Before You Begin
026670000Enterprise Hero DemoLast updated: October 2015This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.? 2015 Microsoft. All rights reserved.Contents TOC \o "1-3" \h \z \u Before You Begin PAGEREF _Toc432756866 \h 7Demo home page and login PAGEREF _Toc432756867 \h 7Demo Core Requirements/Assumptions PAGEREF _Toc432756868 \h 7First-time Post-Install Steps PAGEREF _Toc432756869 \h 7Pre-demo Setup Steps PAGEREF _Toc432756870 \h 7Outlook 2016 + Exchange PAGEREF _Toc432756871 \h 8OWA+ Exchange PAGEREF _Toc432756872 \h 8Word 2016 PAGEREF _Toc432756873 \h 8OneNote app for Windows 10 and Office Lens for Windows Phone PAGEREF _Toc432756874 \h 9SharePoint+ Excel 2016 + Power BI PAGEREF _Toc432756875 \h 10Add tasks to Northwind Traders timeline PAGEREF _Toc432756876 \h 10Open Northwind Marketing Spend and Sales Analysis spreadsheet PAGEREF _Toc432756877 \h 10PowerPoint 2016 Creation PAGEREF _Toc432756878 \h 11Yammer PAGEREF _Toc432756879 \h 11OneDrive for Business + Office Online PAGEREF _Toc432756880 \h 11Delve and Office Graph PAGEREF _Toc432756881 \h 12Visio 2016 PAGEREF _Toc432756882 \h 12PowerPoint 2016 Presentation PAGEREF _Toc432756883 \h 12Skype for Business and Windows Phone app PAGEREF _Toc432756884 \h 12Project 2016 PAGEREF _Toc432756885 \h 13eDiscovery (SharePoint + Exchange) PAGEREF _Toc432756886 \h 14Office 365 Video PAGEREF _Toc432756887 \h 14MOD Hero Demo Script PAGEREF _Toc432756888 \h 15Scenario PAGEREF _Toc432756889 \h 15Scope PAGEREF _Toc432756890 \h 15Intended Audience PAGEREF _Toc432756891 \h 15Length PAGEREF _Toc432756892 \h 15Demo Steps PAGEREF _Toc432756893 \h 16Outlook 2016 + Exchange PAGEREF _Toc432756894 \h 16OWA+ Exchange PAGEREF _Toc432756895 \h 20Word 2016 PAGEREF _Toc432756896 \h 24OneNote app for Windows 10 and Office Lens for Windows Phone PAGEREF _Toc432756897 \h 28SharePoint+ Excel 2016 + Power BI PAGEREF _Toc432756898 \h 31PowerPoint 2016 Creation PAGEREF _Toc432756899 \h 40Yammer PAGEREF _Toc432756900 \h 43OneDrive for Business+ Office Online PAGEREF _Toc432756901 \h 45Delve and Office Graph PAGEREF _Toc432756902 \h 48Visio 2016 PAGEREF _Toc432756903 \h 50PowerPoint 2016 Presentation PAGEREF _Toc432756904 \h 52Skype for Business and Windows Phone app PAGEREF _Toc432756905 \h 53Project 2016 PAGEREF _Toc432756906 \h 57eDiscovery (SharePoint+ Exchange) PAGEREF _Toc432756907 \h 59Office 365 Video PAGEREF _Toc432756908 \h 61Reset Instructions PAGEREF _Toc432756909 \h 66Outlook + Exchange PAGEREF _Toc432756910 \h 66OWA + Exchange PAGEREF _Toc432756911 \h 66SharePoint+ Excel+ Power BI PAGEREF _Toc432756912 \h 66PowerPoint Creation PAGEREF _Toc432756913 \h 67Yammer PAGEREF _Toc432756914 \h 67OneDrive for Business + Office Online PAGEREF _Toc432756915 \h 67Delve and Office Graph PAGEREF _Toc432756916 \h 68PowerPoint Presentation PAGEREF _Toc432756917 \h 68Skype for Business and Windows Phone app PAGEREF _Toc432756918 \h 68eDiscovery (SharePoint + Exchange) PAGEREF _Toc432756919 \h 68Post-Install Steps PAGEREF _Toc432756920 \h 69Prepare the demo equipment PAGEREF _Toc432756921 \h 69Install the Office 365 Demo Content PAGEREF _Toc432756922 \h 69Install Office 2016 from tenant PAGEREF _Toc432756923 \h 69Run MOD Client Setup Tool (Windows 10) PAGEREF _Toc432756924 \h 70Add Local User Accounts to Windows 10 Machine PAGEREF _Toc432756925 \h 71Outlook + Exchange PAGEREF _Toc432756926 \h 71OWA+ Exchange PAGEREF _Toc432756927 \h 72Word PAGEREF _Toc432756928 \h 73OneNote app for Windows 10 and Office Lens for Windows Phone PAGEREF _Toc432756929 \h 74Install and log into OneNote app PAGEREF _Toc432756930 \h 74Unpack OneNote Notebook PAGEREF _Toc432756931 \h 75Download PDF file PAGEREF _Toc432756932 \h 75SharePoint+ Excel+ Power BI PAGEREF _Toc432756933 \h 76Pin workbooks to Excel Recent list PAGEREF _Toc432756934 \h 76Prepare 3D Maps in Excel for KatieJ PAGEREF _Toc432756935 \h 76Install Silverlight, if needed PAGEREF _Toc432756936 \h 77PowerPoint Creation PAGEREF _Toc432756937 \h 77Yammer PAGEREF _Toc432756938 \h 78Set Trusted Sites PAGEREF _Toc432756939 \h 78Configure Yammer app part on Northwind Team Site PAGEREF _Toc432756940 \h 78OneDrive for Business + Office Online PAGEREF _Toc432756941 \h 79Delve and Office Graph PAGEREF _Toc432756942 \h 79Visio PAGEREF _Toc432756943 \h 80Install Visio Professional PAGEREF _Toc432756944 \h 80Add Sales Pipeline to Sites I’m Following PAGEREF _Toc432756945 \h 80PowerPoint Presentation PAGEREF _Toc432756946 \h 80Skype for Business PAGEREF _Toc432756947 \h 81Prepare Skype for Business for KatieJ PAGEREF _Toc432756948 \h 81Prepare Skype Windows Phone app for GarthF PAGEREF _Toc432756949 \h 81Project PAGEREF _Toc432756950 \h 82Install Project Professional PAGEREF _Toc432756951 \h 82Reassign Jill Frank to Anne Wallace PAGEREF _Toc432756952 \h 82Sync the project file to SharePoint PAGEREF _Toc432756953 \h 83eDiscovery PAGEREF _Toc432756954 \h 84Office 365 Video PAGEREF _Toc432756955 \h 84Before You BeginDemo home page and loginFor convenience, you may wish to store the URLs and login credentials in a Notepad session.The default password for all users is located within the details section of your tenant on demos..Office 365 tenant:: KatieJ@<tenant>.Username: SaraD@<tenant>.Username: GarthF@<tenant>.Demo Core Requirements/AssumptionsDelivered with:Windows 10 tablet + keyboard/stylus or touch-enabled laptop Office 2016, non-previewConnected to Office 365 E3 trial tenant pre-populated with content through Demo Content ToolWindows Phone 8.1 or newerFirst-time Post-Install StepsIf this is the first time you are using the demo environment, complete the REF _Ref399929624 \h \* MERGEFORMAT Post-Install Steps at the end of this document.Pre-demo Setup StepsIf you haven’t completed the first time Post Install Steps yet, do so now before completing these Pre-demo Setup steps.Outlook 2016 + ExchangeSet Up Katie JordanLog into the Windows 10 demo machine with the Katie Jordan profile.On the demo machine, log into Outlook 2016 as Katie Jordan.To collapse the Outlook 2016 ribbon, in lower right corner of ribbon, click Collapse the Ribbon.Set Up Alex DarrowStart an InPrivate session of Microsoft Edge and navigate to top navigation, tap Sign in and log in as darrow.alex@ (Pass@word123).Minimize the browser.You are now ready to complete the Outlook + Exchange Demo. OWA+ ExchangeLog into the Windows 10 demo machine with the Katie Jordan profile.In Edge, log into your Office 365 tenant as Katie Jordan.You are now ready to complete the OWA + Exchange Demo. Word 2016Log into the Windows 10 demo machine with the Katie Jordan profile.Set Pick up where you left off bookmarkIn Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.URL: open Northwind Proposal.docx in Word, tap the ellipses (…) beside the document, and then tap Edit. If Check out Required displays, tap Check Out.In Northwind Proposal, scroll to the final page and place cursor at beginning of paragraph that starts with “With Northwind support, Contoso…”.Type a space.Wait a few seconds while Word sets the Resume Reading spot. A bookmark icon will display in right vertical scroll bar.Once Resume Reading is set, close the document.Close the document, save changes, but DO NOT Check in the document; otherwise you will be asked to check it out during the demo.Open Contoso Product Innovation.pdf in Microsoft Reader. On the demo machine, navigate to the root of your tenant: the page, under Documents tap DemoDocs folder.In the Demo Docs folder, download the Contoso Product Innovation.PDF to demo machine desktop.Long press Contoso Product Innovation.pdf, tap Open with, and then tap Word 2016.If prompted to convert the PDF, tap OK.The file is now pinned to Word’s Recent list.Close the file without saving changes.Long press Contoso Product Innovation.pdf, tap Open with, and then tap Reader.Leave it open for the demo.You are now ready to complete the Word demo steps. OneNote app for Windows 10 andOffice Lens for Windows PhoneLog into OneNote appLog into the Windows 10 demo machine with the Katie Jordan profile. Tap Start, type One, and from the results list select OneNote Trusted Windows Store app.In the OneNote app, ensure Katie Jordan’s notebook is opened to the History tab.Click through tabs to sync them.Setup Office Lens on Windows phoneLog into Office Lens with Katie Jordan’s Microsoft Account.You will need a printed document to demonstrate Office Lens.Log into OneDrive in Katie Jordan’s Microsoft Account On the Windows 10 demo machine, open Edge and navigate to in using Katie Jordan’s Microsoft account credentials.Minimize Edge.You are now ready to perform the OneNote app demo.SharePoint+ Excel 2016 + Power BIAdd tasks to Northwind Traders timelineYou may need to add some tasks to the timeline on the Northwind Traders home page.Log into the Windows 10 demo machine with Katie Jordan profile.In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.URL: left navigation, tap Tasks.Beside a task, tap the ellipsis (…) and in the panel tap Add to Timeline.Do this for two or three more tasks.Open Northwind Marketing Spend and Sales Analysis spreadsheetLog into the Windows 10 demo machine with the Katie Jordan profile. Open Edge and log into the Northwind Traders team site as Katie Jordan.URL: Excel 2016 client, and from the Recent list, tap Northwind Marketing Spend and Sales Analysis.xlsx.If prompted to check out the file, tap Check Out.Minimize Excel.Keep Edge maximized.You are now ready to perform the SharePoint + Excel + BI demo steps.PowerPoint 2016 CreationLog into the Windows 10 demo machine with the Katie Jordan profile.Start PowerPoint 2016 and from the Recent list, tap the Northwind presentation.If Protected View warning displays, tap Enable Editing.You are now ready to perform the PowerPoint Creation demo steps.YammerLog into the Windows 10 demo machine with the Katie Jordan profile. Open Internet Explorer and log into the Yammer network as Katie Jordan. URL: Internet Explorer, open a new tab and log into the Northwind Traders team site as Katie Jordan URL: the Yammer feed on the Northwind Traders home page populates correctly. Close the tab with Yammer network open.You are now ready to perform the Yammer demo steps.OneDrive for Business + Office OnlineLog into the Windows 10 demo machine with the Katie Jordan profile.Open Edge and log into your Office 365 tenant as Katie Jordan.In upper right of Edge, tap More Actions (ellipsis …), and then tap New InPrivate window.In the new InPrivate browser, log into the Office 365 tenant as Sara Davis.Minimize SaraD’s Edge session.You are now ready to perform the OneDrive for Business + Office Online demo steps.Delve and Office GraphLog into the Windows 10 demo machine with the Katie Jordan profile. Open Edge and log into your Office 365 tenant as Katie Jordan.You are now ready to perform the Delve and Office Graph demo steps.Visio 2016Log into the Windows 10 demo machine with the Katie Jordan profile. Open Microsoft Edge and log into your Office 365 tenant as Katie Jordan.From App Launcher, tap Sites.You are now ready to perform the Visio demo steps.PowerPoint 2016 PresentationLog into the Windows 10 demo machine with the Katie Jordan profile.Start PowerPoint and from the Recent list, tap the Northwind presentation.Make sure the tablet is connected to a projector using a VGA dongle or WiDi receiver and in duplicate mode for the entire demo.You are now ready to perform the PowerPoint Presentation demo steps.Skype for Business and Windows Phone appLog Buddy into Skype for Business On a separate machine, not the demo machine, open Skype for Business.From Tools, tap Options.In Options left navigation, tap Personal.In Sign-in address text box, type a buddy persona’s name, such as Alexd@<Tenant>., and then tap OK.In the Skype for Business dialog regarding changes taking effect after signing out, click OK.From File, tap Sign Out.In the Sign In dialog, make sure your buddy’s name is in the Sign-in address text box.Tap Sign In, and in the Password text box type your password, and the tap Sign In.Open Northwind presentationLog into the Windows 10 demo machine with the Katie Jordan profile.Open Edge and log into the Northwind Traders team site as Katie JordanURL: left navigation, tap Documents.To open the Northwind presentation in PowerPoint, tap the ellipsis (…) beside the file, and then tap Edit. If Check out Required displays, tap Check Out.Minimize PowerPoint.Close Internet Explorer.You are now ready to perform the Skype for Business + Office Online demo steps.Project 2016Log into the Windows 10 demo machine with the Sara Davis profile.Open Internet Explorer and log into your Office 365 tenant as Sara Davis. Log onto the SharePoint Consolidated Sales Team Master Plan project site.URL: Sales Team Master PlanYou are now ready to perform the Project demo steps.eDiscovery (SharePoint + Exchange)Log into the Windows 10 demo machine with the Sara Davis profile. Open Microsoft Edge and log into the Legal Discovery Center as Sara Davis. NOTE: eDiscovery is also called the Legal Discovery Center in the demo tenant. URL: are now ready to perform the eDiscovery demo steps.Office 365 VideoLog into the Windows 10 demo machine with the Katie Jordan profile. Open Edge and log into the Office 365 Video as admin.URL: Name:admin@<Tenant>.Password:Type your password.Open a new inPrivate Edge session and log into the Office 365 Video as Dorena Paschke.URL: Name:dorenap@<Tenant>.Password:Type your password.Minimize Dorena’s Edge session. You are now ready to perform the Office 365 Video demo steps.MOD Hero Demo ScriptScenarioKatie Jordan works in sales for Contoso, managing various corporate accounts like Northwind Traders. This demo gives the audience a day-in-the-life look at how Office 365 and Office 2016 client applications help make Katie more effective and return value to her enterprise organization.ScopeThis demo shows the breadth of the Office 365 and Office 2016 clients at a higher level than the individual deep dive demos. The demo highlights the value propositions of each work stream and is meant to be available and used in a modularized fashion to focus on the specific areas you want to demonstrate. Intended AudienceBusiness Decision MakersLengthThis demo is estimated to require 30 minutes.Each module is 5-10 minutes in length.Demo StepsOutlook 2016 + ExchangeSpeaker ScriptTap StepsLike many people, the first thing Katie Jordan wants to do when she gets to the office in the morning is check her email. She logs into her Windows 10 tablet.The first thing you’ll notice is that Katie’s Outlook is streamlined and focused. This is because Outlook – and all of the other Office applications, including Project and Visio – are redesigned to focus more on the content, and not the “chrome,” or additional graphics and navigational elements. However, all of the buttons and functionalities are there when Katie needs them – she can just expand the ribbon and take the action she needs. The ribbon will hide itself when she isn’t using it.This idea of making content readily available when Katie needs it, but not distracting her when she’s reading her email, applies throughout Outlook and Office. For example, instead of pinning calendar and contacts to the right side of Outlook, we now make it available as a peek. Katie can pause on the word Calendar and get a peek into upcoming events, and even tap around to different days or months. Or, she can long press People and release, and then tap Show the peek, to see her favorite contacts and quickly initiate a search. Katie can get rich information about her Calendar and People without ever leaving her inbox, and without taking up space when she doesn’t need them. This is particularly important for devices where screen space is at a premium.Outlook also allows Katie to take Quick Actions on her emails with one click or tap. This helps her address email more quickly, and can be particularly valuable if Katie is coming back from vacation or a long day of meetings. These quick actions appear as Katie pauses on the email, and let her do things like apply flags and even delete. So, if Katie can tell by the subject line that this email isn’t important – like this low importance email about sports statistics – she can just delete it without ever having to open itAlong with being able to take quick action and having less clutter on her screen, Katie often starts composing a lot of emails before sending them. For example, she received this email from Finance asking her about expense reports. The Outlook inline reply feature lets Katie compose and save her response right in the reading pane, without having to open a new window! She can type “yes.” If she opens another email before sending, the improved conversation view in Outlook will keep that draft as part of the conversation she replied to. So, the next time Katie comes back to it, her draft is where she left off – she doesn’t have to search for it in the Drafts folder. She can just pick up where she left off, and send it out when she’s ready.This next email in Katie’s inbox is from her manager Sara Davis, asking to meet about the progress with Northwind Traders, the customer Katie’s team is managing. These buttons above the email body are actually apps, which display in Outlook based on the email content. These apps are part of the Office model, where any web developer can become an Office developer and easily create apps using HTML5 and JavaScript. Web developers only have to write the app once for it to work in the rich Office clients and the corresponding Office Online Apps. Apps now exist for all of the different Office applications – Outlook, Word, Excel, and Project – and products like SharePoint as panies can shop for apps in the Office marketplace, and create their own custom applications in-house, for example an expense reporting app. And, IT administrators can control which apps employees or groups use.Katie’s email shows two apps. The Suggested Meetings app displays because text in the email suggests a meeting. The app detected the words and loaded a button so Katie can easily add the appointment to her calendar without leaving her inbox. It even fills in some of the meeting’s information automatically, like the subject and date it detected. The Bing Maps app has detected the address in the email and gives Katie a map of the location – but it’s rich interactive web content. She can drag the map around, zoom in and out, etc. Anyone can build a variety of apps with this model, making it easier than ever for people like Katie to get more done without leaving her inbox or the Office application she’s using.Data Loss Prevention (DLP)Next Katie sees an email from her colleague Garth asking her to forward a patent document to the inventor Alex. Contoso just patented a new banking app that can be used across different platforms. Patents are highly confidential documents and so to protect this patent information, Contoso IT admins have created policies around sharing them using Data Loss Prevention (DLP) document fingerprinting of a sample patent document. This document fingerprint will detect if someone tries to send this patent or a similar document, and allows Exchange to take corresponding policy action. Since Alex is outside Katie’s company and this document is sensitive, as she composes the email Katie notices the Policy tip at the top which warns that this message contains sensitive information. Policy Tips are part of the Data Loss Prevention (DLP) features in Exchange, which inform people about company policies and help prevent them from accidentally sending information where it shouldn’t go. Katie can hover here to get more information and see exactly what type of content is in question. In this case, the attachment contains patent information that matches a Contoso patent fingerprint defined by a DLP policy.The company policy still allows people to send messages like this. Katie can still send this message, but she will have to provide a business justification and override the company’s default policy. This action will of course be audited, and captured in one or more later reports. Also, since the recipient’s external email may not have RMS enabled, a rule automatically encrypts the message using the Office 365 Message encryption service. This helps Katie get her work done and still follow company policies.DLP is available on Outlook and OWA, across a wide variety of devices.IN ALEX DARROW’S BROWSER SESSIONNow let’s switch over to Alex Darrow, the inventor.Alex logs in to his personal Yahoo account to view the message from Katie. When he opens the email, he can see the message is encrypted using Office 365 Message Encryption. Alex follows the instructions in the message to open it. Authentication is performed against the Microsoft account or organizational account. Alex can indicate the Yahoo account already has a Microsoft account associated with it, so it gets authenticated.Katie has now experienced the comprehensive and easy-to-use Data Loss Prevention solution in Office 365. This solution provides security and compliance to a variety of sensitive information types and documents, while also providing end user education.Start with Outlook 2016 displayed and logged in as Katie Jordan. In the Outlook ribbon, tap Home to expand To hide the ribbon, tap away. In lower left, move the cursor and pause on the Calendar icon. Tap between days, and then tap to another month. Long press People and release, and then tap Show the peek. Pause on various emails to see Quick Actions appear. Pause on the Sports Statistics email from Belinda Newman, and then tap the Quick Action to delete the email. Tap the Expense Reports email from Pavel Bansky, and then in the Reading Pane, tap Respond, and tap Reply All.Type yes.Tap any other email.Note [Draft] in Expense Report email.Tap back to Expense Report email.Note you can resume composing the email.Tap Project update? email.Note the mail app buttons in the grey box above email text.Tap Suggested Meetings mail app. Note the highlighted text in the email body that triggered this mail app.Point out event details pulled out by the app.Note event details in calendar form.Tap the Bing Maps app. Note the highlighted address in the email body that triggered this mail app.Tap and hold any point in the map, then move finger to drag map around. Pinch map with two fingers to zoom in, move fingers apart to zoom out.Back in Katie’s Inbox, tap Please Forward Contoso patent document email from Garth Fort.In the ribbon, or Quick Actions, tap to Forward the message. In the To: field, type darrow.alex@. In the message body, type Please review Contoso patent document.From Policy Tip header, tap Show details.Tap Override.Type business justification in text box recipient is on inventor list.Send the email.IN ALEX DARROW’S BROWSER SESSIONNavigate to In Private browsing tab.Tap darrow.alex-Yahoo Mail tab.Tap email from Katie Jordan.At the bottom of the message, tap Download.Tap Save.Tap Open.In Password text box, type Pass@word123.Tap Sign In and View Your Encrypted Message.OWA+ Exchange Speaker ScriptTap StepsClutterMany of us need to manage a flood of new email every day. The power of Office Graph in Office 365 is available to help. Here is Katie Jordan’s inbox, and like many of us, she has a large number of recent emails. Some of these messages are relevant, and require her to respond or take action immediately. Others can wait, but she should keep them in her Inbox for follow-up. Then she has messages that have less relevance to her everyday work, and continue to jam up her Inbox. It usually takes her considerable time to manually sort through these messages and to separate them from the ones that require her attention.Fortunately, Clutter for Office 365 can do a lot of this work for her. With Clutter enabled, less relevant mail automatically moves to the Clutter folder, leaving the Inbox cleaner and saving time.These messages exist in Clutter because Office Graph determined that they are less relevant to Katie’s daily work, either by her actions with similar messages or by specific training steps. After reviewing items in the Clutter folder, it’s time to clean up. The message header in the Clutter folder has some convenient shortcuts for common actions like deleting or removing from clutter.Clutter does not work by just following a set of simple rules or filters; it learns from Katie’s actions. Katie can explicitly train Clutter by marking Inbox items as clutter or removing items from the Clutter folder. She can mark a less relevant Inbox message as clutter. This moves the message to the Clutter folder and will begin to train Clutter to consider similar messages in the future as clutter.Clutter works for Katie in all of her email clients - Outlook desktop, OWA, and mobile clients. It learns her work style in any of these clients, and emails in the Clutter folder are accessible from everywhere too.Clutter is also completely in Katie’s control. It is an opt-in feature and is an individual choice to make her more productive, similar to making the decision to use conversations. At any time, she can turn it on when she’s ready, or elect to stop using it. Katie can re-start Clutter at any time if she chooses to do so.Document CollaborationWhen people send files as attachments, they are often looking to collaborate with others and get feedback. Up until now, this has been a cumbersome process. For example, when a colleague sends Katie an email with an attached document, Katie must first download the document to make her edits. Once she’s finished editing the document, she then needs to reattach the file to a new email before sending it back. This requires multiple steps and context switches, which are distracting and time-consuming. Using Document Collaboration in Exchange, Katie is able to edit a document straight from Outlook on the web and attach this edited document to an email response in just a few taps. Katie has an email regarding the Northwind Traders Proposal from Alex. When she taps the attachment in the message, she can see the contents of the document in context (or “side-by-side”) with the email message. No more flipping back and forth between windows to get all the information she needs. Katie can perform all the standard messaging actions (reply, forward, and so on) right from within this view.When Katie’s ready to edit the attachment and send comments back, she no longer needs to download the attachment, make changes, rename the file, and then reattach the updated file. She can now do all of this without leaving this side-by-side view. Katie just taps Edit and reply, right above the attachment and message. A draft “reply all” message is created for her to store this new edited version of the attachment. A new editable copy of the attachment she received is created and renamed with her name at the end of the filename. This way, Katie can differentiate the new copy of the file from the original one. This new copy of the attachment is live, and any changes she makes are automatically saved. Once finished with her changes, she can simply type a response in the email and tap Send. For this message, Katie sees a request to sign the document. Earlier, signing this document would have been a painful process for Katie. But, with the DocuSign app for Outlook, this is a breeze. Using DocuSign for Outlook, a free app that is available in the Office Store, Katie and her colleagues can now participate in workflow processes where electronic signatures are required. In the same Northwind proposal message Katie was just editing, note the tab that is available for DocuSign. When Katie taps that tab, she can specify who will be signing the document: only me, only others, or me and others. In this case, Katie is the lone signatory, so she can simply drag an electronic signature to the appropriate location in the document and tap Adopt and Sign.It is that simple!When she is done signing, the document is automatically saved to her DocuSign account. She can download the signed document or send the signed document as an attachment in a reply message. She can also download the document or Save to OneDrive for Business, where signed documents are stored in a DocuSign Documents folder. Here, the document has been saved for her records as a PDF file.Various time-saving collaboration features are now available within Office 365 suite. These features tie all products and services together in a seamless way, to make lives of professionals like Katie simpler. From the Office 365 App launcher, tap Mail.Scroll Katie’s inbox to show the number of recent messages. Point out some with business relevance and others that may not.In the left navigation under Folders, tap More, and then tap Clutter.Explore the Clutter folder contents and show what kinds of messages are marked as clutter: for example, party announcements, sporting events, stocks, etc.Select any message in the Clutter folder.Long press the message, release and show the options available: Delete, Mark as unread (or read) and Mark as not clutter. Tap out.In left navigation, tap Inbox.Long press Potluck Party Recipe message from Belinda Newman, release, then tap Move, and then show Clutter.Tap out. Tap the Northwind Traders Proposal message from Alex Darrow.Tap the Northwind Traders Proposal.docx attachment in the message.Note the side-by-side experience.Scroll the proposal document in Word Online.Below Office 365 ribbon, tap Edit and reply.Note how the attachment updates.Type a response and show the Send button. At the top of the Outlook message, tap Discard.In the Discard message dialog, tap Discard.In the same Northwind Traders Proposal message, tap the DocuSign tab.Note the different signing options.Tap Only Me.If displayed, tap Continue.Scroll to the end of document. In the DocuSign left navigation, tap Signature, and then drag this signature to the Signature (Contoso) line.Tap Adopt and Sign.At the bottom right, tap Finish.In the You successfully DocuSigned dialog, tap Return to DocuSign for Outlook.Tap Save to OneDrive. Tap Continue to OneDrive. In the OneDrive for Business browser tab that opens, pause on the new proposal PDF document.Word 2016Speaker ScriptTap StepsKatie heads off to some meetings, grabbing her Windows tablet with her to get some work done while she’s on the go.The first thing Katie wants to do is review the customer contract her team has been working on. So she opens Word. The first thing you’ll notice is that Katie’s Start Place in Word, which is available in all Office authoring apps. We know that about two-thirds of the time people open an existing document. Also, if they start working on a new document, in most instances they look for some guidance in sample files or templates. So, rather than starting with a blank document, we make it all easier with the start screen, which shows Katie’s recently opened documents and her templates. These help Katie get working more quickly, especially on a touch device.The next thing you’ll notice is that Word welcomes Katie by name. This is important – with Office available as a service, people like Katie now log into Office, using either personal credentials – a Microsoft account connected to an Outlook or Hotmail email account – or corporate credentials like an Office 365 corporate account connected to SharePoint. All of their settings and content follow them wherever they log in, even if it’s a computer they’ve never used before. Katie is logged in with her work credentials and can see the recent documents list, the templates, and even options to change the theme and features like dictionaries customized for Katie’s work profile. This really is Katie’s personal Office experience, tailored to her from the very beginning when she logs in.In the Recent documents list, Katie has a Northwind Proposal available from SharePoint that she wants to review. She’ll tap to open it and receives a bookmark indicating: “Welcome back! Pick up where you left off.” This is because not only does Word remember all of Katie’s settings based on her login profile, it also remembers where she last was in her documents, even if she was working on another device. She can just tap the bookmark, and Word will bring her right back to where she left off.Here, Katie sees a comment hint, which indicates that one of her colleagues has made a comment about this section. Word keeps Katie’s document clean and distraction-free by minimizing the comment to a hint unless Katie taps to see a request to insert some data from a PDF the colleague sent her previously. Since Word has rich comments with replies, Katie and her colleagues can provide feedback in a more natural, social fashion, and Katie can just respond “sure.” And, since Word integrates photos, presence, and rich contact information like anywhere else in Office, Katie can easily see more details or initiate communications with the person, in the context of what she’s working on.Ever have that Word moment when you know what you want to do, but don’t quite remember how to do it. ‘How do I apply double spacing?’ ‘How do I make this page horizontal?’ ‘How do I add a table?’ Nothing to be embarrassed about. We’ve all been there and wished for an easier way to accomplish something in our document.Tell Me, available in Word, PowerPoint, and Excel, serves up the commands you need and all you have to do is type what you want to do.Tell Me understands what you’re trying to accomplish and helps you do it faster. So if I’m trying to insert a table, Tell Me knows the feature I’m looking for and brings everything I need to my fingertips, including all the controls needed to add a table or a table of contents.Clicking Smart Lookup in Word shows contextual information from the web. When you’re creating a proposal on electronic devices and you want more detail, on let’s say home theaters, useful information will show up right next to your document.Over here is the PDF with the data Katie’s colleague is asking her to include. Now, Katie could select all, copy the data, and then go to Word, where she could paste it in. But this strips all the formatting from the original, and Katie would have to reformat it herself just to get it to look like it did in the original document. Instead, Word allows Katie to open that PDF directly in Word! It keeps all the original formatting, so Katie can just drag to copy the text she wants, copy it, and paste it in the document she’s working on with her colleagues. Katie can just complete the process between apps, without getting hung up in formatting and compatibility issues.Now that her document is getting close to final, Katie wants to go ahead and review it with its final content in an easy-to-consume way on her tablet. Word has always been a great authoring tool for Katie, but especially in a situation like this when she’s on a tablet or another consumption-focused device, Word has a Read mode that Katie can turn on by tapping this button in the status bar. Read mode makes it easy for Katie to go through the rest of this document in a way that is optimized for touch and formats the text in pleasing columns based on the size of her screen. She can swipe from page to page, and if she comes to a detailed table or diagram like the one she just inserted from the PDF, she can just tap on it to zoom in. This enables her to focus on the details. When she’s done looking at the table and wants to keep reading, she can tap away and avoid having it take up too much space on the page. She can even tap these arrows to minimize sections that she’s done reading – again, all optimized for a great touch-based reading experience.On the demo machine, open Word 2016. Note new Start Place.Note Recent documents list.Note Templates list.In the top right, note Katie Jordan logged in.Tap Office Theme and note available themes.In the Recent list, note the Northwind Proposal document.Tap to open Northwind Proposal document.Note and tap Welcome back! Pick up where you left off. bookmark when it displays.Tap bookmark to return to previous section.On the left, note the red line indicating a comment hint.Tap comment hint to show it.Note colleague’s request to add a table from a PDF file.In the comment, tap reply button, type sure.OPTIONALNOTE: If you perform this portion of the demo, complete the one time Post Install Steps to replace the current comment with one from Sara Davis.Tap colleague’s photo to show contact card.Tap arrow to expand contact card.Tap away to close contact card.Tap to close comment.Tap to close comment hint UI.In top navigation, tap Tell me what you want to do.Type add a table.Tap Add Table.Under Add Table, note Table of Contents.Highlight home theatre text, and from Review tab, in the Insights group, tap Smart Lookup.In the right pane, under Insights, tap Got it, if needed.In Windows taskbar, tap Adobe icon to maximize the 2013 Contoso products.pdf file.Tap to the left of “Television Feature Comparison” text to see touch handleDrag touch handle to bottom right of the table to select the tableTap Edit, and then tap Copy.In taskbar, tap Word icon.In the ribbon, tap Home, then tap Paste, and then tap Keep Source Formatting.Note loss of PDF formatting.Press Ctrl + Z to undo change.In the ribbon, tap File, and then tap Open.From Recent list, tap Contoso Product Innovation.If prompted to convert the PDF, tap OK.Use text handles to select the table again.Long press selected text, release, and then tap Copy.Return to Northwind Proposal doc.Tap to place cursor.Tap Home, and then tap Paste.In the lower right of the Word status bar, tap Read Mode ().Swipe from page to page.Return to table pasted from PDF.Double tap lower right of table to zoom in.Tap the magnifying glass to zoom in further.Tap outside table to return to Read Mode.Tap a twisty arrow to minimize a section.OneNote app for Windows 10 andOffice Lens for Windows Phone Speaker ScriptTap StepsLike many people, note taking is one key activity Katie Jordan wants to perform on a mobile device like her tablet. So, Katie can open a special touch-optimized and immersive version of OneNote, reimagined for Windows.Like all Windows immersive applications, OneNote was designed from the ground up to provide the richness of functionality that people have come to expect from a mouse and keyboard, while also supporting gestures that feel natural with touch and a stylus. Once more, the top priority is the immersive content experience, and therefore the OneNote app prioritizes full screen content view and contextual controls, over navigational menus and the ribbon.So, this means that OneNote lets Katie use gestures like swiping in from the top to see other notebook sections and pages. She can then tap to go into that content. If Katie wants to edit the title, she can double-tap the text and use special touch handles to drag the cursor and select the text she wants. From the Home tab she can bold the text or get more text formatting options like changing the font size or the color. Katie wants to take notes on the document being discussed in an upcoming meeting, while keeping it digitally in the context and organization of the rest of her notes. Katie can insert a PDF printout right here into her notebook. This is particularly useful during meetings, where after discussion on important documents, somebody needs to capture that content quickly along with any other meeting notes before leaving the room.Note taking and touch interaction isn’t just about touch using the finger. Microsoft has done a lot of great work over the years with pen and ink, and together with finger-based multi-touch, OneNote can take advantage of inking to give Katie a well-rounded note taking experience. She can just pick up her stylus and scribble a few notes in her notebook if she needs to, just as naturally as she could using a pen and paper notebook. But, in this case, her notes will get synced back to SharePoint, just like the rest of her rich meeting notes and OneNote content.While life is much easier in the all-digital and easily organized world of OneNote, most of the world is still physical. Imagine Katie had the same PDF we just inserted in OneNote but as a handout in paper form. With the convert to Word and PowerPoint documents from Office Lens, you can now bridge the physical and digital worlds to make quick changes to this paper document. Office Lens converts a simple picture of the document magically into an editable Word document saved to the cloud. Katie can open this document back on her PC, tablet, or any device so that necessary changes can be made to the document coming out of the meeting. She can then share the changes with other stakeholders. Here, Katie just makes a quick change to the scale of partnership with Northwind so she can get them back a revised contract language quickly.In Windows 10, start the OneNote app.NOTE: You may see words Trusted Windows Store app indicating the app.Note that content on Project Background (section) History (page) takes up full screen. In upper left, tap Show Navigation (hamburger icon). Tap back into History page.Tap to other pages/sections.Tap to return to Project Background (section) History (page).In the title, double-tap 35 and drag to select 35 years of sights and sound. Tap Home, and then tap Bold. On Home tab, beside Underline icon, tap Font Formatting down arrow. Change the font size.In ribbon, on home tab, tap right arrow beside Font Color, and then select red color. To place the cursor, tap below 35 years of sights and sound. Tap Insert, then tap File, and then tap Insert PDF Printout. Navigate to the Contoso Product Innovation.pdf file.Tap Open. Pick up the stylus. Write Looks good on the PDF. On a Windows Phone, open Office Lens. Hold the phone camera over the printed document (flat, non-wrinkled). Tap the bottom camera icon when the full sheet of paper glows on the edges. In the top right menu, tap the Crop icon (), and then drag the circle handles around a portion of the content. Tap the checkmark icon to accept the change. Tap save icon.Title the saved OneNote Contoso Product Edits.Under Also Create in OneDrive, select PDF, Word, PowerPoint. Tap done (checkmark icon).Under Recent, beside the Word icon, tap Tap to Open. Note that the document renders in OneDrive online rather than Word mobile. On the Windows 10 tablet, maximize Edge, opened to OneDrive in Katie Jordan’s Microsoft account. Tap Documents, and then tap Office Lens folder. Tap Contoso Product Edits. OPTIONAL: In Word Online top navigation, tap Edit Document, and then tap edit in Word Online. OPTIONAL: Change the final word of the second paragraph from worldwide to nationally. SharePoint+ Excel 2016 + Power BISpeaker ScriptTap StepsKatie Jordan is at her desk and ready to use her Windows 10 tablet docked with mouse and keyboard to prepare a sales pitch for her customer Northwind Traders.On the Northwind Traders project team site in SharePoint, Katie can see how her team is tracking their tasks using SharePoint project integration. The rich timeline shows upcoming milestones – such as tasks happening today – and she can even interact with the timeline to change a milestone around. And, when she clicks a task, she can see exactly who on the team is assigned to each task.To prepare for today’s meeting with Northwind, Katie wants to update this Excel file with some data her colleagues have collected about the customer’s marketing spend. She’s opened the workbook before from SharePoint, so when she starts Excel she sees the file in her “Recent” list. Katie will now use some Excel features to better visualize this customer data and get more insights from the data than ever before.The Snapshot sheet has some raw data that’s a bit hard to parse. We know that people like Katie often get data in raw formats in Excel, whether they’ve copied it from the web or imported it from some other database system which stores and associates data in hard-to-visualize ways. In order to create charts or manipulate the data, Katie used to have to re-key the data in individual columns, use a complex parsing formula, or use a complicated macro. But, with Excel, all Katie has to do is start typing the data in the format she wants, and the Flash Fill feature in Excel will recognize the pattern she’s trying to complete and do the work for her! And it’s not just about single words, either. Excel will recognize more complicated patterns, like Digital Marketing in cell E6. Flash Fill saves Katie tons of time and lets her focus on what she wants to do with the data and on the customer insights she’ll get – not filling or parsing out the data itself.With the data quickly pulled out and formatted, Katie now wants to visualize the data, but isn’t sure what the best formatting, graph, or table is for this type of data. Instead of selecting the data and creating new charts or tables one-at-a-time, she can use Excel’s Quick Analysis feature to get live previews of what different data visualizations will look like. In this case, maybe data bars are the best, or this column chart. Or maybe a pivot table is the best way to roll up the data. Katie gets a preview of what a pivot table view of this data would look like, all without even needing to know what a pivot table is! So you see, the Quick Analysis feature lets Katie focus more on the best way to present data about her customer and get the necessary insights from it, instead of spending valuable time focusing on how to set it up.New Chart Types for Excel 2016Excel 2016 offers some new charting options that can save Katie a lot of time when analyzing data.One of these is the Pareto Chart, which is useful when you want to analyze what each category contributes to a total. In this case, Katie is looking into categories of spending on marketing for Northwind. Which are the top spending categories, and how much do they contribute to the total?In the Pareto chart, we can see that the top three categories comprise about 80% of the marketing spend.Another useful chart type is the Tree Map. These is a type of “hierarchy” chart used to show how parts of a data collection relate to the whole, or when several columns form a hierarchy of data. This example shows how different people contribute to the marketing spend, and the categories in which they spend.In this example, Katie sees that Sally spent the most on marketing, followed by John, Jenny, Paul, and Bill. Sally spent nearly half of her budget on Public Relations (see the two PR sections in her area).ForecastingNext, we will create a forecasting sheet with some historical time-based data.NOTE: In order to create an accurate forecast, the time based data must be in even increments.Katie will use sample data showing marketing expenses per month. When she creates a forecast, a new worksheet is created with a table of the historical and predicted values and a chart showing the predictions.You can create a forecast for any number of time periods past the end of the actual data. In this case, Katie will create a forecast using 5 months of actual data, projected out another 5 months past the end of the data set.In this case, though the data for the past 5 months are variable, the forecast calls for about a 40% increase in spending over the next 5 months. The 95% confidence limits range from a lower limit of approximately flat spending, while the upper limit forecasts a substantial spending increase. This is valuable information she will use for her next budget review.Power ViewThis spreadsheet also has some Northwind sales data, which Katie wants to use to generate some deeper insights on their worldwide sales demographics before and even during the meeting.Power View in Excel Professional Plus provides information workers like Katie with a powerful way to create rich, interactive, beautiful dashboards on top of Excel data. Just like Flash Fill and Quick Analysis features help every day Excel users get from data to insights quicker, Power View democratizes deeper data analysis. With PowerView, people spend less time formatting data and more time getting visual insights and digging into business questions.These dashboards query data models defined by PowerPivot. If we tap the PowerPivot tab, and then tap Manage, we can actually see that data model and view the relationships between pieces of customer and sales data here.These Power View sheets really are easy to set up. Katie can easily replace the GrossMargin visualization with a a new visualization. In the Power View Fields list, she’ll just check the categories she wants to pivot the visualization on – in this case Product Categories and Sales by Gross Margin. A basic tabular view of this data gets created, but if Katie wants a different visualization, she can just tab to select a Stacked Bar chart, for example. It’s that easy!Now that we’ve inserted the visualizations we want, the Power View sheet is highly interactive and presentable for all skill levels. For example, Katie can hover over this data bar to see the Cameras & Camcorders values. She can also do cross filtering in the different visuals by selecting a category and seeing the other views update based on that filter.This timeline view can let Katie see how different categories perform by company over time, and she can pop it out to see it in a larger view. She can tap to play the timeline to see how sales amounts evolved over time, or she can tap along the timeline to get just a static view of a specific point in time. She can even apply that cross filtering by category within the timeline view!The Filters View is like a cross between slicers and Excel pivot table filters. Katie can select a Power View Field and simply drag it over to the Filters Area, and she can see the Power View fields update based on her filter. So you see, Power View makes it simple for Katie to configure her views of Northwind’s sales data as necessary, so she can more quickly generate key business questions and drive insights on her own or when she is presenting to a customer.3D Maps is a great example of Excel’s data visualization capabilities. Katie wants to present the latest data she has collected to support Northwind’s possible expansion into Europe. Instead of presenting the data in rows and columns, Katie uses 3D Maps to bring geospatial services from Bing right into the Excel experience enabling powerful visualizations that really come to life on her Windows touch device.In order to make an informed decision, Katie has gathered relevant EU country data on per capita income, mobile subscriptions, internet subscriptions, and internet speed from public data sources using another Excel add-in called Power Query. Katie now goes on to visualize this data by simply going to the Insert tab and tapping 3D Map in the Tour group. The European Expansion map has three “scenes”, like slides, in the tour to tell a story about where Northwind should expand their operations in Europe.Katie wants to add one more visualization to this last scene showing internet speeds, which could be a good indicator of potential uptake of online offerings. To do this, she adds a layer. She selects location-based data, city and country in this case. Immediately, we see the data points from the workbook show up on the map, where Power Map recognizes the columns of data that are geospatial. Now all she needs is to select download speed to see the data populate on the map. Katie switches from columns to heat map to see both visualizations clearly and to compare them. We are now ready to play the tour in order to share our insights gained from using Power Map. When Katie taps Play Tour, her customers and colleagues are instantly taken into a cinematic and interactive slideshow of insights. Excel is a more powerful business intelligence tool for all skill levels of information worker, with Power BI for Office 365.Katie remembers that her manager has asked her to investigate which products and countries Contoso should consider for store expansion. As Katie logs in to the Contoso Global collaboration site, she notices the Yammer post from her manager, Sara Davis where she made the request. To investigate, Katie wants to look up what products are doing well at Contoso, and where they are successful. Katie uses the power of natural language query in Power BI Q&A, for quick investigation on Contoso’s products and scout for new opportunities. There is no need for Katie to enter complex search queries anymore. Q&A selects a map view for Katie based on the underlying data type.She can see that Audio & Visual is doing well, but where? By simply adding ‘country’ to the query, Q&A renders the new insights in the chart that makes the most sense, in this case a map chart.Katie can quickly observe that the U.S. is the largest market, but is also saturated with stores, while Europe seems like the best fit for Contoso’s new store expansions.Power BI gives you the capabilities for quick investigation analysis as well as deliver professional reports based on the newly discovered insights.NOTE: For the Power BI deep dive demo, refer to ->Resources->Demo guides and documents> Power BI. You must have enabled Power BI add-on in the tenant to do this demo.Show Edge with Northwind Traders team site already opened.In left navigation, tap Tasks.Note a task on the timeline.Drag a milestone to another date.Tap a task and in the resulting panel, note the Assigned To field.In left navigation, tap Documents.Note Northwind Marketing Spend and Sales Analysis.Maximize Excel.NOTE: Northwind Marketing Spend and Sales Analysis should already be loaded. If not, open it from Recent list.Tap Snapshot sheet, if not already selected.In column B, note messy data.In D4, type John and press Enter. In D5, begin typing Jenny and note filled-in text. Press Enter to accept suggested fill. In E4, type Events and press Enter. In E5, begin typing Advertising. Press Enter to accept suggested fill.In E6, note Digital Marketing.In columns C, D, and E, drag to select rows 4-23. Note Quick Analysis icon that appears at the lower right of the selected cells. Tap to open Quick Analysis.Under Formatting, hover over Data Bars.Hover over the Icon Set.Tap Charts.Hover over first Clustered Column chart.Tap Tables.Hover over the Table icon.Hover over the second PivotTable.Note the preview.Tap the second PivotTable icon.Note the Pivot Table, now in a new sheet.Pareto ChartIn the workbook, switch back to the SNAPSHOT tab.Select cells C3:C23.Copy the cells and paste to the right of Category. You will create a new column Amount2.Select cells E4:F23 (the cells containing data).Tap the Insert tab.In the Ribbon, in the Charts group, tap the down-arrow next to the statistical chart button .In the Histogram group, tap the Pareto chart.Note the cumulative spending across the top categories: Public Relations, Advertising, Events, and so on.TreemapSelect cells D3:D23.On the Home tab, in the Editing group, tap Sort & Filter, and then tap sort A to Z.Select cells D4:F23.Tap the Insert tab.In the Ribbon, in the Charts group, tap the down-arrow next to the Hierarchy chart icon and tap Treemap.Enlarge the chart for clarity if needed.Double-tap any of the tiles with names e.g. Sally.In the Format Data Point pane, select Banner, and then close the pane.Optional: Delete the Legend.Note the relative contributions to marketing spend by employee.In the workbook, switch to the Expense Trends tab.In cell C25, enter 8/1 and press ENTER.In cell D25, enter 9/1 and press ENTER.Select cells C25:D25 and drag right to fill entries for October, November, and December. You will see 1-Aug, 1-Sep, etc.Select cells C24:G25.In the Data tab, tap Forecast Sheet.In the Forecast End field of the Preview, tap the calendar icon, scroll to May 2016 (5 months past the end of the actual data), and tap 5/1/2016.Expand Options and note the options available for creating the forecast. In the preview, note the predicted trend and confidence interval (default is 95%).Tap Create, switch to the new sheet and show the forecast graph and table.In the workbook, tap Sales Analysis sheet.Note Global Sales Report Power View report.In the ribbon, tap PowerPivot tab, and then in Data Model group, tap Manage.Tap Sales tab, and then tap Products tab.In the ribbon, tap Home tab, and in the View group, tap Diagram View.Close PowerPivot window and return to Sales Analysis sheet.In Power View Fields, make sure ALL is selected. Expand Products, and check Category. Expand Sales, and check GrossMargin.Note Category/GrossMargin % table.In the Ribbon, on the Design tab, in Switch Visualization group, tap Bar Chart, and then tap Stacked Bar.Resize bar chart to take up full white space.In GrossMargin by Category, hover over Cameras & Camcorders to see values.Tap the blue bar for Cameras & Camcorders to apply cross filter.Note filtering that appears in other views.Tap the blue bar again to turn off filter.In the SalesQuantity, SalesAmount, and Margin by Brand, and Category view, tap the Pop out icon ().Press the play button.Under the timeline, tap June.In the key, tap Cameras & Camcorders to apply the filter to the timeline view.Tap again to turn off the filter.Tap the Pop in icon ().In the ribbon, tap Power View tab.Tap to view Field List and Filters Area.In Power View Fields, tap All.Expand Products.Drag Brand into the filters pane.Check next to Fabrikam to apply filter.Note the filter effect on Power View sheet.In Excel, tap File, and then tap Open.From the Recent list, tap European Expansion. If prompted to edit the workbook, tap Edit Workbook.On the Income per Person tab, tap on any cell within the table to launch the Workbook Queries pane on the right side.In the ribbon, tap Insert, then from Tour group, tap 3D Map, and then tap Open 3D Maps.Tap on the only tour saved called European Expansion to launch 3D Maps.In the Power Map left pane, call out the three screenshots.Tap on scene1. Pinch and zoom to show that the map is interactive and fluid. Tap scene3.In the right field, tap Add Layer to begin adding Internet Speed data to the map.In the far right field, under Layer 4, from Location tap Add Field, and then select City.Repeat to add Country to the field list.Under Height, tap Add Field, and then select download_kps.Under Data, tap Heat Map icon.Zoom in to show the heat map.In the ribbon, in Tour group, tap Play Tour.Minimize Excel.In Edge, navigate to Power BI by tapping App Launcher, then tapping Sites, and then in Sites I’m following tap the Power BI tile.In the embedded view, read the Yammer feed from Sara Davis.In the upper left, tap the Power BI tile.Navigate to the upper right corner of the Power BI page.Tap the magnifying glass Ask with Power BI Q&A.Hide the About this Data tab if it opens.In the question bar type Profit by Category. Notice the bar chart that displays.Append: Profit by Category and Country. Notice the chart changes to a map chart.In the warning bar, tap Enable Content. Hide filters for more screen real estate if needed.PowerPoint 2016 Creation Speaker ScriptTap StepsPowerPoint is making it easier than ever for people like Katie to create sophisticated and professional presentations. Maintaining alignment, which is a mark of professional design, is easy and intuitive with Smart Guides. And with tools like Merge Shapes, Katie can get creative and support her message with effective visuals.On slide 9, Katie has a diagram that supports a specific number she wants to call attention to – the 55% of parts being recycled in the fine print beside #4. She can easily emphasize the data with an infographic that shows, visually, the impact of this number. To keep things in context, Katie can create a small TV icon using Merge Shapes, which allows her to take two or more shapes, and union, subtract, combine, intersect or fragment them into new custom shapes. In this case, the benefit is that the new icon is a shape in itself, which means she can easily apply the PowerPoint Shape Styles for a polished look.To create the icon, Katie starts by drawing the various elements and placing them in position. She then subtracts shapes to create outlines, and unions the remaining shapes to create a new one.With the TV icon prepared, she can place it next to the others. As you can see, the improved Smart Guides pop into action when the shapes are in alignment, guiding Katie to intuitively place the icons in professional alignment. You can see that alignment guides pop not only at the top and bottom, but also to indicate the equal distance between the third and second icons, and the second and first icons. That simply takes the guesswork out of design. Katie’s diagram indicating the 55% number is now ready to go.Now, Katie is ready to share out her deck and get any last changes from her manager Sara before the pitch to Northwind later today. The file is already stored on the SharePoint team site, so Katie and her team can collaborate on the same version without passing multiple updated copies back and forth by email. In previous versions of PowerPoint and SharePoint, to add her manager, Katie would have to go to SharePoint, select the file, use the ribbon to access the permissions page, and assign permissions for her manager to edit this document.Now, Katie can stay in context, in the app and the document she’s working on, and share with her manager – through SharePoint – directly in the Backstage. In the Share tab, Katie can see Invite People as one of many simplified sharing options she has. And, using this feature, she can type her manager’s name, resolve it against the company directory, decide the level of permissions – in this case, edit – and then press Share to submit those changes. Katie’s manager Sara will receive an email notifying her that this presentation has been shared with her, and provide her a link to go directly to the doc to review and edit as necessary. So, rather than working on the document in Word, managing the permissions on SharePoint, and then sending the email in Outlook, Katie can do it all with a couple of taps right where she is. The simplicity of sharing with Office helps keep Katie and her manager focused on collaborating, rather than borders between applications, storage, and permissions models.In Northwind presentation, tap to Slide 9.Tap the text Contoso Reuses and Recycles 55% of Parts.On the slide, note the unformatted TV shape.Tap the outer TV screen rectangle.Press and hold Shift, and then tap the middle TV rectangle.Under Format, in the Insert Shapes group, tap Merge Shapes (), and then from the drop down, select Subtract.Tap out of the shapes to de-select.Tap on the slide canvas and, using the track pad, drag to select the entire set of shapes making up the monitor.On the Format tab, in the Insert Shapes group, tap Merge Shapes, and then from the drop down select Union.With newly single shape still selected, under Format, in the Shape Styles group, tap the more arrow to expand the style gallery.At the bottom left, select the orange shape style (Intense Effect – Orange, Accent 1).Drag the newly-orange TV shape towards empty space near other 8 TV icons.Using Smart Guides, align top right corner of the big TV shape with the smaller TVs using Smart Guides.Note the Smart Guides.Using Smart Guides, resize the big TV shape to match others.Tap File to access Backstage. Tap Share. Tap Share with People. On far right, in Invite People text box, type SaraD, and from the dropdown, select Sara Davis.Tap Can edit and note options. OPTIONAL: In the message field, type Here is the draft.OPTIONAL: Tap Share.YammerSpeaker ScriptTap StepsKatie Jordan has been working on files in the Northwind Account team site on SharePoint. She wants to let her team know about her updates in the Sales team activity feed. She will draft a Yammer post, asking for feedback from her team.This activity feed is actually pulling in the Sales team activity feed to the Team Site from her company’s Yammer network. If we tap Katie’s name, we can go to the Yammer site and take a look at the Yammer experience all up for Katie and her colleagues at Contoso.Yammer is the best-in-class Enterprise Social service that users love. Its unique adoption model appeals directly to end users like Katie and makes it easy for organizations like Contoso to become social instantly – removing one of the biggest barriers to success with Enterprise Social. Katie or anybody else at Contoso can get started with their email and a password. And when an organization’s IT department is ready to manage the enterprise social strategy more centrally, there are a number of IT controls they can put in place.Front and center on Yammer is Katie’s activity feed, which is a rich microblog that helps her keep track of what her colleagues are doing and get instant feedback on running conversations, documents, and projects she’s working on. Katie can like comments, post replies, and create hash tags or “Topics” so that discussions are instantly discoverable to create rich social linking. Katie can also start an @mention in a reply, to flag a post and point to a particular person in her Yammer network. Companies can even integrate this with Active Directory.The groups on the left are a great way for Katie to have scoped social interaction, about certain topics, or with certain coworkers, in the same way she can with her entire company’s activity feed. Here’s the Sales group whose activity feed Katie saw embedded in the Team Site. “Following” is a foundational capability in Yammer, and it helps Katie narrow what’s most interesting to her. But the great thing about Yammer is how it suggests groups that are relevant for Katie to follow. This makes it very discoverable and easy for Katie to create a rich social tapestry with ease. She can follow or join a group with just a tap!Yammer also makes it easy to set up external networks, so that Katie and her coworkers can collaborate outside the company in the same way they communicate with each other. This is a great way for Katie and her team to work with the Northwind Traders account representatives. To set up the external Yammer network, Katie can tap here, check if her desired network’s name is available, decide if she wants it to be open to all, and create it. It’s that easy! And as soon as the group is created, Katie can begin inviting members and interacting with them seamlessly.In summary, Yammer is a great place for Katie to manage and share documents and information, and to discover new people, sites, tags, and documents. Yammer helps her be more productive in an easy and social manner.In Edge, show the Northwind Traders home page, and in the Yammer web part, scroll through the Sales team feed.In Write a reply text box, type I just updated the Northwind documents, please feel free to review!, and then tap Post.In the top post, tap Katie Jordan link to go to Yammer (already logged in).In upper left, tap Home icon, and then above the activity feed, select All, if not selected.Point out Yammer activity feed.Under Garth’s post, tap like.Reply to Garth’s post, and type Great!, then add the tag #marketing and type CC @AlexD. Tap Post.Scroll back to the top of the page.Under Groups, point out the Sales group.In left navigation, tap Home.On the right, note Suggested Groups.Choose a Suggested Group, and then tap Join.Note the green Join notification.In lower left navigation, tap settings (gear icon), and then tap Create a New Network.Give it a Network Name like Northwind-<tenant> Group (where <tenant> is your custom demo environment).Tap Create Network.Note the green Create notification.In new network feed, post: welcome to the new group!, and then tap Post.OneDrive for Business+ Office OnlineSpeaker ScriptTap StepsMore than ever before, SharePoint is the place Katie Jordan can go to follow the content, people, and sites important to her, which helps her be more productive in sharing ideas, working together, and staying in sync with what’s happening across the organization.OneDrive for Business gives Katie access to her documents online and offline. OneDrive for Business has pulled frequently accessed tasks to simple controls available on all pages in OneDrive. Using the Sync simple control, Katie can instantly synchronize document changes and updates to and from her OneDrive for Business or Team Sites with a desktop folder, so it’s easy for her to organize the content that’s important to her.In OneDrive, Katie has access to the Files she create, modified, and content shared with her. She also has access to DocuSign content and Notebooks.Katie knows that she is going to collaborate with Sara on this document, so she shares the document right from OneDrive for business, which will automatically send an email to Sara with a link to the document. Katie can go ahead and open the document in Word Online to review. and make edits, or open in the rich Word client if she wants. Katie needs help preparing her document, so she reaches out to her manager, Sara Davis.Co-authoringNOTE: If the document is checked out, this will prevent co-authoring. It must be checked in first.Word Online allows Sara and Katie to collaborate at the same time on the document. This feature is called real-time co-authoring. Co-authoring allows multiple authors to edit online simultaneously, saving time and simplifying the content creation and review process.Note that only people with whom you have shared your document can participate in co-authoring. Since Katie has already shared the document, Sara logs into Office 365 and begins to edit the document in Word Online. On the upper right side of the document, under Katie’s name, notice who is also editing the document.. Katie can follow all of her tasks on SharePoint, and this personal Task View helps with project management by aggregating all of Katie’s different assigned tasks across Office, including different SharePoint sites, Outlook, and Project. It’s another great example of how the integrated Office experience helps save Katie time by showing all her tasks in one place. She can focus on what is due soon, not on the different siloes in which she has tasks.Katie can also see all of the SharePoint sites she’s following here in one place, so she can quickly access the projects she’s working on, or company sites with key information. And, she can always add new sites using the “follow” icon at the top of any site she comes across and wants to add to the list. Following her favorites within SharePoint makes these sites available to Katie wherever she’s logged into SharePoint, so she no longer has to worry about whether she’s using a computer with her favorite sites pinned in the browser itself. Following them through SharePoint makes them easily accessible from any machine she can log onto.In your Office 365 tenant, in upper left tap App Launcher, and then tap OneDrive.Note list of documents.Note simple controls (New, Upload, Sync).Tap the Sync simple control.Tap Sync now.If questioned about switching apps, tap Yes.The system will connect to the server, which may take a moment.If prompted for Which library do you want to sync? Select the default, and then tap Sync Now.If prompted for a Sign in, use Katie Jordan’s credentials.When you see Your files are syncing as we speak, tap Show my files.Note OneDrive folder that opens from Windows Explorer.Close Windows Explorer and return to OneDrive page in Office 365.Select a document.Note more controls (Share, Download, Delete, Copy to, Move to, Rename, Details).Beside the selected document, tap the ellipsis (…), and in the content panel, tap Share.In Enter names or email addresses text box, type SaraD, then select Sara Davis from the drop down, and then press Share.To open a document in Word Online, tap Open in Word Online.In Word Online top navigation, tap Edit Document and note options.Tap Edit in Word Online.In SaraD’s Browser SessionMaximize SaraD’s Inprivate Browsing Session opened to the Office 365 tenant home page.From App Launcher, tap OneDrive.In the OneDrive left navigation, tap Shared with me.Tap the file recently shared by Katie. which will open the document.Tap Edit Document, and choose Edit in Word Online.NOTE: Some documents in Katie’s OneDrive are protected by Information Rights Management and may not open correctly online.Type a sentence and leave your cursor in place.In KatieJ’s Browser SessionSwitch KatieJ’s window and within the document, you will see a flag icon. Hover over the flag icon to see who is editing the document. On the top right bar of the document, you will also see a list of people who are online editing.Close Sara’s Internet Explorer window.In Katie’s browser session, tap to return to OneDrive for Business tab.Tap Katie’s photo.In upper left, tap App Launcher, and then tap Tasks.Note various tasks.From App Launcher, tap Sites.Note the Sites I’m following and the Suggested sites to follow sections.Delve and Office GraphSpeaker ScriptTap StepsNote: Delve experience will be fully realized in your tenant 2 days (approx.) after you receive your Hero demo tenant.Every day the volume of information Katie encounters continues to grow and as it does, Office Graph works behind the scenes to connect all the dots, mapping the relationships between people and content. These connections provide the power behind Delve, an Office 365 app that cuts through the noise to show Katie exactly what she needs, when she needs it.Delve displays each piece of content using an intuitive card based interface. Each card includes comments, likes, views, and tags to help Katie understand why that item may be important to her work.Each card is dynamic too. Look at this document card, for example, which launches online so Katie can edit the file, share it, and even discuss changes with her colleagues. All within the cloud. If Katie wants to share this document with her colleague, she can easily do so from the browser using Office Online where the document opens. And a quick search helps Katie zero in on exactly what she needs.Katie works with a number of people. Delve helps Katie connect with her colleagues, their activities and their content. The People section in the left navigation are her colleagues. By visiting their Delve page, Katie is able to discover more about her colleagues. For instance, she can see their activities and others that they are connected to. Katie can also see their public profile information such as contact info, org chart, skills, personal Blog and more.Delve Boards help to organize content. Boards are open to everyone in your organization. Documents can be added to and removed from boards. Delve honors security - if you don't have access to a document, you will not see the document in the board. Users can choose to Follow or Unfollow a board.In your tenant, from App Launcher, tap Delve.Note the content cards.Scan the content cards and show the location links for various documents: A colleague’s OneDrive, Document Center, a sub site or site collection library.On a Word document content card, note the following features: Content type ( For e.g. Word), Content link, Send in Email, Share.Tap the card to launch the content in Office Online.In the navigation of the document, tap Share.In Enter names, email addresses, or ‘Everyone’ text box, type GarthF, and then from the auto complete list, select Garth Fort, and then tap Share.Close Word Online browser tab and return to Delve home page.In left navigation, in the search box, type Sales.On the Search text box, tap x to return to Delve interface.In the left navigation under the People heading, tap Robin Counts.At the top, notice the links of various methods of communicating with Robin (via Messaging, Voice, or e-mail).Robin's Activity page shows what she has been working on and has shared.Tap Profile to see Robin's profile information.In the left navigation, tap Me.In the left navigation, under the Boards heading, click Marketing Campaigns. Notice the documents under this board.To add a new document to the board, tap Home in the left navigation.Find a content card that does not yet belong to a board. It will have Add to Board in the contact card.Click Add to Board. Start typing marketing to see names of existing boards. Visio 2016Speaker ScriptTap StepsOne of the many sites that Katie Jordan is following is this Pipeline Management site, where she and all of her sales team can track the sales pipeline for Contoso. Believe it or not – this is a Visio based BI dashboard, published here in SharePoint Online in Office 365, using Visio Services.What makes this Visio dashboard particularly actionable is that the Visio diagram is connected to the latest data from backend data sources. Visio supports multiple data sources, from simple Excel files to SharePoint lists to applications such as SAP. In this diagram, Katie wants her team to focus on some specific data. Visio now supports a rich set of modern office art effects that help you create highly professional diagrams rapidly. Katie opens the diagram in the Visio client so she can use one of these effects to help make this metric stand out. In this case, she’ll apply a red glow around the shape to make it really stand out, so everybody else can immediately focus on it.Visio and Visio services also support a powerful set of collaboration features such as co-authoring and commenting on shapes. These comments can be reviewed by others reviewing the diagram – via the Visio client or through the browser. As Katie looks at this diagram, she does not see any detail around how often the data is refreshed, so she right-taps on this shape and adds a comment to it. Katie can also tap to see all the comments in this Visio diagram, including the one she just entered. Since Lync integrates with Visio and Visio services, when Katie hovers over a name or photo, she can see the same contact card she sees everywhere else in Office, including presence information and one-tap communication options.Satisfied that her updates and comments will help drive action on her team, Katie can publish the updated file back to SharePoint Online with a single tap, so everyone else can immediately focus on it.So, you can see how teams can use Visio and Visio services in many powerful ways to collaborate and derive key insights about their business.On the Sites I’m following page, tap Pipeline Management link.Point out Visio-based BI dashboard.Select the Raw Leads 33,098 shape. Tap Shape Info to display the shape data window. Point out the shape data (You might need to extend the resulting shape data window to show all the fields and data.)Tap Open in Visio.In the bottom right side of the diagram, select the shape 186.Long press shape and release.From the menu, tap down arrow, and then tap Format Shape. Select Effects (), then tap Glow to select a preset with max glow.Select Color and change to red.Reduce Transparency to 20%.Increase the size to 90pt.Close the Format Shape pane.Long press the shape Raw Leads 33,098, release and from the menu tap the down arrow, and then tap Add Comment.Type comment: What is the data refresh rate?In the ribbon, tap Review, tap Comments Pane, and then select Comments Pane.Hover over Katie’s photo to see her contact card with one-tap communications options.OPTIONAL: Tap save to save to SharePoint.PowerPoint 2016 PresentationSpeaker ScriptTap StepsNorthwind Trader executives are visiting Contoso to hear a proposal from Katie Jordan and her account team. Katie has brought her Windows 10 tablet to the meeting to present the proposal. We anticipate more people will want to do likewise, as wireless display technology becomes more widely available.Katie launches her presentation in Slide Show. PowerPoint automatically detects the external projector screen and extends the image of the full slide for the customer to see there. But, with PowerPoint on her Windows 10 tablet, Katie gets a special touch-optimized Presenter View on her personal screen she can use to easily control the presentation in a more natural way. She can swipe to advance the slides, or use her fingers to zoom into a detailed diagram, or pinch to zoom back to regular size. The customer can’t see it, but she can also pinch to zoom out and see all the slides in thumbnails in the Slide Navigator, so she could simply tap to jump ahead or back a number of slides without interrupting the presentation.Katie can also tap the Pen and laser pointer tools to use a stylus as a laser pointer, and she can use ink to mark up the slides if there is feedback from the customer during her presentation. Katie can save these notes when she ends the presentation so she has them when she goes back to edit the presentation later. If I switch the screens, you can see the Presenter View that Katie used. Katie can see the current slide, the upcoming slide, as well as her notes, which she can use her fingers and touch to resize as necessary. She has access to information about her presentation, like the current time and a timer for how long she’s been presenting. And of course, you can see some icons for those touch-friendly controls Katie used to seamlessly control her slides.This presenter view is great because it gives Katie more control, allowing her to focus less on the logistics of her presentation, and more on the message she’s trying to deliver, all with the ease of using just a tablet in her hands.In the top left of the PowerPoint Northwind presentation , in Quick Access toolbar, tap Start from Beginning (F5).Note presentation on secondary screen.Hold up tablet to show off Presenter View.*If not connected to projector: tap bottom left of presentation slide, tap the ellipsis (…), then tap Show Presenter View.Swipe across current slide.Pinch to zoom in on current slide.Move the view around.Pinch to zoom out to normal slide size.Pinch to zoom out to Slide Navigator.Tap to jump to another slide.Tap pen.Tap Laser Pointer.Use stylus to move laser pointer around.Tap laser pointer icon.Tap Pen.Use stylus to hand-write some notes.Tap Pen.Tap Arrow Options, and then tap Automatic.At top of Presenter View, tap Display Settings.Tap Swap Presenter View and Slide Show.Note the areas of Presenter View as you discuss them.Skype for Business and Windows Phone app Speaker ScriptTap StepsDuring a customer presentation, Northwind has a technical question about a Contoso product. Katie Jordan needs help answering the question.Using the power of presence and the improved Skype for Business desktop client, Katie can scan her buddy list, which she has organized by groups, to see who in her team is online and available to help her out.Optional: Do a skill search to find the subject-matter expert in the organization and initiate contact in that way.Just like everywhere else in Office, Katie’s contacts in her buddy list here in Lync are rich objects, and Katie can see their full contact card with integrated presence, as well as one-tap or click communication options like instant messaging, voice, and video calling. Either from the card, or right here in her buddy list, Katie can start an instant message conversation with a single tap, so she can see if she can get a real-time response to Northwind’s question.If Katie wants to have a more interactive conversation with her colleague, or an actual face-to-face experience, she can easily escalate this conversation to a voice or a high-definition video call, with just one more tap of these icons here. Adding video also will let her colleague interact with the customer directly, so she’ll go ahead and launch the call.*Optional: perform multiparty video demo:If Katie wants to have a more collaborative session, she can easily go ahead and add others to the video call. She can simply drag and drop them into the conversation to invite them to the call, and they could accept with a single tap. For example, she could invite the entire team to the call and see who might accept. And just like that, Katie has launched a multi-party, HD video conference! Seeing all of her colleagues together, live, makes this meeting much more impactful than a traditional conference call, since Katie can really interact with everybody almost as seamlessly as if they were in the room with her. But, thanks to the Skype Meeting experience, her colleagues could be halfway around the world or just another building away.*End optional multi-party video portionAnd this Skype Meeting isn’t just limited to voice and video, either. Katie can easily add content to help her share and collaborate with her colleagues most effectively. The Present icon gives Katie the option to present her desktop, or start a shared whiteboard session. She can even add a personal or shared note-taking pane, and those notes will sync to her personal OneNote page, or a team OneNote page synchronized through SharePoint, and be available after the meeting is over.Of course, Katie can also add a PowerPoint to present to the meeting attendees through Skype. Tapping Present PowerPoint Files lets her browse her computer to choose a file to add. If she already has a presentation open in PowerPoint, she can skip the browsing in Skype and add it right from within PowerPoint. She can go into the ribbon and select the Present Online option. This PowerPoint and Skype feature will identify any active or upcoming Skype Meetings, and give Katie the one-tap or click option to present her PowerPoint to the meeting attendees. This seamless experience is just another example of how Office breaks down the borders between applications, and lets Katie focus more on the workflow she wants to complete. In this example, the meeting is more impactful and enables richer collaboration between Katie and her colleagues.In addition to adding content to her Skype Meeting, Katie can also transition her experience between different views depending on what makes the most sense at any given time during the meeting. If seeing the current speaker is most important, she can select that option which will maximize the video feed for whoever is the active speaker at a given time. Or, when the conversation between attendees is most important, she can select the gallery view, which shows a standing row with 5 simultaneous HD video streams based on the 5 most active speakers, and a “seated row” with HD photos for the rest. At any time, she can pin the video of one or more contacts to ensure they’re in the standing row of the video gallery, or pop out the gallery view itself. Or, if the content is most important, she could select presentation view so that the PowerPoint would take up her whole screen, in this case.We have seen the power of Skype for Business. But Skype caters beautifully to mobile scenarios also. While Katie was presenting, Garth who is her colleague is logged into Skype on a Windows Phone. He can very easily view the contents of Katie’s presentation on his mobile phone and participate in the meeting despite being away from his desk.As you can see, this was just a spontaneous meeting, and yet Katie has all the capabilities of a scheduled Skype Meeting at her disposal, and the seamless integration of a number of Office applications coming together really helps make her meetings more impactful than ever before.In Skype for Business, tap photo of primary demo buddy already online.Tap the contact card ()icon.Note communication options (instant message, phone call, video call, email).Tap the instant message () icon.Type Can you answer a customer question?, and then press Enter.*Demo buddy response: Let’s add video!Note phone icon.Note video icon.Tap video icon, and then tap, Start My Video.*Demo buddy can initiate video, in which case demo presenter just needs to accept video invite from demo buddy).*Optional: perform multiparty video demo:Tap and drag other contacts from Lync buddy list into the video call (choose among: AlexD, GarthF, MollyD, SaraD, and SaraD).*Demo buddy could also drag the others in quickly using mouse and multi-select in Skype, while presenter just notes addition of video feeds.*End optional multi-party video portionTap Present icon.Note Present Desktop.Tap More, and note Whiteboard icon.Tap Present icon again, and then tap Shared Notes.Tap Present icon again and note My Notes.Note Shared Notes icon.Tap Present.Tap Present PowerPoint Files.Tap cancel.In taskbar, tap PowerPoint icon to go to the Northwind presentation. In the ribbon, on the Slideshow tab, in the Start Slide Show group, click Present Online, and then click Skype for Business.Tap the active Skype Meeting, and then tap OK.Note uploading peek.In the Skype meeting, tap arrows to advance slides and see transitions a couple of times.In bottom right of Skype meeting screen, tap Pick a Layout icon.Tap Speaker View.Tap Pick a Layout icon.Tap Gallery View.Tap the Pick a Layout icon.Tap the Presentation View icon.On the Windows 10 demo machine, start the Project my screen app.On the Windows phone, if prompted to Allow screen projection, tap yes. When Katie shares her presentation, The sharer wants to start presenting message may appear at the top of the phone screen. NOTE: You may have to slide the Skype screens left or right to see the presentation. If TAP TO JOIN displays, tap to join.Project 2016Speaker ScriptTap StepsSara Davis is responsible for managing the Contoso sales organization. This includes tracking the sales pipeline status in Visio, managing the sales resources like Katie Jordan and her colleagues, and understanding exactly how Contoso’s sales initiatives are being conducted.To better understand how her colleagues are allocated for working across all of Contoso’s customer accounts, Sara can use Microsoft Project Professional 2016’s reporting capabilities. She opens the master project for all Contoso Sales Teams from SharePoint. You can see on the timeline that all team projects roll under this plan. People are rich objects here in Project just like across all the other Office products, so Sara can see information for her team members and follow up with them using the same contact card and one-tap communication options she sees everywhere else.Sara can also re-allocate the team resources if necessary using Team Planner.And, she can run reports that give her the necessary first glimpse on how her team is doing. In addition to an overview report, she can track the work Burn down charts across all projects, and see remaining and completed work for individual projects. She can also get per-resource details on resource availability and allocation.If Sara’s sales department is using SharePoint in addition to Project client, she can get even more advanced capabilities for prioritizing and managing projects and resources.For example, Sara can view completed and incomplete tasks for all her projects, right here in SharePoint. Sara can even mark a task complete from within SharePoint.The next time this project is opened in Project client from the SharePoint site, any changes made in SharePoint will be synced to Project.In SharePoint, team members have access to a shared documents folder, OneNote online, and a calendar for the project.By sharing the site, Sara can give more visibility to her management, so she no longer needs to send status emails every week and can focus on other priorities.Finally, if Contoso has Project Online, Sara can manage all her projects in an online version of Project Server. The project can thereafter be managed entirely in Project Online, or be opened in Project desktop (Project Professional) to access more advanced features of the client. Project Online tenant is now available as an add-on from In Windows 10, start Project 2016, which opens directly to Consolidated Sales Team Master Plan. At the top, note the Timeline. In row 5, hover over Katie Jordan name. Note hover card and communications options. At the bottom of Project, tap Team Planner icon (). Note resource allocation. Hover over a work item and note details. At the bottom of Project, tap Report icon ().In the ribbon, on the Report tab, in the View Reports group, tap Dashboards, and then tap Work Overview. Scroll to the bottom of the Work Overview. Switch to Edge with the tab for the SharePoint project site Consolidated Sales Team Master Plan open. Show the timeline and other home page features for a SharePoint project site. In the left navigation, tap Tasks.On the Tasks toolbar, tap the ellipsis (…), and then tap My Tasks. Scroll down to an incomplete task and tap the checkbox beside the task to mark it complete. In the top navigation, tap the List tab. Show Open with Project. In the left navigation, point out Notebook (OneNote library), Documents (shared documents folder), and calendar for the project. eDiscovery (SharePoint+ Exchange) Speaker ScriptTap StepsSara Davis, a Contoso sales manager, wants to get a sense of exactly what communications and documentation has been generated during the Northwind Account management process. She has been asked by the HR department to conduct this audit, and delegated the permissions by the organization to do this type of search.Office has revolutionized the way organizations like Contoso can retain and discover data not only from Exchange, but SharePoint, Skype, and file shares, thanks to In-Place preservation and eDiscovery technology. All of the data will remain in-place, where it was created, so emails stay in Exchange, documents stay in SharePoint, and so on. But people like Sara, who have been delegated permissions using Role-Based Access Controls, can use a federated dashboard here in SharePoint to conduct eDiscovery searches across all the data from these different applications, in a single integrated and user-friendly interface.Sara wants to do a search specifically on any data across the organization pertaining to Northwind. She can create a new search by tapping new item under Search and Export. She can give the search a name, say Northwind Audit, and then she can modify the query scope to specify the mailboxes, SharePoint sites, document libraries, and file shares to include in this search. For mailboxes, she could add the entire organization, or she can specifically add Katie’s mailbox and maybe those folks on the Northwind Team distribution group. Since Skype instant message conversations are now stored in Exchange, they’ll automatically be included when searching these mailboxes. Then, for sites, Sara can add the URL for the Team Site. Now, she’ll type Northwind in the free-text filter box, to scope the search results just to those items in the mailboxes and sites related to the customer Northwind. Then she’ll tap search.The system will now search across emails and instant messages in Exchange, documents stored in SharePoint, and any file shares we added, based on the sources and keywords specified. When it’s complete, we can see some metrics on how many different items were found from each of the sources, and down here, we can actually see a list of results from both Exchange and SharePoint. We can also see a preview of the Exchange results using Outlook Web App, and we could also apply filters to scope the results further. We can do the same with the SharePoint results, say by file type, and we can preview those results using the rich Office client applications.Just like that, Sara has the audit results she needs to report back to HR on Contoso’s progress with Northwind. She’s been able to focus on the results she needs to provide, not the process she needs to use to provide them.So you see, the cross-product discovery capabilities in Office make it much easier for organizations to preserve and discover content across the communications and collaboration stack, saving time and simplifying what has traditionally been an expensive and lengthy process for organizations like Contoso.In Edge, note the eDiscovery page already opened.In eDiscovery left navigation, tap Northwind Traders.Note Identify and Hold section. Note Search and Export section. Under Search and Export, tap new item.On the Query: New Item page, in the Name box, type Northwind Audit. In the Query section, under Author/Sender, tap Advanced Query Options.Under Exchange, note KatieJ mailbox, Northwind Traders distribution group sources already there. Under SharePoint note Northwind Traders Team Site URL that is already present. Tap Cancel. In the Query box, type Northwind, and then tap Search. Under Sources, review the number of items found. On the Exchange tab, review the list of discovered items. Tap any item to preview it in a new tab using Outlook on the web. Close the newly opened tab. In the eDiscovery Exchange tab left navigation, note Message Type refiners. Tap the SharePoint tab. In left navigation, note refiners.Tap any Word result to open a preview in the Office client. Office 365 VideoSpeaker ScriptTap StepsDorena visits Contoso’s Office 365 Video portal to view the company’s latest news, gather technical information, and find training information. She can easily access the portal from the App Launcher.The Office 365 Video home page offers Dorena access to Contoso’s latest trending and relevant videos and channels.The Spotlight section at the top highlights the most timely or important videos. Spotlight videos are managed by Video Admins.Trending videos personalize and recommend relevant content to Dorena. These are the trending videos that her colleagues in Contoso have downloaded frequently.Businesses can now tune the home page to promote videos that are more relevant and to remove stale content. Office 365 Video updates Trending Videos on a 24 hour cycle looking across 14 days of video viewing to show what is trending during that time.Popular content that is relevant in a certain timeframe is promoted alongside content that is historically popular.The Contoso home page also displays Spotlight Channels, which are the company’s managed, authoritative videos.Custom channels like these help direct visitors to content that’s grouped by topic, such as training info, help desk details or messages from company executives.Tapping into a channel shows all videos on that channel. Dorena again sees Spotlight Videos at the top. These are managed by the channel owner.Dorena can see all the videos in the channel and various ways to filter on date and popularity.To watch a video, just click or tap.Office 365 Video is using adaptive streaming, the same kind of technology used for the 2012 and 2014 Olympics and NBC Sports where it measures the bandwidth and detects the device to vary the output video stream, so if your bandwidth is low on a smaller device it’ll give you a lower quality video and if your bandwidth goes up on a larger device, you’ll get a higher quality video. Office 365 Video serves up the right video at the right time to the right device. The video portal owner doesn’t have to worry about what video format to use, or what size to use for the video. All of this is taken care of for you by the integrated, enterprise-grade Azure Media Services.On the video playback page, Dorena can also see when the video was added to the channel and other videos that she may also like, which is tuned to the Office Graph so that recommendations are driven by people you work with and other content interested in.Dorena can reuse this video in other places by working with the Embed code. She can copy the code and add to the Sales and Marketing page. And this is what the Snippet looks like.I’d also like to note here that each uploaded video gets crawled and is discoverable in Search and will appear in Delve. Dorena can easily discover videos using enterprise search. A dedicated search experience in the video portal presents only video results. What if Dorena searches outside the video portal? Will she see videos? Yes she will, but the videos are mixed in with the other content that meets the search criteria.So, we’ve seen the advantages the video portal offers visitors. We want visitors to focus on the content, while administrators focus on how that content is displayed and who has viewing rights and the ability to upload to certain channels. Because Office 365 Video is integrated with Windows Azure Media Services, you can leverage the power of the cloud to bring world-class video streaming to your organization with minimal setup on your part. This nextGen portal is simple, fast, and mobile.Now, I’ll be the video portal owner. I can access the Portal settings directly on the home page.Behind the scenes, video managers can easily set the Video admin permissions for the home page, leveraging the same Active Directory powering authentication in all areas of Office 365. This same governance model enables admins to manage permissions for each channel. Channels are easy to create and assign delegated owner(s)—or channel admins—who can then manage their own content and specific set of permissions.The Spotlight tab allows admins to showcase the top priority information Contoso wants to share with employees or the latest breaking news.Admins can choose videos and channels to Spotlight on the Office 365 Video portal home page. Admins can spotlight up to four videos and three channels on the portal home pageChannel admins can create channels, and each channel can be managed separately by one or more people who have edit permission for the channel.Starting a new channel is as easy as tapping the New Channel link and giving it a name and color.If I need to upload some videos. I can do this by using Upload or by dragging and dropping the file(s) into the upload area of a channel. Not only can I drag one video and drop into the library, but I can also drag and drop multiple videos at once.We’ve seen how to create a channel and add videos. Let’s step through managing other features of a channel.Here, the admin can customize the tile name and color and delete the channel.The admin can also define three levels of permissions for who can manage videos and change channel settings (Owners), add, change, or remove videos (Editors), and who can view videos (Viewers). The Admin can also set up video spotlights to push forward the videos visitors should see first in the channel.On the Contoso home page, in upper left tap App Launcher (), and then tap Video. URL: Channels in top navigation.Tap Executive Corner.On the Executive Corner page, tap Next Year Vision video in the spotlight videos area and play the video.Note Added date, View information and You may also like. On the Office 365 Video top navigation bar, tap Embed ().In upper left, tap the Search icon (). In Search box, type Office 365, and then press Enter.Maximize browser session logged in as Admin.In upper right, tap Portal Settings.On the Manage Video Portal page, note Video admins title and that they can manage Home page in text. Note Channel admins and that they can create channels.In left navigation of Manage Video Portal, tap Spotlight. Under Spotlight videos, tap a video. In the resulting dialog box, select a video, and then tap OK.Under Spotlight channels, tap the first drop down and note available channels in list, and then tap Executive Corner.Tap Save.In upper left, tap Home to view changes.In Office 365 Video top navigation, tap Channels.In top right, tap New Channel.Tap Cancel.In the channels listing, tap Executive Corner channel.In the upper right of Executive Corner channel page, tap Upload.If Build your channel dialog displays, tap Get started.Tap Executive Corner tile to close the video upload page.In the upper right of the Executive Corner video channel page, tap Channel Settings.On the Manage video channel page, on the General tab, note Channel name, Channel color, and Delete Channel.In the left navigation, tap permissions.In the left navigation, tap spotlight. On the Spotlight videos page, tap Spotlight 1.Tap a video to spotlight, and then tap OK.If desired, set another Spotlight video.Tap Save when finished.In upper left, tap back to channel () icon.Reset InstructionsOutlook + ExchangeIn Outlook, move the Sports Statistics email from the Deleted folder to Inbox.Remove the Project Update event from calendar.Delete any Draft email messages.OWA + ExchangeDelete PDF file in OneDrive folder.SharePoint+ Excel+ Power BIClose all workbooks without saving.Discard Check Out of any files.PowerPoint CreationClose Northwind presentation without saving changes. Do not check in the file.YammerLog into Yammer as Katie Jordan.Delete Katie Jordan Reply to Garth message.Unlike Garth’s message.Unjoin Suggested GroupDelete Created Network.OneDrive for Business + Office OnlineOpen Internet Explorer and log into your Office 365 tenant as Sara Davis.From App Launcher, tap OneDrive.In the OneDrive left navigation, tap Shared with me.Tap the Northwind proposal (or the file recently shared by Katie), which will open the document.Tap Edit Document, and choose Edit in Word Online.Remove SaraD’s sentence in the document.Close Internet Explorer.Open Internet Explorer and log into your Office 365 tenant as Katie Jordan.Tap App Launcher, and then tap OneDrive.Beside the document you shared with Sara in the demo, tap the ellipses (…), and then tap Share. Stop sharing with Sara.Close Internet Explorer.Delve and Office GraphStop sharing the Word document you shared with Garth during the demo.PowerPoint PresentationClose Northwind presentation, discarding all changes. Do not save the file.Skype for Business and Windows Phone appClose Skype for Business meeting on demo machine and secondary machine.On demo machine, close Northwind presentation, discarding all changes. Do not save the file.eDiscovery (SharePoint + Exchange)Close eDiscovery center without saving changes.Post-Install StepsPrepare the demo equipment Before you perform any portion of the MOD Hero demo, you will need to complete the following steps once to prepare your demo machine(s).Get your demo device: Windows 10 tablet + keyboard/stylus or touch-enabled laptop.Install the Office 365 Demo ContentVisit and log in with your appropriate Microsoft credentials. In top navigation, tap Get Demo, and follow instructions from there to Create a new demo environment, selecting Standard Office 365 Demo Content when prompted to Select Office Demo Content. URL:: The provisioning tool may take up to 24 hours to complete. When finished, you will receive an email to let you know that provisioning has completed.Install Office 2016 from tenantThis demo was created and tested using Office 2016.You can install Office 2016 from the demo tenant.On the demo machine, navigate to and sign in as Katie Jordan.In upper right, under Settings (gear icon), tap Office 365 settings.Under Software, tap Install and manage software.Under Try the next version of Office, select your preferred Language and Version settings, and then tap Install.Follow directions to install Office.Run MOD Client Setup Tool (Windows 10)The MOD Client Setup Tool automates most of the Hero Demo client configuration steps necessary to deliver a MOD demo. Your Office 365 demo tenant must finish installing before you can complete this portion of the Post Install Steps. Wait for your “Provisioning Complete” email before running the Client Setup Tool.On your demo machine, visit and log in with your Microsoft credentials.In top navigation, tap Resources.Scroll down to Client Setup Tool section, tap MOD Client Setup Tool (Windows 10) and follow steps for installation.The Client Setup Tool does the following on the demo machine:Adds three Users to the machine and sets up profilesDefault Office 365 PersonaKatie JordanDefault Exchange Persona Sara DavisDefault SharePoint PersonaGarth FortDownloads and sets up the following:Adobe Acrobat ReaderMS Visual C++ RedistributablePower Map for ExcelPower Query for ExcelProject My ScreenSilverlightCompletes the following tasks:Installs Microsoft Project 2016 and Visio 2016.Creates MOD Demo Documents folder on desktop and adds demo documents.Configures Outlook profiles.Configures Skype.Pins document shortcuts to the taskbar.Sets user profile pictures.Configures Internet explorer with Trusted Sites, favorites, and homepage.Add Local User Accounts to Windows 10 MachineIf the MOD Client Setup Tool does not properly add Katiej, Sarad, or Garthf accounts to the machine:Tap Start and in the Search box type add user.At the top of the search results list, tap Add, edit, or remove other users. In Accounts dialog, tap Add someone else to this PC.At bottom of sign in dialog, tap I don’t have this person’s sign-in information.At bottom of Let’s create your account dialog, tap Add a user without a Microsoft account.Add Katiej’s credentials as follows:User name: Katie JordanPassword and in Confirm the password: Type your password.Password hint: All demo passwords.Tap Next.After the account is added, tap the account name, and then tap Change account type. From Account type, select Administrator, then tap OK. Complete the above steps for Garth Fort and Sara Davis.You are now ready to complete any demo specific post-install steps.Outlook + Exchange You will need to create an Outlook account for Katie Jordan on the demo machine.Log into the Windows 10 demo machine with Katie Jordan profile.Start Outlook 2016 client.If this is the first time starting Outlook 2016, follow any set up instructions.Enter the following Email Account information:Your Name:Katie JordanE-mail Address:KatieJ@<Tenant>.Password:Type your password.In Retype Password text box, type your password again, and then tap Next. Follow remaining instructions to finish adding Katie Jordan’s profile to Outlook. Katie Jordan’s email will load when Outlook 2016 finishes opening.You are now ready to complete the Outlook + Exchange Pre-demo Steps.OWA+ ExchangeYou need to install the DocuSign app in Outlook on the web.In Edge, log into your Office 365 tenant as Katie Jordan.From the Office 365 App launcher, tap Mail.In upper right of Outlook, tap Settings (gear icon), and then tap Manage add-ins.Tap New (plus sign icon), and then tap Add from the Office Store.In the search box, type DocuSign, and then press Enter.Tap the link for DocuSign for Outlook.On the DocuSign for Outlook page, tap Add.In the Add an add-in from the Office Store dialog, tap Install.When confirmation that You’ve added an add-in for Outlook displays, tap Ok.To return to Katie’s inbox, in Office 365 top navigation, tap Outlook.Tap the Northwind Traders Proposal message from Alex.Tap the DocuSign tab.Tap Get Started.Tap Log in with Office 365.If displayed, in the window listing permission needs tap OK.In the DocuSign dialog, tap Accept.On the Login successful dialog, tap Return to DocuSign for Outlook.If prompted to close this tab, tap Yes.If Congratulations displays, tap Continue.You are now ready to complete the OWA + Exchange pre-demo setup steps.WordPin files to Word Recent listYou will need to pin 3 or 4 documents to the Word Recent list.Log into the Windows 10 demo machine with Katie Jordan profile.In Edge, log into the Northwind Traders team site as Katie Jordan.URL: pin Northwind Proposal to the Recent list, tap the ellipses (…) beside the document, and then tap Edit.NOTE: The Northwind Proposal document may be on the second page of the Documents library.If prompted for Sign in, use Katie Jordan credentials.If Check out Required displays, tap Check Out.Once opened, close the document.Follow above steps to open two or three more documents in Word and add them to the Recent list.Change Northwind Proposal comment to Sara DavisIf you want to demonstrate accessing a person’s contact card from a Word comment, you will need to remove the comment in the Northwind Proposal document and replace with a comment made by Sara Davis.Log into the Windows 10 demo machine with Sara Davis profile.Navigate to the Northwind Traders team site and log in as Sara Davis:URL: Documents/To open the Northwind Proposal document in Word, tap the ellipses (…) beside the document, and then tap Edit. If Protected view warning displays, tap Enable Editing.If Check out Required displays, tap Check Out.Scroll to the bottom of the document.Long press the last comment, release, and then tap Delete Comment.Delete the last comment.Tap at end of paragraph, and from Review tab, in Comments group, tap New Comment.Type the following in the comment:I’d love to see the feature comparison table here. I believe it was sent around as a PDF.Save the file and check it in.You are now ready to complete the Word pre-demo Setup Steps.OneNote app for Windows 10 andOffice Lens for Windows Phone Install and log into OneNote appInstall the OneNote app from the Microsoft Store, if it is not already installed in Windows 10.If this is the first time you are running the OneNote app, you may need to sign into the app with a Microsoft account. If so and you do not have one, navigate to and follow directions to create a Microsoft account.Tap to open OneNote, then tap through opening screens.If asked to Pick an account to sign in with, tap Personal Microsoft account, and sign in with Katie Jordan’s Office 365 account.Follow directions to complete the sign in process.If not prompted to Pick an account:When OneNote app opens, in upper left, from Show Navigation (hamburger icon) and at bottom of menu, tap Settings.In Settings, tap Accounts.In Accounts, tap Add account.In Choose an account, tap Work or school account.Sign in with Katie Jordan’s Office 365 account.Unpack OneNote NotebookIn Edge, navigate to the demo tenant root site at and log in as Katie Jordan. In the Documents library, click DemoDocs folder, and then download Katie Jordan’s notebook to your machine. Open File Explorer and on the Desktop, navigate to the downloaded notebook.Double-tap to open Katie Jordan’s notebook.In Unpack Notebook dialog, tap Create. This will unpack the OneNote file and sync it to Katie Jordan’s Office 365 account OneDrive.Download PDF fileIn Edge, navigate to the demo tenant root site at and log in as Katie Jordan. In the Documents library, click DemoDocs folder, and then download the Contoso Product Innmovation.pdf file to your machine. You are now ready to perform the OneNote app pre-demo setup steps.SharePoint+ Excel+ Power BIPin workbooks to Excel Recent listYou will need to pin 3 or 4 Excel workbooks to the Excel Recent list.Log into the Windows 10 demo machine with Katie Jordan profile.In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.URL: open Northwind Marketing Spend and Sales Analysis workbook in Excel, in the Documents library web part, tap the ellipses (…) beside the file, then tap Edit.If Check out Required displays, tap Check Out.Close Excel without saving.NOTE: Keep Northwind Marketing Spend and Sales Analysis workbook checked out so you are not asked to check out the file during the demo.Close plete above steps to open 2 or 3 more workbooks in Excel.Prepare 3D Maps in Excel for KatieJFollow these steps to ensure the 3D Maps is installed and enabled:In Edge, navigate to the demo tenant root and log in as Katie Jordan: . In the Documents library, click DemoDocs folder, and then double-tap European Expansion to open the file and add to the Excel Recent list.If Protected View warning displays, click Enable Editing.If Security Warning displays, tap Enable Content.If Read-only message displays, tap Edit Workbook.In the European Expansion workbook, in the ribbon, tap Insert, and in the Tours group, confirm 3D Map icon is available.If Map icon does not appear:In the upper left, tap File, and then tap Options.In Excel Options left navigation, tap Add-ins.At the bottom of the window, from the Manage drop down menu, tap COM Add-ins, and then tap Go.Select Microsoft Power Map for Excel, and then tap OK. Close European Expansion workbook and save changes.Install Silverlight, if neededSilverlight is needed to properly display Power View in Excel.Navigate to and follow directions to install Silverlight onto your system.You are now ready to complete the SharePoint+ Excel+ Power BI pre-demo Setup Steps.PowerPoint CreationYou will need to pin 3 or 4 PowerPoint presentations to the PowerPoint Recent list.Log into the Windows 10 demo machine with the Katie Jordan profile.In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.URL: open the Northwind presentation in PowerPoint, tap the ellipses (…) beside the file, and then tap Edit. If Check out Required displays, tap Check Out.Close PowerPoint without saving.NOTE: Keep Northwind presentation checked out so you are not asked to check out the file during the plete above steps to add other presentations to the Recent list. Do not check out these files.You are now ready to perform the PowerPoint Creation pre-demo setup steps.YammerSet Trusted SitesComplete these steps to Enable protected mode and set Trusted Sites before proceeding:On the demo machine, tap Start and type Internet Options.From Search Results, tap Internet Options.In Internet Properties dialog, on the Security tab, tap on Local intranet. Under Security level for this zone, select the check box Enable protected mode and Apply.Tap Trusted Sites, and then tap Sites.Ensure Require server verification (https:) for all sites in this zone box is checked.Add the following URLs, one at a time, into the Add this website to the zone text box, and then tap Add:*.https://*.https://*.assets-Tap Close, and then tap OK to close Internet Options. Configure Yammer app part on Northwind Team SiteIn Internet Explorer, navigate to the Northwind Traders team site and log in as Admin.URL: another tab, navigate to Yammer at . If prompted for log in, use Katie Jordan’s credentials, otherwise in upper right tap Log in, and then enter Katie’s credentials.In the Yammer left navigation, under Groups, tap Sales. In the browser URL bar, copy the feedID number after the = sign at the end of the URL. Navigate to the Northwind Traders tab. In the Yammer feed part, if present, tap Sign in to Yammer. If prompted for credentials, use KatieJ@<tenant>. and type your password. In the popup tap Allow.Inside the Yammer feed webpart, tap Group feed, and enter the following:Network:Your tenant’s name NOTE: On the Yammer tab note the URL, For example: ID:Paste the Group feedID number copied in step 5. Tap Save.You are now ready to complete the Yammer pre-demo setup steps.OneDrive for Business + Office OnlineLog into the Windows 10 demo machine as Katie Jordan. Open Internet Explorer and log into your Office 365 tenant as Katie Jordan.In your Office 365 tenant, in upper left tap App Launcher, and then tap OneDrive.Note documents.Note simple controls (New, Upload, Sync, Share).Tap Sync simple control.Tap Sync now.If questioned about switching apps, tap Yes.The system will connect to the server, which may take a moment.If prompted to install OneDrive for Business sync app, tap Install and follow directions to set up the app.You are now ready to complete OneDrive for Business + Office Online pre-demo setup steps.Delve and Office GraphCurrently no post install steps are needed for Delve and Office Graph.You are now ready to complete Delve and Office Graph pre-demo setup steps.VisioLog into the Windows 10 demo machine as Katie Jordan. Install Visio ProfessionalIf Client Setup Tool did not successfully install Visio 2016 on the demo machine, you can install from . Add Sales Pipeline to Sites I’m FollowingOpen Edge and log into your Office 365 tenant as Katie Jordan.From App Launcher, tap Sites.Under Sites I’m following, if Pipeline Management is not listed, complete the following steps.Navigate to the Sales Pipeline page at the top navigation of the Sales Pipeline site, tap Follow.You are now ready to complete Visio pre-demo setup steps.PowerPoint PresentationYou will need to pin some PowerPoint presentation to the PowerPoint Recent list.Log into the Windows 10 demo machine as Katie Jordan. On your tenant, navigate to the Northwind Traders team site and log in as Katie Jordan.URL: left navigation, tap Documents.To open the Northwind presentation in PowerPoint, tap the ellipses (…) beside the file, and then tap Edit. If Check out Required displays, tap Check Out.Close PowerPoint without saving.NOTE: Keep Northwind presentation checked out so you are not asked to check out the file during the presentation.You are now ready to complete PowerPoint Presentation pre-demo setup steps.Skype for Business Prepare Skype for Business for KatieJLog into the Windows 10 demo machine as Katie Jordan.Start Skype for Business 2016.NOTE: If prompted to step through the intro or skip now, step through the intro or you will be prompted again during the demo.Log in with Katie Jordan credentials.Confirm her photo displays correctly.In Skype for Business, in Find someone text box, type AlexD, and then right-tap his name and select Add to Favorites.Do the same for GarthF, MollyD, and SaraD.NOTESIf people photos are not showing in Skype, then log in as that user whose photo is not yet showing up. Leave them signed in for a few moments until their photo appears.Make sure at least one, but preferably all four of the Favorites in your Lync buddy list are online before your demo begins.Prepare Skype Windows Phone app for GarthFSign into a Windows Phone.Download Skype for Business app from the Store.Login to the Skype for Business windows phone app as Garth Fort.Connect your Windows Phone to your tablet using a USB cable.On your Windows 10 tablet, download and open Project My Screen App.URL: on Yes when asked to Allow screen projection on your phone.To toggle from you full screen view on the tablet, press F. You can close the app from this view.You are now ready to complete Skype for Business pre-demo setup steps.ProjectInstall Project ProfessionalIf Client Setup Tool did not successfully install Project 2016 on the demo machine, you can install from . Reassign Jill Frank to Anne WallaceA resource named Jill Frank is assigned to tasks, but does not exist in the SharePoint list of users. This misalignment will generate a sync error when setting up the project file, so you will need to replace Jill with Anne Wallace.Log into the Windows 10 demo machine with Sara Davis profile.Open Microsoft Edge and log into the Pipeline Management team site as Sara Davis.URL: PipeLine Management left navigation, tap Documents.In the Documents library, beside Consolidated Sales Team Master Plan tap the ellipsis (…), and then tap Edit.In ribbon, tap Resource, then in Assignment group, tap Assign Resources.Double-tap Jill Frank.In Resource Information dialog, in Resource name text box, replace Jill Frank with Anne Wallace and in the Email text box, replace jillf@ with annew@.Tap OK to close Resource Information dialog.Tap Close to close Assign Resources.Sync the project file to SharePointLog into the Windows 10 demo machine with Sara Davis profile.Open Microsoft Edge and log into the Pipeline Management team site as Sara Davis.URL: the PipeLine Management left navigation, tap Documents.In the Documents library, tap ellipsis (…) for Consolidated Sales Team Master Plan, and then tap Edit.In Project Professional, with the Consolidated Sales Team Master Plan open, tap the File tab, and then tap Save As.If not selected, tap Sync with SharePoint.In the right pane, complete fields as follows:Sync with:New SharePoint siteProject Name:Consolidated Sales Team Master PlanConfirm Site address:: You may need to add /sites/contoso. Do not add a trailing / after Contoso. Project Professional will append the document name to the URL with the appropriate backslash.Tap Save.Wait for the sync to complete. The Sync with Tasks List window will show progress. This may take 5-10 minutes. After successfully syncing, Project will show the title as Consolidated Sales Team Master Plan-Tasks to reflect that the project file has been saved to the project site’s Site Assets library.Return to the browser. You should see a new SharePoint project site synced to the project. If not:Navigate to . In upper right, tap Settings, and then tap Site contents.Under Subsites, tap Consolidated Sales Team Master Plan link.Confirm the site opens and shows a Project Summary (timeline, tasks, etc.).You are now ready to complete Project pre-demo setup steps.eDiscoveryLog into the Windows 10 demo machine as Sara Davis.Open Edge and log into the Legal Discovery Center as Sara Davis.NOTE: eDiscovery is also called the Legal Discovery Center in the demo tenant.URL: eDiscovery left navigation tap Northwind Traders. Under eDiscovery Sets, tap Northwind Hold.On the Northwind Hold page, beside Sources, tap Add & Manage Sources.Under Mailboxes, in the text box, type Katiej, and then tap Check Mailbox <Need Screenshot here> (icon).In the second text box, type Northwind Traders, and then tap Check Mailbox.Optional: Add another demo persona to the third text box.Optional: In the Locations text box, add a SharePoint site.When finished adding mailboxes and locations, tap OK.On the Northwind Hold page, in the Filter text box, type Northwind, and then tap Get Statistics.NOTE: The first time this query runs may take some time.Under In-Place Hold section, select Enable In-Place Hold, and then tap Save.The screen will return you to the Northwind case home page. You are now ready to complete the eDiscovery pre-demo setup steps.Office 365 VideoCurrently no post install steps are needed for Office 365 Video. You are now ready to complete the Office 365 Video pre-demo setup steps. ................
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