book

Mastering Microsoft 365 and SharePoint Online

by Rodrigo Pinto

December 2024

Beginner to intermediate

400 pages

10h 8m

English

Packt Publishing

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About the authorAbout the reviewers
Who this book is forStudentsBusiness/end usersDevelopersIT professionalsWhat this book coversTo get the most out of this bookTools and platforms covered in the bookResources and recommendationsConventions usedGet in touchShare Your ThoughtsDownload a free PDF copy of this book
Technical requirementsAn overview of Microsoft 365 and the SharePoint platformA bit of historyMicrosoft 365 componentsThe importance of effective implementation of Microsoft 365 in real-world scenariosEnhanced collaboration and communicationStreamlined operations and increased productivityRobust security and complianceCost efficiencyImproved employee experience and retentionFacilitating innovation and growthConfiguring Microsoft 365 tenant settingsConfigure organizational profileSecurity settingsSet up data loss prevention settingsUser provisioning and access controlUser provisioningAccess controlIntegrating Microsoft 365 and SharePoint with other servicesUnified communication with Microsoft TeamsSynchronizing tasks with Planner and To-DoEnhancing data insights with Power BIAutomating workflows with Power AutomateIntegrating third-party applicationsSecure access and complianceCustom development with Microsoft GraphSummary
Technical requirementsUnderstanding SharePoint information architectureInformation architecture elementsInformation architecture rolesCore concept – optimizing content management with distinct sites and efficient linking strategiesNavigation levelsMetadata architectureSearch experiencesSite collection and site structure planningMap out information architecturePlanning site collectionsDesigning for flexibility and scalabilityLeveraging metadata and content typesImplementing effective navigationEnhancing search capabilitiesPlanning for governance and complianceEnabling personalization and audience targetingPlanning for multilingual supportDocument libraries, lists, and metadata managementDocument librariesListsMetadata managementIntroducing Power PlatformSupporting toolsCreating custom workflows and formsBranding and theming for a personalized user experienceChanging the colors of a SharePoint site using a themeCustomizing a SharePoint site headerCustomizing SharePoint site navigationCustomizing a SharePoint site footerSummary
Technical requirementsOverview and key concepts of Power AutomateBuilding workflowsUnderstanding triggers and actionsAdvanced workflow techniquesTestingSecurity and compliance in workflow automationFuture trends in workflow automationScenario – automating email notifications for document library changesCreating an automated cloud flowPower Automate – best practicesFlow planningUse naming conventionsOptimize performanceModular designDocumentationTesting and debuggingMonitoring and maintenanceUse Power Automate templatesGovernanceSolutionsOwnershipUsing Power Automate in multi-factor authenticated-enforced environmentsKeeping up with Power Automate updatesSummary
Technical requirementsSharePoint and customizations in Microsoft Office 365SharePoint On-Premises – customizationsSharePoint Online – customizationsWhat is a SharePoint site template?Creating custom forms – why are forms indispensable in an enterprise setting?Building formsForms in SharePoint OnlineIntegrating Power Apps applications with SharePoint for enhanced functionalityUnderstanding Power Apps and its featuresCanvas apps and model-driven appsCreating, testing, deploying, and maintaining a Power Apps applicationBest practices associated with Power AppsApplication planningUse naming conventionsOptimize performanceModular designDocumentationTesting and debuggingMonitoring and maintenanceUse Power Apps templatesGovernanceSolutionsOwnershipKeeping up with Power Apps updatesScenario – creating an application to track your department’s tasksSummary

Technical requirementsCompliance features and auditingUnderstanding compliance in Microsoft 365Regulatory landscapeImplementing security measures in Microsoft 365Multi-factor authenticationRole-based access controlConditional Access policiesDLPData classification and sensitivity labelsThe importance of data classificationUnderstanding sensitivity labelsImplementing data classification and sensitivity labels in Microsoft 365Best practices for data classification and sensitivity labelingReal-world scenario – implementing data classification and sensitivity labelsSummary
A strategic migration journeyMigration phasesPre-migration planningMigration preparationMigrationChallenges faced in migrationData migration complexityUser adoption and resistanceCompatibility issues with legacy applicationsSecurity and compliance concernsManaging downtime and business continuityNetwork bandwidth and latency issuesCustomizing and configuring Microsoft 365Licensing and cost managementIntegrating Microsoft 365 with existing systemsPost-migration optimization and continuous improvementReal-world scenario 1 – migrating a mid-sized manufacturing company to Microsoft 365Real-world scenario 2 – migrating a medium-sized financial services company to Microsoft 365Real-world scenario 3 – migrating a large multinational corporation to Microsoft 365Summary
Lessons learned and best practices from various industriesHealthcare – ensuring data security, compliance, and streamlined patient careEducation – fostering remote learning, collaboration, and student engagementFinance – enhancing governance, data security, and regulatory complianceManufacturing – optimizing supply chain operations and production efficiencyTechnology – innovating with agile development and collaboration toolsRetail – enhancing customer experience, operations, and data-driven decisionsLegal – streamlining case management, compliance, and collaborationEnergy – enhancing field operations, compliance, and environmental monitoringHospitality – streamlining guest services, collaboration, and operationsNon-profit – enhancing donor engagement, volunteer management, and operationsEmerging trends and upcoming features in Microsoft 365 and Microsoft SharePointSharePoint Premium – a new standard for enterprise collaborationArtificial intelligence and machine learning – transforming business operationsMicrosoft Copilot – revolutionizing knowledge workThe role of AI in enhancing data security and compliancePreparing for the future of workSummary
Revolutionizing the digital workspace with AI and strategic planningCollaboration models enriched by AICrafting a phased strategy for Microsoft 365 implementation with AI integrationPhase 1 – Foundation – laying the groundwork for Microsoft 365 and AI integrationPhase 2 – Deployment – implementing core Microsoft 365 servicesPhase 3 – AI integration – incorporating Copilot into the digital workspacePhase 4 – Optimization – expanding AI capabilities and enhancing the Microsoft 365 environmentPhase 5 – Future-proofing – evolving the Microsoft 365 and AI strategySummary
Microsoft 365 application development process breakdownThe development plan overviewMastering the planning phaseChoosing the right tools for Microsoft 365 developmentVisual Studio versus Visual Studio Code – which IDE should we use?React – the backbone of modern web development in Microsoft 365The SharePoint Framework – the go-to for SharePoint solutions and customizationsMicrosoft Teams Toolkit – building collaborative appsThe SharePoint Framework versus Microsoft Teams Toolkit – what is the best approach?PowerShell – automation for admins and developers alikeAzure Functions – serverless computing for Microsoft 365 integrationsStreamlining your workflow with continuous integration and delivery with DevOpsVersion control – the bedrock of DevOpsAutomated testing – quality control, on autopilotCI – catching problems earlyCD – automating deploymentsCD using PowerShell and Bicep for Azure asset creationWindows development environmentsLocal development – why WSL 2 is a must-haveSummaryFinal thoughts
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Content preview from Mastering Microsoft 365 and SharePoint Online

3 Automating with Power Automate

In this chapter, we will explore how to make SharePoint even more powerful by introducing automation and custom workflows. Using Power Automate, we can simplify and optimize various business processes, making them more efficient and productive. You’ll learn how to create custom workflows tailored to your specific business needs and automate those repetitive tasks that eat up your time so that you can focus on more important activities. Plus, we’ll look at how these automated solutions can boost overall functionality and collaboration in the organization.

As we move through this chapter, you’ll get hands-on experience in designing and creating automated workflows with Power Automate. These workflows will not only ...