book

Microsoft 365 and SharePoint Online Cookbook

by Gaurav Mahajan, Sudeep Ghatak

June 2020

Beginner

810 pages

15h 48m

English

Packt Publishing

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Microsoft 365 and SharePoint Online Cookbook
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Who this book is forWhat this book coversTo get the most out of this bookDownload the example code filesConventions usedSectionsGetting readyHow to do it…How it works…There's more…See alsoGet in touchReviews
The infrastructure business is changing!The evolution of Microsoft 365What is Microsoft 365?LicensingMicrosoft 365 AppsSigning in to Microsoft 365Microsoft 365 user interfacePage header - the suite barSettings iconPage contentApps sectionRecommendedOneDrive and SharePoint locationsMicrosoft 365 admin interfaceMicrosoft 365 admin rolesLet's get started!
Getting to the SharePoint start pageGetting readyHow to do it...How it works...See alsoCreating a modern siteGetting readyHow to do it...How it works...Types of modern site collectionsTeam siteCommunication siteHub siteHome siteThere's more...Site versus site collectionModern versus classic experienceSee alsoViewing site contentsGetting readyHow to do it...How it works...Recycle binSee alsoCreating a listGetting readyHow to do it...How it works...Deleting a listSee alsoAdding an item to a listGetting readyHow to do it...How it works...There's more...Deleting an itemSee alsoCreating a document libraryGetting readyHow to do it...How it works...See alsoUploading documents to a libraryGetting readyHow to do it...How it works...Uploading a folderSee alsoSharing a documentGetting readyHow to do it...How it works...There's more...Copy linkSee alsoSearching contentGetting readyHow to do it...How it works...See also

Changing the lookGetting readyHow to do it...How it works...See alsoAdding a pageGetting readyHow to do it...How it works...Entering basic page informationPublishing a pageThe Site Pages libraryThere's more...Content approvalNews post and news linkDeleting a pageSee alsoAdding a web partGetting readyHow to do it...How it works...There's more...Audience targetingAdding an appGetting readyHow to do it...How it works...Types of add-insThere's more...App catalogRemoving an app from your siteRemoving the app licenseSee alsoModifying the top navigationGetting readyHow to do it...How it works...There's more...Cascading menu and MegamenuSee also...Modifying the left navigationGetting readyHow to do it...How it works...See also...Viewing and changing site settingsGetting readyHow to do it...How it works...Determining and revoking permissions in a siteGetting readyHow to do it...How it works...Site permissionsPermission levelsPermission inheritancePermission groups in SharePointSite collection administratorSee also...Creating a subsiteGetting readyHow to do it...How it works...There's moreCustom provisioning using Site Designs and Site ScriptsReusing a site as a templateExporting a site using a site scriptExporting a site using PnP provisioningSee also...
Creating a list using a built-in list templateGetting readyHow to do it...How it works...There's more...Inbuilt list and library templatesSaving a list as a templateExporting a list using site scriptsExporting a list using PnPExporting a list using list settingsSee alsoAdding a columnGetting readyHow to do it...How it works...There's more...Editing or deleting a columnOther column settingsSite ColumnsSee alsoCreating a custom list viewGetting readyHow to do it...How it works...There's more...The Items that need attention viewBulk-editing propertiesExporting to ExcelAdvanced view formattingIn-place view filtering, sorting, and groupingFilters paneWorking with large lists and librariesUsing Quick Edit to bulk-edit list itemsGetting readyHow to do it...How it works...Viewing and changing list settingsGetting readyHow to do it...How it works...There's more...<a href="https://m365book.page.link/List-Settings" target="_blank">Modern versus classic list and library experienceSee alsoViewing and changing list permissionsGetting readyHow to do it...How it works...There's more...Item permissionsNavigation and search visibilitySee alsoAdding alertsGetting readyHow to do it...How it works...There's more...Notification emailsFinding and deleting other users' alertsSee also
Creating a new documentGetting readyHow to do it...How it works...Governance and information architectureSee alsoAssociating a document templateGetting readyHow to do it...How it worksSee alsoViewing and editing documents in the browserGetting readyHow to do it...How it works...There's more...Co-authoring documents in the browserSee alsoViewing and editing documents in the clientGetting readyHow to do it...How it works...The Open in Desktop App optionThere's more...Co-authoring documents in the client appDocument metadataSee alsoDownloading documentsGetting readyHow to do it...How it works...See alsoMoving and copying documentsGetting readyHow to do it...How it works...Viewing and changing document library settingsGetting readyHow to do it...How it works...See alsoVersioning settings, content approval, and document checkoutGetting readyHow to do it...How it works...Other versioning settingsThere's more...Checkout process for documents that open in the clientCo-authoring and versioning settingsSee also
Creating a new group for term setsGetting readyHow to do it...How it works...See alsoCreating term sets and termsGetting readyHow to do it...How it works...Term Set propertiesTerm propertiesThere's more...Organizing the Term Store: Copy, reuse, and pin term sets and termsExporting and importing using PnPSee alsoCreating a Managed Metadata site columnGetting readyHow to do it...How it works...See alsoCreating a content type and adding columns to itGetting readyHow to do it...How it works...Content Type propertiesThere's more...Editing or removing a column from a content typeContent Type inheritanceContent type hub and content type publishingSee alsoAdding a content type to a list or libraryGetting readyHow to do it...How it works...Multiple content typesThere's more...External content type and external listSee alsoTagging a documentGetting readyHow to do it...How it works...See also
Uploading a file to OneDrive for BusinessGetting readyHow to do it...How it works...File and folder operationsThere's more...Other pages on OneDrive for Business onlineSee alsoSyncing files and foldersGetting readyHow to do it...How it works...OneDrive app settingsThere's more...Files on demandSync issuesSharing a fileGetting readyHow to do it...How it works...There's more...Links granting accessSee also
Performing an advanced searchGetting readyHow to do it...How it works...Fine-tuning search and keyword query languageThere's more...Owner and admin controlsSee alsoFinding experts and peopleGetting readyHow to do it...How it works...See alsoSearching with Bing SearchGetting readyHow to do it...How it works...See also
Navigating to your Delve profile pageGetting readyHow to do it...How it works...Delve home pageThere's more...Document cardsDelve and securityTurning off DelveSee alsoChanging your profile photoGetting readyHow to do it...How it works...See alsoUpdating your profile informationGetting readyHow to do it...How it works...See alsoGrouping documents through boardsGetting readyHow to do it...How it works...
Creating a groupGetting readyHow to do it...How it works...Group EmailsGroup team siteSharing filesConnecting your appsSee alsoDeleting a groupGetting readyHow to do it...How it works...See alsoJoining a groupGetting readyHow to do it...How it works...See alsoLeaving a groupGetting readyHow to do it...How it works...See alsoAdding members to a groupGetting readyHow to do it...How it works...See alsoRemoving members from a groupGetting readyHow to do it...How it works...See alsoHaving conversationsGetting readyHow to do it...How it works...See alsoBooking meetingsGetting readyHow to do it...How it works...See alsoSharing filesGetting readyHow to do it...How it works...See alsoCollaborating on a notebookGetting readyHow to do it...How it works...See also
Installing TeamsGetting readyHow to do it...How it works...Teams Top PanelTeams Left PanelActivityChatTeamsCalendarCallsFilesThere's more...Creating a new teamGetting readyHow to do it...How it works...There's more...See alsoAdding a memberGetting readyHow to do it...How it works...See alsoJoining a teamGetting readyHow to do it...How it works...See alsoLeaving a teamGetting readyHow to do it...How it works...See alsoDeleting a teamGetting readyHow to do it...How it works...See alsoCreating channels and tabsGetting readyHow to do it...How it works...Showing or hiding teams and channelsManaging notificationsSee alsoInitiating conversations via postsGetting readyHow to do it...How it works...There's more...See alsoScheduling a meetingGetting readyHow to do it...Scheduled meetingsMeet in a channelMeet NowLive EventsHow it works...Live captionsCustom backgroundsThere's more...See alsoSharing filesGetting readyHow to do it...Sharing files via the Upload buttonSharing files via conversationsSharing files via SharePointHow it works...See alsoSearching within TeamsGetting readyHow to do it...How it works...Searching for messages and conversations within teamsSearching for people in your Microsoft 365 tenantSearching for files within Teams and other Microsoft 365 locationsSee alsoAdding a connectorGetting readyHow to do it...How it works...There's more...See also
Joining a Yammer networkGetting readyHow to do it...How it works...InboxThere's more...See alsoCreating a Yammer groupGetting readyHow to do it...How it works...See alsoJoining a Yammer groupGetting readyHow to do it...How it works...See alsoUsing the activity feedGetting readyHow to do it...How it works...See alsoFollowing people and topicsGetting readyHow to do it...How it works...See alsoPosting messagesGetting readyHow to do it...How it works...See alsoTagging colleaguesHow to do it...How it works...See alsoInviting external members to your networkGetting readyHow to do it...How it works...See also
Creating a flow using a templateGetting readyHow to do it...How it works...Components of a flowFlow landing pageRun historyFlow properties There's moreSee alsoEditing a flowGetting readyHow to do it...How it works...See alsoExporting a flowGetting readyHow to do it...How it works...See alsoImporting a flowGetting readyHow to do it...How it works...See alsoAdding ownersGetting readyHow to do it...How it works...See alsoTesting your flowGetting readyHow to do it...How it works...See alsoCreating a solutionGetting readyHow to do it...How it works...See alsoCreating a flow in a SharePoint libraryGetting readyHow to do it...How it works...See also
Creating a template-based appGetting readyHow to do it...How it works...Power Apps designerSaving and publishingVersioningSee alsoConnecting to data sourcesGetting readyHow to do it ...How it works...There's moreSee alsoAdding screensGetting readyHow to do it...How it works...There's moreSee alsoCreating a canvas app from a blank templateGetting readyHow to do it...How it works...There's more...Power Apps eventsVariablesFunctionsSee alsoCreating Power Apps from a SharePoint list/libraryGetting readyHow to do it...Customize formsCreate an appHow it works...There's more...See alsoSharing Power AppsGetting readyHow to do it...How it works...See also
Technical requirementsRetrieving dataGetting readyHow to do it...How it works...See alsoTransforming dataGetting readyHow to do it...How it works...See alsoModeling dataGetting readyHow to do it...How it works...There's more...Calculated columnsMeasuresSee alsoVisualizing dataGetting readyHow to do it...How it works...There's more...See alsoSharing a report/dashboard/datasetGetting readyHow to do it...How it works...See also
Creating a botGetting readyHow to do it...How it works...See alsoCreating a topicGetting readyHow to do it...How it works...Show a messageAsk a questionEnd the conversationEnd with a surveyTransfer to agentGo to another topicCall an actionSee alsoTesting a botGetting readyHow to do it...How it works...See alsoDeploying a botGetting readyHow to do it...How it works...There's more...See also
Creating a planGetting readyHow to do it...How it works...See also Creating tasksGetting readyHow to do it...How it works...See alsoAssigning tasksGetting readyHow to do it...Updating the taskDragging the cardHow it works...See alsoAdding checklist itemsGetting readyHow to do it...How it works...See alsoManaging the planGetting readyHow to do it...There's more...See alsoDeleting a plan Getting readyHow to do it...How it works...See also
Technical requirementsNode.jsNpmVisual Studio CodeYeomanGulpTypeScriptPowerShellSetting up the development environmentGetting readyHow to do it...How it works...See alsoBuilding your first SPFx web partGetting startedHow to do it...How it works...Config folder (config)Node modules (node_modules)Source code (src)There's more...See alsoDeploying your SPFx web part to an Microsoft 365 tenantGetting startedHow to do it...Creating a solution packageDeploying to the tenant app catalogHow it works...See alsoDebugging your SPFx web partGetting startedHow to do it...How it works...There's moreSee also
SharePointDelveOneDriveOffice appsPlannerPower AppsPower Automate (Microsoft Flow)Power BIMicrosoft Teams
OneNoteOneNote componentsTaking notesSharing notesSharePoint workflowsMicrosoft FormsMicrosoft StreamSwayTo DoOffice development frameworksMicrosoft GraphPowerShellSharePoint PnPOffice Add-insLearning pathwaysProject CortexSharePoint spacesFluid Framework
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Content preview from Microsoft 365 and SharePoint Online Cookbook

Document Management in SharePoint Online

A library in SharePoint is a special list built specifically for managing files and the metadata around them. Libraries are similar to lists in that:

Just like list items in SharePoint lists, libraries contain individual files that you can work with.
Just as columns in lists define the information that gets stored as part of each list item, columns in libraries define the metadata that you can associate with each file. Once the columns for a library are defined, you can tag individual files with appropriate metadata.
Similar to how you manage information in lists individually or together as a group of items, you can manage metadata in libraries individually or as part of groups of items.
Just like ...