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)

Using tags for files

A great way to organize your files and render them locatable by your end users is to tag them using customized fields on lists and libraries.

You can implement this content strategy in different ways, but I would like to spend more time talking about one in particular, the one that uses a Metadata/Taxonomy field in the list or library.

A taxonomy is an area where an organization can define lists of related terms that help it to organize or categorize data.

In SharePoint, the taxonomy terminology is known as Term Store, a place in SharePoint Central Administration where you can organize a group of terms (called term sets) and manage the terms.

Metadata can be managed in the following areas:

  • Term Store: This is a place where you can manage enterprise terms.
  • Term sets: Predefined lists of applicable terms—vocabularies, such as states, locations, jurisdictions, and projects.
  • Terms: Applied to content through managed...