Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

Managing security and privacy

Make no mistake in thinking that, through Delve, you will be able to access restricted documents or groups that you are not part of, as cards are just "shortcuts" to original documents. You will only be allowed to access something under the following conditions:

  • Email attachments: If you are an author or are among the recipients of the email
  • Third-party OneDrive: If you have access to the document or folder
  • Files in Teams groups: If you belong to the team
  • Files in SharePoint folders: If you have permission to access the folder or an access link has been shared with you

Even though these are shortcuts, there is no way for Delve to directly move or remove a file. It must be changed at its source.

The same rule applies to your own documents: they will be available to others when shared directly or displayed in a shared space.

A useful tool to manage security can be found via the Who can see this? shortcut button (Figure 2.7).

Figure 2.7 – See user permissions for that document

Figure 2.7 – See user permissions for that document


The number of views of a document is counted by the number of times that the document was opened, so even a private document can have more than one view, and that value will show how many times you have opened it.

The visualization of documents by content cards provides relevant information about the documents around us simply and completely, but it still needs to be organized effectively so that it is possible to quickly resume important files and even generate collaborative spaces.