Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

Ensuring that documents are organized

SharePoint is one of the best platforms for storing and managing documents because it not only has a place to store them but a set of features to help us manage and also find data in those documents.

However, a common question and scenario that you might face in your organization is how to keep all these documents organized. Should you use multiple libraries on one huge site? Should you have multiple team sites and multiple libraries on it? Should you use the default library created by default on the SharePoint site? Should you separate files into folders?

All these questions do not have a straight, unique answer, but we would like to share with you some tips to ensure that your documents are organized:

  • Use metadata in document libraries: By creating columns and setting the values for your files, you can improve the organization of your documents, achieving something that is not possible in Windows Explorer in general – there...