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

Viewing and editing documents in the client

In addition to the ability to view and edit documents in the browser, SharePoint also lets you view and edit online documents in the corresponding desktop applications. There are two ways to open an online document in the desktop app:

  • Browse to the library and then open the document from there.
  • Directly open an online document from the app.

In this recipe, we will see how to use both methods to view and edit a document that was uploaded to a SharePoint library in the corresponding desktop application.

Getting ready

You will need Read permissions or higher on the document which you'd like to view, and Contribute permissions or higher on it if you'd like to edit it. Alternately, you will need to be at least a Site Visitor to view documents and a Site Member or Site Owner to edit them.

How to do it...

To open the online document from a library, follow these steps:

  • Browse to the library that contains the document which you would...