Book Image

Efficiency Best Practices for Microsoft 365

By : Dr. Nitin Paranjape
Book Image

Efficiency Best Practices for Microsoft 365

By: Dr. Nitin Paranjape

Overview of this book

Efficiency Best Practices for Microsoft 365 covers the entire range of over 25 desktop and mobile applications on the Microsoft 365 platform. This book will provide simple, immediately usable, and authoritative guidance to help you save at least 20 minutes every day, advance in your career, and achieve business growth. You'll start by covering components and tasks such as creating and storing files and then move on to data management and data analysis. As you progress through the chapters, you'll learn how to manage, monitor, and execute your tasks efficiently, focusing on creating a master task list, linking notes to meetings, and more. The book also guides you through handling projects involving many people and external contractors/agencies; you'll explore effective email communication, meeting management, and open collaboration across the organization. You'll also learn how to automate different repetitive tasks quickly and easily, even if you’re not a programmer, transforming the way you import, clean, and analyze data. By the end of this Microsoft 365 book, you'll have gained the skills you need to improve efficiency with the help of expert tips and techniques for using M365 apps.
Table of Contents (15 chapters)
1
Section 1: Efficient Content Creation
7
Section 2: Efficient Collaboration
10
Section 3: Integration

PA – Automation without programming

What we want is to have the trigger in one of the apps and action(s) happening in other apps. To achieve this without knowing about programming, we need someone who understands how to talk to all these apps—a coordinator. That's the job of PA.

Trigger actions across apps

PA can watch any app you specify and perform the desired actions in another app. 300+ apps work with PA.

Before we dive into PA, here are the broad steps you should use to find opportunities for automation in your business context:

  1. Think about repetitive tasks.
  2. Identify the apps involved.
  3. Go to Power Automate and check if the base app has the desired trigger.
  4. Go to the other apps and check if they have the desired actions.
  5. If yes, create a trigger and actions to automate the work.

The only thing you need to do is find the relevant triggers and actions you need, weave them together, and automate processes.

All this without...