Microsoft 365 and SharePoint Online Cookbook by Mahajan, Gaurav -- Read -- Imperial Library of Trantor

Index

Title Page Copyright and Credits

Microsoft 365 and SharePoint Online Cookbook

Dedication About Packt

Why subscribe?

Foreword by Sandy Ussia Foreword by Nate Chamberlain Contributors

About the authors About the reviewer Packt is searching for authors like you

Preface

Who this book is for What this book covers To get the most out of this book Download the example code files Conventions used Sections Getting ready How to do it… How it works… There's more… See also Get in touch Reviews

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 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 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... 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... 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 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

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 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... 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 Getting ready How to do it... How it works... See also Getting ready How to do it... How it works... See also Getting ready How to do it... How it works... See also 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 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 Getting ready How to do it... How it works... 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 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 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... 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... Functions See also Creating Power Apps from a SharePoint list/library Getting ready How to do it... 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... 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

SharePoint Delve OneDrive Office apps Planner Power Apps Power Automate (Microsoft Flow) Power BI Microsoft Teams

Appendix

OneNote OneNote components Taking notes Sharing notes SharePoint workflows Microsoft Forms Microsoft Stream Sway To Do Office development frameworks Microsoft Graph PowerShell SharePoint PnP Office Add-ins Learning pathways Project Cortex SharePoint spaces Fluid Framework

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