Microsoft 365 and SharePoint Online Cookbook : A Complete Guide to Microsoft Office 365 Apps Including SharePoint, Power Platform, Copilot and More / Gaurav Mahajan [and four others].

Format:

Book

Author/Creator:

Mahajan, Gaurav, author.

Language:

English

Subjects (All):

Microsoft Office.

Microsoft SharePoint (Electronic resource).

Cloud computing.

Business enterprises--Computer programs.

Business enterprises.

Physical Description:

1 online resource (641 pages)

Edition:

Second edition.

Place of Publication:

Birmingham : Packt Publishing, [2024]

System Details:

Mode of access: World Wide Web.

Summary:

Unlock over 100 recipes for mastering Microsoft 365. Boost productivity with Copilot, collaborate with SharePoint and Teams, automate tasks, create apps and reports using Power Automate (with RPA), Power Apps, Power BI, and more. Print or Kindle book purchase includes a free PDF eBook. Key Features Enhance collaboration and productivity using SharePoint, Teams, OneDrive, Viva, Planner, and Microsoft Forms Automate processes, build apps, bots, and dashboards with Power Automate (with RPA), Power Apps, Copilot Studio, and Power BI Harness Copilot, the new AI virtual assistant, for seamless support in your everyday tasks Book Description Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization's central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite. What you will learn Collaborate effectively with SharePoint, Teams, OneDrive, Delve, Search, and Viva Boost creativity and productivity with Microsoft Copilot Develop and deploy custom applications using Power Apps Create custom bots using Power Virtual Agents (Copilot Studio) Integrate with other apps, automate workflows and repetitive processes with Power Automate/Desktop (RPA) Design reports and engaging dashboards with Power BI Utilize Planner, To Do, and gather feedback with polls and surveys in Microsoft Forms Experience seamless integration in the mobile platfor Who this book is for This cookbook caters to professionals stepping into the world of Microsoft 365 and SharePoint Online. It is tailored for a broad spectrum of skillsets including general business professionals, IT administrators, and enterprise architects who are newcomers to Microsoft 365, offering valuable insights for establishing a contemporary, digital workplace effectively.

Contents:

Cover

Copyright Page

Contributors

Table of Contents

Preface

Chapter 1: Overview of Microsoft 365

The infrastructure business is changing!

The evolution of Microsoft 365

What is Microsoft 365?

Licensing

Microsoft 365 apps

Signing in to Microsoft 365

Microsoft 365 user interface

Page header - the suite bar

Settings icon

Page content

Microsoft 365 admin interface

Microsoft 365 admin roles

Let's get started!

Chapter 2: Introduction to SharePoint Online

Getting to the SharePoint start page

Getting ready

How to do it...

How it works...

See also

Creating a modern site

Types of modern sites

Site creation next steps

There's more...

Site versus site collection

Modern versus classic experience

Reusing a site as a template

Viewing site contents

Creating a list

Deleting a list

Adding an item to a list

Viewing and editing items

Deleting an item

Other actions

Creating a document library

Uploading documents to a library

Uploading a folder

Document actions

Deleting and restoring a file

Emptying the recycle bin

File deletion in OneDrive

Restoring a library

Deleting library columns

Deleting previous file versions

Sharing a document

Types of links.

There's more...

Copy link

Searching content

Chapter 3: Modern Sites in SharePoint Online

Changing the look

Adding a page

How to do it…

Entering basic page information

Publishing a page

The Site Pages library

There's more…

Components of a SharePoint page

Content approval

News posts and news links

Deleting a page

Adding a web part

Audience targeting

Adding an app

Types of apps

Removing an app from your site

Modifying the top navigation

Cascading menus and mega menus

See also...

Modifying the left navigation

Hiding Quick Launch or changing orientation

Viewing and changing site settings

Determining and revoking permissions for a site

Site permissions

Permission levels

Permission inheritance

Permission groups in SharePoint

Site collection administrator

Creating a subsite

Chapter 4: Lists and Libraries in SharePoint Online

Creating a list from an existing Excel file

Creating a list from a template

Creating a list from an existing list

Saving a list as a template.

Exporting a list using site scripts

Exporting a list using PnP

Exporting a list using list settings

Adding a column

Editing or deleting a column

Other column settings

Column formatting

List form customization

Site columns

Creating a custom list view

Microsoft Teams document library views

The Items that need attention view

Bulk-editing properties

Exporting to CSV or Excel

Advanced view formatting

In-place view filtering, sorting, and grouping

Filters pane

Working with large lists and libraries

Using Edit in grid view to bulk-edit list items

Viewing and changing list settings

Modern versus classic list and library experience

Viewing and changing list permissions

Item permissions

Navigation and search visibility

Adding alerts

Notification emails

Finding and deleting other users' alerts

Chapter 5: Document Management in SharePoint Online

Creating a new document

Governance and information architecture

Associating a document template

How it works…

Viewing and editing documents in the browser

Editing and Viewing modes

Co-authoring documents in the browser

See also.

Viewing and editing documents in the client

The Open in Desktop App option

AutoSave in the client app

Co-authoring documents in the client app

Document metadata

Downloading documents

Moving and copying documents

Viewing and changing document library settings

Versioning settings, content approval, and document checkout

Other versioning settings

Checkout process for documents that open in the client

Co-authoring and versioning settings

Chapter 6: OneDrive

Uploading a file to OneDrive

File and folder operations

OneDrive home page

Syncing files and folders

OneDrive app settings

Add a shortcut to OneDrive

Files On-Demand

Sync issues

Sharing a file

Links granting access

Requesting files

Chapter 7: Microsoft Teams

Installing Teams

Teams top panel

Creating a new team

Microsoft Teams templates

Adding a member

Joining a team

There's more..

Leaving a team

Getting ready.

How to do it...

Deleting a team

Creating channels and tabs

Showing or hiding teams and channels

Managing notifications

Initiating conversations via posts

Scheduling a meeting

Scheduled meetings

Meet in a channel

Meet now

Live events

Live captions

Custom backgrounds

Avatars

Sharing files

Sharing files via the Upload button

Sharing files via conversations

Sharing files via SharePoint

Searching within Teams

Searching for messages and conversations within teams

Searching for people in your Microsoft 365 tenant

Searching for files within Teams and other Microsoft 365 locations

Adding a connector

Using approvals in Teams

Create a channel calendar tab

How it works

Creating custom registration forms for Teams meetings

Using breakout rooms in Teams meetings

Chapter 8: Power Automate (Microsoft Flow)

Technical requirements

Introducing flows

Flow landing page

Creating a flow using a template

How to do it….

Notes:

Includes index.

Includes bibliographical references and index.

Description based on publisher supplied metadata and other sources.

Description based on print version record.

ISBN:

1-80324-737-1

OCLC:

1424937296