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Microsoft 365+Power Platform企業(yè)數(shù)字化轉(zhuǎn)型全攻略 讀者對(duì)象:本書(shū)適合企業(yè)各職能部門(mén)日常辦公人員、企業(yè)中 Microsoft 365 零基礎(chǔ)的 IT 技術(shù)人員、即將畢業(yè)踏入職場(chǎng)的大學(xué)生,以及對(duì)國(guó)際化公司崗位感興趣的讀者學(xué)習(xí)參考.
本書(shū)匯集了作者多年在世界 500 強(qiáng)企業(yè)授課時(shí)學(xué)到的優(yōu)秀工作方式、方法,它不僅僅是一本產(chǎn)品工具書(shū),也是一種基于 Microsoft 365+Power Platform 的、新的工作方式,這種新的工作方式在很多大型企業(yè)已落地并應(yīng)用。本書(shū)的目標(biāo)就是幫助更多的人更高效、更輕松地進(jìn)行工作。 本書(shū)是基于目前流行的微軟 Microsoft 365(國(guó)際版)企業(yè)版環(huán)境編寫(xiě)作的,其中包含Microsoft 365 中 17 個(gè)最實(shí)用的軟件,本書(shū)有別于其他的工具類書(shū)籍,不僅僅是講述每個(gè)應(yīng)用的新功能,更多是站在 Microsoft 365 平臺(tái)的角度去集成更多應(yīng)用程序完成企業(yè)數(shù)字化、自動(dòng)化業(yè)務(wù)應(yīng)用。把企業(yè)中的人、溝通、文檔、信息、工具等集成到一起,更智能地搭建可定制的通信協(xié)作平臺(tái)是本書(shū)的特色。 本書(shū)適合企業(yè)各職能部門(mén)日常辦公人員、企業(yè)中 Microsoft 365 零基礎(chǔ)的 IT 技術(shù)人員、即將畢業(yè)踏入職場(chǎng)的大學(xué)生,以及對(duì)國(guó)際化公司崗位感興趣的讀者學(xué)習(xí)參考.
王鳳輝微軟認(rèn)證講師上海南洋培訓(xùn)中心金牌講師微軟(中國(guó))員工技能提升WorkSmart項(xiàng)目特約講師擁有15年Office企業(yè)培訓(xùn)工作經(jīng)驗(yàn),主要進(jìn)行微軟Microsoft 365、Power Platform平臺(tái)應(yīng)用員工生產(chǎn)力提升等培訓(xùn)。2019年創(chuàng)建基于Microsoft 365+Power Platform應(yīng)用平臺(tái)的微信公眾號(hào)“一起學(xué)習(xí)Office 365”,致力于用自己的點(diǎn)點(diǎn)“螢火”幫助更多人提升個(gè)人的數(shù)字化能力,讓更多人在日常工作中做到Work Smarter、Faster、Better。韓家旺微軟認(rèn)證講師上海南洋培訓(xùn)中心金牌講師微軟(中國(guó)) 員工技能提升WorkSmart項(xiàng)目特約講師擁有16年IT技術(shù)咨詢和開(kāi)發(fā)經(jīng)歷,主要涉及微軟Microsoft 365系列、Power Platform開(kāi)發(fā)系列,以及Office VBA 系列等。這本書(shū)的主要內(nèi)容是我和王老師基于大量的企業(yè)培訓(xùn)實(shí)踐而總結(jié)出的案例和方法技巧,我們希望通過(guò)本書(shū)這一“星星之火”把微軟現(xiàn)代化的新工作方式傳遞給更多人,幫助更多用戶提升企業(yè)數(shù)字化轉(zhuǎn)型時(shí)個(gè)人的工作能力。
目錄
第1章 Microsoft 365整體概覽.....................................................001 1.1 什么是Microsoft 365 ...........................................................................................001 1.2 Microsoft 365與Office 365的區(qū)別 ......................................................................001 1.2.1 普通單機(jī)版Office與Office 365版本的區(qū)別 ............................................001 1.2.2 Microsoft 365與Office 365的區(qū)別 ..........................................................003 1.3 在任何設(shè)備上使用Microsoft 365 .........................................................................004 1.4 為什么升級(jí)到Microsoft 365 .................................................................................005 1.5 如何登錄Microsoft 365 .......................................................................................007 1.5.1 使用臨時(shí)借用的電腦時(shí)切記退出Microsoft 365賬號(hào) ................................008 1.5.2 個(gè)性化Microsoft 365 ................................................................................009 1.5.3 更改Microsoft 365主題外觀 ....................................................................010 1.5.4 更改Microsoft 365語(yǔ)言 ...........................................................................010 1.5.5 更改Microsoft 365密碼 ...........................................................................011 Part I Microsoft 365的Office客戶端篇 第2章 Word協(xié)作共贏.................................................................013 2.1 文檔存儲(chǔ)在云端,任意設(shè)備可訪問(wèn) .......................................................................013 2.1.1 文檔保存在OneDrive防止丟失 ................................................................013 2.1.2 場(chǎng)景案例:Word協(xié)作編輯,串行工作變并行效率高 ................................015 2.1.3 將本地文檔保存到SharePoint ..................................................................017 2.1.4 場(chǎng)景案例:開(kāi)啟自動(dòng)保存防止文檔意外丟失 .............................................018 2.2 Word中自帶的AI小智能工具 ..............................................................................018 2.2.1 語(yǔ)音聽(tīng)寫(xiě)輸入文字 ....................................................................................018 2.2.2 大聲朗讀 ..................................................................................................019 2.2.3 段落及文檔翻譯 ........................................................................................020 2.2.4 拼寫(xiě)檢查語(yǔ)法校正 ....................................................................................021 2.3 Word 粘貼鏈接 .....................................................................................................021 2.4 繪圖& 墨跡書(shū)寫(xiě) ...................................................................................................022 2.5 使用Web 圖片添加更多視覺(jué)效果 ........................................................................023 2.6 場(chǎng)景案例:如何在移動(dòng)設(shè)備上撰寫(xiě)Word 文檔 .....................................................026 第3 章 用Excel 直觀分析數(shù)據(jù)...................................................... 029 3.1 Excel 自帶的AI 小智能工具 .................................................................................029 3.1.1 場(chǎng)景案例:快速填充- 自動(dòng)拆分?jǐn)?shù)據(jù) ........................................................029 3.1.2 場(chǎng)景案例:現(xiàn)有數(shù)據(jù)快速分析 ..................................................................030 3.1.3 場(chǎng)景案例:根據(jù)現(xiàn)時(shí)間段的銷售額完成預(yù)測(cè)分析 .....................................033 3.2 Power Query 數(shù)據(jù)清洗轉(zhuǎn)換 .................................................................................037 3.2.1 數(shù)據(jù)分析的四部曲 ....................................................................................037 3.2.2 數(shù)據(jù)分析對(duì)數(shù)據(jù)類型規(guī)范性要求 ..............................................................038 3.2.3 數(shù)據(jù)分析對(duì)數(shù)據(jù)結(jié)構(gòu)化要求 ......................................................................039 3.2.4 Power Query 編輯器啟動(dòng) .........................................................................040 3.2.5 Power Query 編輯器清洗不規(guī)則的數(shù)據(jù)格式 ............................................044 3.2.6 Power Query 編輯器數(shù)據(jù)拆分列 ..............................................................045 3.2.7 Power Query 編輯器逆透視列 ..................................................................046 3.3 Power Query 編輯器追加查詢和合并查詢 ............................................................049 3.3.1 什么是追加查詢 ........................................................................................049 3.3.2 追加查詢對(duì)數(shù)據(jù)的要求 .............................................................................049 3.3.3 追加查詢具體操作步驟 .............................................................................049 3.3.4 什么是合并查詢 ........................................................................................051 3.3.5 合并查詢對(duì)數(shù)據(jù)的要求 .............................................................................052 3.3.6 合并查詢的具體步驟 .................................................................................052 3.4 場(chǎng)景案例:將多張工作表數(shù)據(jù)快速合并到一張表 .................................................055 3.4.1 Power Query 編輯器連接Excel 數(shù)據(jù)源 ....................................................056 3.4.2 多維數(shù)據(jù)轉(zhuǎn)換一維數(shù)據(jù) .............................................................................058 3.4.3 M 語(yǔ)言的簡(jiǎn)單應(yīng)用 ....................................................................................062 3.4.4 合并多張工作表數(shù)據(jù) .................................................................................063 3.4.5 應(yīng)用數(shù)據(jù)透視表完成業(yè)務(wù)分析 ..................................................................064 3.5 場(chǎng)景案例:將多文件多張表數(shù)據(jù)合并到一張表 .....................................................066 3.6 增強(qiáng)性數(shù)據(jù)透視表Power Pivot ............................................................................071 3.6.1 數(shù)據(jù)區(qū)域與結(jié)構(gòu)表的差異 ........................................................................071 3.6.2 在Power Pivot中將多個(gè)表添加到數(shù)據(jù)模型 .............................................072 3.6.3 場(chǎng)景案例:不用VLOOKUP函數(shù)做表連接,跨表透視分析 ......................076 3.6.4 數(shù)據(jù)透視表向下鉆取 .................................................................................077 3.6.5 切片器及時(shí)間線日期分組 .........................................................................079 3.6.6 在Power Pivot中創(chuàng)建DAX度量值 ..........................................................082 3.6.7 場(chǎng)景案例:描述性分析,客戶購(gòu)買的產(chǎn)品次數(shù)及產(chǎn)品個(gè)數(shù)分析 ................085 3.6.8 場(chǎng)景案例:挖掘性分析,拜訪客戶的最佳時(shí)間分析 ..................................086 3.6.9 場(chǎng)景案例:創(chuàng)建日期表,分析每年月的YOY%和MOM% .......................088 3.7 Excel新圖表可視化分析 ......................................................................................096 3.7.1 樹(shù)狀圖:層級(jí)結(jié)構(gòu)分析 .............................................................................097 3.7.2 旭日?qǐng)D:環(huán)形層級(jí)結(jié)構(gòu)分析 ......................................................................098 3.7.3 直方圖:數(shù)據(jù)分布分析 .............................................................................099 3.7.4 排列圖:按照發(fā)生頻率大小繪制累計(jì)百分比 .............................................100 3.7.5 箱形圖:多數(shù)據(jù)集關(guān)聯(lián)分析 ......................................................................101 3.7.6 瀑布圖:流入和流出財(cái)務(wù)數(shù)據(jù)分析 ...........................................................103 3.7.7 漏斗圖:逐漸遞減的比例數(shù)據(jù)分析 ...........................................................104 3.8 Power Map地圖:地理位置的數(shù)據(jù)展示...............................................................106 3.8.1 使用Power Map三維地圖的準(zhǔn)備 .............................................................106 3.8.2 在Power Map中用可視化數(shù)據(jù)創(chuàng)建三維地圖 ...........................................107 3.8.3 向Power Map演示添加場(chǎng)景 ....................................................................108 3.8.4 Power Map創(chuàng)建熱度地圖 ........................................................................110 3.8.5 三維地圖切換到平面地圖 .........................................................................111 3.8.6 Power Map三維地圖視覺(jué)效果創(chuàng)建視頻 ...................................................111 第4章 用PPT清晰表達(dá)觀點(diǎn).........................................................113 4.1 一鍵幫你找到設(shè)計(jì)靈感 ........................................................................................113 4.2 縮放定位:非線性跳轉(zhuǎn)演示幻燈片 .......................................................................115 4.2.1 摘要縮放定位 ...........................................................................................116 4.2.2 節(jié)縮放定位 ...............................................................................................117 4.2.3 幻燈片縮放定位 ........................................................................................118 4.3 場(chǎng)景案例:舊文件再利用,在PPT 中重用幻燈片 ................................................ 119 4.4 設(shè)計(jì)PPT 必備的素材庫(kù) .......................................................................................121 4.4.1 用好PPT 自帶的高清大圖 ........................................................................123 4.4.2 用PPT 自帶圖標(biāo)實(shí)現(xiàn)PPT 商務(wù)效果 ........................................................124 4.4.3 場(chǎng)景案例:圖片拆分利器,一圖變多圖 ....................................................125 4.5 平滑切換效果 .......................................................................................................129 4.5.1 對(duì)象效果的平滑切換 .................................................................................129 4.5.2 場(chǎng)景案例:文字平滑變形 .........................................................................133 4.5.3 場(chǎng)景案例:字符平滑變形 .........................................................................136 4.5.4 場(chǎng)景案例:用3D 模型技術(shù)做產(chǎn)品演示 .....................................................137 4.6 場(chǎng)景案例:錄制幻燈片演示轉(zhuǎn)換視頻 ...................................................................141 4.7 場(chǎng)景案例:PPT 里的屏幕錄制 .............................................................................145 4.8.1 PPT 可以翻譯幻燈片文本 .........................................................................147 4.8.2 PPT 演示實(shí)時(shí)翻譯指定一種字幕 ..............................................................147 4.8.3 在線直播,實(shí)時(shí)翻譯多種字幕 ..................................................................148 4.8 場(chǎng)景案例:PPT 在線演示,顯示指定語(yǔ)言字幕 ....................................................147 第5 章 Outlook 郵件管理.............................................................152 5.1 添加Microsoft 365 電子郵件賬號(hào) .........................................................................152 5.2 在Microsoft 365 主頁(yè)登錄Outlook 網(wǎng)頁(yè)版 ..........................................................154 5.3 寫(xiě)郵件時(shí)提及某人以引起其注意 ..........................................................................155 5.4 收件箱里的重點(diǎn)郵件 ............................................................................................156 5.4.1 打開(kāi)/ 關(guān)閉重點(diǎn)收件箱 ..............................................................................156 5.4.2 更改郵件的整理方式 .................................................................................157 5.5 場(chǎng)景案例:朗讀郵件 ............................................................................................158 5.6 將郵件附件保存到OneDrive 中 ...........................................................................159 5.7 添加OneDrive 附件權(quán)限的設(shè)置 ...........................................................................160 5.8 場(chǎng)景案例:將郵件內(nèi)容共享到Teams...................................................................161 5.8.1 發(fā)郵件時(shí)抄送給Teams 一份 ....................................................................162 5.8.2 一鍵郵件共享到Teams ............................................................................163 5.8.3 將Outlook 中的附件拖放到Teams ...........................................................164 5.9 在Outlook 日歷中創(chuàng)建Skype/Teams 會(huì)議 ..........................................................165 5.9.1 用Outlook 創(chuàng)建Skype 會(huì)議 .....................................................................166 5.9.2 在Outlook中創(chuàng)建Teams會(huì)議 .................................................................167 5.9.3 在Outlook中創(chuàng)建Teams會(huì)議的優(yōu)缺點(diǎn) ..................................................168 5.9.4 Outlook創(chuàng)建會(huì)議時(shí)自動(dòng)附加Teams會(huì)議鏈接 .........................................168 5.10 用Insights查看每日生產(chǎn)力見(jiàn)解 .........................................................................169 5.10.1 安排休假時(shí)間 .........................................................................................171 5.10.2 希望每天都有專注時(shí)間 ...........................................................................171 第6章 好用的電子筆記本OneNote................................................173 6.1 什么是OneNote ...................................................................................................173 6.1.1 Window 10自帶的OneNote ....................................................................175 6.1.2 Microsoft 365自帶的OneNote ................................................................176 6.2 創(chuàng)建并保存OneNote筆記 ...................................................................................176 6.2.1 創(chuàng)建OneNote本地筆記 ...........................................................................176 6.2.2 將OneNote筆記保存到云端 ...................................................................177 6.2.3 在網(wǎng)頁(yè)上訪問(wèn)云端OneNote筆記 .............................................................179 6.3 OneNote筆記基本構(gòu)成 ........................................................................................181 6.4 豐富多彩的記錄形式 ............................................................................................182 6.4.1 快捷鍵讓你更快、更好地記錄筆記 ...........................................................182 6.4.2 將OneNote表格轉(zhuǎn)換為Excel工作表 ......................................................185 6.4.3 OneNote可把圖片中的文字復(fù)制并粘貼出來(lái) ............................................186 6.4.4 OneNote提供文本、圖像、音頻搜索 .......................................................188 6.4.5 使用觸筆或手指標(biāo)注筆記 .........................................................................189 6.4.6 一鍵添加Outlook會(huì)議和會(huì)議紀(jì)要 ...........................................................190 6.4.7 OneNote記錄任務(wù)自動(dòng)同步到Outlook任務(wù) ............................................190 6.5 分享和協(xié)作 ...........................................................................................................191 6.5.1 場(chǎng)景案例:通過(guò)電子郵件發(fā)送筆記頁(yè)給同事 .............................................191 6.5.2 場(chǎng)景案例:會(huì)議上和同事共同編輯一個(gè)會(huì)議筆記 .....................................193 6.5.3 查看和審閱共享筆記本中的更改 ...............................................................196 6.5.4 場(chǎng)景案例:給同事共享筆記時(shí)加密保護(hù)隱私分區(qū) .....................................197 6.5.5 如何停止共享筆記 ....................................................................................199 6.5.6 OneNote筆記導(dǎo)出 ...................................................................................199 Part II Microsoft 365 盡在“云”端篇 第7 章 OneDrive 個(gè)人云端文件庫(kù)................................................. 202 7.1 OneDrive 功能及應(yīng)用場(chǎng)景 ...................................................................................203 7.1.1 OneDrive 與其他云盤(pán)的區(qū)別 ....................................................................204 7.1.2 用OneDrive 備份重要的文件 ...................................................................205 7.1.3 在線創(chuàng)建Office 文檔 ................................................................................206 7.1.4 Microsoft 365 幫你記錄使用云端文檔的過(guò)程 ............................................207 7.2 在Windows 桌面客戶端使用OneDrive 同步文件 ................................................208 7.2.1 Windows 7 用戶與Windows 8.1 用戶使用OneDrive 的差異 ...................208 7.2.2 OneDrive 文檔同步到本地Windows 資源管理器 .....................................209 7.2.3 打開(kāi)Windows 存儲(chǔ)感知助手 ....................................................................214 7.2.4 場(chǎng)景案例:在線文檔太多按需同步特定文檔到本地 ..................................215 7.3 巧用OneDrive 與人共享協(xié)作 ...............................................................................216 7.3.1 如何設(shè)置文檔共享權(quán)限 .............................................................................216 7.3.2 更改或停止共享文檔權(quán)限 .........................................................................220 7.3.3 如何查看我的共享文件及共享給我的文件 ................................................222 7.3.4 場(chǎng)景案例:OneDrive 中一鍵分享超大文件給客戶 ....................................223 7.3.5 場(chǎng)景案例:多人同時(shí)編輯一個(gè)需求文件 ....................................................224 7.3.6 場(chǎng)景案例:多人編輯后查看文檔版本歷史記錄 .........................................226 7.4 在移動(dòng)設(shè)備上使用OneDrive ...............................................................................227 7.4.1 Android 移動(dòng)設(shè)備上的OneDrive 應(yīng)用 ......................................................227 7.4.2 iOS 移動(dòng)設(shè)備上的OneDrive 應(yīng)用 ............................................................228 7.4.3 隨時(shí)隨地在移動(dòng)設(shè)備上訪問(wèn)文件 ...............................................................230 7.4.4 場(chǎng)景案例:OneDrive 移動(dòng)端側(cè)面照出正面圖片 .......................................231 第8 章 團(tuán)隊(duì)網(wǎng)站:SharePoint 應(yīng)用之道 ........................................ 233 8.1 SharePoint 網(wǎng)站結(jié)構(gòu)和導(dǎo)航 .................................................................................234 8.1.1 創(chuàng)建SharePoint 網(wǎng)站 ...............................................................................236 8.1.2 新式和經(jīng)典團(tuán)隊(duì)網(wǎng)站介紹 .........................................................................240 8.1.3 經(jīng)典和新式團(tuán)隊(duì)網(wǎng)站的切換 ......................................................................242 8.2 SharePoint 文檔庫(kù)管理 ........................................................................................243 8.2.1 將文檔存儲(chǔ)在團(tuán)隊(duì)網(wǎng)站文檔庫(kù)中 ...............................................................243 8.2.2 文件應(yīng)該保存到OneDrive還是SharePoint .............................................245 8.2.3 停止同步云端的個(gè)別文件夾 ......................................................................246 8.2.4 場(chǎng)景案例:共享庫(kù)里限制機(jī)密文檔特定人訪問(wèn) .........................................249 8.2.5 場(chǎng)景案例:同時(shí)編輯Excel文件,設(shè)置不同區(qū)域權(quán)限 ..............................252 8.2.6 打開(kāi)共享文件時(shí),提示文件已被XXX用戶鎖定 .......................................257 8.2.7 查詢文檔庫(kù)中文件或文件夾發(fā)生的更改 ....................................................257 8.3 SharePoint List應(yīng)用和管理 .................................................................................260 8.3.1 Lists創(chuàng)建列表 ..........................................................................................261 8.3.2 場(chǎng)景案例:Lists自動(dòng)化規(guī)則 .....................................................................263 8.3.3 場(chǎng)景案例:設(shè)置規(guī)則訪問(wèn)權(quán)限 ..................................................................267 8.3.4 場(chǎng)景案例:Lists自動(dòng)化提醒 .....................................................................268 8.3.5 場(chǎng)景案例:創(chuàng)建團(tuán)隊(duì)日歷來(lái)管理公共的活動(dòng) .............................................270 8.3.6 SharePoint創(chuàng)建自定義列表 .....................................................................272 8.4 場(chǎng)景案例:自定義員工休假申請(qǐng)單列表 ................................................................275 8.4.1 創(chuàng)建員工休假申請(qǐng)單列表及自定義列 .......................................................275 8.4.2 SharePoint List列的類型和選項(xiàng) ...............................................................277 8.4.3 管理SharePoint列表內(nèi)容 ........................................................................283 8.5 場(chǎng)景案例:管理List視圖及自定義視圖 ...............................................................285 8.5.1 自定義只顯示本人提交的記錄視圖 ...........................................................288 8.5.2 更改默認(rèn)視圖 ...........................................................................................289 8.6 場(chǎng)景案例:將List列表添加到Teams讓所有人都跟進(jìn)信息 .................................290 8.7 場(chǎng)景案例:Lists列表共享給團(tuán)隊(duì)之外的特定個(gè)人 ................................................293 8.8 場(chǎng)景案例:SharePoint網(wǎng)站創(chuàng)建Posts新聞文章 ................................................295 第9章 Teams:團(tuán)隊(duì)信息交換中心.................................................301 9.1 Teams把人聚在一起,組建團(tuán)隊(duì)完成溝通協(xié)作 ....................................................303 9.1.1 開(kāi)始創(chuàng)建一個(gè)團(tuán)隊(duì) ....................................................................................304 9.1.2 什么時(shí)候需要?jiǎng)?chuàng)建一個(gè)頻道 ......................................................................306 9.1.3 專用頻道管理團(tuán)隊(duì)中的小團(tuán)隊(duì) ..................................................................307 9.1.4 添加成員,管理團(tuán)隊(duì)權(quán)限 .........................................................................308 9.2 溝通:Teams可完成的4種聊天方式 ..................................................................311 9.2.1 頻道對(duì)話:在團(tuán)隊(duì)頻道內(nèi)發(fā)帖 ..................................................................311 9.2.2 場(chǎng)景案例:在多個(gè)頻道中發(fā)布公告 ...........................................................313 9.2.3 場(chǎng)景案例:發(fā)送郵件時(shí)抄送給頻道一份 ....................................................315 9.2.4 場(chǎng)景案例:把自己常用的頻道固定到頂部以便及時(shí)找到 ...........................316 9.2.5 聊天:一對(duì)一聊天/ 群組聊天/ 會(huì)議中聊天 ..............................................317 9.2.6 場(chǎng)景案例:群組聊天組建臨時(shí)團(tuán)隊(duì) ...........................................................318 9.3 會(huì)議:創(chuàng)建Teams 會(huì)議進(jìn)行溝通 .........................................................................320 9.3.1 Microsoft Teams 組織在線會(huì)議 ................................................................321 9.3.2 更改參會(huì)者的Teams 會(huì)議權(quán)限 .................................................................322 9.3.3 參會(huì)者沒(méi)有Teams 照樣參會(huì) ....................................................................323 9.3.4 Teams 網(wǎng)絡(luò)會(huì)議應(yīng)遵循的禮儀和秩序 .......................................................324 9.3.5 錄制Teams 會(huì)議 ......................................................................................328 9.3.6 場(chǎng)景案例:如何在會(huì)議時(shí)添加實(shí)時(shí)字幕 ....................................................329 9.3.7 場(chǎng)景案例:在會(huì)議中開(kāi)啟白板共享創(chuàng)意 ....................................................330 9.3.8 場(chǎng)景案例:一招讓你多出幾個(gè)分組討論室 ................................................332 9.3.9 場(chǎng)景案例:Teams 網(wǎng)絡(luò)研討會(huì) ..................................................................338 9.3.10 Teams 的各種會(huì)議類型區(qū)別及應(yīng)用場(chǎng)景 .................................................343 9.4 通話:用Teams 撥打電話及語(yǔ)音留言 ..................................................................344 9.5 協(xié)作:Teams 團(tuán)隊(duì)協(xié)作文檔集中管理...................................................................346 9.5.1 Chat 聊天里協(xié)同編輯與OneDrive 的秘密 ................................................346 9.5.2 Teams 頻道里協(xié)同編輯與SharePoint 的秘密 ..........................................349 9.5.3 場(chǎng)景案例:頻道里的文件默認(rèn)共享,查看版本記錄 ..................................351 9.5.4 場(chǎng)景案例:團(tuán)隊(duì)文檔更改,系統(tǒng)自動(dòng)發(fā)送變更通知 ..................................352 9.6 連接工具:Planner 跟蹤管理團(tuán)隊(duì)計(jì)劃 .................................................................352 9.6.1 什么是Planner .........................................................................................353 9.6.2 場(chǎng)景案例:Planner 跟蹤團(tuán)隊(duì)計(jì)劃必要的“儀式” ...................................355 9.6.3 場(chǎng)景案例:在Teams 專用頻道中添加Planner 計(jì)劃 ................................363 9.6.4 在Teams 的左側(cè)導(dǎo)航中添加Planner 查看我的任務(wù) ................................365 9.6.5 在移動(dòng)設(shè)備上使用Planner .......................................................................366 9.7 連接工具:用Forms 表單做好在線問(wèn)卷調(diào)查 .......................................................367 9.7.1 場(chǎng)景案例:Teams 添加Forms 表單做即時(shí)調(diào)研反饋 ................................368 9.7.2 Forms 表單的保存位置 .............................................................................369 9.7.3 利用Forms 創(chuàng)建信息收集表單 .................................................................370 9.7.4 Forms 表單通過(guò)多種分享權(quán)限來(lái)收集信息 ................................................376 9.7.5 查看Forms表單反饋結(jié)果 ........................................................................378 9.7.6 場(chǎng)景案例:用Forms創(chuàng)建測(cè)驗(yàn)考卷 ..........................................................379 9.8 連接工具:在Teams頻道添加Power Apps ........................................................382 9.9 連接器讓Teams功能無(wú)限延伸 ............................................................................384 9.10 Teams移動(dòng)應(yīng)用 .................................................................................................385 第10章 Microsoft 365額外的增值生產(chǎn)力應(yīng)用................................387 10.1 使用MyAnalytics了解你的習(xí)慣,以更智能地工作 ............................................387 10.2 企業(yè)級(jí)用戶的社交平臺(tái)Yammer .........................................................................389 10.3 用Stream搭建企業(yè)員工學(xué)習(xí)視頻平臺(tái) ...............................................................393 10.3.1 創(chuàng)建不同權(quán)限的組和視頻頻道 ................................................................394 10.3.2 上傳本地視頻 .........................................................................................396 10.3.3 在Stream中開(kāi)啟直播事件活動(dòng) ..............................................................397 10.4 關(guān)于Sway:網(wǎng)頁(yè)上流暢的高可視化演示 ...........................................................399 Part III 高級(jí)應(yīng)用篇:Microsoft 365結(jié)合 Power Platform流程自動(dòng)化之道 第11章 Microsoft 365+PowerPlatform團(tuán)隊(duì)無(wú)代碼自動(dòng)化流案例....405 11.1 無(wú)代碼輕松實(shí)現(xiàn):流程自動(dòng)化 ...........................................................................405 11.1.1 場(chǎng)景案例:創(chuàng)建Power Automate審批流 ...............................................405 11.1.2 場(chǎng)景案例:提交決策文檔后啟動(dòng)審批流程 ...............................................412 11.1.3 場(chǎng)景案例:將通過(guò)審批的新文檔移動(dòng)到指定文件夾 ................................415 11.1.4 場(chǎng)景案例:在Teams上發(fā)布Planner新任務(wù)消息 ..................................419 11.2 適度修改:處理由Forms收集的信息 ................................................................420 11.2.1 Forms表單的自動(dòng)化審批流 ....................................................................421 11.2.2 完成Forms表單審批流程.......................................................................427 11.3 深度修改:全面解鎖Power Automate流程 ......................................................430 11.3.1 滿足多種需求的流...................................................................................430 11.3.2 純手工創(chuàng)建基于SharePoint List的審批流..............................................432 11.3.3 排查流中存在的問(wèn)題 ...............................................................................438 11.3.4 運(yùn)行和管理流 ..........................................................................................439 11.3.5 Teams中自帶的審批中心 .......................................................................440 11.4 輕松實(shí)現(xiàn):Power Apps 無(wú)代碼創(chuàng)建業(yè)務(wù)APP ....................................................441 11.4.1 場(chǎng)景案例:基于OneDrive 的APP .........................................................441 11.4.2 場(chǎng)景案例:基于SharePoint List 的APP ................................................445 11.4.3 場(chǎng)景案例:基于Dataverse For Teams 構(gòu)建應(yīng)用 ....................................452 11.5 場(chǎng)景案例:全面解鎖Power Apps 低代碼創(chuàng)建App ............................................458 11.5.1 Power Apps 支持多種形式的APP ..........................................................458 11.5.2 Power Apps 可連接多種數(shù)據(jù)源 ..............................................................459 11.5.3 從白板開(kāi)始創(chuàng)建APP,開(kāi)局很簡(jiǎn)單 ........................................................460 11.5.4 常用六個(gè)控件帶你漸入佳境 ....................................................................462 11.5.5 提交設(shè)置修改保存數(shù)據(jù) ...........................................................................465
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