Building No-Code Collaboration Solutions on Office 365
Dragan PanjkovMVP
K2 Northern Europewww.dragan-panjkov.com
Agenda• Using Office 365 services in collaboration scenario for small and
medium businesses• Basic to intermediate scenarios which don't require any custom
development nor 3rd party tools. • Examples and demos that will be shown are based on presenter's
personal experience with some of his recent implementations.
Dragan Panjkov• Microsoft MVP – Office 365• Working with SharePoint since 2007• Speaking at community events since 2008• Speaking at conferences since 2009• Consultant at K2 NE (www.k2.com)• Previously: PlanB.; Microsoft; Lanaco• Website and blog: www.dragan-panjkov.com
Business case• Small health practice• Fast and efficient way of managing patient, examination and
appointments• No dedicated IT people• No dedicated in-house infrastructure• Minimize up-front costs• Average skillset (no real power-users)• Timeline: Dec 2014 – Jan 2015
Proposed solution• Office 365 Business Premium (w/ Office 365 client applications)• Using Office 365 Sites (fmr. SharePoint Online)• Customized OOTB artefacts• No custom coding
Appointment schedule• OOTB Calendar List• Multiple views for different appointment types• Added “Today” view to home page
Patient information• OOTB Contact List• Taxonomy field (Patient Name)• Customized address format to match client needs
Examination findings• Office OpenXML document format• Custom Content Types• Custom Document Template• Document Information Panel integration• Populate metadata from Office client application (QuickParts)
Examination data• OOTB Document Library• Custom Views• Grouping by patient name• Easy to see patient history (previous examinations)
• Custom Content Types• examination findings• lab results
Other Office 365 features used• Skype for Business – fast and secure information exchange• Office Online – fast access to previously entered data• Site Search – quickly find data about patient and examination from
any part of the solution
Demo• Putting it all together
Office 365 Highlights• Fast adoption even without real training• Dynamic license assignment – responding to business needs• Minimal up-front investment in infrastructure and maintenance
Resources• www.office.com• support.office.com • https://
support.office.com/en-us/article/Create-change-or-delete-a-view-of-a-list-or-library-27ae65b8-bc5b-4949-b29b-4ee87144a9c9• https://support.office.com/en-us/article/Introduction-to-managed-m
etadata-a180fa28-6405-4679-9ec3-81d2028c4efc• http://
en.share-gate.com/blog/quick-tip-combining-word-and-metadata-through-quick-parts• http://nubo.eu/office365/scappelletti/document-template/