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Book Description

Embrace modern solutions to enhance collaboration, teamwork, robotic process automation, and business intelligence in your organization using powerful Microsoft 365 services (formerly Office 365)

Key Features

  • Gain a complete overview of popular Microsoft 365 services using practical recipes and expert insights
  • Collaborate with your team and external users effectively using SharePoint and Teams
  • Create no-code and low-code solutions, such as bots, forms, dashboards, and workflows, using the Power platform

Book Description

Microsoft 365 in an integrated suite that provides intelligent tools for managing everyday organizational tasks like content management, communication, creating reports, and automating business processes. With this book, you'll get to grips with popular apps from Microsoft, with a focus on enabling workspace collaboration and productivity using Microsoft SharePoint Online, Teams, and the Power Platform to name a few.

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. Starting with a quick overview of the M365 ecosystem, the book 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. Using a step-by-step approach, you'll also find out how to use the Power Platform efficiently, making the most of Microsoft PowerApps, Power Automate, PowerBI, 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'll be equipped with the skills required to set up Microsoft 365 and SharePoint Online and be ready to enhance business productivity using a variety of tools.

What you will learn

  • Get to grips with a wide range of apps and cloud services in Microsoft 365
  • Discover ways 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 meet, chat, and 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 M365 for effective implementation of Microsoft apps. Prior experience with Office 365 and SharePoint will assist with understanding the recipes effortlessly.

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
    4. Download the example code files
    5. Conventions used
    6. Sections
    7. Getting ready
    8. How to do it…
    9. How it works…
    10. There's more…
    11. See also
    12. Get in touch
    13. 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
    8. Page header - the suite bar
    9. Settings icon
    10. Page content
    11. Apps section
    12. Recommended
    13. OneDrive and SharePoint locations
    14. Microsoft 365 admin interface
    15. Microsoft 365 admin roles
    16. Let's get started!
  10. Introduction to SharePoint Online
    1. Getting to the SharePoint start page
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. See also
    6. Creating a modern site
    7. Getting ready
    8. How to do it...
    9. How it works...
    10. Types of modern site collections
    11. Team site
    12. Communication site
    13. Hub site
    14. Home site
    15. There's more...
    16. Site versus site collection
    17. Modern versus classic experience
    18. See also
    19. Viewing site contents
    20. Getting ready
    21. How to do it...
    22. How it works...
    23. Recycle bin
    24. See also
    25. Creating a list
    26. Getting ready
    27. How to do it...
    28. How it works...
    29. Deleting a list
    30. See also
    31. Adding an item to a list
    32. Getting ready
    33. How to do it...
    34. How it works...
    35. There's more...
    36. Deleting an item
    37. See also
    38. Creating a document library
    39. Getting ready
    40. How to do it...
    41. How it works...
    42. See also
    43. Uploading documents to a library
    44. Getting ready
    45. How to do it...
    46. How it works...
    47. Uploading a folder
    48. See also
    49. Sharing a document
    50. Getting ready
    51. How to do it...
    52. How it works...
    53. There's more...
    54. Copy link
    55. See also
    56. Searching content
    57. Getting ready
    58. How to do it...
    59. How it works...
    60. See also
  11. Working with Modern Sites in SharePoint Online
    1. Changing the look
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. See also
    6. Adding a page
    7. Getting ready
    8. How to do it...
    9. How it works...
    10. Entering basic page information
    11. Publishing a page
    12. The Site Pages library
    13. There's more...
    14. Content approval
    15. News post and news link
    16. Deleting a page
    17. See also
    18. Adding a web part
    19. Getting ready
    20. How to do it...
    21. How it works...
    22. There's more...
    23. Audience targeting
    24. Adding an app
    25. Getting ready
    26. How to do it...
    27. How it works...
    28. Types of add-ins
    29. There's more...
    30. App catalog
    31. Removing an app from your site
    32. Removing the app license
    33. See also
    34. Modifying the top navigation
    35. Getting ready
    36. How to do it...
    37. How it works...
    38. There's more...
    39. Cascading menu and Megamenu
    40. See also...
    41. Modifying the left navigation
    42. Getting ready
    43. How to do it...
    44. How it works...
    45. See also...
    46. Viewing and changing site settings
    47. Getting ready
    48. How to do it...
    49. How it works...
    50. Determining and revoking permissions in a site
    51. Getting ready
    52. How to do it...
    53. How it works...
    54. Site permissions
    55. Permission levels
    56. Permission inheritance
    57. Permission groups in SharePoint
    58. Site collection administrator
    59. See also...
    60. Creating a subsite
    61. Getting ready
    62. How to do it...
    63. How it works...
    64. There's more
    65. Custom provisioning using Site Designs and Site Scripts
    66. Reusing a site as a template
    67. Exporting a site using a site script
    68. Exporting a site using PnP provisioning
    69. See also...
  12. Working with Lists and Libraries in SharePoint Online
    1. Creating a list using a built-in list template
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. There's more...
    6. Inbuilt list and library templates
    7. Saving a list as a template
    8. Exporting a list using site scripts
    9. Exporting a list using PnP
    10. Exporting a list using list settings
    11. See also
    12. Adding a column
    13. Getting ready
    14. How to do it...
    15. How it works...
    16. There's more...
    17. Editing or deleting a column
    18. Other column settings
    19. Site Columns
    20. See also
    21. Creating a custom list view
    22. Getting ready
    23. How to do it...
    24. How it works...
    25. There's more...
    26. The Items that need attention view
    27. Bulk-editing properties
    28. Exporting to Excel
    29. Advanced view formatting
    30. In-place view filtering, sorting, and grouping
    31. Filters pane
    32. Working with large lists and libraries
    33. Using Quick Edit to bulk-edit list items
    34. Getting ready
    35. How to do it...
    36. How it works...
    37. Viewing and changing list settings
    38. Getting ready
    39. How to do it...
    40. How it works...
    41. There's more...<a href="https://m365book.page.link/List-Settings" target="_blank">
    42. Modern versus classic list and library experience
    43. See also
    44. Viewing and changing list permissions
    45. Getting ready
    46. How to do it...
    47. How it works...
    48. There's more...
    49. Item permissions
    50. Navigation and search visibility
    51. See also
    52. Adding alerts
    53. Getting ready
    54. How to do it...
    55. How it works...
    56. There's more...
    57. Notification emails
    58. Finding and deleting other users' alerts
    59. See also
  13. Document Management in SharePoint Online
    1. Creating a new document
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Governance and information architecture
    6. See also
    7. Associating a document template
    8. Getting ready
    9. How to do it...
    10. How it works
    11. See also
    12. Viewing and editing documents in the browser
    13. Getting ready
    14. How to do it...
    15. How it works...
    16. There's more...
    17. Co-authoring documents in the browser
    18. See also
    19. Viewing and editing documents in the client
    20. Getting ready
    21. How to do it...
    22. How it works...
    23. The Open in Desktop App option
    24. There's more...
    25. Co-authoring documents in the client app
    26. Document metadata
    27. See also
    28. Downloading documents
    29. Getting ready
    30. How to do it...
    31. How it works...
    32. See also
    33. Moving and copying documents
    34. Getting ready
    35. How to do it...
    36. How it works...
    37. Viewing and changing document library settings
    38. Getting ready
    39. How to do it...
    40. How it works...
    41. See also
    42. Versioning settings, content approval, and document checkout
    43. Getting ready
    44. How to do it...
    45. How it works...
    46. Other versioning settings
    47. There's more...
    48. Checkout process for documents that open in the client
    49. Co-authoring and versioning settings
    50. See also
  14. Term Store and Content Types in SharePoint Online
    1. Creating a new group for term sets
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. See also
    6. Creating term sets and terms
    7. Getting ready
    8. How to do it...
    9. How it works...
    10. Term Set properties
    11. Term properties
    12. There's more...
    13. Organizing the Term Store: Copy, reuse, and pin term sets and terms
    14. Exporting and importing using PnP
    15. See also
    16. Creating a Managed Metadata site column
    17. Getting ready
    18. How to do it...
    19. How it works...
    20. See also
    21. Creating a content type and adding columns to it
    22. Getting ready
    23. How to do it...
    24. How it works...
    25. Content Type properties
    26. There's more...
    27. Editing or removing a column from a content type
    28. Content Type inheritance
    29. Content type hub and content type publishing
    30. See also
    31. Adding a content type to a list or library
    32. Getting ready
    33. How to do it...
    34. How it works...
    35. Multiple content types
    36. There's more...
    37. External content type and external list
    38. See also
    39. Tagging a document
    40. Getting ready
    41. How to do it...
    42. How it works...
    43. See also
  15. OneDrive for Business
    1. Uploading a file to OneDrive for Business
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. File and folder operations
    6. There's more...
    7. Other pages on OneDrive for Business online
    8. See also
    9. Syncing files and folders
    10. Getting ready
    11. How to do it...
    12. How it works...
    13. OneDrive app settings
    14. There's more...
    15. Files on demand
    16. Sync issues
    17. Sharing a file
    18. Getting ready
    19. How to do it...
    20. How it works...
    21. There's more...
    22. Links granting access
    23. See also
  16. Search in Microsoft 365
    1. Performing an advanced search
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Fine-tuning search and keyword query language
    6. There's more...
    7. Owner and admin controls
    8. See also
    9. Finding experts and people
    10. Getting ready
    11. How to do it...
    12. How it works...
    13. See also
    14. Searching with Bing Search
    15. Getting ready
    16. How to do it...
    17. How it works...
    18. See also
  17. Office Delve
    1. Navigating to your Delve profile page
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Delve home page
    6. There's more...
    7. Document cards
    8. Delve and security
    9. Turning off Delve
    10. See also
    11. Changing your profile photo
    12. Getting ready
    13. How to do it...
    14. How it works...
    15. See also
    16. Updating your profile information
    17. Getting ready
    18. How to do it...
    19. How it works...
    20. See also
    21. Grouping documents through boards
    22. Getting ready
    23. How to do it...
    24. How it works...
  18. Microsoft 365 Groups
    1. Creating a group
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Group Emails
    6. Group team site
    7. Sharing files
    8. Connecting your apps
    9. See also
    10. Deleting a group
    11. Getting ready
    12. How to do it...
    13. How it works...
    14. See also
    15. Joining a group
    16. Getting ready
    17. How to do it...
    18. How it works...
    19. See also
    20. Leaving a group
    21. Getting ready
    22. How to do it...
    23. How it works...
    24. See also
    25. Adding members to a group
    26. Getting ready
    27. How to do it...
    28. How it works...
    29. See also
    30. Removing members from a group
    31. Getting ready
    32. How to do it...
    33. How it works...
    34. See also
    35. Having conversations
    36. Getting ready
    37. How to do it...
    38. How it works...
    39. See also
    40. Booking meetings
    41. Getting ready
    42. How to do it...
    43. How it works...
    44. See also
    45. Sharing files
    46. Getting ready
    47. How to do it...
    48. How it works...
    49. See also
    50. Collaborating on a notebook
    51. Getting ready
    52. How to do it...
    53. How it works...
    54. See also
  19. Microsoft Teams
    1. Installing Teams
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Teams Top Panel
    6. Teams Left Panel
    7. Activity
    8. Chat
    9. Teams
    10. Calendar
    11. Calls
    12. Files
    13. There's more...
    14. Creating a new team
    15. Getting ready
    16. How to do it...
    17. How it works...
    18. There's more...
    19. See also
    20. Adding a member
    21. Getting ready
    22. How to do it...
    23. How it works...
    24. See also
    25. Joining a team
    26. Getting ready
    27. How to do it...
    28. How it works...
    29. See also
    30. Leaving a team
    31. Getting ready
    32. How to do it...
    33. How it works...
    34. See also
    35. Deleting a team
    36. Getting ready
    37. How to do it...
    38. How it works...
    39. See also
    40. Creating channels and tabs
    41. Getting ready
    42. How to do it...
    43. How it works...
    44. Showing or hiding teams and channels
    45. Managing notifications
    46. See also
    47. Initiating conversations via posts
    48. Getting ready
    49. How to do it...
    50. How it works...
    51. There's more...
    52. See also
    53. Scheduling a meeting
    54. Getting ready
    55. How to do it...
    56. Scheduled meetings
    57. Meet in a channel
    58. Meet Now
    59. Live Events
    60. How it works...
    61. Live captions
    62. Custom backgrounds
    63. There's more...
    64. See also
    65. Sharing files
    66. Getting ready
    67. How to do it...
    68. Sharing files via the Upload button
    69. Sharing files via conversations
    70. Sharing files via SharePoint
    71. How it works...
    72. See also
    73. Searching within Teams
    74. Getting ready
    75. How to do it...
    76. How it works...
    77. Searching for messages and conversations within teams
    78. Searching for people in your Microsoft 365 tenant
    79. Searching for files within Teams and other Microsoft 365 locations
    80. See also
    81. Adding a connector
    82. Getting ready
    83. How to do it...
    84. How it works...
    85. There's more...
    86. See also
  20. Yammer - The Enterprise Social Network
    1. Joining a Yammer network
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Inbox
    6. There's more...
    7. See also
    8. Creating a Yammer group
    9. Getting ready
    10. How to do it...
    11. How it works...
    12. See also
    13. Joining a Yammer group
    14. Getting ready
    15. How to do it...
    16. How it works...
    17. See also
    18. Using the activity feed
    19. Getting ready
    20. How to do it...
    21. How it works...
    22. See also
    23. Following people and topics
    24. Getting ready
    25. How to do it...
    26. How it works...
    27. See also
    28. Posting messages
    29. Getting ready
    30. How to do it...
    31. How it works...
    32. See also
    33. Tagging colleagues
    34. How to do it...
    35. How it works...
    36. See also
    37. Inviting external members to your network
    38. Getting ready
    39. How to do it...
    40. How it works...
    41. See also
  21. Power Automate (Microsoft Flow)
    1. Creating a flow using a template
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Components of a flow
    6. Flow landing page
    7. Run history
    8. Flow properties&#160;
    9. There's more
    10. See also
    11. Editing a flow
    12. Getting ready
    13. How to do it...
    14. How it works...
    15. See also
    16. Exporting a flow
    17. Getting ready
    18. How to do it...
    19. How it works...
    20. See also
    21. Importing a flow
    22. Getting ready
    23. How to do it...
    24. How it works...
    25. See also
    26. Adding owners
    27. Getting ready
    28. How to do it...
    29. How it works...
    30. See also
    31. Testing your flow
    32. Getting ready
    33. How to do it...
    34. How it works...
    35. See also
    36. Creating a solution
    37. Getting ready
    38. How to do it...
    39. How it works...
    40. See also
    41. Creating a flow in a SharePoint library
    42. Getting ready
    43. How to do it...
    44. How it works...
    45. See also
  22. Power Apps
    1. Creating a template-based app
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. Power Apps designer
    6. Saving and publishing
    7. Versioning
    8. See also
    9. Connecting to data sources
    10. Getting ready
    11. How to do it ...
    12. How it works...
    13. There's more
    14. See also
    15. Adding screens
    16. Getting ready
    17. How to do it...
    18. How it works...
    19. There's more
    20. See also
    21. Creating a canvas app from a blank template
    22. Getting ready
    23. How to do it...
    24. How it works...
    25. There's more...
    26. Power Apps events
    27. Variables
    28. Functions
    29. See also
    30. Creating Power Apps from a SharePoint list/library
    31. Getting ready
    32. How to do it...
    33. Customize forms
    34. Create an app
    35. How it works...
    36. There's more...
    37. See also
    38. Sharing Power Apps
    39. Getting ready
    40. How to do it...
    41. How it works...
    42. See also
  23. Power BI
    1. Technical requirements
    2. Retrieving data
    3. Getting ready
    4. How to do it...
    5. How it works...
    6. See also
    7. Transforming data
    8. Getting ready
    9. How to do it...
    10. How it works...
    11. See also
    12. Modeling data
    13. Getting ready
    14. How to do it...
    15. How it works...
    16. There's more...
    17. Calculated columns
    18. Measures
    19. See also
    20. Visualizing data
    21. Getting ready
    22. How to do it...
    23. How it works...
    24. There's more...
    25. See also
    26. Sharing a report/dashboard/dataset
    27. Getting ready
    28. How to do it...
    29. How it works...
    30. See also
  24. Power Virtual Agents
    1. Creating a bot
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. See also
    6. Creating a topic
    7. Getting ready
    8. How to do it...
    9. How it works...
    10. Show a message
    11. Ask a question
    12. End the conversation
    13. End with a survey
    14. Transfer to agent
    15. Go to another topic
    16. Call an action
    17. See also
    18. Testing a bot
    19. Getting ready
    20. How to do it...
    21. How it works...
    22. See also
    23. Deploying a bot
    24. Getting ready
    25. How to do it...
    26. How it works...
    27. There's more...
    28. See also
  25. Planner
    1. Creating a plan
    2. Getting ready
    3. How to do it...
    4. How it works...
    5. See also
    6. &#160;Creating tasks
    7. Getting ready
    8. How to do it...
    9. How it works...
    10. See also
    11. Assigning tasks
    12. Getting ready
    13. How to do it...
    14. Updating the task
    15. Dragging the card
    16. How it works...
    17. See also
    18. Adding checklist items
    19. Getting ready
    20. How to do it...
    21. How it works...
    22. See also
    23. Managing the plan
    24. Getting ready
    25. How to do it...
    26. There's more...
    27. See also
    28. Deleting a plan&#160;
    29. Getting ready
    30. How to do it...
    31. How it works...
    32. See also
  26. Custom Development - SharePoint Framework
    1. Technical requirements
    2. Node.js
    3. Npm
    4. Visual Studio Code
    5. Yeoman
    6. Gulp
    7. TypeScript
    8. PowerShell
    9. Setting up the development environment
    10. Getting ready
    11. How to do it...
    12. How it works...
    13. See also
    14. Building your first SPFx web part
    15. Getting started
    16. How to do it...
    17. How it works...
    18. Config folder (config)
    19. Node modules (node_modules)
    20. Source code (src)
    21. There's more...
    22. See also
    23. Deploying your SPFx web part to an Microsoft 365 tenant
    24. Getting started
    25. How to do it...
    26. Creating a solution package
    27. Deploying to the tenant app catalog
    28. How it works...
    29. See also
    30. Debugging your SPFx web part
    31. Getting started
    32. How to do it...
    33. How it works...
    34. There's more
    35. 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
    2. OneNote components
    3. Taking notes
    4. Sharing notes
    5. SharePoint workflows
    6. Microsoft Forms
    7. Microsoft Stream
    8. Sway
    9. To Do
    10. Office development frameworks
    11. Microsoft Graph
    12. PowerShell
    13. SharePoint PnP
    14. Office Add-ins
    15. Learning pathways
    16. Project Cortex
    17. SharePoint spaces
    18. Fluid Framework
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