Beginning Microsoft 365 Collaboration Apps: Working in the Microsoft Cloud - Second Edition

Start making the most of the latest collaboration tools in Microsoft 365—including Teams, SharePoint, Power Apps, Power BI, Power Automate, Microsoft Groups, Office ProPlus, Yammer, Planner, Stream, Forms, and OneDrive. Integrate these collaboration tools into your team's projects to boost productivity, engagement, innovation, and enjoyment at work. This book walks you through all the latest features, teaching you how to choose the right tools and get the most out of them for your situation. While technologies for collaboration are more advanced than ever before, there also are more of them, making it all the more confusing. Beginning Microsoft 365 Collaboration Apps will help you make sense of what is available and provide prescriptive guidance to you and your team on how to be more productive. This fully updated and expanded new edition contains lots of new content, screenshots and samples, and all new chapters on Power BI and Power Apps. What You Will Learn Know the collaboration applications and features available across Microsoft 365, and how to choose the ones that are right for you and your colleagues in any given situation Understand the software-as-a-service (SaaS) model and how it enables users to be more effective and productive in remote situations Discover how multi-device usability and real-time cloud synchronization can help your team collaborate anytime, anywhere, across the apps Find out how Planner can help you manage projects and tasks, even without a project manager Explore Microsoft Power Automate and Power Apps to connect applications and services and create codeless applications and workflows Who This Book is For Microsoft 365 business users with a limited technical background. You should be familiar with the Microsoft Office suite of products such as Word and Outlook, and work in a team environment. An active Microsoft 365 would be useful as well. Table of Contents About the Authors About the Technical Reviewer Acknowledgments Introduction Who This Book Is For How This Book Is Structured Chapter 1: Welcome to Microsoft 365 Chapter 2: SharePoint Online Chapter 3: OneDrive Chapter 4: Microsoft 365 Groups Chapter 5: Teams Chapter 6: Yammer Chapter 7: Office Chapter 8: Planner Chapter 9: Stream Chapter 10: Forms Chapter 11: Power Automate Chapter 12: Power BI Chapter 13: Power Apps Chapter 14: Making Sense of It All Part I: Getting Started Chapter 1: Welcome to Microsoft 365 Collaboration in the Workplace What Is Microsoft 365? How Does It Work? Why Should You Choose Microsoft 365? Creating the Microsoft 365 Trial Tenant Logging into Microsoft 365 for the First Time! App Launcher (the Waffle) Cog My Account Microsoft 365 Collaboration Applications Outlook Office ProPlus OneDrive SharePoint Microsoft 365 Teams Yammer Power Automate Planner Forms Power Apps Stream Power BI Summary Part II: The Applications Chapter 2: SharePoint Online The Starting Line Sites Team Site Communication Site Blog Project Site Community Site Document Center Records Center Business Intelligence Center Basic Search Enterprise Search Center Visio Process Repository Publishing Site Publishing Site with Workflow Enterprise Wiki SAP Workflow Site Creating a Site Communication Site Modern Team Site Classic Experience Team Site Creating Non-team Sites Lists and Libraries Lists Announcements Calendar Contacts Custom List List in Datasheet View Discussion Board External List Import Spreadsheet Issue Tracking Links Promoted Links Survey Tasks Libraries Asset Library Document Library Form Library Picture Library Site Mailbox Wiki Page Library List and Library Columns Creating Columns Document Library Experience List Experience Views Permissions Pages and Web Parts Editing Pages Manipulating Web Parts SharePoint Mobile App Summary Chapter 3: OneDrive Where Is OneDrive Located? OneDrive via the Browser Views My files Recent Shared Recycle bin Shared Libraries Working with Items in OneDrive OneDrive Sync Client Installing OneDrive on Windows 10 Experience Mobile OneDrive Summary Chapter 4: Microsoft 365 Groups Where Are They Located? Discovering a Group Creating a Microsoft 365 Group Microsoft 365 Groups Member Management Adding Internal Members Guest Users Adding External (Guests) Members Guest Experience Within Microsoft 365 Groups Components of a Microsoft 365 Group Conversations (Outlook Inbox) Calendar Site (SharePoint) Files Planner Notebook Deleting a Group Access Microsoft 365 Groups on Mobile Devices Retention Policies for Microsoft 365 Groups Summary Chapter 5: Teams Using Microsoft Teams Walking Through Teams Creating Your First Team Managing a Team Exploring Channels Activity Chat Calendar Calls Files Microsoft Teams Mobile App Summary Chapter 6: Yammer Using Microsoft Yammer Walking Through Yammer Creating a Yammer Community Basics of a Yammer Community Posting to a Yammer Community Interacting with Yammer Posts Inbox Yammer Mobile App Business Retrospective Summary Chapter 7: Office Installing Office 365 Apps from Microsoft 365 Microsoft 365 Apps Office 365 Apps Application Overview Outlook Mail Attaching a File from OneDrive Attaching a File from Microsoft 365 Groups People Calendar Tasks To-Do Items Tasks Tasks from Emails Notes Creating a Note Viewing and Sorting Notes Icon Notes List Last 7 Days Deleting a Note PowerPoint App Word App Excel App OneNote App Publisher App Office Online Overview Outlook Word Online PowerPoint Online Excel Online OneNote Online Sway Co-authoring Co-authoring in Office Online Excel Online Word Online PowerPoint Online Co-Authoring Summary Chapter 8: Planner Overview of the Planner Interface Plans Creating a New Plan Editing a Plan Deleting a Plan Plan Notifications and Communications Task Management Adding Tasks Editing a Task Viewing Tasks Manage Tasks Task Ordering Task Completion Planner Dashboards and Reporting Planner Integrations Exploring the Planner App Getting the App Signing into the Planner App Creating a Plan Task Management Adding Tasks Editing Tasks Deleting Tasks Summary Chapter 9: Stream Using Microsoft Stream Walking Through Stream Uploading Your First Video Creating a Channel Creating a Group Interacting with Videos Commenting on a Video Liking a Video Adding a Video to Your Watchlist Transcript Accessibility in Stream Closed Captioning Screen Readers High Contrast Keyboard Navigations Integrations with Other Microsoft 365 Apps Summary Chapter 10: Forms Using Microsoft Forms Editing/Creating Workspace Creating Your First Form Data Types Choice Date Rating Text Ranking Likert File Upload Net Promoter Score Section Branching Quizzes Creating Your First Quiz Viewing Responses Forms Quizzes Deleting Responses Printing Form Responses Creating a Summary Link Summary Chapter 11: Power Automate Overview of the Power Automate Interface Connectors Templates Creating Flows Approval Flow Saving and Testing Creating a Flow Between Microsoft 365 Applications Creating an Advanced Flow to Interact with a Third-Party Service Summary Chapter 12: Power BI The Starting Line of Power BI Service Power BI Service Navigation Published Reports First Visual in Power BI Service Report Editor in Power BI Service The Starting Line of Power BI Desktop Importing Data in Power BI Desktop Power BI Desktop Ribbon Sample Report in Power BI Desktop Summary Chapter 13: Power Apps Overview of the Power Apps Interface Power Apps Types of Power Apps Start from Data Canvas Model Driven Portal Overview of the Power Apps IDE Left Navigation Menu Create a PowerApp Your First PowerApp Editing a SharePoint List Form with Power Apps Chapter 14: Making Sense of It All SharePoint, OneDrive, Stream Office Teams and Microsoft 365 Groups Yammer Planner and Forms Power Platform Conclusion Index Start making the most of the latest collaboration tools in Office 365--including Teams, SharePoint, Power Apps, Power BI, Power Automate, Microsoft Groups, Office ProPlus, Yammer, Planner, Stream, Forms, and OneDrive. Integrate these collaboration tools into your team's projects to boost productivity, engagement, innovation, and enjoyment at work. This book walks you through all the latest features, teaching you how to choose the right tools and get the most out of them for your situation. While technologies for collaboration are more advanced than ever before, there also are more of them, making it all the more confusing. Beginning Microsoft Office 365 Collaboration Apps will help you make sense of what is available and provide prescriptive guidance to you and your team on how to be more productive. This fully updated and expanded new edition contains lots of new content, screenshots and samples, and all new chapters on Power BI and Power Apps. What You Will Learn Know the collaboration applications and features available across Office 365, and how to choose the ones that are right for you and your colleagues in any given situation Understand the software-as-a-service (SaaS) model and how it enables users to be more effective and productive in remote situations Discover how multi-device usability and real-time cloud synchronization can help your team collaborate anytime, anywhere, across the apps Find out how Planner can help you manage projects and tasks, even without a project manager Explore Microsoft Power Automate and Power Apps to connect applications and services and create codeless applications and workflows This book is for Office 365 business users with a limited technical background. You should be familiar with the Microsoft Office suite of products such as Word and Outlook, and work in a team environment. An active account within Office 365 would be useful as well. Ralph Mercurio is a Microsoft Certified Professional with 18 years of experience. He works for the City of Durham in North Carolina as a Technical Manager responsible for the Office 365 platform. His focus is on providing collaborative solutions to its many departments. He has a passion for helping users find ways to leverage what they need to know to learn a new technology. With Office 365, he has made it his goal to help users realize the potential of this powerful platform in order to get the most out of its evolving applications. Brian Merrill is a Microsoft Certified Educator (MCE) and is currently the Educational Technology Analyst for one of the largest school districts in Pennsylvania. In that role he serves as the global administrator of the district's Office 365 environment, managing Microsoft Teams and SharePoint, and training faculty and staff on new technologies and systems. Brian is also adjunct faculty at the University of Harrisburg of Science and Technology, teaching courses on Learning Technologies and Solutions as well as Microsoft tools. Brian is a Microsoft Innovative Educator Expert and a member of the Minecraft for Education Advisory Board