Microsoft 365 and SharePoint Online Cookbook

Microsoft 365 and SharePoint Online Cookbook

by Gaurav Mahajan, Sudeep Ghatak
Released June 2020
Publisher(s): Packt Publishing
ISBN: 9781838646677

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Book description

With over 100 practical recipes that offer extensive coverage of Microsoft Office 365, learn how to enhance collaboration, implement robotic process automation, and develop business intelligence for your organization

Key Features

  • Gain a complete overview of popular Office 365 services using practical recipes and expert insights
  • Collaborate with your team effectively using SharePoint Online and MS Teams
  • Purchase of the print or Kindle book includes a free eBook in the PDF format

Book Description

Microsoft Office 365 provides tools for managing organizational tasks like content management, communication, report creation, and business automation processes. With this book, you'll get to grips with popular apps from Microsoft, enabling workspace collaboration and productivity using Microsoft SharePoint Online, Teams, and the Power Platform.

In addition to guiding you through the implementation of Microsoft 365 apps, this practical guide helps you to learn from a Microsoft consultant's extensive experience of working with the Microsoft business suite. This cookbook covers recipes for implementing SharePoint Online for various content management tasks. You'll learn how to create sites for your organization and enhance collaboration across the business and then see how you can boost productivity with apps such as Microsoft Teams, Power Platform, Planner, Delve, and M365 Groups. You'll find out how to use the Power Platform to make the most of Power Apps, Power Automate, Power BI, and Power Virtual Agents. Finally, the book focuses on the SharePoint framework, which helps you to build custom Teams and SharePoint solutions.

By the end of the book, you will be ready to use Microsoft 365 and SharePoint Online to enhance business productivity using a broad set of tools.

What you will learn

  • Get to grips with a wide range of apps and cloud services in Microsoft 365
  • Discover how to use SharePoint Online to create and manage content
  • Store and share documents using SharePoint Online
  • Improve your search experience with Microsoft Search
  • Leverage the Power Platform to build business solutions with Power Automate, Power Apps, Power BI, and Power Virtual Agents
  • Enhance native capabilities in SharePoint and Teams using the SPFx framework
  • Use Microsoft Teams to collaborate with colleagues or external users

Who this book is for

This book is for business professionals, IT administrators, enterprise developers and architects, and anyone who wants to get to grips with using MS 365 for the effective implementation of Microsoft apps. Prior experience with Office 365 and SharePoint will assist with understanding the recipes effortlessly, but is not required.

Table of contents

  1. Title Page
  2. Copyright and Credits
    1. Microsoft 365 and SharePoint Online Cookbook
  3. Dedication
  4. About Packt
    1. Why subscribe?
  5. Foreword by Sandy Ussia
  6. Foreword by Nate Chamberlain
  7. Contributors
    1. About the authors
    2. About the reviewer
    3. Packt is searching for authors like you
  8. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Conventions used
    4. Sections
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
      5. See also
    5. Get in touch
      1. Reviews
  9. Overview of Microsoft 365
    1. The infrastructure business is changing!
    2. The evolution of Microsoft 365
    3. What is Microsoft 365?
    4. Licensing
    5. Microsoft 365 Apps
    6. Signing in to Microsoft 365
    7. Microsoft 365 user interface
      1. Page header - the suite bar
        1. Settings icon
      2. Page content
        1. Apps section
        2. Recommended
        3. OneDrive and SharePoint locations
    8. Microsoft 365 admin interface
    9. Microsoft 365 admin roles
    10. Let's get started!
  10. Introduction to SharePoint Online
    1. Getting to the SharePoint start page
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    2. Creating a modern site
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Types of modern site collections
          1. Team site
          2. Communication site
          3. Hub site
          4. Home site
      4. There's more...
        1. Site versus site collection
        2. Modern versus classic experience
      5. See also
    3. Viewing site contents
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Recycle bin
      4. See also
    4. Creating a list
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Deleting a list
      4. See also
    5. Adding an item to a list
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Deleting an item
      5. See also
    6. Creating a document library
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Uploading documents to a library
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Uploading a folder
      4. See also
    8. Sharing a document
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Copy link
      5. See also
    9. Searching content
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  11. Working with Modern Sites in SharePoint Online
    1. Changing the look
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    2. Adding a page
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Entering basic page information
        2. Publishing a page
        3. The Site Pages library
      4. There's more...
        1. Content approval
        2. News post and news link
        3. Deleting a page
      5. See also
    3. Adding a web part
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Audience targeting
    4. Adding an app
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Types of add-ins
      4. There's more...
        1. App catalog
        2. Removing an app from your site
        3. Removing the app license
      5. See also
    5. Modifying the top navigation
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Cascading menu and Megamenu
      5. See also...
    6. Modifying the left navigation
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also...
    7. Viewing and changing site settings
      1. Getting ready
      2. How to do it...
      3. How it works...
    8. Determining and revoking permissions in a site
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Site permissions
        2. Permission levels
        3. Permission inheritance
        4. Permission groups in SharePoint
        5. Site collection administrator
      4. See also...
    9. Creating a subsite
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more
        1. Custom provisioning using Site Designs and Site Scripts
        2. Reusing a site as a template
          1. Exporting a site using a site script
          2. Exporting a site using PnP provisioning
      5. See also...
  12. Working with Lists and Libraries in SharePoint Online
    1. Creating a list using a built-in list template
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Inbuilt list and library templates
        2. Saving a list as a template
          1. Exporting a list using site scripts
          2. Exporting a list using PnP
          3. Exporting a list using list settings
      5. See also
    2. Adding a column
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Editing or deleting a column
        2. Other column settings
        3. Site Columns
      5. See also
    3. Creating a custom list view
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. The Items that need attention view
        2. Bulk-editing properties
        3. Exporting to Excel
        4. Advanced view formatting
        5. In-place view filtering, sorting, and grouping
        6. Filters pane
        7. Working with large lists and libraries
    4. Using Quick Edit to bulk-edit list items
      1. Getting ready
      2. How to do it...
      3. How it works...
    5. Viewing and changing list settings
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...<a href="https://m365book.page.link/List-Settings" target="_blank">
        1. Modern versus classic list and library experience
      5. See also
    6. Viewing and changing list permissions
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Item permissions
        2. Navigation and search visibility
      5. See also
    7. Adding alerts
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Notification emails
        2. Finding and deleting other users' alerts
      5. See also
  13. Document Management in SharePoint Online
    1. Creating a new document
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Governance and information architecture
      4. See also
    2. Associating a document template
      1. Getting ready
      2. How to do it...
      3. How it works
      4. See also
    3. Viewing and editing documents in the browser
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Co-authoring documents in the browser
      5. See also
    4. Viewing and editing documents in the client
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. The Open in Desktop App option
      4. There's more...
        1. Co-authoring documents in the client app
        2. Document metadata
      5. See also
    5. Downloading documents
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Moving and copying documents
      1. Getting ready
      2. How to do it...
      3. How it works...
    7. Viewing and changing document library settings
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    8. Versioning settings, content approval, and document checkout
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Other versioning settings
      4. There's more...
        1. Checkout process for documents that open in the client
        2. Co-authoring and versioning settings
      5. See also
  14. Term Store and Content Types in SharePoint Online
    1. Creating a new group for term sets
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    2. Creating term sets and terms
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Term Set properties
        2. Term properties
      4. There's more...
        1. Organizing the Term Store: Copy, reuse, and pin term sets and terms
        2. Exporting and importing using PnP
      5. See also
    3. Creating a Managed Metadata site column
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Creating a content type and adding columns to it
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Content Type properties
      4. There's more...
        1. Editing or removing a column from a content type
        2. Content Type inheritance
        3. Content type hub and content type publishing
      5. See also
    5. Adding a content type to a list or library
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Multiple content types
      4. There's more...
        1. External content type and external list
      5. See also
    6. Tagging a document
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  15. OneDrive for Business
    1. Uploading a file to OneDrive for Business
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. File and folder operations
      4. There's more...
        1. Other pages on OneDrive for Business online
      5. See also
    2. Syncing files and folders
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. OneDrive app settings
      4. There's more...
        1. Files on demand
        2. Sync issues
    3. Sharing a file
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Links granting access
      5. See also
  16. Search in Microsoft 365
    1. Performing an advanced search
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Fine-tuning search and keyword query language
      4. There's more...
        1. Owner and admin controls
      5. See also
    2. Finding experts and people
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Searching with Bing Search
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  17. Office Delve
    1. Navigating to your Delve profile page
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Delve home page
      4. There's more...
        1. Document cards
        2. Delve and security
        3. Turning off Delve
      5. See also
    2. Changing your profile photo
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Updating your profile information
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Grouping documents through boards
      1. Getting ready
      2. How to do it...
      3. How it works...
  18. Microsoft 365 Groups
    1. Creating a group
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Group Emails
        2. Group team site
        3. Sharing files
        4. Connecting your apps
      4. See also
    2. Deleting a group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Joining a group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Leaving a group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Adding members to a group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Removing members from a group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Having conversations
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    8. Booking meetings
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    9. Sharing files
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    10. Collaborating on a notebook
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  19. Microsoft Teams
    1. Installing Teams
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Teams Top Panel
        2. Teams Left Panel
          1. Activity
          2. Chat
          3. Teams
          4. Calendar
          5. Calls
          6. Files
      4. There's more...
    2. Creating a new team
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    3. Adding a member
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Joining a team
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Leaving a team
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Deleting a team
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Creating channels and tabs
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Showing or hiding teams and channels
        2. Managing notifications
      4. See also
    8. Initiating conversations via posts
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    9. Scheduling a meeting
      1. Getting ready
      2. How to do it...
        1. Scheduled meetings
        2. Meet in a channel
        3. Meet Now
        4. Live Events
      3. How it works...
        1. Live captions
        2. Custom backgrounds
      4. There's more...
      5. See also
    10. Sharing files
      1. Getting ready
      2. How to do it...
        1. Sharing files via the Upload button
        2. Sharing files via conversations
        3. Sharing files via SharePoint
      3. How it works...
      4. See also
    11. Searching within Teams
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Searching for messages and conversations within teams
        2. Searching for people in your Microsoft 365 tenant
        3. Searching for files within Teams and other Microsoft 365 locations
      4. See also
    12. Adding a connector
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
  20. Yammer - The Enterprise Social Network
    1. Joining a Yammer network
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Inbox
      4. There's more...
      5. See also
    2. Creating a Yammer group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Joining a Yammer group
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Using the activity feed
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Following people and topics
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Posting messages
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Tagging colleagues
      1. How to do it...
      2. How it works...
      3. See also
    8. Inviting external members to your network
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  21. Power Automate (Microsoft Flow)
    1. Creating a flow using a template
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Components of a flow
        2. Flow landing page
        3. Run history
        4. Flow properties
      4. There's more
      5. See also
    2. Editing a flow
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Exporting a flow
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Importing a flow
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Adding owners
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Testing your flow
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Creating a solution
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    8. Creating a flow in a SharePoint library
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  22. Power Apps
    1. Creating a template-based app
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Power Apps designer
        2. Saving and publishing
        3. Versioning
      4. See also
    2. Connecting to data sources
      1. Getting ready
      2. How to do it ...
      3. How it works...
      4. There's more
      5. See also
    3. Adding screens
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more
      5. See also
    4. Creating a canvas app from a blank template
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Power Apps events
        2. Variables
        3. Functions
      5. See also
    5. Creating Power Apps from a SharePoint list/library
      1. Getting ready
      2. How to do it...
        1. Customize forms
        2. Create an app
      3. How it works...
      4. There's more...
      5. See also
    6. Sharing Power Apps
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  23. Power BI
    1. Technical requirements
    2. Retrieving data
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Transforming data
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Modeling data
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
        1. Calculated columns
        2. Measures
      5. See also
    5. Visualizing data
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    6. Sharing a report/dashboard/dataset
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  24. Power Virtual Agents
    1. Creating a bot
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    2. Creating a topic
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Show a message
        2. Ask a question
        3. End the conversation
          1. End with a survey
          2. Transfer to agent
        4. Go to another topic
        5. Call an action
      4. See also
    3. Testing a bot
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    4. Deploying a bot
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
  25. Planner
    1. Creating a plan
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    2. Creating tasks
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Assigning tasks
      1. Getting ready
      2. How to do it...
        1. Updating the task
        2. Dragging the card
      3. How it works...
      4. See also
    4. Adding checklist items
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Managing the plan
      1. Getting ready
      2. How to do it...
      3. There's more...
      4. See also
    6. Deleting a plan
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
  26. Custom Development - SharePoint Framework
    1. Technical requirements
      1. Node.js
      2. Npm
      3. Visual Studio Code
      4. Yeoman
      5. Gulp
      6. TypeScript
      7. PowerShell
    2. Setting up the development environment
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    3. Building your first SPFx web part
      1. Getting started
      2. How to do it...
      3. How it works...
        1. Config folder (config)
        2. Node modules (node_modules)
        3. Source code (src)
      4. There's more...
      5. See also
    4. Deploying your SPFx web part to an Microsoft 365 tenant
      1. Getting started
      2. How to do it...
        1. Creating a solution package
        2. Deploying to the tenant app catalog
      3. How it works...
      4. See also
    5. Debugging your SPFx web part
      1. Getting started
      2. How to do it...
      3. How it works...
      4. There's more
      5. See also
  27. Microsoft 365 on Mobile
    1. SharePoint
    2. Delve
    3. OneDrive
    4. Office apps
    5. Planner
    6. Power Apps
    7. Power Automate (Microsoft Flow)
    8. Power BI
    9. Microsoft Teams
  28. Appendix
    1. OneNote
      1. OneNote components
      2. Taking notes
      3. Sharing notes
    2. SharePoint workflows
    3. Microsoft Forms
    4. Microsoft Stream
    5. Sway
    6. To Do
    7. Office development frameworks
      1. Microsoft Graph
      2. PowerShell
      3. SharePoint PnP
      4. Office Add-ins
    8. Learning pathways
    9. Project Cortex
    10. SharePoint spaces
    11. Fluid Framework
  29. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think

Product information

  • Title: Microsoft 365 and SharePoint Online Cookbook
  • Author(s): Gaurav Mahajan, Sudeep Ghatak
  • Release date: June 2020
  • Publisher(s): Packt Publishing
  • ISBN: 9781838646677