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Microsoft 365 and SharePoint Online Cookbook

Microsoft 365 and SharePoint Online Cookbook

By : Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
4.8 (23)
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Microsoft 365 and SharePoint Online Cookbook

Microsoft 365 and SharePoint Online Cookbook

4.8 (23)
By: Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

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.
Table of Contents (15 chapters)
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Index
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Creating a plan

Planner can be used to manage an event, research new ideas, track a project, prepare for a customer visit, or just organize your team more effectively.

You begin by creating a plan. There are several ways in which you can create a plan. One obvious way is to create the plan through the Planner homepage. Plans also get created indirectly if you create a team in Microsoft Teams or a group within Microsoft 365 Groups.

Getting ready

In order to create plans, you should have permission to provision a Microsoft 365 group. Administrators can disable this feature in some organizations; however, Microsoft 365 does allow you to selectively grant Microsoft 365 group creation rights to individuals or groups.

How to do it...

To create a plan from the Planner app:

  1. Log in to https://office.com using your Microsoft 365 account.
  2. Click on Planner.
  3. Click on New plan:

    Figure 6.1: Creating a new plan
  4. Give your plan a name and click Create plan:
Figure 6.2: Plan permissions

It’...

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