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 Metadata Columns to a SharePoint Document Library
A beginner's walkthrough of metadata in a SharePoint document library: which column types to use, how to tag files one at a time or in grid view, how to set default values so people don't have to, and how to turn the columns into filters, groups and saved views.
15 July 2024 · 7 min read
How to Create an SOP with Copilot from a Recorded Process
Record someone doing the job once, and Copilot in Word can turn the transcript into a structured procedure in a few minutes. Here's the prompt I use, the steps, and what has to happen before and after Copilot.
1 July 2024 · 7 min read
How to Create Custom Page Templates in SharePoint
A page template lets you lay out a SharePoint page once and have every new page on the site start from it. I cover how a page is put together, how to save, edit and set a default template, and the details I'd build into every one.
6 March 2024 · 9 min read
How Custom SharePoint Search Pages Work: Crawled and Managed Properties Explained
A custom search page lets people search one list or library and filter it by your own columns, which views can't do at scale. The filters depend on how SharePoint turns a column into a crawled property and then a managed property, so I explain that first and then map a column step by step.
3 January 2024 · 9 min read
How to Use Lookup Columns and Connected Web Parts in SharePoint
A lookup column lets a document library pull its values from a master list, like vendors or clients. Add dynamic filtering on a page and selecting an item in the list filters every library web part next to it, with no code.
30 December 2023 · 7 min read
How to Connect a Copilot Studio Agent to SharePoint
In Copilot Studio you add a SharePoint site as knowledge, and the agent answers from it on behalf of whoever is asking. Here are the current steps, what's changed since I recorded this in 2023, and when I'd reach for Copilot Studio instead of a SharePoint agent or Agent Builder.
29 November 2023 · 7 min readGet these in your inbox. One email a week.
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