In this short tutorial I will show you how to use the save as dialogue to save your files directly into the files area of your favourite teams.
While you have always been able to drag and drop files into Teams, or upload them by navigating to the files tab in a channel and choosing Upload…
Download Microsoft Teams now and get connected across devices on Windows, Mac, iOS, and Android. Collaborate better with the Microsoft Teams app. Microsoft Teams & OneDrive – Fix issue with Excel date formats Rob Microsoft 365, Teams 3rd September 2019 3rd February 2021 2 Minutes I work in a UK based company and we've recently been using Microsoft Teams more and more, which for the most part has been great.
…many are still used to work inside their Office desktop apps.
Save the Excel file somewhere in SharePoint Online. I recommend a library in a Teams site. There might be some limitations on where you can save this, based on connector options and licensing. SharePoint library should be fine. Once saved up there, open the Excel file and rename the table for the sake of ease. The free version of Teams includes the following: Unlimited chat messages and search. Built-in online meetings and audio and video calling for individuals and groups, with a duration of up to 60 minutes per meeting or call. For a limited time, you can meet for up to 24 hours. 10 GB of team file storage plus 2 GB per person for personal storage.
Evernote corporation. They are often also acustomed to using the save as dialogue to browse folders when saving their documents, or navigating to OneDrive or SharePoint sites this way. How cool would it be to have access to your favourite teams right from within Office?
Well as of now you can, if you are on the Office 365 ProPlus Monthly Channel and your build is 8730 or later.
Let's first check the Office build by opening Word, going to File in the upleft corner and then Account in the left menu. You should see the product information and the installed build on the right.
This is supposedly a staged rollout, so it might be another week or so until all clients/tenants are affected.
To save a document to Teams, open or create a document from one of the Office desktop apps (Word, Excel, PowerPoint), hit File followed by Save As and choose Sites – Your Company in the menu. In the right column you should see a list of your teams.
If you find that the sorting of teams in the list is confusing, there is a thread on TechCommunity discussing this and a Microsoft employee explaining that 'The sorting in the Frequent list is based on activity, with greater weight being placed on a Group that you have saved or opened a file from'. It does however at this time seem to consider all interactions, which can cause confusion as to the sorting of the list.
Make sure to save to the appropriate channel, by first browsing Documents and then opening the corresponding folder. Please also note that if you rename a channel, the folder in the underlying SharePoint site will not update with the new name (and doing so manually will break stuff). Also saving outside of the channel folders can make the documents unavailable for the Teams client.
We are excited to announce the general availability of the Edit in Excel feature in Dataverse for Teams. This Dataverse feature is now available in Dataverse for Teams as an option from the ellipse menu in the Table designer. This feature enables customers to move data both into Excel and edit it but also to add or change data and publish it back into Dataverse for Teams. Adding data into Dataverse for Teams is one of the more important and frequent feature requests we've gotten. You can use the Edit in Excel feature to do this.
Download your Excel file for your Dataverse for Teams database.
First you will need to get the Excel spreadsheet that will allow you to add your data.
- From the Build tab select Tables, and then select your table.
- Expand the ellipses menu to access the 'Edit in Excel' feature.
- Select 'Edit in Excel.' This will download an Excel file into your Download folder.
Importing data into Dataverse with Edit in Excel.
- Open the downloaded Excel file.
- Choose to Enable Editing when you open the Excel file. This will allow the Edit in Excel add-in to retrieve and publish data to and from Dataverse for Teams.
- View your data. Opened, you can now see the data in your Dataverse for Teams database. In this example, I already have 4 records.
- Add new data. There are two ways to add new data.
- Single records. Choose the 'New' menu in the Edit in Excel pane on the right and a new row will be added to the table in Excel.
- Multiple records. The database table is represented in an Excel Table. You can add multiple records into Excel the way you normally add new records to an Excel table with a Paste operation.
Paste immediately below the table and it will add new rows to the Excel Table. In the example below, I have added five new records by pasting names into the Name field.
Choose 'Publish' from the Edit in Excel pane on the right. Once published, notice that fields like 'Status' and 'Created On' are automatically updated.
Choose 'Refresh' from the Edit and Excel pane on the right. Once refreshed notice that additional fields are updated like 'Owner (Looup)', and 'Created By (Lookup)'. Also note that the data is sorted differently. The 'George' record now sorts to the bottom of the list.
Add Excel To Teams
Editing your data.
- You can edit the existing records as well. The Edit in Excel add-in pane on the far right will guide you by letting you know which fields are editable and what legal values are possible for a given column. Select any column and you will get information about that column. In the image below, the 'Favorite City' column is selected and there are four possible lookup values you can choose 'London', 'New York', 'Paris', and 'Los Angeles.'
Configuring Edit in Excel.
Microsoft Teams Excel Tab
The Edit in Excel pane can be configured for specific situations
Microsoft Teams Excel App
- Select your Name in the pane and you can sign in or out.
- Selecting the Gear icon (next to name) will allow you to set various parameters for how the Edit in Excel Add in works including control of which columns you can see in the Excel table.
Limits
- By default, Edit in Excel can support refresh and edit of up to a maximum of 1, 000, 000 fields (cells).
Documentation
- You can edit the existing records as well. The Edit in Excel add-in pane on the far right will guide you by letting you know which fields are editable and what legal values are possible for a given column. Select any column and you will get information about that column. In the image below, the 'Favorite City' column is selected and there are four possible lookup values you can choose 'London', 'New York', 'Paris', and 'Los Angeles.'
Configuring Edit in Excel.
Microsoft Teams Excel Tab
The Edit in Excel pane can be configured for specific situations
Microsoft Teams Excel App
- Select your Name in the pane and you can sign in or out.
- Selecting the Gear icon (next to name) will allow you to set various parameters for how the Edit in Excel Add in works including control of which columns you can see in the Excel table.
Limits
- By default, Edit in Excel can support refresh and edit of up to a maximum of 1, 000, 000 fields (cells).
Documentation
Microsoft Teams Excel Files
Edit in Excel is an established Dataverse feature. For more details on see our Edit in Excel documentation.
