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Microsoft 365 and SharePoint Online Cookbook - Second Edition

You're reading from Microsoft 365 and SharePoint Online Cookbook - Second Edition

Product type Book

Published in Feb 2024

Publisher Packt

ISBN-13 9781803243177

Pages 640 pages

Edition 2nd Edition

Languages

Concepts

Information Management

Authors (4):

Gaurav Mahajan

Sudeep Ghatak

Nate Chamberlain

Scott Brewster

View More author details

Table of Contents (15) Chapters

Preface

1. Overview of Microsoft 365

2. Introduction to SharePoint Online

3. Modern Sites in SharePoint Online

4. Lists and Libraries in SharePoint Online

5. Document Management in SharePoint Online

6. OneDrive

7. Microsoft Teams

8. Power Automate (Microsoft Flow)

9. Creating Power Apps

10. Applying Power Apps

11. Power BI

12. Overview of Copilot in Microsoft 365 and Power Platform

13. Other Books You May Enjoy

14. Index

Viewing and editing documents in the client

In addition to the ability to view and edit documents in the browser, SharePoint also lets you view and edit online documents in the corresponding desktop applications. There are two ways to open an online document in the desktop app:

Browse to the library and then open the document from there.
Directly open an online document from the app.

In this recipe, we will see how to use both methods to view and edit a document that was uploaded to a SharePoint library in the corresponding desktop application.

Getting ready

You will need Read permissions or higher on the document which you'd like to view, and Contribute permissions or higher on it if you'd like to edit it. Alternately, you will need to be at least a Site Visitor to view documents and a Site Member or Site Owner to edit them.

How to do it...

To open the online document from a library, follow these steps:

Browse to the library that contains the document which you would...

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Authors (4)

Gaurav Mahajan

Gaurav Mahajan is a Microsoft Technology Solutions Professional who specializes in Microsoft 365, SharePoint, and AI, with over 19 years of technical consulting experience. Gaurav has a bachelor's in engineering, is Stanford certified in machine learning, and holds a PG Diploma in management from the Indian Institute of Management. He speaks at and organizes technical events, code camps, and conferences. He is a co-chair of the M365 & SharePoint Saturday, Pittsburgh (US) annual conference.

See other products by Gaurav Mahajan

Sudeep Ghatak

Sudeep Ghatak is a Microsoft MVP in Business Applications and a frequent contributor to the Power Automate Community forum. He works as a Principal Architect in Christchurch, New Zealand and loves designing solutions based on Office 365 and the Azure platform. He is a certified Solutions Developer (MCSD) and holds a postgraduate degree in instrumentation engineering. He is an active member of the Microsoft community and often seen speaking at user groups and conferences in New Zealand.

See other products by Sudeep Ghatak

Nate Chamberlain

Nate Chamberlain is a technical content creator, solution architect, and trainer, recognized as a 5-year Microsoft MVP. With a background in business analysis and systems administration, Nate has authored seven books and manages his blog. He holds an array of certifications, including M365 Enterprise Administrator Expert and Microsoft Power Platform App Maker Associate, and is a frequent speaker at user groups and conferences.

See other products by Nate Chamberlain

Scott Brewster

Scott Brewster is a Microsoft 365 Solutions Architect. He has supported numerous government clients focusing on SharePoint and Microsoft 365 since 2008. His focus is on security, administration, migration, governance, and training. Scott has been speaking at conferences and user groups since 2010 and runs the SharePoint User Group of DC.

See other products by Scott Brewster

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