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)

Viewing and editing documents in the client

Besides being able to view and edit documents in the browser, SharePoint also lets you view and edit online documents in the corresponding desktop applications. There are two ways to open an online document in the desktop app:

  • Browse to the library and then open the document from there.
  • Directly open an online document from the app.

In this recipe, we will see how to use both methods to view and edit a document that was uploaded to a SharePoint library in the corresponding desktop application.

Getting ready

You will need Read permissions or higher on the document that you'd like to view and Contributepermissions or higher on it if you'd like to edit it.

How to do it...

To open the online document from the library, follow these steps:

  1. Browse to the library that contains the document that you would like to view or edit.
  2. ...