Bringing Emails to SharePoint and Microsoft Teams Conversations

Bringing Outlook, SharePoint, and Teams together

Business conversations are increasingly disconnected. Correspondence and document attachments occur with people outside your organization using Outlook, but internal storage and conversations happen in SharePoint and Teams. With harmon.ie, now you can effortlessly drag and drop emails and attachments directly to SharePoint or Teams channels, so everyone’s on the same page.

How it Works
Smart Information Management

Classify both emails and documents quickly, easily, and accurately using SharePoint metadata, giving you greater visibility over their business value. You can also fulfill compliance requirements with our Retention Labels feature - all in a single step when you drag and drop content into SharePoint or Teams.

In-Place Records Management

While you work in Teams, emails remain in Exchange or SharePoint, and attachments are stored in SharePoint. harmon.ie enables you to apply retention labels to all content effortlessly, so compliance policies are fulfilled in the normal course of business.


You’re in Good Company

Join the thousands of organizations of all sizes who already use harmon.ie to manage emails and documents with SharePoint, Office 365, and Teams. See our customers here.

Latest News and Insights
The Search for Everything Starts with harmon.ie 8.2
Introduction to harmon.ie 8.2 In today’s world of swelling information stockpiles, finding what you need is becoming a bigger challenge with every passing day. And now that we are mostly working isolated at home, with nobody to ask for help, we are in even more dire straits, especially when looking for important emails and documents. That’s why Search tools are more important than ever. By making it possible to find an important email or document quickly, Search is one of the most useful tools we have in our productivity quiver. Which is why harmon.ie is proud to announce the new harmon.ie release 8.2, featuring enhanced search capabilities for emails and documents stored in SharePoint or Microsoft Teams. Problems with Search Search is great when it works, and wildly frustrating when it doesn’t. A big problem with search is picking the best search terms and setting the appropriate search scope. Go too broad and get a zillion items; go too narrow, and you end up with the dreaded “No results found” message. Often, the problem is context. When you don’t remember what you called a document or where you put it, or you don’t remember who sent that email you are looking for, you start with a broad scope. For example, if you are searching for a project plan, you might search for a customer’s name together with a project name. But if the project was a big one, Search will return many matches. Digging for information this way is not only inefficient, but also frustrating. Metadata Helps, But… Information managers have long understood the role of metadata in helping to classify information, to make it readily available. But even if you accurately capture and classify emails and documents in SharePoint or Microsoft Teams, you still need search tools to help you find them quickly. harmon.ie 8.2 to the Rescue And that is why today’s announcement of harmon.ie 8.2 is so exciting. Because with the advent of this new release, it has never been easier to search for emails and documents in SharePoint and Teams using metadata. In this new release, harmon.ie adds a new search toolbar and scope selection box that help you zero in on what you are looking for. To search, you simply select a field from a list of metadata used in your organization, and then you type the value for which you are searching. For example, if you want to find an email you sent to Bill Majors, you can select the email metadata field To and then type Majors. Now, select the search scope, using the scope pull down menu. For SharePoint locations, you can search in the current folder, library, list, site, or all SharePoint locations. For Teams, you can search in the current channel, current Team, all Teams and Groups, or all SharePoint locations, which includes other SharePoint content. To learn more about what’s new in harmon.ie 8.2, register for the upcoming webinar Five Strategies for Finding Information Quickly in SharePoint and Microsoft Teams, on Wednesday, September 23 2020, 11:00 ET / 11:00 BST.
September 2020 | harmon.ie Team
Key Strategies for Insuring Information Governance When Working from Home
With continued and possibly growing social isolation, businesses need to prepare a long-term work from home information governance strategy. Because what initially looked like a short shelter in place hiatus has evolved into the ongoing status quo for many organizations and workers.  (For more on this, see Working from Home, The New Normal.) New Challenges As we learn more about the dynamics of working from home, it is becoming clear that we need more than just Microsoft Teams or Zoom meetings to sync workers and keep them on the same page. For example, work from homers continue to interact with customers, suppliers, and partners; as a result, emails and documents continue to fly back and forth at a dizzying pace. The difference now? Many of these emails and documents are locked away on local drives or in personal Inboxes. Not only can team members not view or access the latest information and updates, they are also unaware of the latest communications with outside parties. The result? Burgeoning document chaos at best, and huge, looming liabilities at worst. Information Governance is More Important Than Ever That’s why information managers need to review and revise information governance strategies now and communicate those strategies with remote workers. Moreover, key business processes need to be analyzed, particularly those that involve external constituents, like account management and case management. To key you into critical issues, harmon.ie has prepared an ebook, entitled Why a collaborative mindset is integral to information management, that spotlights what you need to know about information governance in today’s work from home environment. Here are some key takeaways from the ebook: Governance is a broad term. It means more than simply records management. It is also about being able to find the right information across your business when it’s needed. When information isn’t captured and classified correctly, employees waste a serious amount of time searching for the documents they need to efficiently do their job. When you implement easy to follow information governance actions, you leave workers more time to focus on the business and less on managing information.
September 2020 | harmon.ie Team
Back to School with Teams and SharePoint
As the summer winds down and it's back to school time, this is a great time to catch up with recent collaboration announcements from Microsoft, including exciting new Teams and SharePoint features specifically designed for the education market. Teams The 75 million Teams users are primarily using Teams for its meeting and chat capabilities, so it is not surprising that newly announced features enhance these experiences. Some of the key features include: ‘Spotlight’ enables meeting organizers and presenters to lock their video as the main view for all meeting participants. This is great for school presentations where the teacher wants to remain in focus, in front of the class. And while we are on the topic of going back to school, Teams has some new admin capabilities for the education market including analytics and dashboards to report on which students are engaged. Real-time presence awareness to see who is online – this was a great feature in Skype for Business; it will now be available in Teams. Being able to see who is available for questions or consultation and then reach out to them in context, is a huge productivity booster. Other admin features for the government market include new controls for meeting participation and information sharing. SharePoint SharePoint is going back to school as well with Look Book, a set of SharePoint configurations that enable schools to connect news, events, highlighted content, and links for schools, students, staff, and individual classes. You can find more information on the Teams updates here, and the SharePoint updates here.  Fall is Basketball? With Fall just around the corner, we should be preparing for the NFL season kickoff. But in these COVID-crazy days, instead, we are virtually watching the delayed NBA playoffs, play out in Orlando. The connection? You may not know it, but Microsoft Teams is playing a key role in the NBA playoffs. Teams provides the virtual fan experience for the playoffs.  How is that working? Well, CBS Sports calls the experience “surreal” and goes on to explain why in 2020, the human element is (still) so important to providing a satisfactory experience. It explains that when fans log in to a Teams meeting to watch a game, “a small group of magnanimous, infinitely patient staff members soothingly talk you through the process of getting your screen to look the way it's supposed to look.” If it is any consolation, getting the technology ‘to work as directed’ is as much a challenge for the NBA, as it is for you at work.  At harmon.ie, we have always believed that making the right thing the easy thing is the key to enabling people to be productive with new Microsoft collaboration tools.  From early reviews, it seems that the NBA and its fans aren’t quite there yet. If you are interested in understanding how Teams contributes to the fans’ and players’ game experience, I highly recommend the article.  The bottom line? CBS Sports concludes that “technology, combined with genuine human enthusiasm, patience and determination, can help get us through even the most unusual, frustrating and unprecedented of times.”
September 2020 | harmon.ie Team

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