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)

Creating a Managed Metadata site column

In the previous recipe, we saw how to create term sets and terms in the Term Store. In this recipe, we will see how to create a column that utilizes these terms and makes them available to end-users for tagging. We will create a managed metadata site column called Contoso Department for this recipe. The purpose of this column will be to enable users to tag documents with the department that authored it and is responsible for it.

Getting ready

You will need Design or Full Control permissions for the site within which you would like to create the new column.

How to do it...

To create a new site column that utilizes the taxonomy from the Term Store, do the following:

  1. Browse to the Site Settings page for the site, as described in the Viewing and changing sitesettings recipe in Chapter 3, Working with Modern Sites in SharePoint Online.
  2. Then click Site columns under the Web Designer...