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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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