Building SharePoint Embedded solutions with Power Platform

outline

SharePoint Embedded gives Power Platform developers the ability to integrate the powerful document management capabilities of Microsoft 365 into their applications. Developers often focus on writing custom code to interact with API-based platforms like SharePoint Embedded. Power Platform’s connector framework allows you to quickly create solutions that control the user experience, manage documents according to business logic, and deliver the full collaboration experience your users expect. To help you get started quickly, we’ll outline the key components required to configure a Power Platform solution so you can focus on a user experience that meets your needs.

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The key components of a SharePoint Embedded configuration include:

• container: A dedicated SharePoint partition where applications store files and maintain a secure perimeter.
• file: Folders and documents required for application work.
• find: This is a way to quickly find information in a container or file.

It’s easy to manage these components and configure your app to perform create, read, update, delete (CRUD) operations using the SharePoint Embedded Graph API endpoint.

• power app It is used to control the user experience and manage the business logic of the solution.
• power automation Reacts to user events and supports business logic through API calls.

To help you understand how SharePoint Embedded fits into the Power Platform, we’ve created a starter kit solution that includes key activities an administrator or developer might need to configure when creating an application.

How it works

By installing dependencies and solutions in your Power Platform environment, you can easily manage the core functionality of your containers and retrieve detailed information without having to know the Graph API endpoints.

After your application is registered with the SharePoint admin center, you can create additional containers to support your application logic.

• Create container – Enter only name, description, and owner. Once created, you can view and use it in the SharePoint admin center.
• Delete container – This will keep them in the Deleted Containers tab of the SharePoint admin center for 93 days. From here you can restore them or permanently delete them.
• authority – Assign or remove container permissions as needed.
• container properties – Metadata assigned to each container that provides configuration and search capabilities. (Think of SharePoint property bag attributes).😋

Figure 1 – SharePoint built-in container management

File management is a key activity you will perform when creating containers and managing permissions.

• Add/delete files – Upload, collaborate, and view version history information for all files stored in a container.
• share – Create shared links to invite internal and external users to collaborate on documents.
• cooperation – Simply click the document name to launch the feature-rich Office online experience.
• metadata – You can assign metadata to files in a container for easy retrieval.

Figure 2 – File management in SharePoint Embedded containers

Document search can be keyword or metadata based on individual containers or all containers. If you are familiar with the SharePoint Query Language (KQL), you can easily integrate it into your application search experience.

• file – Search drive items (files) in one or all containers
• metadata – Apply metadata to organize your files and containers and find what you’re looking for.
• OCR – Adding OCR content enables the SharePoint Embedded container. PDF images, .JPEG, .GIF, and .PNG files automatically have their content added to the search index.
• secluded – SharePoint Embedded content is only visible through the application and does not appear in M365 or SharePoint search results. This gives you complete control over your content.

Figure 2 – Searching for files in single or multiple containers

resources

Learn more about SharePoint Embedded.

Please contact us next time. SharePoint Embedded If you have any questions or guidance while implementing your solution, please contact the team.