Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By : Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By: Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.
Table of Contents (15 chapters)
13
Other Books You May Enjoy
14
Index

Microsoft 365 admin roles

Microsoft 365 has various administrator roles, each specific to the nature of the work that the admin is involved in. These roles can be divided into three broad categories.

Global roles: Users with these roles can access all Microsoft 365 admin features. The two global roles are as follows:

  • Global admin: This is the highest privilege you can get in the Microsoft 365 admin center. Global admins can perform all tasks within the Microsoft 365 admin center. They can also add other individuals as global admins. This role should be granted with caution.

    The person who signed up for Microsoft 365 automatically becomes a global admin.

  • Global reader: Individuals with this role can view admin features but cannot change them.

Administrator roles: These roles are assigned to individuals responsible for maintaining the different administrative aspects of your Microsoft 365 services, such as licensing, billing, users, helpdesk requests, and so on. Some key roles under this category are as follows:

  • Helpdesk admin: To reset passwords and manage service requests
  • User admin: To create users and groups
  • Compliance admin: To maintain data governance
  • Guest invited: To provide external users with access to the organization’s Active Directory
  • License admin: To assign licenses to users

Admins for a specific app or workload: It is a best practice to assign individuals admin access only to the services that they are responsible for. Some noteworthy admin roles for specific services are as follows:

  • Exchange admin: To manage Exchange Online
  • Groups admin: To manage Microsoft 365 groups
  • SharePoint admin: To manage SharePoint and OneDrive
  • Teams service admin: To administer the Teams application
  • Power Platform admin: To manage Power Apps and Power Automate
  • Power BI admin: To administer Power BI admin tasks

There are other admin roles in addition to the ones mentioned here. A full list of admin roles and their descriptions is available at https://packt.link/admin-roles.

With this high-level summary of administration roles completed, we are ready to begin exploring recipes for different services in Microsoft 365.