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)

SharePoint workflows

So far, we learned how to build processes using Microsoft Flow. Before Flow was included in the Microsoft 365 suite, workflows were designed using SharePoint Designer. SharePoint Designer is a free executable that helps you modify sites and web pages and create workflows with SharePoint. You can download it from Microsoft has not released any new versions of SharePoint Designer after SharePoint Designer 2013, but you can still use it to build legacy SharePoint workflows on SharePoint Online.

SharePoint workflows can be attached to a site, a list, or a specific content type.

To build a workflow, open a SharePoint site using SharePoint Designer:

Click on WORKFLOWS on the left to see all the SharePoint workflows that have been deployed on the site. From here, you can choose the type of workflow and the workflow designer will load up: