Customizing and Extending SharePoint Online: Design tailor-made solutions with modern SharePoint features to meet your organization’s unique needs

Customizing and Extending SharePoint Online
Contributors
About the author
About the reviewers
Preface
Who this book is for
What this book covers
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Conventions used
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Part 1:Exploring SharePoint Online
Chapter 1: SharePoint Online in a Nutshell
Over 20 years of SharePoint
SharePoint Online as a platform for portals and teamwork
SharePoint Online as an app platform
How SharePoint Online supplies experiences to other Microsoft 365 services
Microsoft Teams
Sharing files and folders
OneDrive
Viva Connections
Videos
Data, automation, and apps
Summary
Chapter 2: Organize Content with SharePoint Sites
Different site types and special sites
Communication site
Team sites
Channel sites
The root site
SharePoint home site and an organization’s news sites
Microsoft Teams and SharePoint sites
Organize and categorize sites with hub sites
Connecting hub sites
Navigation in sites
Creating multilingual content with SharePoint
Managing sites in the SharePoint Admin Center
Active and deleted sites
Registering a hub site
Changing the site URL
Summary
Chapter 3: Access Controls in SharePoint
Managing access to content
Site permissions
Advanced permissions
Permission inheritance
Controlling access with groups
Permission levels
Controlling external sharing
Good practices for permissions management
Summary
Chapter 4: Lists and Libraries
Everything is a list or a library
Creating new lists and libraries
Creating a document library
Creating a new list
Creating a list from an Excel spreadsheet
Managing list and library settings
Common settings for both
List-specific settings
Library-specific settings
Columns section on list and library settings
Views section on list and library settings
Enabling the power of lists and libraries
List columns
List and library views
View formatting
Column formatting
Grid view
Modifying new forms on lists
Microsoft Lists
Summary
Chapter 5: Describing Content with Site Columns and Content Types
Site columns
Column types
Default column values
Column validation
Content types
Content type settings
Creating new content types
Special content types
Using content types and site columns in lists and libraries
Adding and managing content types on lists and libraries
Centrally managing and publishing content types and site columns
Publishing a content type
Updating a published content type
Unpublishing a content type
Summary
Chapter 6: Creating Informative and Stunning Content with Modern SharePoint Pages
Creating your first SharePoint content page
Header section
Authoring canvas
Web parts
Page details
Drafts and publishing of pages
Aggregating content using web parts
News
Highlighted content
Events
Targeting pages and documents
Managing page templates
Using SharePoint pages in Microsoft Teams
Summary
Part 2:Enhancing the SharePoint Content
Chapter 7: Search in SharePoint
Search experience in the modern SharePoint
Managing site-specific search settings
Customizing the default search experience
Adding new search verticals
Managing the search result layout with a result type
Tenant-wide search experience settings
Search schema and schema management
Property mapping
Creating a managed property
Refinable and sortable properties
Organization search results in Bing.com
Summary
Chapter 8: Managed Metadata
Managed metadata and term store
Term groups
Term sets
Importing term sets
Terms
Built-in term sets
People
Keywords
Using managed metadata in SharePoint content
Using terms in pages, documents, and list items
Enable adding terms from SharePoint
Using Terms for filtering SharePoint content using out-of-the-box web parts
Summary
Chapter 9: Understand Information with Microsoft Syntex
Setting up Microsoft Syntex
Document processing capabilities
Setting up a prebuilt model
Setting up a custom model
Creating repetitive files using modern templates
Creating a modern document template
Image tagging and OCR
Premium taxonomy features
eSignatures on SharePoint
Microsoft 365 Archive and Backup
Licensing and pricing of Syntex capabilities
Summary
Chapter 10: Bring SharePoint Content to Teams with Viva Connections
Building blocks of Viva Connections
Setting up Viva Connections
Setting up and managing multiple Viva Connections experiences
How to curate SharePoint content for the Viva Connections feed
Customizing and personalizing the Viva dashboard
Editing the dashboard
Create functional and custom cards with the card designer card
Multilingual dashboards
Announcements in Viva Connections
Viva Connections analytics
Enabling and publishing Viva Connections in Teams
Summary
Chapter 11: App Catalog and the SharePoint Store
App Catalog in SharePoint
Deploying apps to App Catalog
App details, settings, and updating apps
Managing API permissions
Deploying tenant-wide extensions
Site collection app catalog
Getting third-party apps from the SharePoint Store
App requests
Summary
Part 3:Automate and Extend SharePoint Experiences
Chapter 12: Automate SharePoint with Power Automate
Connecting to SharePoint with Power Automate
Creating your first flow
Managing SharePoint data with cloud flows
Creating a list item
Optimizing data retrieval with filtering, ordering, and limiting
Approval workflows in SharePoint
List item approval using content approvals
Creating approvals for SharePoint pages
Working with SharePoint’s REST APIs
New Power Automate designer
Summary
Chapter 13: Extend SharePoint with Power Apps
Power Apps and SharePoint
Connecting canvas apps to SharePoint data
Working with components
Using formulas on components
Customizing SharePoint forms with Power Apps
Customizing the form
Limitations and delegation
Summary
Chapter 14: Site, List, and Document Templates
SharePoint site templates
Working with site scripts
Creating site scripts
Creating and applying site templates
Changing the default site template
Scoping custom site templates
Managing built-in templates
What are SharePoint list templates?
Creating a list template
Publishing document templates from SharePoint to Office applications
Setting up an asset library
Managing asset libraries
Experience for users
Summary
Chapter 15: Improving List Experiences with View Formatting
Advanced Column formatting
Conditional formatting
Working with dates and date ranges
Formatting column values
Formatting dates and times
Showing user images
Displaying image field thumbnails
Advanced view formatting
Formatting list layouts
Formatting gallery and board layouts
Creating actionable links using formatting
Starting cloud flows
Adding click action
Updating columns values on click
Summary
Part 4:Create Your Own Customization using SharePoint Framework and Microsoft Graph
Chapter 16: Introduction to SharePoint Framework
SharePoint Framework – modern application development model
SharePoint Framework components
Introduction to client-side development tooling
Setting up the development environment
Creating your first SharePoint Framework project
Running and debugging the code
Packaging and deploying custom solutions to SharePoint
Use cases for SharePoint Framework
Summary
Chapter 17: Access SharePoint Data using Microsoft Graph
Microsoft Graph: an API for Microsoft Cloud service resources
The API structure
Redefining the query with OData parameters
Paging
Throttling
Metered APIs
How to use Microsoft Graph Explorer to call the API
The Microsoft Graph PowerShell SDK
Connecting to Microsoft Graph with the PowerShell SDK
Using the SDK
Accessing SharePoint data with the Graph API and the SharePoint Framework
Summary
Chapter 18: Web Parts and App Part Pages
SharePoint Framework web parts
Creating and deploying a web part
Access to the SharePoint list data
Web part properties and the property pane
Localization
Creating SPAs with web parts
Extending Teams tabs and personal apps with web parts
Deploying a web part to Microsoft Teams
Adding a web part to a tab
Using the web part as a personal app
Summary
Chapter 19: Extending User Experiences with SharePoint Framework Extensions
Technical requirements
Bringing custom elements and scripts to pages with application customizers
Building an application customizer
Testing the application customizer
Deploying the application customizer
Customize Fields with SharePoint Framework
Testing and debugging
Deploying the Field Customizer
Extend SharePoint with Command Sets
Testing the Command Set
Deploying the ListView Command Set
Customize List and Library Forms with Form Customizers
Extending Viva Connections with Adaptive Card Extensions
Create an Adaptive Card Extension
Adding the Quick View
Deploying Adaptive Card Extensions to SharePoint
Location in Adaptive Card Extensions
Media capabilities of Adaptive Card Extensions
Summary
Chapter 20: Community Solutions for Extending SharePoint Online
Using community solutions in SharePoint Online
PnP PowerShell
Installing PnP PowerShell
Authentication and connection to Microsoft 365 tenants
Example—copying a list with current items between sites
PnP site templates
Example—copying page templates across a site with PnP provisioning
PnP Modern Search
Installing Modern Search web parts to Microsoft 365
Creating a search center with PnP Modern Search
Using the PnP Modern Search Results web part to roll up content
Summary
Index
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