To get the most out of this book

To make sure you get the most out of this book, it’ll help if you’re somewhat familiar with a few key concepts. Don’t worry if you’re not an expert in all of these areas – having some basic knowledge will make things go more smoothly. Here’s what will come in handy:

• Basic familiarity with Microsoft 365 and SharePoint (knowing your way around the interface will help, but I’ll cover the essentials)
• Some experience with Power Automate (or a similar automation tool) will be useful for the automation section
• General knowledge of data governance and compliance will be helpful, especially when we get into security and legal considerations
• Basic understanding of workflows and customization (not a must, but it will make Chapter 3 even more valuable)

While this book has been written to be practical and beginner-friendly, a little prior experience will make following along easier.