All posts in Office365

Project Cortex – Topic Cards and Topic Pages

In my previous post, I provided a brief overview of what Project Cortex is and how it can benefit an organization.  In this post, I would like to focus on topic cards and topic pages.  I’ll discuss what they are and what goes into creating them.

Topic Cards

A Topic card is an overlay that sits within the Office 365 tool you are using (Word, Outlook, etc).  A topic card is going to give you an overview of a knowledge topic (hence the name) within your organization.  It contains a description/definition, any acronyms it may exist under, People who may be experts in the topic, any files that may contain any information pertaining to the topic and any other topics that may be related.

For the most part the different components of the card are self-explanatory, but related topics might need a bit of an explanation.  Quite often if a topic is found to be related to other similar items people may want to know about these.  If these items are also a topic in Project Cortex a link to that topic will also be listed here.  For example, say your company is going through a massive records management overall and has a subproject within it related to configuring Microsoft 365 to organize and retain the information you are storing.  If that project is also a topic within Cortex the link to it will be displayed in the “related topics” section of a topic card.

Project Cortex - Topic Card

Topic Pages

Think of a topic page as a full-page view of a topic card.  The information is going to be very similar, but it also will likely be more extensive because more information can be fit on a page than a card.

Project Cortex - Topic Page

Something that Project Cortex allows with a Topic Page that will be extremely beneficial to a communications team within any org is the ability to edit Topic Pages.  While Cortex will build out the initial page for you, the actual page can be edited for both content and format.  So if the information pulled and built by the AI isn’t quite right or you want to elaborate a bit more you have that ability.

Before I complete this post I want to ensure everyone is aware that everything that Cortex builds is completely security trimmed.  In fact, if Cortex pulls data from a document to build a page or topic card out and you as the user viewing the card or topic card does NOT have access to the document (in a location you don’t have access to) then our experience will actually be a little different.  Cortex will actually build the information on your card or topic page from documents that you do have access to.  So users that shouldn’t have access to a particular component of data for a topic (whether a project or even general information on something within the company) won’t be able to get it via Cortex.

In a future post, I will discuss the next level in a Cortex topic card or page.. the knowledge center.

 

Thanks for reading!!

Project Cortex Could Be a Game-Changer – Overview

This fall Microsoft made the largest product announcement (in my opinion) since Microsoft Teams a few years ago (2017).  It was large enough that it received a good chunk of Satya Nadella’s Ignite Keynote.  It’s hard to nail down a single definition of the product.  With SharePoint, you have a tool focused on document organization, storage, collaboration, and information management.  With Microsoft Teams you have a similar purpose (it runs on SharePoint after all) but it focuses even more on small team collaboration.  Exchange is a no brainer.  But Cortex is something different.  I feel Project Cortex could be a game-changer for organizations.

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Information and Records Management in Office 365 – Publish a Retention Label

With the new modern experience being pushed out more and more to the O365/M365 Admin consoles things are changing at a daily rate it feels like.  The other day I was setting up some retention label policies and found things weren’t where they used to be.  In order to help others, I thought it wouldn’t be a bad idea to publish the steps to publish a retention label in the new modern experience.  This post assumes you already have a label created.  If you need assistance with that please view my previous post on the steps for creating a retention or record-retention label.

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Looking for Help with Power Automate and Power Apps? Maybe We can Help

Haniel Croitoru and I recently had the extreme pleasure of presenting at SharePoint Conference Twin Cities.  This is a great one day conference with one of the largest user bases I have ever seen.  Haniel and I had a great experience presenting on getting help with learning Power Apps and Power Automate (Microsoft Flow).  The presentation is full of tips and tricks from both of us as well.  We had a great room full of attendees with some great interaction.  As promised I have uploaded the slide deck for this session so the attendees can have for themselves.

Feeling stuck learning Flow and PowerApps – You’re not alone

Thanks for attending and thanks for reading!

Integrating Systems with Power Automate and Power Apps

I recently had the extreme pleasure of presenting at SharePoint Conference Twin Cities.  This is a great one day conference with one of the largest user bases I have ever seen.  I believe the total count of registrants was over 750 and over 400 attended!  One of the sessions I presented was about how easy and efficiently you can integrate multiple systems with Power Apps and Power Automate (Microsoft Flow).  Had a great room full of attendees with some great interaction.  As promised I have uploaded the slide deck for this session so the attendees can have for themselves.

“Integrate All the Things” slide deck

Thanks for coming to my session and thanks for reading!