Microsoft 365 and SharePoint Online Cookbook
Over 100 actionable recipes to help you perform everyday tasks effectively in Microsoft 365
BIRMINGHAM - MUMBAI
- Title Page
- Copyright and Credits
- Dedication
- About Packt
- Foreword by Sandy Ussia
- Foreword by Nate Chamberlain
- Contributors
- Preface
- 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
- Apps section
- Recommended
- OneDrive and SharePoint locations
- Microsoft 365 admin interface
- Microsoft 365 admin roles
- Let's get started!
- 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
- Getting ready
- How to do it...
- How it works...
- Types of modern site collections
- Team site
- Communication site
- Hub site
- Home site
- There's more...
- Site versus site collection
- Modern versus classic experience
- See also
- Viewing site contents
- Getting ready
- How to do it...
- How it works...
- Recycle bin
- See also
- Creating a list
- Getting ready
- How to do it...
- How it works...
- Deleting a list
- See also
- Adding an item to a list
- Getting ready
- How to do it...
- How it works...
- There's more...
- Deleting an item
- See also
- Creating a document library
- Getting ready
- How to do it...
- How it works...
- See also
- Uploading documents to a library
- Getting ready
- How to do it...
- How it works...
- Uploading a folder
- See also
- Sharing a document
- Getting ready
- How to do it...
- How it works...
- There's more...
- Copy link
- See also
- Searching content
- Getting ready
- How to do it...
- How it works...
- See also
- Working with Modern Sites in SharePoint Online
- Changing the look
- Getting ready
- How to do it...
- How it works...
- See also
- Adding a page
- Getting ready
- How to do it...
- How it works...
- Entering basic page information
- Publishing a page
- The Site Pages library
- There's more...
- Content approval
- News post and news link
- Deleting a page
- See also
- Adding a web part
- Getting ready
- How to do it...
- How it works...
- There's more...
- Audience targeting
- Adding an app
- Getting ready
- How to do it...
- How it works...
- Types of add-ins
- There's more...
- App catalog
- Removing an app from your site
- Removing the app license
- See also
- Modifying the top navigation
- Getting ready
- How to do it...
- How it works...
- There's more...
- Cascading menu and Megamenu
- See also...
- Modifying the left navigation
- Getting ready
- How to do it...
- How it works...
- See also...
- Viewing and changing site settings
- Getting ready
- How to do it...
- How it works...
- Determining and revoking permissions in a site
- Getting ready
- How to do it...
- How it works...
- Site permissions
- Permission levels
- Permission inheritance
- Permission groups in SharePoint
- Site collection administrator
- See also...
- Creating a subsite
- Getting ready
- How to do it...
- How it works...
- There's more
- Custom provisioning using Site Designs and Site Scripts
- Reusing a site as a template
- Exporting a site using a site script
- Exporting a site using PnP provisioning
- See also...
- Working with Lists and Libraries in SharePoint Online
- Creating a list using a built-in list template
- Getting ready
- How to do it...
- How it works...
- There's more...
- Inbuilt list and library templates
- Saving a list as a template
- Exporting a list using site scripts
- Exporting a list using PnP
- Exporting a list using list settings
- See also
- Adding a column
- Getting ready
- How to do it...
- How it works...
- There's more...
- Editing or deleting a column
- Other column settings
- Site Columns
- See also
- Creating a custom list view
- Getting ready
- How to do it...
- How it works...
- There's more...
- The Items that need attention view
- Bulk-editing properties
- Exporting to Excel
- Advanced view formatting
- In-place view filtering, sorting, and grouping
- Filters pane
- Working with large lists and libraries
- Using Quick Edit to bulk-edit list items
- Getting ready
- How to do it...
- How it works...
- Viewing and changing list settings
- Getting ready
- How to do it...
- How it works...
- There's more...<a href="https://m365book.page.link/List-Settings" target="_blank">
- Modern versus classic list and library experience
- See also
- Viewing and changing list permissions
- Getting ready
- How to do it...
- How it works...
- There's more...
- Item permissions
- Navigation and search visibility
- See also
- Adding alerts
- Getting ready
- How to do it...
- How it works...
- There's more...
- Notification emails
- Finding and deleting other users' alerts
- See also
- Document Management in SharePoint Online
- Creating a new document
- Getting ready
- How to do it...
- How it works...
- Governance and information architecture
- See also
- Associating a document template
- Getting ready
- How to do it...
- How it works
- See also
- Viewing and editing documents in the browser
- Getting ready
- How to do it...
- How it works...
- There's more...
- Co-authoring documents in the browser
- See also
- Viewing and editing documents in the client
- Getting ready
- How to do it...
- How it works...
- The Open in Desktop App option
- There's more...
- Co-authoring documents in the client app
- Document metadata
- See also
- Downloading documents
- Getting ready
- How to do it...
- How it works...
- See also
- Moving and copying documents
- Getting ready
- How to do it...
- How it works...
- Viewing and changing document library settings
- Getting ready
- How to do it...
- How it works...
- See also
- Versioning settings, content approval, and document checkout
- Getting ready
- How to do it...
- How it works...
- Other versioning settings
- There's more...
- Checkout process for documents that open in the client
- Co-authoring and versioning settings
- See also
- Term Store and Content Types in SharePoint Online
- Creating a new group for term sets
- Getting ready
- How to do it...
- How it works...
- See also
- Creating term sets and terms
- Getting ready
- How to do it...
- How it works...
- Term Set properties
- Term properties
- There's more...
- Organizing the Term Store: Copy, reuse, and pin term sets and terms
- Exporting and importing using PnP
- See also
- Creating a Managed Metadata site column
- Getting ready
- How to do it...
- How it works...
- See also
- Creating a content type and adding columns to it
- Getting ready
- How to do it...
- How it works...
- Content Type properties
- There's more...
- Editing or removing a column from a content type
- Content Type inheritance
- Content type hub and content type publishing
- See also
- Adding a content type to a list or library
- Getting ready
- How to do it...
- How it works...
- Multiple content types
- There's more...
- External content type and external list
- See also
- Tagging a document
- Getting ready
- How to do it...
- How it works...
- See also
- OneDrive for Business
- Uploading a file to OneDrive for Business
- Getting ready
- How to do it...
- How it works...
- File and folder operations
- There's more...
- Other pages on OneDrive for Business online
- See also
- Syncing files and folders
- Getting ready
- How to do it...
- How it works...
- OneDrive app settings
- There's more...
- Files on demand
- Sync issues
- Sharing a file
- Getting ready
- How to do it...
- How it works...
- There's more...
- Links granting access
- See also
- Search in Microsoft 365
- Performing an advanced search
- Getting ready
- How to do it...
- How it works...
- Fine-tuning search and keyword query language
- There's more...
- Owner and admin controls
- See also
- Finding experts and people
- Getting ready
- How to do it...
- How it works...
- See also
- Searching with Bing Search
- Getting ready
- How to do it...
- How it works...
- See also
- Office Delve
- Navigating to your Delve profile page
- Getting ready
- How to do it...
- How it works...
- Delve home page
- There's more...
- Document cards
- Delve and security
- Turning off Delve
- See also
- Changing your profile photo
- Getting ready
- How to do it...
- How it works...
- See also
- Updating your profile information
- Getting ready
- How to do it...
- How it works...
- See also
- Grouping documents through boards
- Getting ready
- How to do it...
- How it works...
- Microsoft 365 Groups
- Creating a group
- Getting ready
- How to do it...
- How it works...
- Group Emails
- Group team site
- Sharing files
- Connecting your apps
- See also
- Deleting a group
- Getting ready
- How to do it...
- How it works...
- See also
- Joining a group
- Getting ready
- How to do it...
- How it works...
- See also
- Leaving a group
- Getting ready
- How to do it...
- How it works...
- See also
- Adding members to a group
- Getting ready
- How to do it...
- How it works...
- See also
- Removing members from a group
- Getting ready
- How to do it...
- How it works...
- See also
- Having conversations
- Getting ready
- How to do it...
- How it works...
- See also
- Booking meetings
- Getting ready
- How to do it...
- How it works...
- See also
- Sharing files
- Getting ready
- How to do it...
- How it works...
- See also
- Collaborating on a notebook
- Getting ready
- How to do it...
- How it works...
- See also
- Microsoft Teams
- Installing Teams
- Getting ready
- How to do it...
- How it works...
- Teams Top Panel
- Teams Left Panel
- Activity
- Chat
- Teams
- Calendar
- Calls
- Files
- There's more...
- Creating a new team
- Getting ready
- How to do it...
- How it works...
- There's more...
- See also
- Adding a member
- Getting ready
- How to do it...
- How it works...
- See also
- Joining a team
- Getting ready
- How to do it...
- How it works...
- See also
- Leaving a team
- Getting ready
- How to do it...
- How it works...
- See also
- Deleting a team
- Getting ready
- How to do it...
- How it works...
- See also
- Creating channels and tabs
- Getting ready
- How to do it...
- How it works...
- Showing or hiding teams and channels
- Managing notifications
- See also
- Initiating conversations via posts
- Getting ready
- How to do it...
- How it works...
- There's more...
- See also
- Scheduling a meeting
- Getting ready
- How to do it...
- Scheduled meetings
- Meet in a channel
- Meet Now
- Live Events
- How it works...
- Live captions
- Custom backgrounds
- There's more...
- See also
- Sharing files
- Getting ready
- How to do it...
- Sharing files via the Upload button
- Sharing files via conversations
- Sharing files via SharePoint
- How it works...
- See also
- Searching within Teams
- Getting ready
- How to do it...
- How it works...
- 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
- See also
- Adding a connector
- Getting ready
- How to do it...
- How it works...
- There's more...
- See also
- Yammer - The Enterprise Social Network
- Joining a Yammer network
- Getting ready
- How to do it...
- How it works...
- Inbox
- There's more...
- See also
- Creating a Yammer group
- Getting ready
- How to do it...
- How it works...
- See also
- Joining a Yammer group
- Getting ready
- How to do it...
- How it works...
- See also
- Using the activity feed
- Getting ready
- How to do it...
- How it works...
- See also
- Following people and topics
- Getting ready
- How to do it...
- How it works...
- See also
- Posting messages
- Getting ready
- How to do it...
- How it works...
- See also
- Tagging colleagues
- How to do it...
- How it works...
- See also
- Inviting external members to your network
- Getting ready
- How to do it...
- How it works...
- See also
- Power Automate (Microsoft Flow)
- Creating a flow using a template
- Getting ready
- How to do it...
- How it works...
- Components of a flow
- Flow landing page
- Run history
- Flow properties 
- There's more
- See also
- Editing a flow
- Getting ready
- How to do it...
- How it works...
- See also
- Exporting a flow
- Getting ready
- How to do it...
- How it works...
- See also
- Importing a flow
- Getting ready
- How to do it...
- How it works...
- See also
- Adding owners
- Getting ready
- How to do it...
- How it works...
- See also
- Testing your flow
- Getting ready
- How to do it...
- How it works...
- See also
- Creating a solution
- Getting ready
- How to do it...
- How it works...
- See also
- Creating a flow in a SharePoint library
- Getting ready
- How to do it...
- How it works...
- See also
- Power Apps
- Creating a template-based app
- Getting ready
- How to do it...
- How it works...
- Power Apps designer
- Saving and publishing
- Versioning
- See also
- Connecting to data sources
- Getting ready
- How to do it ...
- How it works...
- There's more
- See also
- Adding screens
- Getting ready
- How to do it...
- How it works...
- There's more
- See also
- Creating a canvas app from a blank template
- Getting ready
- How to do it...
- How it works...
- There's more...
- Power Apps events
- Variables
- Functions
- See also
- Creating Power Apps from a SharePoint list/library
- Getting ready
- How to do it...
- Customize forms
- Create an app
- How it works...
- There's more...
- See also
- Sharing Power Apps
- Getting ready
- How to do it...
- How it works...
- See also
- Power BI
- Technical requirements
- Retrieving data
- Getting ready
- How to do it...
- How it works...
- See also
- Transforming data
- Getting ready
- How to do it...
- How it works...
- See also
- Modeling data
- Getting ready
- How to do it...
- How it works...
- There's more...
- Calculated columns
- Measures
- See also
- Visualizing data
- Getting ready
- How to do it...
- How it works...
- There's more...
- See also
- Sharing a report/dashboard/dataset
- Getting ready
- How to do it...
- How it works...
- See also
- Power Virtual Agents
- Creating a bot
- Getting ready
- How to do it...
- How it works...
- See also
- Creating a topic
- Getting ready
- How to do it...
- How it works...
- Show a message
- Ask a question
- End the conversation
- End with a survey
- Transfer to agent
- Go to another topic
- Call an action
- See also
- Testing a bot
- Getting ready
- How to do it...
- How it works...
- See also
- Deploying a bot
- Getting ready
- How to do it...
- How it works...
- There's more...
- See also
- Planner
- Creating a plan
- Getting ready
- How to do it...
- How it works...
- See also
-  Creating tasks
- Getting ready
- How to do it...
- How it works...
- See also
- Assigning tasks
- Getting ready
- How to do it...
- Updating the task
- Dragging the card
- How it works...
- See also
- Adding checklist items
- Getting ready
- How to do it...
- How it works...
- See also
- Managing the plan
- Getting ready
- How to do it...
- There's more...
- See also
- Deleting a plan 
- Getting ready
- How to do it...
- How it works...
- See also
- Custom Development - SharePoint Framework
- Technical requirements
- Node.js
- Npm
- Visual Studio Code
- Yeoman
- Gulp
- TypeScript
- PowerShell
- Setting up the development environment
- Getting ready
- How to do it...
- How it works...
- See also
- Building your first SPFx web part
- Getting started
- How to do it...
- How it works...
- Config folder (config)
- Node modules (node_modules)
- Source code (src)
- There's more...
- See also
- Deploying your SPFx web part to an Microsoft 365 tenant
- Getting started
- How to do it...
- Creating a solution package
- Deploying to the tenant app catalog
- How it works...
- See also
- Debugging your SPFx web part
- Getting started
- How to do it...
- How it works...
- There's more
- See also
- Microsoft 365 on Mobile
- Appendix
- Other Books You May Enjoy
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