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.
Table of Contents (22 chapters)

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 in order 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: