Book Image

Customizing and Extending SharePoint Online

By : Matti Paukkonen
Book Image

Customizing and Extending SharePoint Online

By: Matti Paukkonen

Overview of this book

Explore the robust functionalities of SharePoint that ensure your business processes remain flexible and scalable. With its custom development features, SharePoint presents abundant opportunities to meet evolving needs, deliver personalized experiences, and seamlessly integrate across platforms. If you’re looking for practical guidance on developing custom SharePoint solutions, Customizing and Extending SharePoint Online is your essential companion. This book takes you through the different techniques for customizing SharePoint, harnessing its native capabilities, and extending them across other platforms. You’ll begin by organizing content with SharePoint sites and learning best practices for permission governance before learning how to create and manage pages and use web parts to create, aggregate, and format content. This SharePoint book also covers specialized use cases of the Viva Suite and delves into SharePoint automation with Power Automate while extending solutions with Power Apps. Toward the end, you’ll get to grips with designing personalized solutions with SharePoint Framework and Microsoft Graph. By the end of this book, you’ll be ready to deliver highly customized SharePoint solutions that align with your business objectives.
Table of Contents (27 chapters)
Free Chapter
1
Part 1:Exploring SharePoint Online
8
Part 2:Enhancing the SharePoint Content
14
Part 3:Automate and Extend SharePoint Experiences
19
Part 4:Create Your Own Customization using SharePoint Framework and Microsoft Graph

Connecting to SharePoint with Power Automate

Power Automate workflows are created and managed on the Power Automate portal, which can be accessed by browsing: https://make.powerautomate.com.

Figure 12.1 - Power Automate portal

Figure 12.1 - Power Automate portal

Creating your first flow

On Power Automate, all automations and workflows are called simply flows or cloud flows. When creating a new flow, the trigger type needs to be first selected (Figure 12.1). The trigger can be changed later if needed. In this book, we will use automated, instant, and scheduled flows, since they are covered in user licenses and are commonly used to manage and use data from SharePoint:

  • An automated cloud flow is started on a change, such as when a new list item is added to the SharePoint list.
  • An instant cloud flow is triggered manually. This type is used, for example, on SharePoint approvals, since the standard approval flow is manually triggered. This is also useful when developing or testing...