guidance

0:31as to when we use one and when we use the other.

0:33So when we talked about the integration

0:35between SharePoint and Teams,

0:37you might remember that we've got here

0:38this chess club team within Microsoft Teams

0:41and also this chess club SharePoint site,

0:44both based on the same underlying Microsoft 365 group

0:48to manage the group membership.

0:50And what we did, because we had made a few modifications

0:53and added some content to the homepage

0:55of the SharePoint site,

0:56well, within the Microsoft Team, based on that same group,

1:00well, we added an extra tab, didn't we,

1:02to be able to bring in that SharePoint content

1:04within Microsoft Teams.

1:06So that really might be the best of both worlds.

1:09Scenario number two is where your manager,

1:12who is new to your organization,

1:13says to you that in a previous job,

1:15she used Office 365 groups through the Outlook client

1:18and found it useful to be able to email the group inbox.

1:21So what might you reply as an alternative approach?

1:25And when we talked about groups,

1:26we started to understand that the technology has evolved

1:30quite a lot since we first saw Office 365 groups

1:33and the idea of a shared mailbox.

1:35So while we can still do that,

1:37so if your manager is still desperate

1:39to have that same sort of environment

1:41and yep, sure enough, here we are in Outlook,

1:42we can have a group inbox,

1:45probably better is to start to introduce her

1:47to the SharePoint side of things.

1:50So there will be an associated SharePoint team site

1:52with that Office 365 group

1:54or the Microsoft 365 group, as we would now call them.

1:57And then even better, let's add some real-time chat

2:00with Microsoft Teams

2:02so that we can have those conversations in Teams

2:05rather than using a shared mailbox.

2:08And then finally, your organization already uses

2:11many SharePoint team sites,

2:13and yet your IT department seems to be researching

2:16different technology providers for the company intranet.

2:19What could you suggest?

2:21Well, that's an easy one.

2:22It's really just to remind you

2:23that while we will have many SharePoint team sites

2:27that pop up throughout your organization,

2:29don't forget that SharePoint as a technology

2:31will also enable us

2:33to create a much more formal, much more restricted

2:36kind of broadcast type site,

2:38we call those the communication sites,

2:40and that would absolutely be a great foundation

2:43for your intranet.

2:45I hope this has been informative for you,

2:46and I'd like to thank you for viewing.

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