Office 365 with SharePoint Online Cookbook Solutions: Maximize your productivity with Office 365 and SharePoint Online

Book Title 1 Inner title 3 Copyright 4 Dedicated 4 About the Author 6 About the Reviewers 6 Acknowledgement 8 Preface 8 Code Bundle and Coloured Images 12 Piracy 14 Table of Contents 14 Chapter 1: Outline of Microsoft 365 24 Introduction 24 Structure 26 Objectives 26 The need for Microsoft 365 26 Main capabilities of Microsoft 365 28 Outlook 30 Exchange 30 OneDrive 30 OneNote 30 Teams 30 SharePoint 30 MS Office 32 PowerApps 32 Power Automate 32 On-premise versus online 34 Licensing in Microsoft 365 36 Setting up your own tenant 38 Conclusion 44 Points to remember 44 Chapter 2: Prologue to SharePoint Online 46 Introduction 46 Structure 46 Objectives 48 SharePoint history 48 Collaboration environments with cutting-edge technologies built on SharePoint 50 Why use SharePoint online nowadays? 52 Document storage and collaboration 52 Co-authoring 52 Automation 54 Document retention 54 Data loss prevention 56 Practical examples on SharePoint Online 56 Conclusion 62 Points to remember 62 Chapter 3: Working with Present-day Destinations in SharePoint Online 62 Introduction 62 Structure 62 Objectives 64 SharePoint structure - Site collections, Sites, Lists, Libraries 64 SharePoint Online Tenant 64 Site collection 66 Site and subsite 66 List 66 Library 68 SharePoint user inter 70 Governance and permissions 72 Navigation 78 Managed metadata 80 Practical tasks 82 Conclusion 88 Points to remember 88 Chapter 4: Working with Records in SharePoint Online 88 Introduction 88 Structure 88 Objectives 90 Records management 90 Content types for records 90 Site columns 92 Information management policies 94 Labels 96 Data Archival 98 Practical tasks 98 Conclusion 102 Points to remember 102 Chapter 5: Working with Archive Libraries in SharePoint Online 104 Introduction 104 Structure 104 Objectives 106 Lists and Libraries archival process 106 Archiving using flow 108 Archiving using records management 110 Manual data archival 110 Practical tasks 114 Conclusion 118 Points to remember 118 Chapter 6: OneDrive for Business 120 Introduction 120 Structure 120 Objectives 122 OneDrive vs SharePoint 122 OneDrive Sync Client 124 Files on demand 126 OneDrive retention policies after document deletion 128 Admin access to OneDrive 128 Practical tasks 130 Conclusion 134 Points to remember 134 Chapter 7: Search in Microsoft 365 134 Introduction 134 Structure 134 Objectives 136 SharePoint online search 136 Search results templates 136 Search web-parts 140 PnP search 142 Search configurations 142 Practical tasks 146 Conclusion 154 Points to remember 154 Chapter 8: Microsoft Groups 154 Introduction 154 Structure 154 Objectives 156 Office 365 groups 156 Office 365 Groups vs. Active Directory vs. SharePoint groups 158 Different types of Office 365 groups 160 Administration of Office 365 groups 162 Dynamic rules in Office 365 groups 164 Practical tasks 166 Conclusion 170 Points to remember 170 Chapter 9: Microsoft Teams 172 Introduction 172 Structure 172 Objectives 174 Microsoft Teams Online and Desktop clients 174 Teams overview: teams, channels, chats, files 176 Teams management in the admin center 180 Teams add-ons 182 Approval processes integration with Teams 184 Practical tasks 186 Conclusion 192 Points to remember 192 Chapter 10: Power Platform and Citizen Development 194 Introduction 194 Structure 196 Objectives 196 Power Platform 196 Citizen development 202 PowerApps overview 204 Layouts 208 Formulas 210 Date and Time format 210 Data 212 Limitations 212 Solutions 214 Import/export 214 Canvas apps and SharePoint Lists and Libraries 216 Power automate overview 218 Approval flows 220 Connectors 222 SharePoint Lists/Libraries and workflows 222 Variables 224 Dynamic expressions 224 Parallel branches and sequential logic 224 Power Automate for a Desktop 226 Limitations 226 Practical tasks 228 Conclusion 230 Points to remember 232 Chapter 11: Stream 232 Introduction 232 Structure 232 Objectives 234 Stream overview 234 Search in stream 238 Channel set up in Stream 240 Hashtags and metadata in Stream 240 Integrations from Stream to other apps 242 Practical tasks 244 Conclusion 246 Points to remember 248 Chapter 12: PowerApps 248 Introduction 248 Structure 248 Objectives 250 Canvas PowerApps 250 Model Driven PowerApps 254 Connections in PowerApps (Datasources) 256 Dataverse 260 Validations in PowerApps 262 Views and formulas 264 Practical tasks 268 Conclusion 274 Points to remember 274 Chapter 13: Power Automate 274 Introduction 274 Structure 274 Objectives 276 Power Automate (Flow) 276 Solutions in Power Automate 282 Running on start, modify and scheduled flows 284 Connections inside Power Automate 286 Working with API from Flow 290 Sharing flows 290 Practical tasks 292 Conclusion 300 Points to remember 300 Chapter 14: Power BI 302 Introduction 302 Structure 302 Objectives 304 PowerBI Overview 304 Common controls in PowerBI 308 Available data sources in Power BI 312 PowerBI Desktop 312 Publishing PowerBI report 314 Sharing reports with others 316 Practical tasks 316 Conclusion 322 Points to remember 322 Chapter 15: Office 365 Admin Center 324 Introduction 324 Structure 324 Objectives 326 SharePoint Admin Center 326 PowerApps Admin Center 330 Exchange Admin Center 332 Teams Admin Center 334 OneDrive Admin Center 338 Users and licenses management 338 Practical tasks 340 Conclusion 344 Points to remember 344 Chapter 16: Security and Compliance Policies 344 Introduction 344 Structure 344 Objectives 346 Security and compliance center overview 346 Security and compliance roles 348 Compliance manager 350 Data classifications 352 Labels 354 eDiscovery 356 Practical tasks 358 Conclusion 362 Points to remember 362 Chapter 17: Term Store and Content Sorts in SharePoint Online 364 Introduction 364 Structure 364 Objectives 366 Term store management 366 Global and site level term groups 368 Term store main components 370 Managed metadata overview 370 Content type gallery 372 Practical tasks 374 Conclusion 378 Points to remember 378 Chapter 18: Custom Solutions Development SPFX 380 Introduction 380 Structure 380 Objectives 382 Custom solutions, sppkg, and SPFX 382 Key features of the SharePoint framework 388 Best practices development for SharePoint 392 Application catalog 394 REST and GRAPH API in SharePoint 398 Practical tasks 402 Conclusion 406 Points to remember 408 Chapter 19: PnP, PowerShell and Scripting 408 Introduction 408 Structure 408 Objectives 410 PowerShell 410 PnP 416 CSOM 418 CAML 420 Executing scripts for Microsoft 365 424 Practical tasks 426 Conclusion 430 Points to remember 430 Index 432 Back title 442 Unlock the full potential of Microsoft 365 workloads with our practical guide Key Features ● Learn how to create a new Office 365 tenant from scratch. ● Discover ways to migrate users from other platforms to Microsoft 365. ● Learn how to use scripting languages and out-of-the-box tools to automate business processes, set up security, and manage users in Microsoft 365. Description Microsoft 365 provides tools for managing organizational tasks like content management, communication, report creation, and business automation processes. With this book, you’ll get to grips with enabling workspace collaboration using Microsoft SharePoint Online, Teams, and the Power Platform. This comprehensive guide not only provides instructions for implementing Microsoft 365 apps, but also incorporates valuable insights from an experienced Microsoft consultant who has a vast experience of working with the Microsoft business suite. The book covers recipes for implementing SharePoint Online for various content management tasks. You will then learn how to create sites for your organization and enhance collaboration across the business. Moving on, you will discover ways to boost your productivity using Microsoft Teams, Power Platform, Planner, Delve, and M365 Groups. You will also learn how to use the Power Platform to make the most of Power Apps, Power Automate, Power BI, and Power Virtual Agents. Lastly, you will learn how to build custom Teams and SharePoint solutions. By the end of the book, you will have the necessary skills to utilize Microsoft 365 and SharePoint Online effectively in order to increase business productivity. What you will learn ● Get familiar with the Power Platform and its various apps. ● Explore SharePoint’s content management and collaboration features. ● Get an overview of the Microsoft 365 admin center. ● Understand the security and compliance policies for Microsoft 365. ● Learn how to manage Microsoft 365 services with PowerShell. Who this book is for This book is for business professionals, IT administrators, enterprise developers and architects, and anyone who wants to plan, deploy, and manage Microsoft 365 Apps in their enterprise environments. Table of Contents 1. Outline of Microsoft 365 2. Prologue to SharePoint Online 3. Working with Present-day Destinations in SharePoint Online 4. Working with Records in SharePoint Online 5. Working with Archive Libraries in SharePoint Online 6. OneDrive for Business 7. Search in Microsoft 365 8. Microsoft Groups 9. Microsoft Teams 10. Power Platform and Citizen Development 11. Stream 12. PowerApps 13. Power Automate 14. Power BI 15. Office 365 Admin Center 16. Security and Compliance Policies 17. Term Store and Content Sorts in SharePoint Online 18. Custom Solutions Development SPFX 19. PnP, PowerShell and Scripting