Microsoft Lists vs. Excel: When Lists Wins

In this episode, I walk through the nine different ways you can create a list in SharePoint and explain when each one makes sense. I cover everything from a blank custom list to building one from Excel, a CSV file, a template, an existing list, a form, and even a gallery, calendar, or board.BLOG REFERENCES9 ways to create a List in SharePointNEED HELP WITH SHAREPOINT?I'm Greg Zelfond, a Microsoft MVP and SharePoint consultant. I help small and mid-sized organizations build intranets and document management systems with out-of-the-box SharePoint - no custom code.Book a consultationSEE IT IN ACTIONLookBook 365 - real SharePoint intranet and site designs you can copyTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW MELinkedIn | YouTube

In this episode, I compare hub sites and subsites in SharePoint and walk through the ten reasons hub sites are the better choice today. I cover security, navigation, branding, search scope, news and events aggregation, external sharing, and how hubs let you reorganize without rebuilding anything.BLOG REFERENCESHub sites vs. Subsites in SharePointNEED HELP WITH SHAREPOINT?I'm Greg Zelfond, a Microsoft MVP and SharePoint consultant. I help small and mid-sized organizations build intranets and document management systems with out-of-the-box SharePoint - no custom code.Book a consultationSEE IT IN ACTIONLookBook 365 - real SharePoint intranet and site designs you can copyTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW MELinkedIn | YouTube

In this episode, I explain the difference between public and private Microsoft 365 Groups and Teams, and how that single setting changes who can get into your SharePoint site. I cover what happens to the underlying permissions, where org-wide Teams fit in, and when each option is the right call.BLOG REFERENCESPublic vs. Private Microsoft 365 Groups and TeamsNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I walk through the five Microsoft 365 tools you can use to manage Agile and Scrum projects: Planner, Planner Premium, the Loop Kanban board, Loop Tasks, and Lists with a Board view. I explain what each one does well, where each falls short, and how to pick the one that fits your team.BLOG REFERENCESMicrosoft 365 Tools you can use to manage Agile and Scrum ProjectsNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I compare folders and metadata in SharePoint and walk through the pros and cons of each approach. I explain where folders still make perfect sense, where metadata gives you a real advantage, and why the right answer for most organizations is a mix of both.BLOG REFERENCESFolders vs. MetadataNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I walk through the seven different ways to create a form in the Microsoft Forms application, from starting with a blank form or a template to uploading a Word or PDF document, using Copilot, building from a SharePoint list, or setting one up for Excel. I explain when each option makes the most sense so you can pick the fastest route for what you need.BLOG REFERENCES7 ways to create a Form in Forms applicationNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I compare Microsoft Lists and Excel and explain which one to reach for depending on what you are tracking. I walk through the advantages Lists brings to everyday business data, and the situations where Excel is still the better choice.BLOG REFERENCESLists vs. ExcelNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I walk through my five-week plan for implementing a SharePoint intranet - what happens each week, from kick-off and prototype through branding, site build, admin and site owner training, and go-live. I also cover the assumptions that make this timeline realistic.BLOG REFERENCESHow to implement SharePoint Intranet in 5 weeksNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I share 8 proven ways to improve the design of your SharePoint site - flexible sections, background images, design ideas, dividers and spacers, custom themes and fonts, and extended headers and footers. No code, no designer, just features already sitting in your tenant.BLOG REFERENCES8 Proven Ways to Improve Your SharePoint Site DesignNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube

In this episode, I explain how to send praise and recognition to colleagues using Viva Insights. I walk through the three ways to do it - the Viva Insights app, Microsoft Teams, and the Praise card on the Viva Connections dashboard - and what you need licensed for it to work.BLOG REFERENCESHow to Send Praise to Colleagues Using Viva InsightsNEED HELP?Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 AcademyFREE RESOURCESGet access to free resources, live training & On-Demand courses, and get the help you need to properly set up and implement SharePointTIPS IN YOUR INBOXBi-Weekly newsletterFOLLOW ME FacebookInstagramTwitterLinkedInPinterestYouTube