Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

Adaptive Card Extension (ACE) 171

adaptive cards

about 69

formatting, with JSON 61

URL 69

Adaptive Cards Framework 171

ADKAR model

principles 241

adoption 226

American Bankers Association (ABA) 217

APIs and scripting options 73, 74

Application programming interfaces (APIs) 51

AppSource

reference link 144

artificial intelligence (AI) 177, 239

awareness, desire, knowledge, ability, and reinforcement (ADKAR) 231, 240

Azure AD groups 206

Azure Cognitive Service for Language 239

B

Business Continuity Services (BCS) 35

business-to-business (B2B) account 94

business units (BUs) 193

C

cards 137

Cascading Style Sheets (CSS) 63

Center of Excellence (CoE)

about 148

core components 148

download link 148

governance components 149

innovation Backlog components 149

nurture components 149

theming components 149

change

behavioral changes, measuring 236-238

coaching plan 233

communications plan 232

defining, scenarios 228, 229

implementing, with ProSci ADKAR 240, 241

measuring 234

planning 231

qualitative, sentiment analysis 239

quantitative, usage measuring 235

resistance management plan 234

sponsor plan 232

sustaining, with self-service learning 242

training plan 233

change control 227

change management 227, 228

chaos control, M365 Groups

about 87

low-code approach 88

manual approach 88

open source solution 88, 89

third-party solution 89

client-side extensions

Application Customizers 72

Field Customizers 72

Form Customizers 72

ListView Command Sets 72

types 72

CLI for Microsoft 365 74

coaching plan 233

communication sites

versus team sites 208, 209

communications plan 232

components, SharePoint Online

Cascading Style Sheets (CSS) 10

classic site templates 10

Content Editor and Script Editor web parts 10

custom master pages 10

full trust solutions 10

InfoPath 10

information management 10

pages and publishing 10

search web parts 10

servers 9

SharePoint Designer (SPD) 10

Conditional Access policies 97

connected app

building 137

connectors

about 91, 92

web part 93

content

sharing, best practices 213

sharing, concerns 213

sharing, controls 214

Content Query Web Part (CQWP) 156

content sharing, controls

links, sharing 214

content type 183

Content type gallery

template, adding 187

D

data

storing, with Microsoft Lists 106, 107

viewing, with Microsoft Lists 106, 107

distribution groups 80

DLP

using, to manage external sharing 217

DLP policies

about 217, 218

alerts, sharing 220, 221

categories 217

creating 218, 219

E

electronic discovery (eDiscovery) 201

Exchange Online (EXO) 82

external sharing

DLP, using to manage 217

F

forms 137

frameworks, for development

about 69

APIs and scripting options 73, 74

provisioning 70

UX extensibility 71

Full Trust Farm Solutions 42

G

galleries 137

generated apps

about 138, 139

deploying 139-141

Global Address List (GAL) 90

Global Assembly Cache (GAC) 43

global navigation 166-168

global term groups 189

Graph Explorer

about 51

reference link 74

groupify 40

groups

labeling 97

types, combining 209

guest 94

H

helper tools

about 40

SharePoint modernization scanner 40

stream migration tool 41

Homeowners Association (HOA) 160

hub navigation

about 165, 166

menu example 160

hub sites

about 151, 156, 157

benefits 156, 160, 161

child hubs 163-165

permissions 207, 208

push down feature 160

roll up feature 161, 162

structure, example 164

Human Resources (HR) 156, 180

hybrid workloads

about 20

hybrid app launcher 21

hybrid OneDrive 21

hybrid search 21

I

Information Rights Management (IRM) 35

International Standard Book Number (ISBN) 176

Internet Protocol (IP) 220

IT governance

about 24

external sharing 24-26

settings 26, 27

J

JavaScript Object Notation (JSON)

about 50

used, for formatting lists and adaptive cards 61

L

list form, configuration

reference link 113

lists

formatting, with JSON 61

lists and adaptive cards, with JSON

advanced column formatting 66, 67

column formatting 62-65

view formatting 68

M

M365 groups

about 80, 206

calendar 86

chaos and control 87

composition 80

dynamic groups 81

expiration policy 90

for collaboration 80

guest access 94-96

life cycle 86

mailbox 85

naming policy 89, 90

private 81

provisioning 86

public 81

related services 81-83

security 94

tasks, managing 120-122

Teams site 83-85

ToDo 122, 123

M365 Learning

pathways 243

machine learning (ML) 192, 239

mail-enabled security groups 80

Maker role 146

Managed Metadata 188, 190

metadata

adding, ways 177

content type 183-186

content types 178

crucial role, in SPO 176

document templates 178, 186

libraries and documents 178-180

managed properties 183

missing 180, 181

retention labels 199-201

reusing 181

reusing, across enterprise 178

search crawler 183

sensitivity labels 201

site columns 178-182

surface 176, 177

tools and technical options 176

metadata, document templates

adding, in Content type gallery 187

classic approach, in Advanced settings 187, 188

modern template menu item, creating 186, 187

New button menu 186

metadata tags 177

Microsoft 365 (M365) 33, 195

Microsoft Forms

about 113

creating 114, 115

using, for surveys and polls 113

Microsoft Graph API 51, 74

Microsoft Lists

creating 107, 108

data entry forms 112, 113

formatting 111, 112

using, to store data 106, 107

using, to view data 106, 107

views 109, 110

Microsoft Planner 120

Microsoft Stream

about 116

on SharePoint 116, 117

transition 118-120

URL 116

videos, viewing 117

Microsoft Teams

about 102, 103

pitfalls 104, 105

Viva Connections, viewing 170

Migration Manager tool

about 37, 119

clean up 38

inventory 37

mapping 38

relocation 38, 39

validation 39

Migration Performance 38

migration process, factors

communications plan, preparing 45

content size 44

efficiency, options 45

migration tools

about 33, 34

Migration Manager 37

SharePoint Migration Tool (SPMT) 34

Mobile Application Development Platform (MADP) 141

modern building blocks

about 4

lists and libraries 6

navigation 8, 9

pages 6, 7

sites 4, 5

web parts 7, 8

modern pages

customization, options 52

modern sites, SharePoint Online

additional features 21-24

architecture 29

architecture planning 13-15

configuration and governance 27

creating, from classic 18, 19

creating, from scratch 15-17

planning document 27

site planning 28

site settings 17

swapping to 19, 20

modern template menu item

creating 186, 187

Mover.io web app 37

N

New button menu 186

O

Office 365 (O365) 33

Office 365 Video service 41

Orchestry 89

P

Page Diagnostics for SharePoint tool 17

permission level

about 210

sections 210

personally identifiable information (PII) 97

PnPjs 73

PnP Modern Search 72

PnP Remote Provisioning Engine 70

PnP web parts 72, 73

postman 73

potential problem spots, migrations

custom solutions 42, 43

features 42

heavy branding 43

InfoPath 44

SharePoint Designer 44

templates 42

Power Apps

about 128

integrating, with SharePoint 135-137

used, for creating canvas apps 135

used, for creating model-driven apps 135

used, for creating portals 135

used, for forms customization 135

Power Automate

about 128

automated cloud flow 129

business process flow 129

desktop flow 129

instant cloud flow 129

scheduled cloud flow 129

SharePoint integrations 130-134

workflow implementation 128, 129

Power BI

about 128

data, visualizing with 142, 143

Power Platform

about 128

Center of Excellence 148, 149

environment DLP 146-148

environments 145, 146

extending, with connectors across M365 143

governance 144

Power Platform, governance

about 144

minimal governance 145

standard governance 145

strict governance 145

Power Virtual Agents 128

ProSci ADKAR

change, implementing with 240, 241

ProSci Change Triangle (PCT) 240

provisioning 70

pull-as-needed model 184

push-everywhere model 184

R

regular expressions (regexes) 217

resistance

about 229, 234

anticipating 229, 230

sources 229, 230

resistance management plan 234

REST APIs 51

retention labels 199, 201

Robotic Process Automation (RPA) 129

S

security groups 80

self-service learning

change, sustaining with 242

sensitive information types (SITs) 217

sensitivity labels

about 201

features 201

shadow IT 128

ShareGate Apricot 89

SharePoint

about 102, 103

Microsoft Stream 116, 117

pitfalls 104, 105

Power Apps, integrating with 135-137

SharePoint CSOM API 74

SharePoint data

adding 138

SharePoint Designer (SPD) 128

SharePoint Framework (SPFx) web parts 43, 51, 71

SharePoint groups 206, 207

SharePoint home site 166

SharePoint list forms

customizing, with Power Apps 135

SharePoint look book 7

SharePoint migration aspects

clean up 32

communication 32

inventory 32

mapping 32

relocation 32

validation 32

SharePoint Migration Assessment Tool (SMAT) 35

SharePoint migrations

about 31

helper tools 40

migration tools, selecting 33

planning 44

potential problem spots 42

SharePoint Migration Tool (SPMT)

about 34

clean up 36

inventory 35

mapping 36

prerequisites 34

relocation 36

validation 37

SharePoint modernization scanner 40

SharePoint Online

about 4, 11, 12

components 9, 10

mixed skyline 11

modern experiences, enabling 12

modern sites 13

modern sites, enabling 12

SharePoint Online adoption

change defining, scenarios 228, 229

preparing 228

resistance, anticipating 229, 230

team, building 230, 231

SharePoint Online adoption team, roles

champions 231

resisters 231

sponsors 230

stakeholders 230

subject matter experts 231

SharePoint Online Management Shell 52

SharePoint Online (SPO)

about 210

custom development 50

customization 51, 52

development options 50, 51

metadata, crucial role 176

SharePoint Online (SPO), development approaches

add-in/app part model 50

full trust solutions 50

partial trust solutions 50

Script Editor/Content Editor Web Parts 50

SharePoint on-premises

classics 9

SharePoint permissions 206

SharePoint REST API 73

SharePoint Server (SP Server) 4

SharePoint Syntex 191-193

sharing links

about 214

external sharing 214-216

site by site 216, 217

site collection 156

site columns 181, 182

site-level term groups 189

sites and content

access, controlling 210

sites and content, access

inheritance, breaking 213

permission levels 210, 211

requesting 212

site script 50, 54-57

site templates

about 50, 57, 58

for reusable provisioning 52-54

scoping 58

site script 54-57

site themes

branding, implementing with 58-61

SPFx Extensions 51

sponsor plan 232

sponsor roadmap 232

SQL Server Reporting Services (SSRS) 128

stream migration tool 41

subsites

about 158, 159

architecture, benefits 158, 159

location 159, 160

Syntactically Awesome Style Sheets (Sass) 72

syntax elements

reference link 64

T

teamifying 82

team sites

versus communication sites 208, 209

three-screen app 138

ToDo

about 122

URL 122

training plan 233

transformation 227

U

UI Customizations 51, 52

Uniform Resource Locator (URL) 184, 215

user-created group (UCG) 90

user interface (UI) 197

UX extensibility

about 71

extensions 72

PnP web parts 72, 73

web parts 71

V

view formatting, to customize SharePoint

reference link 112

visitor access 207

Viva Connections

about 168-170

components 168, 169

dashboard 171, 172

feed 171, 172

viewing, in Microsoft Teams 170

Viva Learning 242

Viva Topics

about 191, 193

interacting with 197-199

magic, configuring 194, 195

magic topics ride 193, 194

Topic center 195, 196

W

What’s in it for me (WIIFM) 230

workspaces 89

wrap feature

reference link 141

Y

Yammer 105, 106

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