Microsoft SharePoint Online Training

Microsoft SharePoint Online is a powerful cloud-based enterprise tool that enables efficient content sharing and collaboration. In this hands-on course, you will learn how to create, manage, and customise websites using SharePoint Online.

SharePoint Online Training Delivery Methods

• In-Person

• Online

SharePoint Online Training Benefits

• Create and manage SharePoint sites including the new modern team sites and community sites

• Apply best practice content management techniques with the new list and library apps
• Manage site security with SharePoint groups and Office 365 groups
• Add and edit SharePoint pages, including the new modern pages

• Automate business processes with Power Automate (previously Microsoft Flow) and other workflow tools

• Leverage the powerful Office 365 integration to make the most of your sites

• Leverage continued support with after-course one-on-one instructor coaching and computing sandbox

SharePoint Online Training Outline

Module 1: Introduction to SharePoint

• Identifying use cases for SharePoint Online
• Implementing SharePoint and Office 365
• Using SharePoint sites for effective sharing and collaboration
• Understanding user roles in SharePoint Online
• Exploring the features of SharePoint Online

Module 2: Creating SharePoint Websites

Site hierarchy

• Identifying new and classic methods for site organisation
• Determining an appropriate information architecture strategy
• Leveraging templates in SharePoint Online
• Sharing information with new communication sites
• Understanding the power of Office 365 groups with modern team sites

Site administration

• Working with modern and classic site templates
• Utilising new tools for branding to your site
• Navigating the settings for site owners and collection administrators
• Understanding options for customising SharePoint sites
• Controlling navigation for ease of access

Module 3: Managing SharePoint Security

Managing and user access

• Using SharePoint groups with classic templates
• Understanding Office 365 groups with modern team sites
• Creating and managing permission levels
• Handling permission requests

Simplifying security management through inheritance

• Understanding when to use permission inheritance
• Breaking and re-establishing inheritance
• Managing access inheritance with SharePoint groups and Office 365 groups

Module 4: Working with Classic and Modern SharePoint Pages

Distinguishing between modern pages, wiki pages, and web part pages

• Creating and editing content with the new modern pages
• Changing layout for a better presentation of information
• Formatting wiki pages
• Working with web parts and other web content
• Customising page content to meet the needs of your users

Building an intranet

• Leveraging the capability offered in the new communication site template
• Building and designing a rich user experience
• Take advantage of responsive design for users on tablets and mobile devices

Module 5: Managing Enterprise Content

Defining content types

• Enterprise-scale document management with content types
• Empowering libraries using templates
• Managing record retention

Creating enterprise-wide metadata standardisation

• Defining taxonomy and enterprise information architecture
• Centralising metadata for reuse across sites and the enterprise
• Understanding site columns

Leveraging the term store for metadata management

• Setting up Managed Metadata Service
• Creating term sets with the Term Store
• Adding Managed Metadata columns to list and library apps

Module 6: Managing Content with Apps

Controlling information with list apps

• Creating lists and using list templates
• Adding, deleting, and changing content
• Categorising and identifying information with the new modern list tools
• Filtering and finding information with the filters panel

Leveraging Office 365 integration with libraries

• Tracking and managing versions
• Providing access to external participants
• Managing content approval

Module 7: Implementing Enterprise Features

Managing documents

• Defining Document Libraries
• Migrating content to Document Libraries
• Leveraging Metadata in Document Libraries

Organising content

• Implementing metadata for best-practice content management
• Standardising content types in a list and library apps
• Establishing external content types

Module 8: Managing Business Process Workflows

Leveraging out-of-the-box workflows

• Getting approval
• Collecting feedback
• Collecting signatures

Creating custom workflows with Flow

• Discovering Flow for code-free interaction with other services
• Tightly managing documents and list items with process automation
• Recording responses and sending automated emails

Integrating SharePoint Online with Office 365

• Realising tighter communication with Office 365 groups
• Co-authoring with Word and PowerPoint
• Integrating Excel and Excel Web Access web parts