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 an attended desktop flow

In this first recipe, we’ll create a simple, attended desktop flow, meaning you’ll manually trigger it and supervise (and potentially interact with) the flow as it runs on your machine.

Getting Ready

You’ll need Power Automate Desktop installed and setup on your machine.

How to do it

  1. Launch Power Automate on your machine
  2. Select New flow
  3. Search for app in the action panel and double-click Run application as shown in Figure X.6.

    Figure X.6 – Run application action.
  4. Use the Select file icon and then search for an application you use regularly such as your email application, an invoicing or client system, database, etc. The select file and explorer windows are shown in Figure X.7. We’ll use Outlook in this recipe.

    Figure X.7 – Run application select file and explorer navigation options.
  5. Select Open and Save once you’ve found the application file you’d like to launch.
  6. Now select the Record button...