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 plan

Planner can be used to manage an event, research new ideas, track a project, prepare for a customer visit, or just organize your team more effectively.

You begin by creating a plan. There are several ways in which you can create a plan. One obvious way is to create the plan through the Planner homepage. Plans also get created indirectly if you create a team in Microsoft Teams or a group within Microsoft 365 Groups.

Getting ready

In order to create plans, you should have permission to provision a Microsoft 365 group. Administrators can disable this feature in some organizations; however, Microsoft 365 does allow you to selectively grant Microsoft 365 group creation rights to individuals or groups.

How to do it...

To create a plan from the Planner app:

  1. Log in to using your Microsoft 365 account.
  2. Click on Planner.
  3. Click on New Plan: