Customizing and Extending SharePoint Online

Customizing and Extending SharePoint Online

by Matti Paukkonen
Released March 2024
Publisher(s): Packt Publishing
ISBN: 9781803244891

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Book description

Leverage SharePoint Online to enhance workflows and productivity with the help of practical examples from real-world scenarios

Key Features

  • Discover strategies for maximizing the potential and effectiveness of SharePoint features
  • Explore the synergy between Power Platform and Viva Suite when integrated with SharePoint Online
  • Lean to use SharePoint Framework and extensions to deliver personalized user experiences
  • Purchase of the print or Kindle book includes a free PDF eBook

Book Description

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.

What you will learn

  • Discover the diverse capabilities offered by SharePoint Online
  • Organize and classify documents with Microsoft Syntex AI models
  • Add automation capabilities using SharePoint's REST APIs with Power Automate
  • Enhance the user experience by connecting SharePoint data to Canvas apps
  • Design custom solutions using SharePoint Framework and Microsoft Graph
  • Understand how to use ready-made solutions from the developer community

Who this book is for

If you’re a SharePoint administrator or developer who wants to learn more about building modern experiences in SharePoint Online, this book is for you. Familiarity with SharePoint and Microsoft 365 is recommended. Specifically curated for roles overseeing collaboration solutions in Microsoft 365, this book offers comprehensive coverage of modern SharePoint Online capabilities and extensibility options.

Table of contents

  1. Customizing and Extending SharePoint Online
  2. Contributors
  3. About the author
  4. About the reviewers
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
    8. Download a free PDF copy of this book
  6. Part 1:Exploring SharePoint Online
  7. Chapter 1: SharePoint Online in a Nutshell
    1. Over 20 years of SharePoint
    2. SharePoint Online as a platform for portals and teamwork
    3. SharePoint Online as an app platform
    4. How SharePoint Online supplies experiences to other Microsoft 365 services
      1. Microsoft Teams
      2. Sharing files and folders
      3. OneDrive
      4. Viva Connections
      5. Videos
      6. Data, automation, and apps
    5. Summary
  8. Chapter 2: Organize Content with SharePoint Sites
    1. Different site types and special sites
      1. Communication site
      2. Team sites
      3. Channel sites
      4. The root site
      5. SharePoint home site and an organization’s news sites
    2. Microsoft Teams and SharePoint sites
    3. Organize and categorize sites with hub sites
    4. Connecting hub sites
    5. Navigation in sites
    6. Creating multilingual content with SharePoint
    7. Managing sites in the SharePoint Admin Center
      1. Active and deleted sites
      2. Registering a hub site
      3. Changing the site URL
    8. Summary
  9. Chapter 3: Access Controls in SharePoint
    1. Managing access to content
      1. Site permissions
      2. Advanced permissions
      3. Permission inheritance
    2. Controlling access with groups
    3. Permission levels
    4. Controlling external sharing
    5. Good practices for permissions management
    6. Summary
  10. Chapter 4: Lists and Libraries
    1. Everything is a list or a library
    2. Creating new lists and libraries
      1. Creating a document library
      2. Creating a new list
      3. Creating a list from an Excel spreadsheet
    3. Managing list and library settings
      1. Common settings for both
      2. List-specific settings
      3. Library-specific settings
      4. Columns section on list and library settings
      5. Views section on list and library settings
    4. Enabling the power of lists and libraries
      1. List columns
      2. List and library views
      3. View formatting
      4. Column formatting
      5. Grid view
      6. Modifying new forms on lists
    5. Microsoft Lists
    6. Summary
  11. Chapter 5: Describing Content with Site Columns and Content Types
    1. Site columns
      1. Column types
      2. Default column values
      3. Column validation
    2. Content types
      1. Content type settings
      2. Creating new content types
      3. Special content types
    3. Using content types and site columns in lists and libraries
      1. Adding and managing content types on lists and libraries
    4. Centrally managing and publishing content types and site columns
      1. Publishing a content type
      2. Updating a published content type
      3. Unpublishing a content type
    5. Summary
  12. Chapter 6: Creating Informative and Stunning Content with Modern SharePoint Pages
    1. Creating your first SharePoint content page
      1. Header section
      2. Authoring canvas
      3. Web parts
      4. Page details
      5. Drafts and publishing of pages
    2. Aggregating content using web parts
      1. News
      2. Highlighted content
      3. Events
    3. Targeting pages and documents
    4. Managing page templates
    5. Using SharePoint pages in Microsoft Teams
    6. Summary
  13. Part 2:Enhancing the SharePoint Content
  14. Chapter 7: Search in SharePoint
    1. Search experience in the modern SharePoint
      1. Managing site-specific search settings
    2. Customizing the default search experience
      1. Adding new search verticals
      2. Managing the search result layout with a result type
      3. Tenant-wide search experience settings
    3. Search schema and schema management
      1. Property mapping
      2. Creating a managed property
      3. Refinable and sortable properties
    4. Organization search results in Bing.com
    5. Summary
  15. Chapter 8: Managed Metadata
    1. Managed metadata and term store
      1. Term groups
      2. Term sets
      3. Importing term sets
      4. Terms
    2. Built-in term sets
      1. People
      2. Keywords
    3. Using managed metadata in SharePoint content
      1. Using terms in pages, documents, and list items
      2. Enable adding terms from SharePoint
      3. Using Terms for filtering SharePoint content using out-of-the-box web parts
    4. Summary
  16. Chapter 9: Understand Information with Microsoft Syntex
    1. Setting up Microsoft Syntex
    2. Document processing capabilities
      1. Setting up a prebuilt model
      2. Setting up a custom model
    3. Creating repetitive files using modern templates
      1. Creating a modern document template
    4. Image tagging and OCR
    5. Premium taxonomy features
    6. eSignatures on SharePoint
    7. Microsoft 365 Archive and Backup
    8. Licensing and pricing of Syntex capabilities
    9. Summary
  17. Chapter 10: Bring SharePoint Content to Teams with Viva Connections
    1. Building blocks of Viva Connections
      1. Setting up Viva Connections
      2. Setting up and managing multiple Viva Connections experiences
    2. How to curate SharePoint content for the Viva Connections feed
    3. Customizing and personalizing the Viva dashboard
      1. Editing the dashboard
      2. Create functional and custom cards with the card designer card
      3. Multilingual dashboards
      4. Announcements in Viva Connections
      5. Viva Connections analytics
    4. Enabling and publishing Viva Connections in Teams
    5. Summary
  18. Chapter 11: App Catalog and the SharePoint Store
    1. App Catalog in SharePoint
    2. Deploying apps to App Catalog
      1. App details, settings, and updating apps
      2. Managing API permissions
      3. Deploying tenant-wide extensions
      4. Site collection app catalog
    3. Getting third-party apps from the SharePoint Store
      1. App requests
    4. Summary
  19. Part 3:Automate and Extend SharePoint Experiences
  20. Chapter 12: Automate SharePoint with Power Automate
    1. Connecting to SharePoint with Power Automate
      1. Creating your first flow
    2. Managing SharePoint data with cloud flows
      1. Creating a list item
      2. Optimizing data retrieval with filtering, ordering, and limiting
    3. Approval workflows in SharePoint
      1. List item approval using content approvals
      2. Creating approvals for SharePoint pages
    4. Working with SharePoint’s REST APIs
    5. New Power Automate designer
    6. Summary
  21. Chapter 13: Extend SharePoint with Power Apps
    1. Power Apps and SharePoint
    2. Connecting canvas apps to SharePoint data
      1. Working with components
      2. Using formulas on components
    3. Customizing SharePoint forms with Power Apps
      1. Customizing the form
    4. Limitations and delegation
    5. Summary
  22. Chapter 14: Site, List, and Document Templates
    1. SharePoint site templates
      1. Working with site scripts
      2. Creating site scripts
      3. Creating and applying site templates
      4. Changing the default site template
      5. Scoping custom site templates
      6. Managing built-in templates
    2. What are SharePoint list templates?
      1. Creating a list template
    3. Publishing document templates from SharePoint to Office applications
      1. Setting up an asset library
      2. Managing asset libraries
      3. Experience for users
    4. Summary
  23. Chapter 15: Improving List Experiences with View Formatting
    1. Advanced Column formatting
      1. Conditional formatting
      2. Working with dates and date ranges
    2. Formatting column values
      1. Formatting dates and times
      2. Showing user images
      3. Displaying image field thumbnails
    3. Advanced view formatting
      1. Formatting list layouts
      2. Formatting gallery and board layouts
    4. Creating actionable links using formatting
      1. Starting cloud flows
      2. Adding click action
      3. Updating columns values on click
    5. Summary
  24. Part 4:Create Your Own Customization using SharePoint Framework and Microsoft Graph
  25. Chapter 16: Introduction to SharePoint Framework
    1. SharePoint Framework – modern application development model
      1. SharePoint Framework components
      2. Introduction to client-side development tooling
    2. Setting up the development environment
    3. Creating your first SharePoint Framework project
      1. Running and debugging the code
    4. Packaging and deploying custom solutions to SharePoint
    5. Use cases for SharePoint Framework
    6. Summary
  26. Chapter 17: Access SharePoint Data using Microsoft Graph
    1. Microsoft Graph: an API for Microsoft Cloud service resources
      1. The API structure
      2. Redefining the query with OData parameters
      3. Paging
      4. Throttling
      5. Metered APIs
    2. How to use Microsoft Graph Explorer to call the API
    3. The Microsoft Graph PowerShell SDK
      1. Connecting to Microsoft Graph with the PowerShell SDK
      2. Using the SDK
    4. Accessing SharePoint data with the Graph API and the SharePoint Framework
    5. Summary
  27. Chapter 18: Web Parts and App Part Pages
    1. SharePoint Framework web parts
      1. Creating and deploying a web part
      2. Access to the SharePoint list data
      3. Web part properties and the property pane
      4. Localization
    2. Creating SPAs with web parts
    3. Extending Teams tabs and personal apps with web parts
      1. Deploying a web part to Microsoft Teams
      2. Adding a web part to a tab
      3. Using the web part as a personal app
    4. Summary
  28. Chapter 19: Extending User Experiences with SharePoint Framework Extensions
    1. Technical requirements
    2. Bringing custom elements and scripts to pages with application customizers
      1. Building an application customizer
      2. Testing the application customizer
      3. Deploying the application customizer
    3. Customize Fields with SharePoint Framework
      1. Testing and debugging
      2. Deploying the Field Customizer
    4. Extend SharePoint with Command Sets
      1. Testing the Command Set
      2. Deploying the ListView Command Set
    5. Customize List and Library Forms with Form Customizers
    6. Extending Viva Connections with Adaptive Card Extensions
      1. Create an Adaptive Card Extension
      2. Adding the Quick View
      3. Deploying Adaptive Card Extensions to SharePoint
      4. Location in Adaptive Card Extensions
      5. Media capabilities of Adaptive Card Extensions
    7. Summary
  29. Chapter 20: Community Solutions for Extending SharePoint Online
    1. Using community solutions in SharePoint Online
    2. PnP PowerShell
      1. Installing PnP PowerShell
      2. Authentication and connection to Microsoft 365 tenants
      3. Example—copying a list with current items between sites
    3. PnP site templates
      1. Example—copying page templates across a site with PnP provisioning
    4. PnP Modern Search
      1. Installing Modern Search web parts to Microsoft 365
      2. Creating a search center with PnP Modern Search
      3. Using the PnP Modern Search Results web part to roll up content
    5. Summary
  30. Index
    1. Why subscribe?
  31. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts
    3. Download a free PDF copy of this book

Product information

  • Title: Customizing and Extending SharePoint Online
  • Author(s): Matti Paukkonen
  • Release date: March 2024
  • Publisher(s): Packt Publishing
  • ISBN: 9781803244891