Salesforce brings sales and service data into Microsoft Teams to support a hybrid workforce

by Contributed | Jul 7, 2021 | Technology

This article is contributed. See the original author and article here.

At Build, we shared how a new class of collaboration apps is needed to support the global structural changes for hybrid work. These apps provide a single collaborative layer to support synchronous and asynchronous working styles. We call this new class of applications collaborative apps.

The Salesforce app in Microsoft Teams is now Generally Available. Now, sales and service teams using Salesforce Sales Cloud or Service Cloud can bring account data and records into their Teams workspace for better collaboration. Sales and service reps no longer need to switch between windows to find key data; it’s all in one workspace so teams can stay aligned and work efficiently.

The integration supports the type of collaboration teams need in their current hybrid customer engagements. Sales teams need to have the most recent and relevant context about accounts as they interact with their teams and customers to provide a seamless buying experience. For service teams, it can create better coordination and faster response times to open cases, increasing customer satisfaction and reducing the support load on the team.

The Salesforce integration allows customers to access their Salesforce records in Teams channels, chat conversations, and meetings. This helps increase internal alignment and save time by no longer having to switch between applications.

With the Teams Integration, Salesforce users can:

• Pin records to Teams channel tabs and chats to make them easy to find


• Edit records directly within Teams.


• Post important conversation moments on the Salesforce Chatter feed of records pinned on Teams channel and chat tabs.


• Mention Salesforce records (opportunities, accounts, cases, contacts, and leads) in Teams channels and chats to facilitate collaboration.


• Preview more details about records mentioned in Teams channels and chats.

The integration has received a high volume of interest while in pilot and we’re excited to see a collaborative app meeting our joint customers where they work.

To get started:
Add the Salesforce App to your Teams tenant from the Teams Admin Center. The Salesforce integration with Microsoft Teams is available to Microsoft customers licensed with Teams, and Salesforce customers with Sales and Service licenses in Enterprise, or higher editions, orgs.

Returning to the Workplace: 3 Focus Areas to Smooth the Transition #HumansFirst

by Contributed | Jul 7, 2021 | Technology

This article is contributed. See the original author and article here.

First things first. It’s OK to be nervous about the future. Or maybe you’re excited. Or maybe both!
We’ve been through a lot. The global pandemic has deeply impacted our lives, companies, and families. Now depending on location, we are getting ready to return to our offices. It’s important to note, especially if you are a leader, people manager or Adoption Specialist, that there will be varying degrees of anxiety, excitement, trepidation, and general angst about this process. But we do have some data on the topic from the Work Trend Index report:

Work Trend Index report showing 70% of workers want remote flexibility, 46% plan to move and 66% of leaders are planning to redesign physical spaces.

People need and want flexibility, especially now that they’ve seen how it can have a positive impact on their lives. Facility managers, leaders and IT professionals are discussing how to best redesign the physical space to truly embrace a hybrid workforce. While the pandemic sent many of us home overnight, this return to work will take place over many months and will be a journey as we determine what is best depending on our role, region, and organization. If we can agree that our goals are a) the psychological safety and health of our workers, b) the operational productivity of our organization as a whole and c) our ability to impact our customers, partners, and employees in a positive way then I have some ideas. Let me break it down into 3 specific areas where you can help your co-workers and organizations with this transition.

#HumansFirst – Create safety belonging
This change is about people: About how they collaborate and create an inclusive environment that is their lived, shared experience, no matter the person’s location or role. Let’s not make the collective mistake of thinking that our conference room technology or any meeting solutions is going to completely bridge the new gaps between those who return to the workplace facility and those who do not. It’s critical that we lead with empathy as we assist people with their return. Going to work will not feel the same as it did 16 months ago. That’s OK. It’s OK to be nervous especially given the lack of accepted standards regarding vaccination status.

Image of green, yellow and red wrist bands to indicate level of comfort with physical contact. Credit: James Osborne, LinkedIn Post

This unique and completely optional idea of color-coded bands depending on your comfort level with physical contact was recently shared by James Osborne on LinkedIn. While this may not be useful for your company culture it is worth having discussions, broadly or just within your team, about comfort levels and concerns.

Consider meeting 1 on 1 with your staff to gently discuss the topic of returning to the workplace. Each person will have their own experience and opinions which need to be respected while seeking balance for the whole of the organization. We can all lead from wherever we are in our organizations on this topic. If you want the outcome of productivity and talent retention, seek to create an environment of psychological safety to discuss these issues and others.

Regarding the physical return – give yourself and your staff time to reorient to the office environment. You may not remember where the sugar is, or the copy machine is located. That’s OK. You may experience random anxiety or feelings of being overwhelmed while another co-worker may be wildly excited to be able to concentrate while no longer managing remote education for their small children. We’ve been through a joint psychological trauma and depending on how much loss you personally experienced it may take some time to feel comfortable back at the office. Don’t rush it. Discuss with trusted allies and respect your own feelings and those of others.

Create Clarity – Communicate Company Policies
At Microsoft it has been clearly stated that we can return to the office once a given stage is attained and work from home up to 50% of the time without manager approval. Does your organization have clearly stated policies? We follow our states mask guidance and even when no longer required, it is perfectly acceptable to continue to wear a mask if that makes you comfortable. This comfort level may be different for everyone, especially for those of us who are caregivers to people with underlying conditions or may be concerned about the lack of knowledge regarding virus variants. That’s OK. What we need are clearly defined policies, communicated repeatedly and through multiple channels. If you aren’t doing that, I’d suggest that starting now would be helpful for you and your employees.

Communication is a key pillar of organizational change and service adoption. Now however many of us have hit the Covid-Information-Overload-Wall (my own term ). There has been so much discussion of the situation that many are tuning out what you are saying. Be brief, be bright and be gone. Rinse and repeat. Give employees short, actionable guidance for where they are in the return to workplace cycle. Consider creating a channel in Teams or Yammer for questions. Use email, video, chat, and town halls to land your guidance. You can not communicate too much in this situation. A single email is not a communications plan!

Use the Technology – Differently and with more precision
Not only do we have information overload regarding the Covid-19 situation, but we also have shared online meeting fatigue. That’s OK. As we return to the workplace we can once again meet over coffee, in a conference room or hallway. When we do, the old challenges will re-emerge – lack of information transfer, failure to include all who are impacted by decisions and more. Now more than ever we can utilize the other capabilities of Microsoft Teams (and other collaboration technology) to share updates, ideas, and decisions with our co-workers. Including a Teams meeting link in every meeting allows you to chat before, during and after a meeting, share files and notes as well as track action items. These best practices existed long before the global pandemic. As we return to the office and collaborate with those who work, at least part time, remotely it is even more important to utilize the tools that are available to us to improve our collaboration practices.

It’s also time to update your #HumansFirst meeting best practices for these new situations. Identify when you will use video, who is taking notes and how you will ensure those not in the physical room will feel included in the conversation. Adding to your agenda dedicated time for remote participants to give feedback and having all members join the Teams meeting to see chat are ways we can improve our inclusiveness in the phase we are now stepping into. As an Adoption Specialist now is the time to bring these adoption themes back out for broad consumption. We’ll be discussing this and more in our Microsoft 365 Champions program when we resume our monthly calls in August 2021. We hope you join us!

Of course, we believe it is also essential to review your meeting room technology to ensure you have what is necessary to create a productive, collaborative environment. New categories of Teams Devices from Microsoft and our partners will make this easier and more affordable than ever. It is extremely worthwhile to review your new and upcoming options in this area.

#BetterTogether – We can do this!
The last 16 months have permanently changed me and my approach to people management, technology adoption and solution architecture. I’m convinced that not only can we best succeed by approaching situations with a commitment to empathy and diversity but that we will create new opportunities by doing so together. I have always loved technology but my desire to be helpful to people is, for me, the most important thing. However you may be feeling about the next 16 months, just know you aren’t in it alone. We are with you and always ready to help. Join us in the Driving Adoption blog for more on this topic or read our Adoption Newsletter on LinkedIn. Whatever you do, give yourself time to adjust and talk with your trusted allies. Share your stories and let’s help each other reimagine the future of hybrid work together.

Using Box – Cloud Content Management with Microsoft Intune app protection policies

by Contributed | Jul 7, 2021 | Technology

This article is contributed. See the original author and article here.

By Masaki Iwamaru – Service Engineer | Microsoft Endpoint Manager – Intune

The Box – Cloud Content Management app (iOS/Android) by Box Inc. provides quick access to data in Box cloud storage for personal and enterprise use. Since October 2020, the app supports Intune app protection policies (APP) . These policies use data protection features, built with the Intune App SDK, to provide secure data access and use. For example, you can control data transfer between apps, restrict copy-paste between apps, set access requirements, and force conditional launch settings. You do not need to implement a mobile device management (MDM) solution or deploy app config policies to use Box app with Intune app protection policies.

This blog post provides step-by-step guidance on using the Box – Cloud Content Management app with Intune app protection policies.

Note
There is a separate Box for EMM app that you can use with Intune MDM. This article focuses on the Box – Cloud Content Management (iOS/Android) app for unmanaged devices. If you are interested in using the Box for EMM app for managed devices, see Integrating Box for EMM app with Intune app protection policies (APP).

Use the Box app with Intune app protection policies (without MDM)

Step 1. Enable Intune MAM feature in the Box admin console.

You need to enable the Intune mobile application management (MAM) feature in the Box admin console. Otherwise, the Box app won’t receive Intune app protection policies. This will require administrative privileges.

1. Sign in to your Box tenant with a web browser.


2. Go to Admin Console > Enterprise Settings > Mobile.


3. Enable the toggle button next to Intune Mobile Application Management (Intune MAM) and select Save.
   
   Screenshot of the Box admin portal with the “Intune Mobile Application Management (Intune MAM)” setting highlighted.

Step 2. Apply an app protection policy to the Box app.

You can create a new app protection policy or use an existing one.

1. Sign in to the Microsoft Endpoint Manager admin center.


2. Go to Apps > App configuration policies.


3. Create a new app configuration policy or select an existing policy.


4. Go to the Apps properties page for your policy, and confirm the following settings:
   
   
   
   • In the Public apps list, make sure that the Box – Cloud Content Management app is included.
   
   
   • Set Target to apps on all device types to Yes to avoid misconfigurations.
     
     
   
   
   
   

Screenshot of an Intune APP policy with the “Target to apps on all device types” setting highlighted.

5. Make sure the policy is assigned to the correct users. App protection policies should be assigned to users instead of devices.

Step 3. Install the Box – Cloud Content Management app.

If you set Target to apps on all device types to Yes in the app protection policy, end users can install the Box app either directly from Intune or from a public app store.

Note:

If you set this field to No and select Managed for Device types, users will need to install the app from Intune to receive an app config policy with the IntuneMAMUPN key. See the Intune documentation for more information about the iOS app configuration settings about and an example using this key.

Step 4. Launch the Box – Cloud Content Management app.

When an end user launches the app, they will see the Microsoft Azure Active Directory (Azure AD) sign-in screen. The user name is automatically populated. It should be the same as the user who enrolled the device. When they sign in to Azure AD, the app protection policy will be applied. The user will then see an app restart request.

Step 5. Relaunch the app.

When an end user relaunches the app, it might ask them to set an app PIN at sign in (if you configured it to require one). They can now use the app with Intune app protection.

FAQ

Here are common issues to be aware of when you’re integrating the Box app with Intune app protection policies:

1. App protection policy is not applied after sign-in.
   
   

   Make sure the policy is assigned to correct users. The app protection policy should be assigned to users, not devices.

   
   

   
   Confirm that Target to apps on all device types is set to Yes.

   
   

   
   It can take time for the policy to be applied if end users are signed in to the app before the policy assignment. This article provides more information about expected policy delivery timing.

   
   
   


2. Do I need to deploy a Public ID app config key, which is required for Box for EMM?
   No. You don’t need to deploy a Public ID app config key to use the Box – Cloud Content Management app with Intune app protection policies. Instead, you need to enable the Intune MAM feature in Box admin console.
   
   


3. Should I set up single sign-on (SSO) between Azure AD and Box service?
   
   

   You can use Box features without SSO integration. However, your end users must sign in with identical user names for both the Box app and Azure AD (Step 4 above). While it is optional, SSO provides a simplified and excellent user experience. Check out this article to learn about SSO integration guidance.

   
   


4. Should I enroll devices to MDM to protect the Box app with Intune app protection policies?
   No, you don’t need to enroll devices to MDM such as Intune. The Box – Cloud Content Management app supports app protection policies without MDM enrollment scenario.
   
   


5. Can I use Box app with MDM managed devices?
   Yes, you can use Box app with MDM managed devices. Intune app protection policies can be applied to the Box – Cloud Content Management app on MDM managed devices. Check out this article how to target app protection policies based on device management state.
   
   

More info and resources

For further resources on this subject, please see the links below.

iOS/iPadOS app protection policy settings

Android app protection policy settings in Microsoft Intune

Validate your app protection policy setup

Create and deploy app protection policies

Set up app protection policies for iOS devices

If you have any questions, reply to this post or reach out to @IntuneSuppTeam on Twitter.