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Microsoft’s New Fluid Office Documents Are Coming to Teams, OneNote, and More

7/4/2021

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The biggest change to Microsoft’s Office documents in decades is coming to life soon, as the company’s Fluid framework arrives in Microsoft Teams, OneNote, Outlook, and Whiteboard. Microsoft first unveiled Fluid last year, showing how the framework allows blocks of Office content to live independently across the web. That idea is now becoming a reality, with collaborative content that can be copied, pasted, and shared with others.

Instead of tables, graphs, and lists that are static and bound to specific documents, Fluid components are collaborative modules that exist across different applications. They will begin showing up in Microsoft Teams first this summer, embeddable in meetings and chats. 

The launch of Fluid documents coincides with employees returning to their offices and the rise of a new hybrid work experience. “We were excited about going hard and fast with Fluid, and then the pandemic hit,” says Jared Spataro, head of Microsoft 365. “So we largely put a lot of our energy onto Teams, and we think of Teams as the scaffolding that creates the connection, but now as we move back to hybrid, we increasingly believe we need more innovation in what I call the canvas that gets collaboration done.”

What Microsoft has created with Fluid is the biggest change to Office in decades. While Fluid seemed like a great future-facing concept during its reveal last year, watching Microsoft demonstrate it recently has really highlighted how transformative this could be. 

Every Microsoft Teams meeting will soon come with a built-in notes experience that’s collaborative. Notes will show up within a Teams meeting or in an Outlook calendar, and anyone on the invite can just start typing away in real time. If you add a task, it immediately syncs to your other tasks across Microsoft 365, and the meeting notes are automatically synced to your Outlook calendar where you can also edit them in real time.

“We want collaboration to be able to start before the meeting starts, so as soon as the invite goes out,” explains Ron Pessner, a director of program management working on Fluid at Microsoft. As the meeting notes in this example are live and real time, you can even copy them into an app like OneNote and you’ll still see everyone making edits to them.

This living Fluid component has the potential to shift how everyone gets work done across Microsoft Teams and Office. It’s impressively quick, with no sync time, just like Google Docs. Microsoft has had similar collaboration tools in Office for a while now, but they’ve been restricted to static documents and nothing on this level of freedom.

“We’re going to be launching the components in Teams this summer,” says Pessner. The meeting notes experience will be available in preview later this year, alongside some tests integrating it into the desktop version of Outlook. It’s likely that as we see Fluid components roll out, they’ll appear first in Teams and on the web parts of Office before making their way to desktop.

Microsoft is also transforming its Whiteboard app into a canvas to host Fluid components. Whiteboard has long existed as Microsoft’s first big collaborative tool, and this summer it’s being overhauled with the help of Fluid.

New collaboration cursors will appear in Whiteboard, letting you see coworkers’ additions to a document in real time. There’s even a new virtual laser pointer that you can use to get people’s attention, or reaction stickers to make the Whiteboard canvas feel a little more alive.

Fluid components like tables or task lists can also be embedded into Whiteboard, and the entire app will now look and feel the same across all devices and platforms. With Whiteboard, you could almost use the app as a dashboard to watch colleagues editing Fluid components in real time.
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This is just the start of Fluid making its way to Microsoft 365, and we expect to see more throughout this year and beyond. It will be interesting to see how Microsoft integrates Fluid more deeply into both Teams and Outlook, the main communications tools used by businesses that rely on the Office suite. If Microsoft gets the integration of Fluid right, it will forever change the way documents are created, shared, and, ultimately, how work gets done.

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    Rick Richardson, CPA, CITP, CGMA

    Rick is the editor of the weekly newsletter, Technology This Week. You can subscribe to it by visiting the website.

    Rick is also the Managing Partner of Richardson Media & Technologies, LLC. Prior to forming his current company, he had a 28-year career in technology with Ernst & Young, the last twelve years of which he served as National Director of Technology.

    Mr. Richardson has been named to the "Technology 100"- the annual honors list of the 100 key achievers in technology in America. He has also been honored by the American Institute of CPAs with two Lifetime Achievement awards and a Special Career Recognition Award for his contributions to the profession in the field of technology.

    In 2012, Rick was inducted into the Accounting Hall of Fame by CPA Practice Advisor Magazine. He has also been named to the 100 most influential individuals in the accounting profession in America by Accounting Today magazine.

    In 2017, Rick was inducted as a Marquis Who’s Who Lifetime Achiever, a registry of professionals who have excelled in their fields for many years and achieved greatness in their industry.

    He is a sought after speaker around the world, providing his annual forecast of future technology trends to thousands of business executives, professionals, community leaders, educators and students.

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