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)

Associating a document template

The Newmenu in a library lets you create documents using the standard inbuilt document types:

Clicking any of these document types will result in a blank document being created for you. There are times, however, when you would want your users to create documents using standard document templates defined by your organization. These templates might contain pre-defined branding, standard cover pages, footers, and headers as an example. You can modify theNewmenu to enable document creation using such templates and also optionally hide the default templates.

This recipe will show you how to associate such a pre-created document template with the New menu in your library. We will also see how to show this template at the top and then disable the inbuilt Word document option.

Getting ready

You will need the Edit permission or higher to be able to edit the New menu for a library.

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