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

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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.

Print or Kindle book purchase includes a free PDF eBook.

Key FeaturesEnhance collaboration and productivity using SharePoint, Teams, OneDrive, Viva, Planner, and Microsoft FormsAutomate processes, build apps, bots, and dashboards with Power Automate (with RPA), Power Apps, Copilot Studio, and Power BIHarness Copilot, the new AI virtual assistant, for seamless support in your everyday tasksBook 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.

What you will learnCollaborate effectively with SharePoint, Teams, OneDrive, Delve, Search, and VivaBoost creativity and productivity with Microsoft CopilotDevelop and deploy custom applications using Power AppsCreate 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 BIUtilize Planner, To Do, and gather feedback with polls and surveys in Microsoft FormsExperience seamless integration in the mobile platformWho 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 ContentsOverview of Microsoft 365Introduction to SharePoint OnlineModern Sites in SharePoint OnlineLists and Libraries in SharePoint OnlineDocument Management in SharePoint OnlineOneDriveMicrosoft TeamsPower Automate (Microsoft Flow)Creating Power AppsApplying Power AppsPower BIOverview of Copilot in Microsoft 365 and Power PlatformTerm Store and Content Types in SharePoint OnlineSearch in Microsoft 365Microsoft Delve Microsoft 365 GroupsPower Automate Desktop for RPA

(N.B. Please use the Read Sample option to see further chapters)


From the Publisher

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Understanding document management

In the paperless infrastructure of modern IT, administrators and business professionals alike need to understand how document permissions and visibility work in a corporation. In this cookbook, you’ll find recipes that not only help you set up a document management system but also manage security in a way that’s scalable and efficient.

Important recipes:

Creating a modern siteViewing and changing site settingsDetermining and revoking permissions for a siteCreating a document libraryAssociating a document templateVersioning settings, content approval, and document checkout

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Setting up Microsoft Teams

Microsoft Teams enjoys a popular position in modern business collaboration. By learning how to set up users and tour the calling and recording features on offer, you’ll be able to utilize this software as a staple tool for your business activities. What’s more, you’ll learn how to use connectors to add more services to your Teams environment and respond to approval workflows.

Important recipes:

Installing TeamsCreating channels and tabsAdding a connectorUsing approvals in TeamsCreating custom registration forms for Teams meetingsUsing breakout rooms in Teams meetings

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Business workflows with Power Platform

Business workflows can describe many processes, from moving documents and sending notifications to the building of interactable UIs. With Microsoft Power Platform, you can perform all these tasks with minimal coding knowledge. This new edition is packed with new recipes that make the most of Power Platform, providing instructions for building simple yet popular workflows and apps.

Important recipes:

Creating a flow using a templateTesting a flowImporting a flowCreating a template-based appConnecting to data sourcesEmbedding a Power App in Teams

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Publisher ‏ : ‎ Packt Publishing; 2nd ed. edition (February 29, 2024)
Language ‏ : ‎ English
Paperback ‏ : ‎ 640 pages
ISBN-10 ‏ : ‎ 1803243171
ISBN-13 ‏ : ‎ 978-1803243177
Item Weight ‏ : ‎ 2.42 pounds
Dimensions ‏ : ‎ 1.75 x 7.5 x 9.25 inches

Customers say

Customers find the book well-structured, clearly explained, and easy to follow. They say it provides the technical understanding required to improve processes and alleviate trivial tasks. Readers also say the book provides valuable insights for experienced users, providing an in-depth experience of the most important topics and features for each tool. They mention the book covers both fundamental and advanced features.

AI-generated from the text of customer reviews

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

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  1. Wali Systems

    A Well-Structured Guide for Beginners and Advanced Users
    “Microsoft 365 and SharePoint Online Cookbook” proves to be a valuable resource for users of all levels seeking to navigate the vast capabilities of the Microsoft 365 suite. Structured across 12 chapters, the book delves into SharePoint Online, PowerApps, Power BI, Power Automate and Copilot, offering a well-rounded understanding of these interconnected tools.One of the book’s strengths lies in its clear and concise writing style. The “recipe” format makes it easy for users to follow step-by-step instructions, aided by helpful diagrams and visuals. Beginners will find the book particularly accessible, as it lays a strong foundation for using SharePoint Online and its associated applications.While catering to a broader audience, the book doesn’t shy away from advanced topics. It delves into creating workflows with Power Automate and introduces the exciting potential of AI and Copilot, providing valuable insights for experienced users as well.Overall, “Microsoft 365 and SharePoint Online Cookbook” stands out as a comprehensive and informative guide. Its clear explanations, practical examples, and coverage of both fundamental and advanced features make it a valuable asset for anyone seeking to optimize their workflow within the Microsoft 365 ecosystem.

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  2. Nicholas Potts

    A recipe for success! Clearly explained and packed with invaluable knowledge.
    This book does an excellent job capturing the components and complexities of M365, SharePoint Online, and the Power Platform. It provides an in-depth experience of the most important topics and features for each tool/service.This book is excellent for professionals or those just starting their M365/SPO/Power Platform journey. The recipes and step-by-step guides provide users with real world experiences and approaches. By the end of this book you’ll have gained great knowledge and skills that can be applied immediately.As a Power Platform developer, I especially enjoyed the chapters on Power Automate, Power Apps, and Microsoft Teams. Within this book you’ll find helpful pictures that go along with the guides or examples which makes it easy for visual learners to follow along.I recommend this book to anyone looking to sharper their skills and knowledge and to those who are looking to begin their journey into the world of M365, SPO, or Power Platform.

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  3. Rob

    Cookbook? They aren’t kidding…
    Depending on the reason you want this book, it may or may not be a long read. It is thorough, but once you dig in and realize its potential it moves significantly faster.If you’re looking to build a SharePoint presence from scratch or give a boost to a languishing underutilized site this book will help you accomplish your goals to the depth that you would like. It’s a great manual for the beginner and reference manual that can be used to fill in the gaps of those more familiar.Microsoft 365 is HUGE and there are a lot of bells, whistles, and ways to enhance what you do. This book will help you build this “house” as large as you would like.

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  4. Hunter White

    Jumpstart your career with this book!
    This book has both the fundamentals and in-depth insights an individual needs to Jumpstart their career or switch to a more fulfilling role that will allow them to digitally transform an organization one step at a time! It truly provides the technical understanding required to improve processes and alleviate the trivial & manual work that most companies have their employees doing. If transforming the way that an organization accomplishes their day-to-day work is something that excites you, you should considering purchasing a copy of this amazing resource!

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  5. Melissa Coneff

    Productive!
    Out of the gate productivity! Easy to follow guidanace

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  6. Gerry O. Brien

    Great Way to Learn the Products
    I’ve read many “cookbook” style books in the past only to be left less than satisfied with lack of real content. Sure, you can put together step-by-step instructions as a “recipe”, but they don’t offer much beyond simply following instructions.This book differs because it tells you about the feature first, why it is used and why it is important. Then you work through an exercise to implement the feature. Finally, the all important summarization of what you did, how you did it, and why you did it, completes the actual learning process.Highly recommended.

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  7. Necdet Saritas

    A great guide for Microsoft 365 and SharePoint online
    First of all, I would like to thank those who gave me the chance to read this great book. I didn’t just read it, as I read it, sometimes I refreshed my knowledge and sometimes I learned something I didn’t know. Whoever wants to learn SharePoint Online deeply or to expand their knowledge, this book is a very good guide for them.A perfectly compiled step-by-step guide in a detailed and understandable language for everyone. Do not waste time, it is a resource that you can improve yourself by enjoying yourself without getting bored.I would like to thank all the authors who contributed to this unique guide and those who gave me the honor of reading such a beautiful guide. Thank you very much

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  8. Arash Aghajani

    This comprehensive book serves as an invaluable reference for individuals eager to delve into the world of Microsoft 365, SharePoint Online, and other key components of the Microsoft 365 ecosystem. It provides a quick yet thorough introduction to these platforms and meets the needs of those eager to quickly become familiar with these technologies.Beginning with an overview of Microsoft 365, this book delves into the intricacies of SharePoint Online and provides an in-depth review of its features such as document management and modern architecture. It then goes on to seamlessly explain the functionality of OneDrive and Microsoft Teams and guides readers in using them for optimal productivity. In addition, this book delves into the realms of Power Automate, Power Apps and Power BI, equipping readers with the knowledge to build workflows, apps and reports elegantly.Finally, the book introduces Microsoft AI and Copilot and their integration into Microsoft 365 apps and Power Platform.In addition to the above, this book includes a free wonderful eBook that includes 12 more chapters! These 12 chapters include Copilot Studio, Viva Suite, Planner, Microsoft Forms and SharePoint framework development!Essentially, this book not only introduces readers to the breadth of tools and products available in the Microsoft 365 ecosystem, but also provides practical guidance on how to use them.I highly recommend this book for its clear instruction and practical insights.

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  9. Cheryl

    Interested in learning more about MS365, get this book.

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