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Mastering Microsoft 365 and SharePoint Online
Mastering Microsoft 365 and SharePoint Online

Mastering Microsoft 365 and SharePoint Online: A complete guide to boosting organizational efficiency with Microsoft 365's real-world solutions

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Profile Icon Rodrigo Pinto
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Coming Soon Coming Soon Publishing in Dec 2024
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eBook Dec 2024 400 pages 1st Edition
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Profile Icon Rodrigo Pinto
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Coming Soon Coming Soon Publishing in Dec 2024
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eBook Dec 2024 400 pages 1st Edition
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Mastering Microsoft 365 and SharePoint Online

Configuring Microsoft 365 and SharePoint

This chapter provides an overview of the Microsoft 365 and SharePoint platforms, emphasizing the importance of effective configuration and implementation in real-world scenarios. By the end of this chapter, you will have a solid understanding of the key components and architecture, preparing you with the skills to enhance productivity and collaboration within your organization.

You will learn how to configure Microsoft 365 tenant settings, provision users, manage access control, and integrate with other Microsoft services.

We will delve into real-world scenarios where the effective implementation of Microsoft 365 and SharePoint has led to increased efficiency and security. You will gain practical insights into configuring Microsoft 365 tenant settings and learn user provisioning and access control. Additionally, you will understand the significance of integrating Microsoft 365 with other Microsoft services to maximize the platform’...

Technical requirements

In this section, you will find the technical requirements for completing the tasks in this chapter. The tasks involve configuring and optimizing Microsoft 365 and SharePoint environments, enhancing collaboration and productivity, and implementing robust security measures.

Here are the technical requirements:

  • Microsoft 365 subscription
  • Access to SharePoint Online
  • Access to Microsoft Azure
  • Internet connectivity for accessing online resources and services
  • A user assigned with the required roles:
    • For the Microsoft Admin portal, the user must have the Global Administrator role assigned
    • For the Microsoft Defender portal, the user must have the Security Administrator or Global Administrator role assigned
    • In the Microsoft Compliance portal, the user must have the Compliance Administrator, Compliance Data Administrator, eDiscovery Administrator, or Records Management role assigned
    • For the Microsoft Purview portal, the user must have the Compliance...

An overview of Microsoft 365 and the SharePoint platform

In this section, you will learn the process of configuring Microsoft 365 tenant settings. By understanding and implementing these configurations, you will be equipped to optimize your Microsoft 365 environment for enhanced productivity and collaboration.

Effective configuration of Microsoft 365 tenant settings is essential for aligning the platform with your organization’s requirements and objectives.

We will delve into various settings and options available within the Microsoft 365 admin center, ensuring that your tenant is tailored to meet your organization’s needs. Furthermore, we will explore best practices for configuring tenant settings to maximize security, compliance, and efficiency. Through practical examples and step-by-step guides, you will gain valuable insights into establishing a solid foundation for your Microsoft 365 environment.

By the end of this section, you will be proficient in configuring...

The importance of effective implementation of Microsoft 365 in real-world scenarios

In today’s fast-paced and increasingly digital business environment, the effective implementation of Microsoft 365 is critical for organizations seeking to enhance productivity, streamline operations, and foster collaboration. Microsoft 365, a comprehensive suite of productivity tools and services, provides numerous advantages, but realizing its full potential requires strategic and thoughtful deployment.

Here are key reasons why effective implementation of Microsoft 365 is vital in real-world scenarios.

Enhanced collaboration and communication

Microsoft 365 provides a range of tools, including Microsoft Teams, SharePoint, and OneDrive, that are designed to improve collaboration and communication within organizations. Effective implementation ensures that these tools are seamlessly integrated, enabling teams to work together in real time, share documents effortlessly, and maintain clear...

Configuring Microsoft 365 tenant settings

Configuring Microsoft 365 tenant settings involves several steps to ensure that your organization’s Microsoft 365 environment is set up according to your business requirements and security policies.

Although there are multiple settings that need to be configured in the Microsoft 365 tenant, we will highlight those that align with security policies to protect your tenant, as they are crucial for preventing potential threats to your environment. This includes configuring the organizational profile, which is crucial for maintaining an accurate and secure representation of the organization; using Microsoft Purview’s data governance capabilities; and utilizing Microsoft Defender’s advanced threat protection features to ensure comprehensive security and compliance.

Configure organizational profile

Here are the steps to configure your organization profile:

  1. Log in to Microsoft 365: Navigate to https://admin.microsoft...

User provisioning and access control

User provisioning and access control in Microsoft 365 involve creating user accounts, assigning appropriate licenses, configuring permissions, and setting up security measures to manage user access. Keep in mind that settings need to be adjusted and revisited as needed to accommodate any changes in your organization’s requirements.

User provisioning

User provisioning involves setting up and managing user accounts and access permissions within a system.

Here are the key steps involved:

  1. Log in to Microsoft 365: Navigate to https://admin.microsoft.com and log in with your admin credentials.
  2. Add a new user:
    • Navigate to Users > Active users
    • Click Add a user.
    • Fill in the required information, such as First name, Last name, Display name, and Username.
    • In Password settings:
      • Choose to automatically generate a password or create one manually
      • Decide if the user should change their password on the first sign-in
  3. Assign product licenses...

Integrating Microsoft 365 and SharePoint with other services

Integrating Microsoft 365 and SharePoint with other services can significantly enhance productivity and streamline your organization’s workflow. By connecting these powerful platforms with additional tools and applications, you create a seamless ecosystem that supports collaboration, communication, and efficient task management.

Let’s see how to get the maximum benefit from this integration.

Unified communication with Microsoft Teams

Microsoft Teams, part of the Microsoft 365 suite, can be seamlessly integrated with SharePoint to facilitate real-time collaboration. Teams channels can be linked directly to SharePoint document libraries, allowing users to access and share files within their conversation space. This integration ensures that team members can collaborate on documents without switching between platforms, maintaining context and improving efficiency.

Synchronizing tasks with Planner and...

Summary

This chapter provided a comprehensive overview of the Microsoft 365 and SharePoint platforms, detailing the main components and architecture where we gained practical insights into configuring Microsoft 365 tenant settings and learned about user provisioning and access control. Additionally, we explored effective implementation strategies in real-world scenarios and recognized the significance of integrating Microsoft 365 with other Microsoft services to optimize and maximize the platform’s potential and capabilities. Furthermore, the discussion highlighted the role of security measures in maintaining data integrity and compliance across the system, highlighting the use of tools such as Microsoft Defender to safeguard organizational assets. We also examined the impact of seamless collaboration and communication tools within Microsoft 365 on improving operational efficiency and fostering a connected workplace environment. This understanding not only enhances our technical...

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Key benefits

  • Tackle real Microsoft 365 and SharePoint challenges, from automating repetitive tasks and streamlining collaboration to boosting security
  • Increase efficiency by optimizing workflows, automating processes, and managing your data with ease
  • Master essential skills with step-by-step guidance on tenant configuration, document management, user permissions, and more
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

Mastering Microsoft 365 and SharePoint Online is an essential guide for businesses aiming to optimize operations and maintain a competitive edge. This comprehensive resource provides a systematic roadmap for navigating the complexities of Microsoft 365 and SharePoint Online, guided by enterprise architect and Microsoft 365 MVP Rodrigo Pinto, who is renowned for his innovative productivity-enhancing development strategies. Through real-world examples and expert insights, you'll learn how to create efficient workflows, manage user access, implement robust security measures, and leverage automation to streamline your processes. You’ll get to grips with using Power Automate, Power Apps, and Power BI to automate repetitive tasks, build custom applications, and visualize your data. This book focuses on SharePoint Online's role in document management and team collaboration, covering structure planning, processes, automation, implementing robust security measures, and maintaining compliance aligned with your business needs. It also provides strategies and case studies for migrating to Microsoft 365 and SharePoint Online and explores future trends and useful tips on implementation, collaboration, DevOps, Microsoft 365 development, and IT management. By the end of this book, you’ll acquire the necessary skills to maximize productivity, collaboration, and efficiency in your digital workspace.

Who is this book for?

This book is for business professionals, IT administrators, enterprise developers, and anyone with limited experience using these platforms looking to navigate the intricacies of Microsoft 365 and SharePoint Online to ensure maximum efficacy and productivity in their work. Basic familiarity with Microsoft 365 and SharePoint is required.

What you will learn

  • Configure the Microsoft 365 platform to meet your organization's unique needs
  • Create sites, document libraries, lists, and metadata to organize and manage your content within Microsoft SharePoint Online
  • Use Power Automate and PowerApps to create efficient workflows and custom applications
  • Implement robust security measures and compliance in line with industry regulations
  • Plan and execute a successful migration to Microsoft 365
  • Adopt best practices for external collaboration, DevOps, Microsoft 365 development, and IT management

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Dec 13, 2024
Length: 400 pages
Edition : 1st
Language : English
ISBN-13 : 9781835463246
Vendor :
Microsoft

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Product Details

Publication date : Dec 13, 2024
Length: 400 pages
Edition : 1st
Language : English
ISBN-13 : 9781835463246
Vendor :
Microsoft

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Table of Contents

16 Chapters
Part 1:Starting Up Chevron down icon Chevron up icon
Chapter 1: Configuring Microsoft 365 and SharePoint Chevron down icon Chevron up icon
Chapter 2: SharePoint Essentials Chevron down icon Chevron up icon
Part 2: Enhancing and Automating Chevron down icon Chevron up icon
Chapter 3: Automating with Power Automate Chevron down icon Chevron up icon
Chapter 4: Enhancing SharePoint – Site Templates, Forms, and Power Apps Chevron down icon Chevron up icon
Part 3: Locking It Down and Moving It Smoothly Chevron down icon Chevron up icon
Chapter 5: Data Governance and Compliance Chevron down icon Chevron up icon
Chapter 6: Navigating the Microsoft 365 Migration Process Chevron down icon Chevron up icon
Part 4: Solving Real-World Challenges and Shaping the Future Chevron down icon Chevron up icon
Chapter 7: Real-World Case Studies and Future Trends Chevron down icon Chevron up icon
Part 5: Wrapping Up Chevron down icon Chevron up icon
Chapter 8: Implementing Microsoft 365 and SharePoint Solutions – Strategic Blueprints Chevron down icon Chevron up icon
Chapter 9: Implementing Microsoft 365 and SharePoint Solutions – Implementation Playbooks Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
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