Microsoft 365 and SharePoint Online Cookbook: A complete guide to Microsoft Office 365 apps including SharePoint, Power Platform, Copilot and more

Unlock over 100 recipes for mastering Microsoft 365. Boost productivity with Copilot, collaborate with SharePoint and Teams, automate tasks, create apps and reports using Power Automate (with RPA), Power Apps, Power BI, and more.

Free With Your Book: DRM-free PDF version + access to Packt's next-gen Reader*

Key Features

• Enhance collaboration and productivity using SharePoint, Teams, OneDrive, Viva, Planner, and Microsoft Forms
• Automate processes, build apps, bots, and dashboards with Power Automate (with RPA), Power Apps, Copilot Studio, and Power BI
• Harness Copilot, the new AI virtual assistant, for seamless support in your everyday tasks

Book Description

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms.

You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform.

Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.

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What you will learn

• Collaborate effectively with SharePoint, Teams, OneDrive, Delve, Search, and Viva
• Boost creativity and productivity with Microsoft Copilot
• Develop and deploy custom applications using Power Apps
• Create custom bots using Power Virtual Agents (Copilot Studio)
• Integrate with other apps, automate workflows and repetitive processes with Power Automate/Desktop (RPA)
• Design reports and engaging dashboards with Power BI
• Utilize Planner, To Do, and gather feedback with polls and surveys in Microsoft Forms
• Experience seamless integration in the mobile platform

Who this book is for

This cookbook caters to professionals stepping into the world of Microsoft 365 and SharePoint Online. It is tailored for a broad spectrum of skillsets including general business professionals, IT administrators, and enterprise architects who are newcomers to Microsoft 365, offering valuable insights for establishing a contemporary, digital workplace effectively.

Table of Contents

1. Overview of Microsoft 365
2. Introduction to SharePoint Online
3. Modern Sites in SharePoint Online
4. Lists and Libraries in SharePoint Online
5. Document Management in SharePoint Online
6. OneDrive
7. Microsoft Teams
8. Power Automate (Microsoft Flow)
9. Creating Power Apps
10. Applying Power Apps
11. Power BI
12. Overview of Copilot in Microsoft 365 and Power Platform

Gaurav Mahajan is a Microsoft Technology Solutions Professional who specializes in Microsoft 365, SharePoint, and AI, with over 19 years of technical consulting experience. Gaurav has a bachelor's in engineering, is Stanford certified in machine learning, and holds a PG Diploma in management from the Indian Institute of Management. He speaks at and organizes technical events, code camps, and conferences. He is a co-chair of the M365 & SharePoint Saturday, Pittsburgh (US) annual conference.

Sudeep Ghatak is a Microsoft MVP in Business Applications and a frequent contributor to the Power Automate Community forum. He works as a Principal Architect in Christchurch, New Zealand and loves designing solutions based on Office 365 and the Azure platform. He is a certified Solutions Developer (MCSD) and holds a postgraduate degree in instrumentation engineering. He is an active member of the Microsoft community and often seen speaking at user groups and conferences in New Zealand.

Nate Chamberlain is a technical content creator, solution architect, and trainer, recognized as a 5-year Microsoft MVP. With a background in business analysis and systems administration, Nate has authored seven books and manages his blog. He holds an array of certifications, including M365 Enterprise Administrator Expert and Microsoft Power Platform App Maker Associate, and is a frequent speaker at user groups and conferences.

Scott Brewster is a Microsoft 365 Solutions Architect. He has supported numerous government clients focusing on SharePoint and Microsoft 365 since 2008. His focus is on security, administration, migration, governance, and training. Scott has been speaking at conferences and user groups since 2010 and runs the SharePoint User Group of DC.