Adding a New Office 365 Group to an Existing (Classic) SharePoint Online Site

Office 365 Change Management

As announced in this post in the Microsoft Tech Community, the ability to add a new Office 365 Group to an existing SharePoint Online (SPO) site is finally coming to Office 365. You will be able to connect existing classic SPO sites to new Office 365 Groups by means of two possible mechanisms:

  • PowerShell (first mechanism available after the official announcement of this feature)
  • The “Connect to new Office 365 Group” option available in the site settings menu

 

 

In this article I will explain step by step how to connect an existing SPO site to a new Office 365 Group or, in other words, how to Groupify an existing SPO site.

Adding a New Office 365 Group to the Site Through the UI

To add a new Office 365 Group to an existing site through the UI:

Click on Settings -> Connect to new Office 365 Group.

Connect SPO O365Group Figure1

Figure 1 — Connect to New Office 365 Group Option

 

Then, a panel explaining the process and the results that will happen when the new Group is added to the site is displayed.

Connect SPO O365Group Figure2

Figure 2 — Initial Configuration Panel in the Process

 

As you can see in that panel, the process will do the following tasks:

  • Add a shared mailbox and calendar for group conversations.
  • Create a Planner Plan for Tasks management.
  • Provision a new, modern page as a home page for the site.
  • Configure Group membership based on existing site membership.
  • Keep existing site contents, hierarchy, and permissions.

Once we are ready to start the process to add a new Group to the site, we only need to click on “Let’s get started” so a new panel is shown. This new panel is intended to set up basic Group configuration settings (Note that you cannot change the site URL, which is something that you can do when you are creating a brand new modern SPO site):

  • Group name
  • Group e-mail address
  • Group site description
  • Privacy settings for the Group
  • Group classification (in case you have enabled it in your tenant)

Connect SPO O365Group Figure3
Figure 3 — Basic Group Settings Panel

 

When we are ready with the basic Group settings, we can start the process of adding it to the site by means of the “Connect group” button. As soon as we click on this button, another configuration panel is displayed. In this panel, Group membership based on site membership is automatically configured so that the Group is created following the below rules:

  • Any user that belongs to a SharePoint Group in the site that grants owner permissions on the site is going to be added as Group owner.
  • In the same way, any user that belongs to a SharePoint Group in the site that grants member permissions on the site is going to be added as Group member.

Connect SPO O365Group Figure4
Figure 4 — Add and Assign People Pane

 

Once the Group creation process finishes, we can click on the “Finish” button. This redirects us to the brand new modern home provisioned in the process.

Connect SPO O365Group Figure5
Figure 5 — New Home Page Provisioned for the Site

 

Of course, we can also check that the other Group elements are already in place, such as the Group Mailbox created for Group conversations.

Connect SPO O365Group Figure6
Figure 6 — Group Mailbox Provisioned

 

Adding a New Office 365 Group to the Site Through PowerShell

As with many other Office 365 features, Microsoft provides a “PowerShell way” to add a new Office 365 Group to an existing SPO site. You only need to open your favorite PowerShell tool (Note: Be sure to previously update your SPO Management Shell installation with the latest version available) and execute the following PowerShell sequence:

$sUserName="<Office365_User>@<Office365_Domain>.onmicrosoft.com"
$sMessage="Type your Office 365 Credentials"
$sSPOAdminCenterUrl="https://<Office365_Domain>-admin.sharepoint.com"
$sClassicSPOSite="https://<Office365_Domain>.sharepoint.com/sites/<Site_Name>/"
$O365Cred=Get-Credential -UserName $sUserName -Message $sMessage
Connect-SPOService -Url $sSPOAdminCenterUrl -Credential $O365Cred
$sGroupDisplayName="<Group Display Name>"
$sGroupAlias="<GroupAlias>"
Set-SPOSiteOffice365Group -Site $sClassicSPOSite -DisplayName $sGroupDisplayName -Alias $sGroupAlias -IsPublic $true

As a result, you will have a new Office 365 Group that has been added to the existing site.

Conclusions

Microsoft has finally provided the ability to add a new Office 365 Group to existing SPO sites so that we can almost “convert” classic SPO sites into modern Team Sites. We can take advantage of all the capabilities an Office 365 Group provides to modern Team Sites:

  •  A new modern home page for the site
  • Site Membership is managed through Group Membership
  • A Shared Mailbox and calendar for Group conversations and meetings
  • A Planner Plan for Group Tasks management

Juan Carlos González Martín
Office Servers and Services MVP
Cloud and Productivity Advisor
[email protected]
@jcgm1978 | https://jcgonzalezmartin.wordpress.com/