Practical notes from real client work
SharePoint architecture, Microsoft 365 Copilot and AI workflows. Written from what's running in real tenants, not from the roadmap.
How to Add a SharePoint Page as a Tab in Teams (and Retire Your Folder Shortcuts)
If your team keeps Windows shortcuts in folders to find things, build them a links page in SharePoint and pin it as a tab in the channel they already work in.
5 August 2025 · 5 min read
How to Build a Project Template in SharePoint With Document Sets
Default content in a document set gives every new project the same folders and template documents, already tagged with the right content type. I walk through the setup, then show how a Microsoft List can create the document set for you with Power Automate.
15 April 2025 · 7 min read
How to Set Up Document Approvals in a SharePoint Library
SharePoint libraries have approvals built in. Turn them on with Configure approvals, and every document gets an Approval status column and a button to request sign-off, with approvers responding in Teams. Add a quick step and you can send documents through two approvers in order.
7 February 2025 · 7 min read
How to Use Copilot to Write SharePoint Column Formatting JSON
Column formatting JSON is fiddly to write by hand: quotes, curly brackets, nested if statements. Copilot Chat will write it for you if you describe the look you want, and you fix it by telling Copilot what the preview shows. Here's the process, the prompt that got it unstuck in my demo, and a clean version of the JSON.
12 November 2024 · 6 min read
What Is a SharePoint Document Set and When Should You Use One?
A document set groups related documents into one container that carries its own metadata, controls what can go inside it and can push values down to every file. I set one up for meetings to show how it works, and when I'd pick a folder or a separate library instead.
27 October 2024 · 7 min read
How to Use Copilot with Your SharePoint and OneDrive Files
Copilot works with your files in three ways: on files you select in a library, on files you reference in a chat, and by finding files for you. Here's how each one works today, what's changed since my 2024 videos, and how to get better answers from your files.
16 October 2024 · 6 min readGet these in your inbox. One email a week.
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