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.

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Table of Contents (22 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Sections
Get in touch
1
Overview of Microsoft 365
Overview of Microsoft 365
The infrastructure business is changing!
The evolution of Microsoft 365
What is Microsoft 365?
Licensing
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
2
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
3
Working with Modern Sites in SharePoint Online
Working with Modern Sites in SharePoint Online
Changing the look
Adding a page
Adding a web part
Adding an app
Modifying the top navigation
Modifying the left navigation
Viewing and changing site settings
Determining and revoking permissions in a site
Creating a subsite
4
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
Adding alerts
5
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
6
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
7
OneDrive for Business
OneDrive for Business
Uploading a file to OneDrive for Business
Syncing files and folders
Sharing a file
8
Search in Microsoft 365
Search in Microsoft 365
Performing an advanced search
Finding experts and people
Searching with Bing Search
9
Office Delve
Office Delve
Navigating to your Delve profile page
Changing your profile photo
Updating your profile information
Grouping documents through boards
10
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
Sharing files
Collaborating on a notebook
11
Microsoft Teams
Microsoft Teams
Installing Teams
Creating a new team
Adding a member
Joining a team
Leaving a team
Deleting a team
Creating channels and tabs
Initiating conversations via posts
Scheduling a meeting
Sharing files
Searching within Teams
Adding a connector
12
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
13
Power Automate (Microsoft Flow)
Power Automate (Microsoft Flow)
Creating a flow using a template
Editing a flow
Exporting a flow
Importing a flow
Adding owners
Testing your flow
Creating a solution
Creating a flow in a SharePoint library
14
Power Apps
Power Apps
Creating a template-based app
Connecting to data sources
Adding screens
Creating a canvas app from a blank template
Creating Power Apps from a SharePoint list/library
Sharing Power Apps
15
Power BI
Power BI
Technical requirements
Retrieving data
Transforming data
Modeling data
Visualizing data
Sharing a report/dashboard/dataset
16
Power Virtual Agents
Power Virtual Agents
Creating a bot
Creating a topic
Testing a bot
Deploying a bot
17
Planner
Planner
Creating a plan
Creating tasks
Assigning tasks
Adding checklist items
Managing the plan
Deleting a plan
18
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
19
Microsoft 365 on Mobile
Microsoft 365 on Mobile
SharePoint
Delve
OneDrive
Office apps
Planner
Power Apps
Power Automate (Microsoft Flow)
Power BI
Microsoft Teams
20
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think
Appendix
Appendix
OneNote
SharePoint workflows
Microsoft Forms
Microsoft Stream
Sway
To Do
Office development frameworks
Learning pathways
Project Cortex
SharePoint spaces
Fluid Framework

Retrieving data

Retrieving is the process of fetching data from a location. Power BI has connectors to various data sources, ranging from text and comma-separated values (CSV) files to databases, as well as web pages. Some common Power BI connectors are shown in the following screenshot:

In this section, I will demonstrate how you can retrieve data from a CSV file.

Getting ready

Download the Products_bikes.csv file fromChapter 15 folder in the GitHub repository of this book here https://m365book.page.link/github

You don't need any special permission to retrieve data from files such as text, CSV, or Excel files.

If you are querying a secure data store, you might require additional permissions.

How to do it...

  1. Open the Power BI Desktop tool.
  2. Click on Get Data and select the Text/CSV option:

  1. Press Connect.
    2. ...
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