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 in a SharePoint library

Power Automate is integrated with SharePoint. The Power Automate option appears against every SharePoint list and library. This lets you set up SharePoint-specific triggers right from within the SharePoint list or library. You can use Power Automate to build your custom events, such as the addition of a document, metadata updates, and so on. Within SharePoint, you can run a flow with the following scopes:

  • On demand for a selected file
  • On demand for a selected list item
  • For a specific folder within a library

Getting ready

You need to have a SharePoint license to access SharePoint Online. You also require editing rights for the list to add a flow to it.

How to do it...

  1. Navigate to the SharePoint list (or library).
  2. Select Create a flow from the top menu under Power Automate:

  3. A panel will appear on the right with all the SharePoint templates:

  4. Select a template and build a flow as we described before.

How it works...

Selecting a template...