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We have another treat for you today. Please see the summary below and tell me your thoughts!

AI Generated summary,

Here’s a breakdown of the episode:

Message Center Radar:

• The host highlights two key updates:
  • E-Signature in SharePoint: A first-party e-signature solution integrated into SharePoint. Although new and less refined than third-party options like Adobe or DocuSign, it ensures better data security and integration with Microsoft’s ecosystem.
  • Microsoft Loop Guest Sharing: Loop now supports guest sharing, which enhances its utility for collaboration, particularly in large enterprises. The host discusses how Loop can be a viable alternative to SharePoint pages for real-time collaboration.

Main Topic – Kanban Supremacy in Microsoft 365:

• The host explores the use of Kanban boards within Microsoft 365, emphasizing task management over project management.
• He compares various tools:
  • Microsoft Lists (SharePoint Lists): Recommended for task management due to its advanced features like version history and integration with other Microsoft apps.
  • Microsoft Planner: Suitable for smaller teams or personal tasks but lacks features like version history, making it less ideal for larger teams.
  • Microsoft Whiteboard: Best for brainstorming sessions rather than task management, but it integrates well with other Microsoft apps.

Practical Tips:

• The host shares a tip about using the Approvals app in Microsoft Teams for managing approvals efficiently.
• He also discusses using AI Builder in the Power Platform for automating document processing tasks, such as splitting and renaming documents based on specific criteria.

Reference Links

• eSignature release in SharePoint – https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC729720
• Overview of eSigntaure in SharePoint from Bright Ideas Agency – https://www.youtube.com/watch?v=3VmPfcUU2xA
• Loop Guest Access – https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC736437
• Full write up to my KANBAN post – https://levelupm365.com/2024/03/23/m365-kanban-supremacy-and-improving-communication-at-scale/
• AI Document processing with Laura Rogers – Ready, Set, A.I. Builder! A Step-by-Step Guide to Microsoft’s Automatic Document Processing

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AI Generated Transcript

• https://levelupm365.com/portfolio/podcast-episode-8-ai-generated-transcript/

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