Book Image

Microsoft 365 and SharePoint Online Cookbook

By : Gaurav Mahajan, Sudeep Ghatak

Book Image

Microsoft 365 and SharePoint Online Cookbook

By: Gaurav Mahajan, Sudeep Ghatak

Overview of this book

Microsoft Office 365 provides tools for managing organizational tasks like content management, communication, report creation, and business automation processes. With this book, you'll get to grips with popular apps from Microsoft, enabling workspace collaboration and productivity using Microsoft SharePoint Online, Teams, and the Power Platform. In addition to guiding you through the implementation of Microsoft 365 apps, this practical guide helps you to learn from a Microsoft consultant's extensive experience of working with the Microsoft business suite. This cookbook covers recipes for implementing SharePoint Online for various content management tasks. You'll learn how to create sites for your organization and enhance collaboration across the business and then see how you can boost productivity with apps such as Microsoft Teams, Power Platform, Planner, Delve, and M365 Groups. You'll find out how to use the Power Platform to make the most of Power Apps, Power Automate, Power BI, and Power Virtual Agents. Finally, the book focuses on the SharePoint framework, which helps you to build custom Teams and SharePoint solutions. By the end of the book, you will be ready to use Microsoft 365 and SharePoint Online to enhance business productivity using a broad set of tools.

Preface

Who this book is for

What this book covers

To get the most out of this book

Overview of Microsoft 365

Overview of Microsoft 365

The infrastructure business is changing!

The evolution of Microsoft 365

What is Microsoft 365?

Microsoft 365 Apps

Signing in to Microsoft 365

Microsoft 365 user interface

Microsoft 365 admin interface

Microsoft 365 admin roles

Let's get started!

Free Chapter

Introduction to SharePoint Online

Introduction to SharePoint Online

Getting to the SharePoint start page

Creating a modern site

Viewing site contents

Creating a list

Adding an item to a list

Creating a document library

Uploading documents to a library

Sharing a document

Searching content

Working with Modern Sites in SharePoint Online

Working with Modern Sites in SharePoint Online

Changing the look

Adding a web part

Modifying the top navigation

Modifying the left navigation

Viewing and changing site settings

Determining and revoking permissions in a site

Creating a subsite

Working with Lists and Libraries in SharePoint Online

Working with Lists and Libraries in SharePoint Online

Creating a list using a built-in list template

Adding a column

Creating a custom list view

Using Quick Edit to bulk-edit list items

Viewing and changing list settings

Viewing and changing list permissions

Document Management in SharePoint Online

Document Management in SharePoint Online

Creating a new document

Associating a document template

Viewing and editing documents in the browser

Viewing and editing documents in the client

Downloading documents

Moving and copying documents

Viewing and changing document library settings

Versioning settings, content approval, and document checkout

Term Store and Content Types in SharePoint Online

Term Store and Content Types in SharePoint Online

Creating a new group for term sets

Creating term sets and terms

Creating a Managed Metadata site column

Creating a content type and adding columns to it

Adding a content type to a list or library

Tagging a document

OneDrive for Business

OneDrive for Business

Uploading a file to OneDrive for Business

Syncing files and folders

Search in Microsoft 365

Search in Microsoft 365

Performing an advanced search

Finding experts and people

Searching with Bing Search

Office Delve

Navigating to your Delve profile page

Changing your profile photo

Updating your profile information

Grouping documents through boards

Microsoft 365 Groups

Microsoft 365 Groups

Creating a group

Deleting a group

Joining a group

Leaving a group

Adding members to a group

Removing members from a group

Having conversations

Booking meetings

Collaborating on a notebook

Microsoft Teams

Microsoft Teams

Installing Teams

Creating a new team

Adding a member

Deleting a team

Creating channels and tabs

Initiating conversations via posts

Scheduling a meeting

Searching within Teams

Adding a connector

Yammer - The Enterprise Social Network

Yammer - The Enterprise Social Network

Joining a Yammer network

Creating a Yammer group

Joining a Yammer group

Using the activity feed

Following people and topics

Posting messages

Tagging colleagues

Inviting external members to your network

Power Automate (Microsoft Flow)

Power Automate (Microsoft Flow)

Creating a flow using a template

Exporting a flow

Importing a flow

Testing your flow

Creating a solution

Creating a flow in a SharePoint library

Power Apps

Creating a template-based app

Connecting to data sources

Creating a canvas app from a blank template

Creating Power Apps from a SharePoint list/library

Sharing Power Apps

Power BI

Technical requirements

Retrieving data

Transforming data

Visualizing data

Sharing a report/dashboard/dataset

Power Virtual Agents

Power Virtual Agents

Creating a topic

Deploying a bot

Planner

Creating a plan

Assigning tasks

Adding checklist items

Managing the plan

Deleting a plan

Custom Development - SharePoint Framework

Custom Development - SharePoint Framework

Technical requirements

Setting up the development environment

Building your first SPFx web part

Deploying your SPFx web part to an Microsoft 365 tenant

Debugging your SPFx web part

Microsoft 365 on Mobile

Microsoft 365 on Mobile

Power Automate (Microsoft Flow)

Microsoft Teams

Other Books You May Enjoy

Other Books You May Enjoy

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Appendix

SharePoint workflows

Microsoft Forms

Microsoft Stream

Office development frameworks

Learning pathways

SharePoint spaces

Fluid Framework

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Licensing

Microsoft 365 has several subscription plans for the following entities:

Small and medium businesses: In this category, there are Basic, Standard, and Premium plans. The Basic plan offers Office apps (Outlook, Word, Excel, PowerPoint, and OneNote) for online, mobile-only use, and grants 1 TB storage per user. The Standard and Premium tiers include the corresponding desktop Office apps along with additional services.

Schools: Microsoft offers plans to schools under the "Education" banner. The plans are A1, A2, and A3. A1 offers Office apps (Outlook, Word, Excel, PowerPoint, and OneNote) for online and mobile-only use. The A2 plan additionally provides access to the corresponding desktop apps. Power BI is only available with the A3 plan.

Nonprofit organizations: This category includes a basic and a standard plan. The primary difference between the two plans being that the standard plan lets you download Office Apps for desktop...