Using Office 365 Groups to manage (some) records in context

The third part of my recent series of posts, titled Setting up SharePoint Online to manage records, included an example architecture model with several Office 365 Group-based sites, shown in green in the graphic below. This post describes how Office 365 Groups, with their associated mailbox and SharePoint site, can be useful when there is …

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Managing correspondence in SharePoint Online including using Teams and Flow

Many (if not most) organisations receive and respond to correspondence in the form of letters or emails. They may also respond to social media messages. Correspondence may be managed in different ways. For example, some organisations may have a dedicated business correspondence unit while in others individuals or business areas may respond. This post describes how …

Capture data in Microsoft Forms to create a new template agreement in SharePoint

In my previous post I described how to auto-create and populate Word template agreements or other similar types of standard documents in SharePoint from a SharePoint list. This post describes how to capture data in a form in Microsoft (MS) Forms - including from external users - to create a template document. It assumes you …