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By Mark Kashman as written on blogs.office.com
During last month’s SharePoint Virtual Summit, we unveiled SharePoint communication sites—beautiful, dynamic sites that let you reach a broad internal audience, and that look great on the web, in the SharePoint mobile app, on PC and on Mac. Today, we’re excited to announce that communication sites are now rolling out to Office 365 First Release customers, followed by full worldwide rollout to Office 365 customers in the coming months.

Create a beautiful communication site in seconds

Communication sites are perfect for internal cross-company campaigns, weekly and monthly reports or status updates, product launches, events and more. To help you jumpstart getting your message out fast, communication sites provide configurable templates for the sites and pages within. When you click Create site from the SharePoint home in Office 365, you have a choice of three initial site designs:
  • Topic—Select the Topic design when you have a lot of information to share, such as news, events and other content.
  • Showcase—Use the Showcase design to feature a product, team or event using photos or images.
  • Blank—Start with a blank site and make your design come to life quickly and easily.

Images showing how each of the different three site design options look on a desktop and mobile device.

Communication site designs (from left to right): Topic, Showcase and Blank.
And it is easy to tell your story. Once your new site is created, simply drag-and-drop to reorganize web parts on the page to bring your use cases and scenarios to life. News and pages allow for multi-column layouts to represent your message in a meaningful, intuitive fashion.
Learn how to create a communication site in Office 365, add a page and work with column layouts.

Share your plans and updates in engaging, interactive ways

Communication sites allow people to create and share recurring updates beyond email. When you create a page on a communication site, you can embed documents and video, and dynamically pull in real-time data from across Office 365, including documents from SharePoint, Power BI reports, Microsoft Stream videos and Yammer discussions. The resulting page is a rich and dynamic communication. And the page persists on the site, so people can refer to it easily, even as the membership of your team changes, so new members can more easily get up to speed.

Image showing how a communication site displays all the data pulled in from Office 365, including news, events, key documents, resources and contacts.

The new capabilities for the rich section layouts and new web parts can be utilized on SharePoint team sites as well.

Consume, create and connect from your mobile device via the SharePoint apps

It’s easy to access, engage with and create content for communication sites from any device. The full site, pages, news, navigation, search and more are natively viewable, functional and engaging. Read a page, create a news article, engage in a Yammer conversation—all in the context of the site—from within the SharePoint mobile app experience.

Image runs through a SharePoint communication site in mobile.

You can download the SharePoint mobiles apps for iOS and Android today, and the new features will be available in the coming weeks. Learn more about the SharePoint mobile app for iOS, SharePoint mobile app for Android and SharePoint app for Windows 10 Mobile.

Communication sites help further refine and enhance your message

Beyond what we shared during the SharePoint Virtual Summit, communication sites have additional capabilities to further refine and enhance your message.

Make your home page and sub-pages look great

  • Full-width layouts—The Hero and Image web parts can be placed in a section layout that spans the page from left to right, giving you ways to emphasize your most essential information.
  • Enhanced title region with custom header image—Visually represent your home page, news and subpages with a compelling header graphic and title. You control what portion of the image is the most important, so it looks great, and as intended, across web and mobile experiences.

Continue the discussion in context to ensure reach, retention and engagement

  • Comments on pages—Each news article and page can have its own set of comments. It is possible to use the Yammer web part for broad discussion scenarios as well as targeted responses to engage your viewers on the sole message and content on the page—all keeping within the context of the page.
  • Share news via email—When you share news via email from a communication site, it’s not just a blue link; it’s a visual, informative preview that adds context to both the email and the news article itself. Within the email, the recipient(s) will see a thumbnail, title, description and an optional message from the sender.

Dynamically pull in and display data, documents and information via web part improvements

  • Power BI and Microsoft Stream—Bring in interactive reports using the Power BI web part, and embed single videos or full channels from Microsoft Stream—the single destination within Office 365 for your cross-company video management. Both Power BI and Microsoft Stream are now generally available.
  • GIF support—When you add an Image web part into a news article or page, you can now include animated GIFs in your layout.
  • New “See all” pages—When there is more content than can be shown within the first view the Highlighted content and Site activity web parts, you can click See all to go to a full-page experience to see all the content and activity.
  • Updated News web part—Showcase your news using multiple layouts to highlight what’s important with greater flexibility. You can use the default Top story layout, view news as a list or side-by-side.
Learn more about using web parts on pages and news, which highlights all web parts available in SharePoint Online.

Mark your calendars

Join us for one or more of our events in the coming days and weeks to share and explore the value of communication sites.
  • SharePoint communication sites AMA—On Wednesday, June 28, 2017 from 9–10 a.m. PDT, bring your questions and feedback to the SharePoint communication sites AMA within this dedicated SharePoint community space of the Microsoft Tech Community for SharePoint. We’re inviting our deepest business and technical subject matter experts for an active, informative hour—driven by YOU!
  • Jeff Teper takes over @SharePoint—On Tuesday, July 10, 2017 from 9:30–10:30 a.m. PDT, Jeff Teper, corporate vice president for SharePoint, OneDrive and Office, will take over the @SharePoint Twitter handle. He’ll tackle your questions and feedback both with written responses and video snippets as only he can—no tweet left behind!
  • LIVE customer + MVPs panel webinar—On Wednesday, July 13, 2017 at 8 a.m. PDT, join in to hear how one of our customers, Shire, successfully planned and implemented their new digital workspace—inclusive of communication sites. You will hear both from Shire employees and Office 365 MVPs. Register today.
  • On-demand webcast—On Wednesday, July 19, 2017, Farren Roper and I present the “SharePoint: Inform and engage your employees” business webcast. Be the first to be notified when it’s available: sign up today. And in advance, read the new, related eBook, “4 secrets to a connected workplace.”
Throughout the lifecycle of your projects, launches and internal campaigns, let the SharePoint intranet help you move seamlessly from concept to final product. The powerful, dynamic SharePoint user experiences let you clearly communicate your message throughout your company.

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OneNote Class Notebook assignment and grading support comes to Blackbaud and eSchoolData

As written on blogs.office.com
Over a year ago, we launched the OneNote Class Notebook add-in, with assignment and grade integration, connected to a Learning Management System (LMS) and Student Information System (SIS). Teachers from all over the world have connected OneNote Class Notebooks with their systems. We have heard requests for additional LMSes and SISes to be supported. The OneNote Class Notebook now integrates assignments and grades with over 40 LMSes and SISes—with more on the way.
With today’s OneNote Class Notebook add-in update, we are rolling out new LMS assignment and grade integration for Blackbaud onCampus and eSchoolData. To see the full list of committed education partners, please visit our OneNote Education Partners page. This page also has helpful training videos demonstrating how Class Notebooks integrate with each of the different LMSes and SISes.
Additions and improvements for the Class Notebook add-in, version 1.6.0.0, include:
  • Assignment and grade integration with Blackbaud onCampus.

  • Assignment and grade integration with eSchoolData.

Additional developments include:
  • Assignment and grade improvements for Google Classroom.
  • Bug fixes and stability improvements.
For details on how to attach your OneNote Class Notebook to a LMS or SIS and create assignments and grades, see “Class Notebook add-in getting started guide.”

New in Yammer—building a more connected and engaged organization

As written on blogs.office.com
Yammer empowers every person in your company with an open space to connect, share and work out loud. With 70 percent annual growth in active groups, there’s greater momentum in Yammer than ever before. Yammer and SharePoint have always been natural complements, because together they deliver powerful connections and discoveries of people, content and information. Today, during the SharePoint Virtual Summit, we unveiled several new capabilities that make it easier to connect and engage through Yammer, whoever and wherever you are in the organization.

Spark conversations on your intranet by bringing Yammer and SharePoint together

Productive conversations can arise from anywhere you do your work. Last year, we enabled a more seamless document sharing capability across the Office 365 suite, including SharePoint, while collaborating in Yammer. You can now enrich your new SharePoint communication sites with a conversational layer by using the existing Yammer embed capability, triggering contextually relevant discussions and increasing the virality of your content.
Over the coming year, we will enhance the integration between Yammer and SharePoint by further improving the way SharePoint content appears in Yammer and making conversations from Yammer render more naturally within SharePoint on the web, desktop and mobile.

Share, view and discuss videos from Office 365 Video and Microsoft Stream

Companies are increasingly looking to use video as an effective way to reach employees and drive engagement across the organization. Now, you can share and play videos from Office 365 Video and Microsoft Stream directly within your Yammer conversations. Yammer already offers high quality, in-line viewing of video uploads or external websites like YouTube and Vimeo. These new integrations with Office 365 Video and Microsoft Stream make it seamless to embed internal videos in Yammer conversations and include security controls and infrastructure to keep valuable information secure.
To share a video from Office 365 Video or Microsoft Stream, copy the URL of the video and paste it into your Yammer conversation either as a reply or post. Yammer recognizes that the URL is a video, adds a playable thumbnail and allows people in the group to watch the video in the context of Yammer. They will also see the number of views and likes. Those who don’t have access to a specific video will be shown a message that the video is private or the user is not authorized.
Whether you are running a monthly Q&A session, sharing an executive message, broadcasting product updates or releasing a campaign, your employees can now share, watch and discuss videos right within Yammer and see tallies of views and likes.

Discuss relevant information from third-party apps and services using Connectors in Yammer

You can now use Office 365 Connectors to bring relevant content and updates from over 90 popular third-party apps and services directly into your current Yammer conversations. Connectors allow you to configure automatic posts to groups from a wide variety of tools, such as news and social media sources like Bing News and Twitter, developer tools including GitHub and PagerDuty, and project management tools like Trello and Asana.
Anyone in the group can add or delete a connector in Yammer, as long as the group is connected to the Office 365 Groups service. Simply click Add or Remove Apps under Group Actions (on the right of your group’s feed) and then follow the instructions on how to add the connector. To learn more about Connectors in Yammer, please visit the support article.
Connectors bring relevant third-party information right to your group. For example, you can set up a connector to deliver a weekly digest of social media posts or articles regarding a specific hashtag or search term. For groups managing the customer experience, you can set up a connector with your organization’s customer support system to escalate important tickets and drive group problem solving.

Keep group membership up to date by enabling dynamic groups in Yammer

Starting today, you can more easily manage groups in Yammer using dynamic group membership. Dynamic groups are Office 365 groups with membership defined as a rule, rather than as a static list of members, in Azure Active Directory. Whether you’re looking to group people based on role, geography, department or any other attribute, once created, these groups update automatically as people join, leave or move within your organization. So you can rest assured that you are including the right people from across the company to engage and collaborate in your Yammer conversations.

To create a group with dynamic membership in Yammer, an Office 365 administrator will need to sign in to the Azure portal, select the Yammer group to configure and set up the membership rules for that group.

Group members are added and removed based on membership rules set in the Azure portal.
This new capability works well for organizations where people often change teams, roles and geographies. For quickly growing companies seeking to bring new hires into group conversations relevant to them, dynamic membership helps to ensure these employees have all the right permissions to find applicable content and make meaningful connections from day one.
For companies looking for a reliable and secure way to engage with the frontline, a group with dynamic membership can be created based on a specific role or location. Group managers can then announce major updates, sending a notification to employees’ mobile apps. Conversely, workers on the frontline can share input and escalate issues knowing they’re connected to the right people back in the central office.

Connect wherever you do your best work with new Yammer apps for iPad, Windows and Mac

Staying connected requires tools that have the versatility to fit your work style. Whether you are highly mobile, moving from meeting to meeting, on the ground talking to customers or jumping from app to app on your desktop, your cross-company conversations should be accessible, highly engaging and easy to navigate. We are pleased to share new Yammer apps for iPad, Windows and Mac.
The Yammer iPad app has been re-launched with a richer navigation and group experience, as well as universal search capabilities.

With great feedback and usage of our current Desktop Notifier, we will also be delivering a more full-featured desktop app for Windows and Mac within the next couple months. The new app will enable automatic sign-in and will have a similar look and feel as the current browser experience. Organizations will also be able to broadly deploy the desktop app through central management.

Learn more and join us for our Ask Microsoft Anything (AMA)

The features and capabilities announced today represent the next steps in Yammer’s journey of empowering people to connect and engage across their organization. With several exciting announcements, we invite you to watch our latest Microsoft Mechanics video:

Also, join us next Tuesday, May 23, 2017 at 9 a.m. PDT for a special Ask Microsoft Anything (AMA) in the Microsoft Tech Community. Our product and engineering teams will be available to answer questions you have about new features in Yammer. Add the event to your calendar and join us in the Yammer AMA group next week. To keep up with Yammer releases and connect with our product teams on an ongoing basis, please join the Yammer Service Updates External Group.

Announcing the Microsoft Planner mobile app for iPhone and Android

As written on blogs.office.com
We are pleased to announce that the new Microsoft Planner mobile app is now available for iPhone and Android phones. Starting today, current Planner users can use this companion app to view and update their plans on the go, addressing feedback we’ve heard since the launch of the Planner web app. For people who are new to Planner, you can first get started by visiting tasks.office.com. Once you’ve created your plans in the web app, you can view and update those plans in the mobile experience.
Planner is available to customers with Office 365 Enterprise E1–E5, Business Essentials, Business Premium and Education subscription plans. Current Planner users can download the app for Android and iOS.
In the coming months, we plan to add push notifications, the ability to create new plans from the mobile app and integration with Intune.
For other feature requests, please visit our UserVoice page and submit your idea. And as always, visit the TechCommunity page to communicate with other Microsoft Planner users and the product team.

For more information on other cloud services, call us at 800-208-4037

The Ultimate Guide to Pivot Tables

Using Microsoft Excel to your full advantage is the most efficient way to manage data, organize numbers and names, and crunch numbers.  Excel has a million awesome tools for you to use, but the key is knowing how to use them.  Pivot Tables are a great start to keeping data organized - and saving you a lot of headache. This 12-part comprehensive guide covers everything from preparing your data to sorting and filtering to formatting your table. To learn the in's and out's of using Pivot Tables on Excel, click the link below to download a free guide.

CLICK HERE TO DOWNLOAD 

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Dynamics 365 Monthly Update – May 2017

By Ryan A. Anderson as written on blogs.msdn.microsoft.com

Featured News

WannaCrypt Software Attack Update

The WannaCrypt software attack that occurred recently is likely to have a minimal effect on CRM/Dynamics 365 customers. Microsoft has issued a statement about the attack: The need for urgent collective action to keep people safe online: Lessons from last week’s cyberattack.
Below is a description of the incident:
A significant number of customers have reported ransomware (Win32.WannaCrypt) that was suspected to be introduced into their environment via email, this malware is using social engineering to target companies. Microsoft Anti-Malware products have been updated and detect the present version of this malware from definition version 1.243.290.0 onwards. The ransomware then propagates in the Customers environment exposing a windows vulnerability that was patched in March 2017 encrypting the contents of the hard drive
Remediation Steps:
Impacted customers should work through their disaster recovery plans to rebuild and/or patch their systems. Microsoft support will render assistance to infected customers in priority and based on business impact.
  1. Install Security Update MS17-010, to PREVENT further spread of the malware.
  2. Create the registry key to disable SMBv1 (used only if Security Update MS17-010 cannot be applied).
  3. Updated Antivirus definitions should be applied (Microsoft Anti-Malware products detect the present version of this malware from definition version 1.243.290.0 onwards).
Microsoft Security Response Center Guidance is published here. Microsoft Security has made available the security fix for Microsoft Security Bulletin MS17-010 for Windows 2003 and Windows XP.
Update the SDK to remove reference to the Azure Access Control Service (ACS)
With the deprecation of the Azure Access Control Service (ACS), it is important to update the SDK authentication code to remove all references to the ACS. Effective from versions Microsoft Dynamics CRM Online 2016 Update 1 (v8.1.1) and Microsoft Dynamics 365 (v8.2), Microsoft removed Live ID support and ACS dependencies on the server-side. It is required to update the references in all client side components as well.
For more information about the impacted versions and a workaround, review this article on the Microsoft Dynamics 365 Team blog.

Dynamics 365 Insider Preview Program

Microsoft will invite customers and business partners to join The Dynamics 365 Insider Program. This program is committed to:
  • providing a solid platform for open and honest feedback to the Research & Development team
  • a forum to experience new features and functionality firsthand
  • a window to road test new software updates
Quite a few changes will be implemented for this new preview program. The onboarding and participation experience are the biggest changes, including:
  • continuous preview enrollment via “one time” registration
  • acceptance of Legal Terms & Conditions covers multiple Dynamics 365 previews
  • advanced notice of Dynamics 365 Private Previews
  • previews will now only be offered for Dynamics 365 Online products
  • feedback and surveys will be continuous vs. one time
  • increased opportunity to participate in private previews
If you’re interested in registering for the program:
  1. Click this link: Register Today – Dynamics 365 Insider Preview Program
  2. Select an available program on the right
  3. Choose “Continue” to complete the required profile information
If you have any questions, contact Dynamics 365 Insider Preview Help.

Updates & Releases

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)
Update 0.1 for Microsoft Dynamics CRM 2016 Service Pack is now available and includes resolutions for some of the following issues:
  • The Outlook client fails initial configuration with single sign-on (SSO)
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field.
  • Cancelling SLA Key performance indicators (KPI) does not cancel SLA timer.
Review the Knowledge Base article for a detailed list of resolutions and the Podcast and Overview for more information.

Microsoft Social Engagement 2017 Update 1.4

The MSE 2017 Update 1.4 was just released in May 2017.
New Features
  • Engagement Analytics with Power BI: the Power BI content pack for MSE was extended by a new Engagement Analytics report; adding to the Engagement Performance and Team Performance reports previously released. The report provides additional insights with metrics based on location, sentiment, tags, and authors.
  • Improved usability in Social Selling Assistance: the Social Selling Assistant experience received a first polishing pass. Some updates were made to the UI and the main navigation now contains a direct link to the Post view in Analytics, filtered for private messages, so users can get to their customers’ messages in a single click.
Improvements
  • Improved visibility of links, text and tooltips when using the dark theme.
  • Fixed an issue that prevented sending private messages to Facebook from within Microsoft Social Engagement.
For more information, review the following article post.

Supported email service configurations for server-side synchronization

Dynamics 365 customers with an email service included in their installation are faced with the decision of using server-side synchronization or the email router/Outlook synchronization. In both situations, there are multiple things to consider, including data encryption. This Technet article provides a table showing what’s supported by server-side synchronization for each type of installation. There are also scenarios included that aren’t supported by server-side synchronization.

Additional News

Microsoft to deliver Microsoft Cloud from datacenters in Africa

Few places in the world are as dynamic and diverse as Africa today. In this landscape, there is enormous opportunity for the cloud to accelerate innovation, support people across the continent who are working to transform their businesses, explore new entrepreneurship opportunities and help solve some of the world’s hardest problems. For these reasons, Microsoft is very excited to share our plans to deliver the Microsoft Cloud from datacenters in Africa.
Services include Microsoft Azure, Office 365 and Dynamics 365 — from datacenters located in Johannesburg and Cape Town, with initial availability in 2018. This announcement brings Microsoft to 40 cloud regions around the world — more than any other cloud provider — and will help organizations and people from Cairo to Cape Town accelerate their journey to cloud computing.
For more information about this opportunity, take a look at this post on the Official Microsoft Blog.

Changes in the Dynamics 365 Portal trial strategy

As part of the Dynamics CRM 2016 SP1 release, Microsoft introduced the Portal Service for Dynamics CRM and launchedhttps://experience.dynamics.com, where customers can request a Managed Portal trial to use in their Dynamics tenant.
With the launch of the Dynamics 365 service, the whole trial strategy for Dynamics 365 service has been redefined. Portal trials are now bundled as part of Dynamics 365 trials along with other add-ons like field service and project service. Apart from giving an integrated trial experience, the bundled Portal trials get converted into Paid version automatically when you purchase your Dynamics 365 subscription. This functionality was not available with Managed Portal trials before.
For more information, review Changes in Dynamics 365 Portal trial strategy.

Universal Resource Scheduling Solution for Dynamics 365 Update 1

This past fall, Microsoft introduced the Universal Resource Scheduling Solution in Dynamics 365. Regardless of what type of scheduling your organization is engaged in: Field Service scheduling, Project Service Scheduling, Case scheduling, Lead scheduling, custom scheduling, the Universal Resource Scheduling Solution helps you book your skilled resources to the right work, at the right time, independent of work stream.
Update 1 is now available with new features to enhance the scheduling solution, including:
  • Fulfilled and remaining duration: an out of the box way to track fulfillment of a requirement and filter out requirements which have been fully scheduled
  • Configurable Colors on Resource Summary Rows: option to add colors to the resource summary rows for the daily, weekly, and monthly schedule board views
  • Requirement Search: Users can now search for requirements in the requirements list on the schedule board.
For more information on the Universal Resource Scheduling Solution update, review this post on the Microsoft Dynamics 365 Team blog. Additional update information can be found here.

Sample apps for Project Service Automation T&E entry

Source code samples are now available for two mobile apps which can be used with the Dynamics 365 for Project Service Automation solution. One app is for project team members to enter their time entries and the other app is for them to enter their expenses. Review this blog post for more details on the apps and where to access the download.

Training Corner

Training Sites & eLearning

Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
Want to know what new features are available for both online and on-prem customers? Then check out What’s new in Dynamics 365 Help and Training.

Roll Back Upgrade via Restore Feature

Did you know the Backup/Restore feature in Dynamics 365 can be used to roll back an upgrade? Once upgraded, customers can select a backup from the previous version and restore to it. This will effectively roll the instance back to the previous version.

Invite Users to access Dynamics 365 with Azure business-to-business (B2B)

Customers can invite other users to access their Dynamics 365 CRM (online) instance through their Azure portal. Invited users can access the Dynamics 365 CRM (online) instance using their own login credentials once an Office 365 Global admin has assigned them a Dynamics 365 license and a security role. For more details on how to invite a user, review this article.

Introducing the Data Export Service for Dynamics 365

The Microsoft Dynamics 365-Data Export Service is a free add-on service made available on Microsoft AppSource that synchronizes Microsoft Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The Data Export Service synchronizes the entire Dynamics 365 data initially and thereafter synchronizes delta changes on a continuous basis as they occur in the Microsoft Dynamics 365 (online) system. This helps enable several analytics and reporting scenarios on top of Dynamics 365 data with Azure services, such as Power BI or Machine Learning and opens up new possibilities for customers and partners to build custom solutions. For use cases and to learn how to set up the service, take a look at this article.

Analyze your Dynamics 365 business processes with Power BI

The new Process Analyzer Content Pack for Power BI is now available for Dynamics 365 version 8.2 and higher. This content pack links directly to the Dynamics 365 database, creating interactive data visualizations that help provide insights into business process flows. Track service performance with metrics like volume in processes with average duration in stage (broken down by stage), the process stage funnel, volume over stage completion date, and velocity through stages (with duration and days since completed). Users can create personalized business-process analytics that are most relevant to them and explore the information using the Power BI portal.

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Updated portal and new languages for Microsoft Forms

As written on blogs.office.com
Today, we’re introducing several updates to Microsoft Forms, including improvements to the Forms portal, more languages and right-to-left reading support.

Microsoft Forms portal improvements

We are introducing significant improvements to the Forms portal page. With the new design, users will see a snapshot of each form, which includes the form title, background image and number of responses. The new search box, on the upper right corner, will help users quickly find a form either by its title or owner’s name.

Image shows an updated Forms portal page, displaying snapshots of each form and the new search box.

Updated Forms portal page.

Image shows a Forms portal page with the search results for forms with “quiz” in the title.

Search in Forms portal page.

More languages and right-to-left reading support

With this update, we’re introducing 26 new languages to Forms—bringing the total to 68 languages. We are also enabling RTL (right-to-left) reading support for Hebrew and Arabic users, so users can create and respond to forms, as well as view forms results.

Image shows a form using right-to-left reading support.

Forms RTL (right-to-left) reading support.

Create your own form or quiz

Educators can easily create a new form or quiz, add questions, customize settings, share their forms and check on the results. Just follow these simple steps:
  1. Sign in and create a new survey form or quiz form.
  2. Adjust the settings for the form.
  3. Share the form with others.
  4. Check the form results.

Learn more about using Forms

To learn more, see Copy a form, Delete a form, Share a form or quiz as a template and Share a form to collaborate. Many other top tasks and answers can be found on the What is Microsoft Forms? page, and on the Forms FAQs.
Also, read “Individualizing instruction with the new Microsoft Forms” by Laura Stanner, Microsoft Innovative Educator (MIE) Expert.

thread manufacturer - managed solution

Thread manufacturer spins its future in the cloud

Coats, the world’s leading industrial thread manufacturer, has made the Microsoft cloud the linchpin of its strategy to transform its business for a data-driven age. Coats is moving all its datacenter assets into Microsoft Azure, including its production SAP HANA systems, to gain elasticity, vastly improve performance, and lower costs. Its 7,000 employees with access to Microsoft Office 365 use it to share and make sense of information across different locations and time zones. The technology team supports anywhere, any device productivity by securing applications and data with the Microsoft Enterprise Mobility + Security suite. By adopting Azure and Office 365, Coats can now explore new Microsoft cloud services such as machine learning and artificial intelligence to transform its products, optimize operations, empower employees, and interact with customers.
On the surface, Coats could be mistaken for a traditional manufacturing company. It was founded during the Industrial Revolution and still has factories filled with large-scale thread-making, dyeing, and winding machinery. But you don’t survive for more than 260 years without keeping up with the times. And Coats has proved adept at looking beyond spinning spindles and seeing that its business is about far more than making thread. It’s about using information to solve customer problems.

How to stay relevant for more than 260 years

Coats makes thread. Lots of thread. Every week, 1 billion tea bags are brewed using Coats thread. Every month, Coats produces enough thread to stretch all the way to the sun. Each year, Coats makes enough thread to go into 8 billion pairs of jeans—a pair for every person on the planet. Making that much thread, from a diverse range of materials in every conceivable color, is a huge manufacturing challenge.
Coats can trace its origins back to the 1750s and is proud of its rich heritage, including, for example, the fact that in 1879, Thomas Edison used Coats thread in his experiments to invent the light bulb. The company has grown over the centuries and is today the world’s leading industrial thread manufacturer. It also provides complementary, value-added products and services to the apparel and footwear industries. In addition, it applies innovative techniques to develop high-tech performance-materials threads and yarns in areas such as automotive and fibre optics products.
When it comes to technology, Coats has traditionally focused on keeping its manufacturing equipment and processes up-to-date because, after all, manufacturing was its core business. About five years ago, however, with the rise of big data, a new reality began to set in: Coats was really in the information business. “We realized that our future lay in the smart use of data, to create more-intelligent manufacturing processes, to reduce manufacturing costs, and to provide more innovative ways to meet customer needs,” says Richard Cammish, Chief Information Officer at Coats. “We needed to transform our information intelligence to create customer solutions faster, cheaper, and better than ever.”
Adds Harold Groothedde, Technology Solutions Director at Coats, “We’ve always been very advanced in manufacturing technology but slower moving in IT operations. In 2013, we still used Lotus Notes for email and had a fragmented desktop environment. With 7,000 of our wired employees spread across multiple locations on six continents and some 60 manufacturing facilities, we sorely needed more empowering communications and collaboration technology. We wanted our employees to share ideas and improvements more frequently and very easily.”
The company’s information technology mantra became “invisible technology, visible performance,” meaning, technology that allows people to work more efficiently without getting in the way.
Coats had state-of-the-art factories around the world, but manufacturing was siloed geographically; products that were manufactured in one country were sold in that country. Coats wanted a more unified view and flexible use of its global manufacturing capacity. Although the company used SAP software to manage manufacturing across some 60 manufacturing sites, it could not easily produce reports across factories, which deprived management of a holistic view of the business. Plus, those SAP reports took hours to generate, which created delays of up to 48 hours in business decisions.
Additionally, the company’s datacenter infrastructure was not agile enough to serve the dynamics of modern markets. Coats needed to spin up customer demonstration environments in hours and to launch test environments so that software developers could play with a new application. But it took weeks to order and provision servers, and it was impossible to scale infrastructure selectively in various locations.
For example, the company was experiencing dynamic growth in China but couldn’t deliver enough web performance for web visitors in China to play online product demonstration videos. Expanding in China also meant offering secure e-commerce services, which was difficult to do.

Ally strategically with Microsoft

Coats made a strategic decision to embrace cloud computing so it could gain the infrastructure elasticity and resilience it needed to run a global business and minimize the time its staff spent on datacenter tasks. “Deploying servers and managing email are not our core competencies,” says Groothedde. “Let someone else take care of that.”
Coats evaluated all the major cloud providers—Amazon, Google, and Microsoft—and felt that Microsoft was the best partner to complement its existing service portfolio and strategic technology direction. “The breadth and scale of the Microsoft cloud was impressive,” says Cammish. “It had Office 365 on the desktop productivity side and Azure on the datacenter side. We could use Azure Active Directory Premium to provide single sign-on for all applications, from email to SAP, which would support our ‘invisible technology’ objective.”
On the datacenter side, Coats has a mixed environment, with applications based on both Windows and the Linux operating system. “We wanted a datacenter provider that could support all our systems,” Groothedde says.
Microsoft committed comprehensive support in getting critical Coats applications such as SAP running in Azure. “The support we’ve received from Microsoft has been phenomenal,” says Cammish. “When you move your technology to a third-party datacenter, it is absolutely critical that you have attentive support in the event that something goes wrong. We got that from Microsoft. For me, as the person accountable for all the technology at Coats, this was very reassuring. Microsoft really cared about our success; this is a fundamental ingredient in any effective partnership and something which the technology industry needs more of.”
Cammish and Groothedde also felt that Azure security was superior to anything they could set up themselves. “From the Office 365 perspective, we knew that Microsoft was best qualified to secure its own products,” Groothedde says. “But on the Azure side, we would be running e-commerce transactions in the cloud, and we had to have ironclad security. We felt that Azure had all the security bases covered.”

Pool ideas, help one another

The company’s first step into the Microsoft cloud was its deployment of Microsoft Office 365 for all 7,000 wired employees. Coats gave these employees cloud-based email (Microsoft Exchange Online) and Internet-based telephony, instant messaging, and video conferencing through Skype for Business Online.
It migrated its 400-plus Lotus Notes applications into Microsoft SharePoint Online, which also became the foundation of the company’s intranet. Employees save files in the cloud, in Microsoft OneDrive for Business, rather than on personal hard drives, and can get to them from any location and device.
“With Office 365, employees can communicate with one another instantly, in any way that suits the need,” Groothedde says. “We’ve been able to connect a workforce fragmented across many sites and time zones in a seamless way. It’s fundamentally changed the way our office workers do business.”
Employees can see from the presence icon whether a colleague is available for contact, send that person an instant message, escalate the conversation to a voice call or video call, and share spreadsheets or manufacturing processes by sharing screens. Having a common, rich communications fabric encourages employees to reach out, ask questions, share ideas, and help one another. Employees in one factory can help colleagues in another factory to set up equipment correctly using “show and tell” video calls. By eliminating waits and miscommunications throughout the day, the whole business speeds up.
Plus, “All these capabilities are standard stuff for millennials, who expect capabilities such as chat and video conferencing at work,” Groothedde adds. “Office 365 has opened up more flexible work options such as home working, which is a hiring and retention advantage.”

Create a skinny infrastructure

The next step was to move nearly its entire datacenter footprint out of third-party datacenters into Microsoft Azure. The company is after what Cammish calls “skinny infrastructure”—with as few moving parts on-site as possible.
“We don’t want to be in the datacenter business; we’re in the thread business,” Cammish says. “We plan to move 90 percent of our global datacenter infrastructure into Azure, and we’re at about 75 percent now. The only things we’ll leave on-site are a few domain controllers and file/print servers.”
Coats gets tremendous economies of scale in Azure, which means significantly lower capital and operating costs and unprecedented levels of agility. Software developers, marketing teams, and customer support teams can spin up compute and storage resources as needed. “With Azure, we get storage and processing capacity on demand, something we didn’t have access to previously, and which now gives us much more operational flexibility and responsiveness,” Cammish says.
The company is moving into the services business, advising customers on their manufacturing processes and helping them predict how much thread they’ll need to manufacture particular garments. Crunching massive amounts of data becomes very complex very fast, and the ability to scale Azure resources lets Coats meet more customer needs. “Azure lets us pour on performance for short periods of time, while we’re giving demos or setting up temporary training and test environments, and then release those resources when we’re done,” Groothedde says. “It’s a very efficient way to operate.”
Great performance, on-demand capacity, and security are all important in supporting the company’s global e-commerce engine, which runs in Azure. Coats can tune e-commerce performance selectively in different Azure datacenters around the world, which has been critical in global expansion, especially in China. “We get consistent levels of infrastructure security with Azure, because we can leverage a wealth of security technologies that Microsoft is constantly improving,” says Groothedde. “We also have fewer endpoints to manage. We use Azure Security Center to monitor our environment, and with it we can be much more responsive when threats are identified.”

SAP HANA on Azure: Speeding up the whole business

For years, Coats used the Oracle database with its SAP applications. However, to improve SAP performance, it decided to switch to the SAP HANA database. Coats consulted with Microsoft about running SAP HANA on Azure, because HANA requires a very specialized server. The company was pleased to find out that Microsoft was just putting the finishing touches on a solution called, appropriately enough, SAP HANA on Azure.
SAP HANA on Azure relies on robust (G-Series) Azure Virtual Machines, Azure Storage, Azure Network and, in Coats’s case, Azure ExpressRoute for even higher-performance connectivity between Coats and global Azure datacenters.
Working with two prime consulting partners—Axians, which helped configure SAP HANA, and Brillio, which configured Coats’s SAP HANA on Azure estate—Coats moved its complex Oracle environment to HANA on Azure. “Moving SAP anywhere is difficult,” says Groothedde. “It’s complex software, and we have more than 180 servers in our environment. But the Microsoft SAP Center of Excellence provided exceptional support, both strategically and tactically, as we worked through various hurdles.”
Microsoft took care of problem escalation with SAP, and Coats had peace of mind in knowing that all of Microsoft’s architectural decisions were vetted by SAP.
With its move of SAP HANA to Azure, Coats racked up another distinction: it was the first organization in the world to run its production SAP HANA software in Azure. That includes four separate instances of the SAP ECC for North America, South America, Europe, and Asia, and a consolidated instance of the enterprise resource planning suite.
The performance boosts from running SAP on HANA in Azure have been remarkable. Transactions times have been reduced considerably in many cases. Reports that previously took 6 hours to produce now take 6 minutes. “By moving SAP HANA to Azure, we have been able to speed up planning cycles and accelerate delivery of finished goods to our customers,” Cammish says. “We are now in a position to do same-day factory production planning versus having to run scheduling jobs overnight. We have the ability to insert rush orders into the production schedule the same day versus waiting 24 to 48 hours. Our whole production engine can now speed up and improve customer service and delivery performance.”

See the business in real time

The reporting speedup has been particularly impactful. Managers can push a button on a tablet computer and use Microsoft Power BI and SAP Business Objects to instantly see data from multiple sources as graphical dashboard-style reports. For example, at a glance they can see current sales order lead times and shipment status across all the company’s factories and deliver the service that customers expect.
Crunching data at Coats involves taking into account hundreds of thread materials, more than 150,000 colors, some 60 manufacturing sites, diverse customer requirements, and many other variables. “Being able to crunch massive amounts of data across dozens of variables requires monstrous processing power, and Azure gives us high-performance virtual machines customized for HANA,” Groothedde says.

Protect mobile data

To keep data safe as it travels from the Azure cloud to Office 365, SAP, and other applications on mobile devices, Coats uses the Microsoft Enterprise Mobility + Security Suite. The suite’s Azure Active Directory Premium service provides single sign-on for some of the company’s applications, to simplify and speed work throughout the day. And Microsoft Intune provides a cloud-based console that will ultimately be used to manage the company’s 7,000 desktop computers, 2,500 mobile devices, and the applications running on them.
“We wouldn’t feel good about displaying SAP data on mobile devices without Intune protecting our data,” Groothedde says. “Our users can access reports on Windows-based devices, iPads, iPhones, or any other device without complicated procedures for signing in to a virtual private network and with complete security. Intune opens up a whole new world in how we manage applications in diverse device environments.”
Coats has also created virtual desktops in Azure to give employees personalized desktops on tap from any device, which is especially useful in factory environments where PCs are shared by multiple employees. “Virtual desktops give us an easy, secure way to give factory floor workers, mobile employees, and contractors access to needed applications without deploying dedicated devices to each person,” says Groothedde.

Looking to the future

As it looks ahead, Coats is excited about the many new Microsoft cloud services it can use to transform its business. It’s experimenting with Microsoft Cortana Intelligence Suite to add predictive analytics. For example, based on past manufacturing histories, weather around the world, and other factors, Coats can predict inventory costs, demand for various types of thread, manufacturing volumes, and more.
“If we can better predict all these factors, we can better order the right inventory, manufacture the correct volumes, and deliver exactly what our customers want, even before they know they need it,” says Groothedde.
Coats is running a pilot project focused on operator and machine efficiency in the final winding thread production process. The company has applied sensors to the final winding equipment and made use of a control and feedback system to monitor and control this process. Coats pushes this data into the Azure IoT Hub for reporting with Power BI and then into the Azure SQL Data Warehouse and Azure Hadoop for processing by Azure Machine Learning.
“The potential for using data in smarter ways to operate more efficiently, save money, and satisfy customers is immense,” Groothedde says. “Azure gives us integrated tools that let us fully integrate and exploit our data.”
Adds Cammish, “By using the Microsoft cloud, we’re transforming for a digital age, where information is king. We are excited about using data to power our business into its next 260 years.”

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