ESPC25 – Dublin | Microsoft event guide
ESPC25 | Come curious. Leave inspired. European SharePoint Conference 2025 | Dublin, Ireland | December 1–4, 2025 | SharePointEurope.com. Your guide to ESPC25 Dublin, Ireland, is one of the most dynamic and innovative tech cities in Europe, making it the perfect place for in-person, in-depth learning at the European SharePoint Conference—now simply branded as ESPC25—December 1–4, 2025. As the celebrated Irish writer Edna O’Brien once said, “Hospitality is the cornerstone of the Irish heart.” This spirit of warmth and welcome is sure to be felt throughout your stay in Dublin during ESPC25. You will have the opportunity to learn from experts, network with peers, and discover new technologies that can help you achieve your goals. The event and city have something for everyone: inspiring keynotes, in-depth sessions and workshops, community, art and culture, and many festive moments. Explore powerful new AI capabilities for every role and function: Diving into Microsoft 365, Microsoft 365 Copilot, Power Platform, and more, you’ll discover how Microsoft is transforming the way we work today—and get a firsthand look at the future of work itself. You’ll find content delivered by the world’s best Microsoft 365 and Copilot Studio experts, including many Microsoft leaders and employees from the product teams. In this pre-event guide, we list all the Microsoft-led sessions below so you can prepare for what awaits you alongside community and MVP expert sessions. There will be plenty of opportunities for you to learn, share, and engage: Evening gatherings, the attendee party, and our Innovation Hub with Microsoft product demo stations, a Promptathon, Vibe Coding, a place to network with your peers, a dedicated community space, the Inspire Stage, and 1:1 meeting spaces are all within the Expo Hall alongside all the wonderful event sponsors. The 101 on ESPC25 What: ESPC25 Where: The Convention Centre Dublin, Spencer Dock, North Wall Quay, Dublin 1 D01 T1W6, Ireland When: December 1-4, 2025 (keynotes, sessions, tutorials, workshops, and more) Presenters: 120+ sessions (35+ Microsoft-led), 115+ speakers (MVPs, RDs, Microsoft and community members); check out Microsoft-led keynotes, tutorials, and sessions Cost: From €695 + VAT (one day) to €1645 + VAT (four day) Enjoy an additional €200 discount with our exclusive community discount code: ESPC25COMM Primary social: Join in and follow @ESPC_Community (Twitter) and ESPC (LinkedIn); use hashtag #ESPC25 About ESPC ESPC25 offers you affordable, world-class learning and networking at your fingertips. Join in 120+ sessions covering: Microsoft 365 Copilot, Copilot Studio, AI and agents, SharePoint, Microsoft Viva, Microsoft Teams, Microsoft 365 adoption, governance, admin, intranets, and more. Over the years, ESPC has visited some of the most incredible cities: from the charming streets of Copenhagen and the historic beauty of Berlin to the vibrant culture of Prague, and the dynamic atmosphere of Amsterdam. Even during the COVID-19 pandemic, ESPC kept the excitement alive with engaging online events! The European SharePoint Conference (ESPC), now known simply as ESPC, is one of the largest and most prominent events in Europe dedicated to Microsoft technologies, particularly Microsoft 365 and Azure. It began in 2011 in Berlin, Germany, as a platform for discussing SharePoint and related Microsoft technologies. Over the years, ESPC expanded its scope to include other tools in the Microsoft ecosystem, reflecting the industry's trend toward digital transformation and cloud adoption. ESPC has grown to become the largest independent European event for Microsoft technology users, serving as a crucial knowledge hub and networking space. It continues to play a vital role in educating the tech community on best practices for using SharePoint, Microsoft 365, and Azure to enhance productivity, collaboration, and security in the modern workplace. Review past ESPC events: 2025: Dublin, Ireland 2024: Stockholm, Sweden 2023: Amsterdam, Netherlands 2022: Copenhagen, Denmark 2021: Online (due to COVID-19) 2020: Online (due to COVID-19) 2019: Prague, Czech Republic 2018: Copenhagen, Denmark 2017: Dublin, Ireland 2016: Vienna, Austria 2015: Stockholm, Sweden Review all Microsoft keynotes and sessions below: Start building your schedule today! Microsoft keynotes (All times represented in local Dublin time) Opening keynote: The New Frontier of Work: Copilot, AI, and the Future of Microsoft 365 Jeff Teper, President of Collaborative Apps and Platforms , Microsoft with Miceile Barrett, Zach Rosenfield, Alex Weingard, and Michel Bouman Tuesday, Dec. 2, 9:00–10:00 AM Day one PM keynote: From One to Many: The future of AI is Collaborative Jaime Teevan, Chief Scientist and Technical Fellow, Microsoft Tuesday, Dec. 2, 2:00–3:00 PM Day three keynote: Beyond the Prompt: Building an AI-Resilient Career with Power Skills Heather Cook, Principal Customer Experience PM, Microsoft Karuana Gatimu, Director, Customer Advocacy, Microsoft 365, AI and Agents Thursday, Dec. 4, 9:00–10:00 AM Community keynotes Will AI Become Intelligent? Rafal Lukawiecki, Data Scientist at Tecflix, Ireland Wednesday, Dec. 3, 9:00–10:00 AM Hacker’s Perspective on New Risks: Revising the Cybersecurity Priorities for 2025 Paula Januszkiewicz, Founder and CEO, CQURE Inc. and CQURE Academy Tuesday, Dec. 2, 4:45–5:45 PM Microsoft sessions (All times represented in local Dublin time) Breakout sessions: (60 min, in-person) Latest Innovations in Microsoft 365 Copilot Chat Speaker: Connie Welsh, Bryan Wofford Tuesday, December 2, 2025, 10:15 AM | Session Code T8 What’s new in Copilot Studio Speaker: Antonio Rodriques Tuesday, December 2, 10:15 AM | Session Code T9 SharePoint as the Intelligence Backbone of Copilot Speaker: Zach Rosenfield Tuesday, December 2, 11:45 AM | Session Code T18 IT Excellence in the AI era: Managing Copilot and Agents for Impact and Control Speaker: Ben Summers Tuesday, December 2, 3:15 PM | Session Code T26 AI in Action: Microsoft's Approach to Internal Communications Speakers: Adam Barzel, Anna Pope, Darina Sexton Tuesday, December 2, 3:15 PM | Session Code T27 Woman in Tech & Allies Panel Speaker: Heather Cook, Danielle Moon and Karuana Gatimu Tuesday, December 2, 3:15 PM | Session Code T28 Microsoft Teams: What's New and What's Next Speaker: Alex Weingart Wednesday, December 3, 10:15 AM | Session Code W8 MCP (Model Context Protocol) in action in Microsoft 365 Copilot Speaker: Paolo Pialorsi Wednesday, December 3, 10:15 AM | Session Code W9 Microsoft Teams as Your AI-Driven Work Hub Speaker: Kartik Datwani Wednesday, December 3, 10:15 AM | Session Code W18 Building Intelligent Content Apps for the Copilot Era Speakers: Steve Pucelik, Shreyas Saravanan Wednesday, December 3, 2:00 PM | Session Code W27 OneDrive Updates: Smarter Storage, Seamless Sharing Speakers: Miceile Barrett, Lincoln DeMaris, and Jason Moore Wednesday, December 3, 2:00 PM | Session Code W28 AI Intranet: Creating and Managing High Quality Content on the Intranet of Tomorrow Speaker: Katelyn Helms Wednesday, December 3, 2:00 PM | Session Code W30 AI-Enhanced Planning: Innovations in Planner & Project Manager Agents Speaker: Howard Crow Wednesday, December 3, 3:15 PM | Session Code W38 AI Risk Management: From Oversharing to Strategic Oversight Speakers: Gabriel Tiberiu Damaschin, Nishan DeSilva Wednesday, December 3, 4:45 PM | Session Code W45 Streamlining Core Operations with AI Automation Speaker: Antonio Rodriques Wednesday, December 3, 4:45 PM | Session Code W44 Understanding Copilot Extensibility: a practical guide Speakers: Vesa Juvonen and Paolo Pialorsi Thursday, December 4 ,10:15 AM | Session Code TH8 Agents Among Us – Governance for the Agentic Era Speaker: Sesha Mani Thursday, December 4 ,10:15 AM | Session Code TH 9 Creating AI Agents for People and Platforms Speaker: Nandakishor Basavanthappa Thursday, December 4, 11:45 AM | Session Code TH14 Windows AI: Powering Progress Across the Globe Speaker: Vikas Malekar Thursday, December 4 ,11:45 AM | Session Code TH15 Accelerating Copilot Adoption Across Your Organization Speakers: Karuana Gatimu, Bryan Wofford Thursday, December 4, 11:45 AM | Session Code TH16 True Stories of Copilot in Action Speakers: Connie Welsh, Danielle Moon Thursday, December 4, 2:00 PM | Session Code TH 28 Fireside Insights: Driving Value and Business Growth with AI Speaker: TBA Thursday December 4 15:15 | Session Code TH37 Lightning talks (20 minutes, in person) - Innovation Hub Supercharge Your Projects with Microsoft 365 Community Tools Speaker: Vesa Juvonen Tuesday, December 2, 10:15 AM Building Copilot with community-led engagement Speaker: Anna Pope Tuesday, December 2, 10:40 AM Managing your brand for career management Speaker: Karuana Gatimu (MCAG) Tuesday, December 2, 11:45 AM Empowering Community Builders: MGCI & Communitydays.org Speaker: Heather Cook Tuesday, December 2, 12:05 PM Your Day, Your Way: Personalized AI with OneDrive Speaker: Miceile Barrett Tuesday, December 2, 12:30 PM Security First Powering AI Transformation Speaker: Sesha Mani Tuesday, December 2, 4:45 PM Unlocking SharePoint Advanced Management for Copilot Success Speaker: Michael Holste Tuesday, December 2, 5:10 PM Fast-Tracking Value with the Copilot Success Kit & Scenario Library Speaker: Bryan Wofford Wednesday, December 3, 10:15 AM How to find learning Opportunities Everywhere Speaker: Adam Harmetz Wednesday, December 3, 10:40 AM Copilot readiness & resiliency with Microsoft 365 Backup & Archive Speaker: Kaustubh Chaudhary, Michael Holste Wednesday, December 3, 12:05 PM Unlock SharePoint Embedded integration with Power Platform Connectors Speaker: Steve Pucelik Thursday, December 4, 10:15 AM Microsoft Teams: Day-to-Day AI Speaker: Alex Weingart Thursday, December 4, 10:40 AM Driving Business Value with Copilot Analytics and ROI Measurement Speaker: Manas Kumar Biswas Thursday, December 4,11:45 AM Understanding Copilot APIs Speaker: Paolo Pialori Thursday, December 4, 12:05 PM Migration in Motion: Simplify, Secure, and Scale with Microsoft 365 Speaker: Manas Vishal Lodha Thursday, December 4, 12:30 PM Inspire Track (60 minutes, in person) - Inspire Stage Good Thing We Like Our Copilots CANCELLED: How Your Job Will Evolve in 2026 into AGENTBOSS! Speaker: Dona Sarkar Tuesday, December 2, 10:15 AM | Session Code: Inspire 2 How To Thrive in Your Tech Career: Managing Burnout and Boredom Speaker: Adam Harmetz Wednesday, December 3, 11:45 AM | Session Code: Inspire 6 Managing your brand for career management Speaker: Karuana Gatimu Thursday, December 4, 11:45 AM | Session Code: Inspire 10 Cultivating Trust and Leadership Excellence through Mentorship and Leadership Speaker: Heather Cook Thursday, December 4, 2:00 PM | Session Code: Inspire 11 Innovation Hub and Lightning Talk Theater The Microsoft Innovation Hub at ESPC is a vibrant, multi-zone environment crafted to ignite new ideas, showcase cutting-edge prototypes, and shape the future of Microsoft 365 and Microsoft 365 Copilot. Here, creativity and technology intersect, providing a dedicated space for developers, architects, consultants, and strategists to explore the forefront of innovation. The Innovation Hub is designed to foster collaboration, highlight emerging technologies, and collect real-time insights from the wider Microsoft 365 community. You can meet with Microsoft Product Team members and Microsoft MVPs! You’ll find the Microsoft Innovation Hub in the ESPC Expo Tuesday through Thursday. Each day on the Innovation Stage in Zone 1 you will find Lightning Talks for live demonstrations and peer learning in a compact format. And don't miss the SharePoint 25th Birthday Celebration and the Innovation Awards, Tuesday evening at 5:45 PM. Within Zone 2, you will find Future Tech Demos daily during breaks and lunches. The Microsoft team and MVPs will be on hand to walk you through dynamic demos: Agents/Copilot Studio, Developer, Microsoft 365 Copilot and SharePoint and One Drive. Get connected in the Zone 3 Feedback Loop Lounge and leave your thoughts on our survey for a chance to win daily prizes. And finally, meet in the Zone 4 Ideation Lounge each afternoon for guided workshops including a Promptathon and Vibe Coding activities in an environment specifically designed to encourage creativity and collaborative thinking. This event guide will continue to update as we finalize more of our activations. Stay tuned! Shout out to event leads and community members Sarah McNamara, Kevin Monahan, Ella Murphy, Bridgette Robertson, John, and Sarah G, and the #ESPC25 team for putting together ESPC25, corralling all speakers and content, and for supporting and promoting the knowledge and expertise to promote the world-class Microsoft 365 tech community around the world. Cheers, Heather Last, a glimpse of the ESPC event experience:AI Agents in Free Copilot Chat.
Hi all! When Agents were first introduced into Copilot Chat for free, you used to be able to upload 20 knowledge resources. Now this has been cut back to 4 web URLS only, and each of these can only be 2 forward slashes deep - we are really struggling on using agents successfully. Based in the UK, all of the Department for Education content is more than // deep in their web. We can't upload docs from the PDF's and most other juicy web content is much deeper in the domains than 2 x // I would love to hear from other Copilot Chat Agent users in how you are working with the barriers of the free version in your setting. Paid licenses are just not an option on UK school budgets sadly. Thanks all!Microsoft deployment blueprint - Address oversharing concerns for your M365 Copilot deployment
Optimized deployment leverages advanced compliance and automation capabilities available in Microsoft 365 E5. This episode outlines how E5 customers can proactively secure data and enhance Copilot performance.Microsoft deployment blueprint - Address oversharing concerns for your M365 Copilot deployment
In regulated industries, internal oversharing can compromise data integrity and Copilot effectiveness. This episode defines what “Foundational” means for Microsoft 365 E3 customers and outlines actionable steps to mitigate oversharing risks during Copilot deployment.How SharePoint Embedded works and how to build AI apps on it
SharePoint Embedded is a fully managed, cloud-based, API-only document management system that lets you securely integrate your custom web or mobile apps, whether built on Azure or other clouds, with Microsoft 365 file storage. It’s especially ideal for ISVs building multi-tenant apps because content stays within each customer’s Microsoft 365 tenant. Design apps that include Microsoft 365 Copilot and agent capabilities, connected Office experiences like Word, and Microsoft Purview compliance and data protection, all within your own user experience. Use built-in retrieval augmented generation (RAG) or bring your own models to create intelligent, secure solutions that reason over your business content, support real-time co-authoring, and scale with granular permissions and storage control. Jeremy Chapman, Microsoft 365 Director, shares how to build intelligent, secure solutions that integrate seamlessly with Microsoft 365 content and services. No data movement & no loss of control. Keep custom app content in your Microsoft 365 tenant. Check out Microsoft SharePoint Embedded. Custom frontend, your domain. Still connected to Office, Copilot, and Microsoft 365. Get started with SharePoint Embedded. Built-in vector embeddings. Automatically index files for AI. Get started with SharePoint Embedded. QUICK LINKS: 00:00 — Keep content secure & compliant without moving it 01:21 — Build fully custom experiences 02:11 — Use built-in vector indexing and RAG 02:55 — Use your models with Copilot’s vector search 04:34 — How it works 05:23 — How the app is built 06:19 — Microsoft Copilot retrieval API 06:58 — Security and compliance 08:02 — Wrap up Link References Build your first agent at https://aka.ms/SPEAgent Unfamiliar with Microsoft Mechanics? As Microsoft’s official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast Keep getting this insider knowledge, join us on social: Follow us on Twitter: https://twitter.com/MSFTMechanics Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics Video Transcript: -If you’re looking to build AI powered web or mobile apps for your employees that can securely leverage your organization’s content without moving it or compromising your existing data security. That’s where SharePoint Embedded comes in. Microsoft SharePoint Embedded is a cloud-based document management system. As an API only solution, it lets you as a developer connect the apps that you might be building on Azure or in other clouds securely to the Microsoft 365 file and document storage platform. And this is also an advantage if you’re an ISV who’s building multi-tenant apps because the content stays within your customer’s Microsoft 365 tenant. SharePoint Embedded lets you integrate Microsoft 365 capabilities into your apps, including Microsoft 365 Copilot and agent capabilities, connected Office app experiences like Word and other familiar apps, as well as Microsoft Purview data security and compliance controls. -So you can build generative AI and agent-based solutions using built-in retrieval augmented generation without needing to move your business documents outside of your Microsoft 365 boundary. SharePoint Embedded is also fully managed, so you don’t need to worry about provisioning or managing the underlying compute and infrastructure. And this works with your own web front ends and logic. Let me show you an example. So this is a specialized contract management app that curates case files, which are stored in SharePoint Embedded. Notice this isn’t a SharePoint created site. It’s our own custom application. It’s our own user experience and it’s on our own domain. You’ll see that I need to connect to Microsoft 365 with my user account because the file access is based on my unique set of permissions like I would have if I was running this in Microsoft 365 or an Office app. -This is a one-time connection performed by an end user account, and previously to build an app like this, you would need to send those files to another document management or storage location, maybe like Azure Blob storage or another cloud service where the classifications, protections and permissions for those files would effectively get lost. And once I’m securely signed in, I can see the documents that I have permissions to access within the app and that I want my AI app to reason over. I can also upload or add cloud files from SharePoint, OneDrive, or third party locations into my app, and these files, if not previously on SharePoint or OneDrive will get stored in SharePoint Embedded containers in my tenant. And behind the scenes, these files are indexed at upload time for AI reasoning using embeddings for vector-based search, and the vector index itself is also within my Microsoft 365 tenant. -Here, we’re also using Microsoft 365 Copilot’s orchestration within the app for retrieval augmented generation to respond to my prompts. Alternatively, you can also leverage your own foundational models while leveraging Copilot’s vector search and retrieval, and that way, your content and associated indexes stay within your compliance boundary. The app is designed so that the manual work of rationalizing and processing proposals and legal documents can be done in a fraction of the time using AI. So I can use the custom starter prompts on the top with this agent or write my own prompts. -Here, I’m going to ask it to summarize the proposals by uptime and hourly rates. And as it responds, you’ll see a summary of the uploaded and attached files. Using this app’s custom instructions, it knows exactly how to respond with the right voice and format. Everything in this response is grounded on our information in SharePoint Embedded and contextualized to our application. It’s also fully integrated with familiar Office app experiences, so when I click into any of these documents, the app can open them directly in their respective apps on desktop, web and mobile. And because it’s powered by SharePoint, you can also do real-time co-authoring, also commenting and sharing, and it works with over 300 different file types. And I can even access this as an agent using Microsoft 365 Copilot Chat, like I’m doing here with my prompt, looking for information from the same SharePoint Embedded container that I showed earlier. You now have the flexibility for how you want to design your apps and their information architecture while maintaining data security and permission controls over the underlying files. -So let me explain how this works. When you have an app that uses SharePoint Embedded in your Microsoft 365 tenant, SharePoint Embedded creates another partition within your tenant. The storage partition is headless and doesn’t have a user experience so you can develop your own. Within it, the documents you upload go into that storage partition and they’re only accessible via APIs. In that partition, documents are accessible to the custom app or agent while residing in your own Microsoft 365 tenant and to limit per app access within this new storage partition, a SharePoint Embedded app can create multiple file storage containers to store content where each container can have its own unique permissions. So the app that uses SharePoint Embedded has full control over the containers and the documents within them. -And if you’re a developer, let me show you how you can build an app like this. So I’m in Visual Studio Code. And the first thing that you’ll need to do is provision a container, and containers within SharePoint Embedded are tied to the app that creates them. Next, your application will need to integrate with Microsoft Entra for authentication for the signed in user to access files in that storage location. Again, because this is powered by SharePoint, you can build in all the granular access controls all the way down to the individual file level. And because this also leverages Microsoft Graph, you can use Graph APIs to directly access files in your SharePoint Embedded containers. This uses the same file operations that you have across Microsoft 365, except they’re scoped to your app that uses SharePoint Embedded. That means that anything that you can use with Graph APIs can also be used in your SharePoint Embedded apps. -And related to that, you can also use the Microsoft 365 Copilot retrieval API, so that you can leverage built-in RAG for your own custom orchestration and have full control over the experience, or you can use what’s built in, like I showed before. In fact, this is the code for the AI component of our app where we’ve defined the information locations to ground responses and the theming of the sidebar so it matches your app, the suggested prompts that are presented as starter recommendations for users and the meta prompt to customize the voice, tone, format and other aspects of generated responses. -Importantly, your application gets the full Microsoft Purview security and compliance capabilities, which include detailed auditing for all SharePoint Embedded app interactions, data loss prevention, or DLP policy integration to protect sensitive and high value information and information protection controls to identify and protect other classified content. Your containers can be managed from the SharePoint admin center, where you can also apply default sensitivity labels for each container to protect the content within it. -Again, any security and compliance controls that you can apply to your SharePoint sites can also be leveraged by your SharePoint Embedded app. SharePoint Embedded is an Azure service that’s billed based on consumption for storage, transactions and Copilot interactions. When you set up SharePoint Embedded for the first time in the Microsoft 365 admin center, under Org settings, you’ll enable it as a pay-as-you-go service in one billing policy where you’ll define your Azure subscription, your resource group, and your region. Now you’re ready. And the good news is, as a developer, you can get started right away using the Visual Studio extension for SharePoint Embedded. -To find out more about that and build your first agent, check out aka.ms/SPEAgent and keep watching Microsoft Mechanics for the latest tech updates. Subscribe to our channel and thanks for watching.SharePoint and Power Apps: Managing Roles and Permissions
One of the key aspects of SharePoint security is managing permissions at the list or item level, which allows you to control who can view or edit the data. This granular control is essential for maintaining the integrity and confidentiality of sensitive information within your organization. By effectively managing permissions, you can ensure that only authorized personnel have access to specific data, thereby reducing the risk of unauthorized access. Whether you choose to restrict access to the entire list for simplicity or use item-level permissions for more advanced scenarios, SharePoint provides the tools you need to keep your data secure. Restrict Access to the Entire SharePoint List This happens in SharePoint itself, not Power Apps. You need to manage permissions at the list or item level: Go to your SharePoint site > Open the List. Click on the gear ⚙️ > List settings. Under Permissions and Management, click Permissions for this list. Stop inheriting permissions (click the ribbon command: Stop Inheriting Permissions). Remove default access groups (like "Members" or "Visitors"). Add a specific SharePoint group or individuals who should have full access —an admin or manager, not end users. End users will only interact with the list through Power Apps — they don’t need direct list access. Please keep in mind that if users need to edit entries, they must have access to the list. Without proper permissions, they won't be able to see or edit the list. The next user permissions option is ideal for users who need to edit their own entries. Use Item-Level Permissions in SharePoint This is only advisable if you can enforce it consistently: Go to List settings > Under Advanced settings. Scroll to Item-level Permissions. Choose: ✅ Read access: Only their own ✅ Create and Edit access: Only their own This works well only if users are submitting forms (e.g., time-off requests) that shouldn’t be visible to others. Prevent Users from Viewing or Editing Power App Code This is configured through Power Apps and Microsoft Admin Center. Limit Who Has Access to Edit the App In Power Apps Studio: Go to File > Share. Remove or do not add users as Co-owners. Instead, share as Users only — give them “Can use” permission. Use Environment Roles (Dataverse or Environment Scope) In the Power Platform Admin Center (https://admin.powerplatform.microsoft.com): Go to Environments > Click your environment > Security roles. Set roles so users: Are not Environment Admins or Makers. Only have User roles in production environments. Summary of What to Check: Task Where Goal Limit list access SharePoint List Settings Prevent users from directly viewing data Use item-level permissions SharePoint Advanced Settings Let users only see/edit their own submissions Limit app editing Power Apps Share Panel Ensure only owners can edit Secure environment roles Power Platform Admin Center Block access to Maker/Admin capabilitiesCreate an Internal Support Ticket Hub with Microsoft Lists, Forms & Power Automate
Setting Up the Support Ticket Portal First, we will set up the support ticket portal. This is where ticket requests will populate, be triaged, assigned and managed. It's a central location where the support team members can keep track of their tasks as well as keep the client informed through automated notifications upon status changes. Let's get started! 1. Create the Microsoft List: Navigate to Microsoft Lists from the Microsoft365.com App launcher in the upper left. Select the “+ New list” and choose the “Issue Tracker" template. Fill out the list information (name, description*, color*, icon*, and associate it with a team or save to your lists) and select create to make your form (*optional). In this case, associating the list with a team is required as it is needed for notification purposes later on in the tutorial. Review the list items from the template and customize the list to what your organization needs. Include columns that capture essential details such as issue description, priority level, assigned to, and status. Ensure the list is set up to store all necessary information for managing support tickets. There will be items you need captured from the person submitting the form as well as items to triage, assign, and track the status of the case. 2. Creating the Support Ticket Form In the list menu, select the "Forms" tab to create a new form. Customize the form by removing or unchecking questions that are designed for the support team, leaving only the questions needed from the person submitting the ticket. For example, you’d remove the Priority, Status and Assigned To fields from the form because those items are not determined by the submitter, but by the internal staff triaging the case. Ensure the form captures essential details such as the issue description, associated files, and contact information. 3. Enabling Notifications and Assigning Tickets In the form settings, select the toggle next to "Notify me" so that whenever a new item (support ticket) is submitted, you are immediately notified. This ensures that you don't miss an urgent request. Preview your form Check for changes or adjustments you’d like to make. If everything is good, congratulations! You’ve made your support ticket form! 4. The Workflow Process: Now that your form and list are created you can test out your new form and ticket portal. Grab the link to your new form by selecting the forms button again in the menu. Select the link sign to copy the link. Let's test things out. Fill out the form with information as if you are an employee submitting a ticket about an issue. Refresh and check your Microsoft List to make sure the form responses were automatically added. Triage the case. In the Microsoft List, double click on the form submission list item. Here, the support admin will triage the case by assigning it to a member of the support team, updating the status of the ticket to "In Progress" and assigning it a priority status. When a ticket is assigned, the assigned staff member receives a notification, ensuring they are aware of their new task. If they need to get in contact with the employee that submitted the case, they are able to come to the list item, and check for contact/email details in the email column. Team members can update the status of the ticket to "In Progress" when they start working on it and then to "Completed" once the issue is resolved. These status updates help track the progress of each ticket and ensure timely resolution. Congratulations! You have an internal support ticket portal and form. To further enhance the transparency and efficiency of your internal support ticket system, you can implement additional notifications to keep the requester informed about the status of their ticket. By setting up automated notifications in Power Automate for when a ticket is marked as "In Progress" and "Completed," you ensure that the requester is always aware of the current status of their issue. This not only improves communication but also boosts confidence in the support process, as employees feel assured that their concerns are being actively addressed and resolved. 5. Automating Notifications with Power Automate Create a Flow: From the Microsoft365.com app launcher, open Power Automate. Click "+ Create" and select "Automated Cloud Flow". Choose a flow name and set the trigger to "When an item or file is modified". Configure the Flow: On the canvas, select the trigger to enter the required data. The site address your Microsoft List is attached to and the list or library name. Next, we must add a trigger condition in order for the flow to only trigger when the status column has been changed. In the settings tab add the following trigger condition NOt(equals(triggerOutputs()?['body/Status'], triggerOutputs()?['body/PreviousStatus'])) Return to the canvas to create a new action. Select the + sign under your trigger. In the search menu, search for the condition action. For the value of the condition, we want to choose the Status Value from the dynamic field (the lightning bolt). We want to make sure the condition states “Status Value is equal to In progress”. (Capitalization matters here so make sure the capitalization of “In progress” matches the way it is spelled on your Microsoft List”. In the "True" column of your condition we will add a new action. Select “Send an email (V2) Inside of your action select, “Switch to Advanced Mode” to be able to enter dynamic fields or fields directly associated with your form submission. In the "To" field, select the lightning bolt for a dynamic entry. And select the “Issue logged by Email”. This will add the email address of the form sender to the “To” field and who the notifications will be sent to. In the Subject field type and appropriate title such as “Support Ticket Status Update”. In the Body field type a message to the requester. For example, "Hello, you are receiving this message to notify you that your support ticket for" (dynamically insert the name of the issue) “has been changed to “In Progress”. At this point, the flow now sends notifications for when the status column has been modified to “In Progress. Now, let's do the same and send a notification for when the status has been changed to “Completed”. In the False column, we are going to add another condition. The values for the condition will be the same except where it once said, “In Progress” it will say “Completed”. You want the statement to read “Status value is equal to Completed”. In the true column add the same action for sending an email and fill out the details accordingly. Save and test your flow. Test and Deploy: Test the flow to ensure it works as expected. Select Test and choose Manually. This specific flow is triggered when the status column has been modified to “In Progress” or “Completed”. Test both separately to make sure both works. You will see green check marks and receive a notification to the email you provided earlier when filling out the form with sample data. In this example, I tested the flow by updating the status to “In Progress” so in this case I have green check marks along the left side because that follows the first conditions. The green check marks will follow the right-side path if I choose to test the “Completed” status. Here is a copy of the email that was sent to the inbox. Once satisfied, deploy the flow to automate the notification process, enhancing communication and satisfaction. Conclusion By leveraging Microsoft Lists and Forms, you can create a robust internal support ticket system that streamlines the process of submitting, triaging, and resolving support requests. The integration with Power Automate further enhances this system by automating notifications, ensuring that all parties are kept informed throughout the process. This setup not only improves efficiency but also boosts employee satisfaction by providing a transparent and responsive support system.Building a Power App with SharePoint: A Series for Nonprofits
Introduction to the Series ➡️ Next: Building a Power App with SharePoint: An Overview Welcome to our step-by-step series on building a functional Power App connected to a SharePoint List — designed specifically with nonprofits in mind. Whether you're a nonprofit staff member looking to simplify your internal workflows or a tech-savvy volunteer eager to streamline operations, this series is for you. We’ll walk you through creating a simple yet powerful app that helps track records, use filters, and guide users through intuitive navigation — all using low-code Power Platform tools. This app can serve as a foundational template for many nonprofit scenarios like volunteer intake, service tracking, or resource request forms. Each blog post in this series will build on the last, using a SharePoint List as our backend and Power Apps as the frontend. 🎥 Take a Quick Look at the App Want a quick look at the final product before diving into the steps? Watch this short video overview of the custom Power App we built using SharePoint Lists and Power Apps. What We’ll Cover in This Series Here’s what you can expect across the series: Blog 1: Why Power Apps + SharePoint? A Nonprofit-Friendly Overview We’ll explain what SharePoint is, why it’s a powerful tool for storing data, and how it works seamlessly with Power Apps to create simple, low-code solutions for your organization. Blog 2: Building a Power App with SharePoint — Setting Up Your SharePoint List Before jumping into Power Apps, you’ll need a SharePoint List to hold your data. This post walks through how to create a list, configure the right columns, and prepare it to integrate with your app. Blog 3: Creating the Power App — Screens, Forms, and Filters In this final part, we’ll walk you through connecting your list to Power Apps, building the form screen, adding a view screen with filters, and setting up basic navigation to create a clean user experience. Who This Is For This guide is tailored for nonprofit professionals, accidental techies, or small teams trying to make the most of Microsoft 365 tools they already have. You don’t need a development background — just curiosity and a desire to build something helpful! Before You Begin To follow along, you’ll need: Access to Power Apps A SharePoint List you can connect to Basic familiarity with how Microsoft 365 works By the end of this series, you’ll have a working Power App that can be used as-is or adapted to suit your nonprofit’s needs. Let’s get started! 📚 Explore the Series Series Introduction An Overview of the SharePoint/PowerApps Combination Setting Up Your SharePoint List Building Your Power App
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