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

Creating a flow using a template

If you have an idea in your head, someone probably must have thought about it before you. So, before building a new flow from scratch, look for an existing template. This will save you a lot of time since the template will come with actions and a process flow that can then be modified or extended. It will also serve as a quick-start guide and a learning tool. Just as you can use flows created by others, you could submit your own flows to the Flow store. Your flow will appear on the gallery page if it successfully goes through the approval process.

Getting ready

You can sign up for a free Power Automate account at https://flow.microsoft.com. It has a free plan as well as business plans. Power Automate comes with most Microsoft 365 licensing plans. Refer to Microsoft Licensing guide for more details. You can download it from https://m365book.page.link/flow-licensing.

The free plan lets you run a limited number of flows until it expires.

How to do it....