Microsoft SharePoint Online for Power Users

Positioning SharePoint Online and Microsoft 365

Microsoft 365 is a Microsoft cloud service that includes access to Office applications, Exchange Online, Microsoft Teams, OneDrive for Business, SharePoint Online and many other services. In this chapter we will explain the importance of SharePoint Online and the integration it has with many of the other Microsoft 365 services.

• Understanding Microsoft 365 & Office 365
• Overview of Microsoft 365 Services
• LAB: Exploring a SharePoint Site

Modern SharePoint sites

SharePoint is a powerful site provisioning engine, allowing you to create different sites for your projects, teams, meetings, products... You can choose between a Team Site and a Communication Site, both serving different purposes. In this module you will learn about these two types of SharePoint Sites and the different Site Templates available.

• What is a SharePoint Site?
• Configuring SharePoint Sites
• Team Sites vs. Communication Sites
• Microsoft 365 Groups
• Classic vs Modern Sites
• Discovering Site Templates
• The SharePoint look book
• Changing the look and feel
• Site Usage
• LAB: Creating, configuring and branding a SharePoint Team Site and Communication Site

SharePoint Content Management

SharePoint offers rich content management features. Lists and Libraries are the core content management components allowing you to store data and documents with the possibility to enrich them with custom metadata. Furthermore, we'll look at the editing and filtering experience you get as well as customizing your lists and libraries into different views in order to satisfy the needs of your colleagues.

• Introduction to Applications
• Fundamentals of  Lists and Libraries
• Working with the Filter and Details Pane
• Working with metadata and different column types
• Managing what you see with views
• Provide rich experiences with Column and View Formatting
• Exporting and Importing Data
• Microsoft Lists
• LAB: Configuring and Formatting Lists and Libraries

Enterprise Content Management

Enterprise Content Management helps you by giving you tools to organize and manage content throughout the content life cycle, from creation to archive. It allows you to enforce different policies on your documents and to manage metadata and content types at enterprise level. Content types are essential tools for managing content at scale. They can be used to enforce standards for custom metadata, document lifecycle, templates and more.

• Providing reusable metadata with Site Columns
• Terms and TermSets
• Content Type guidelines
• Working with Document Templates
• LAB: Creating Content Types and Working with Managed Metadata

Working with Modern Pages

Pages are essential for providing content to your colleagues. SharePoint page authoring makes it simple to create beautiful immersive responsive pages that integrate applications, data, text, media and many more. Pages are also crucial in providing news within your teams or organization. These news pages can be highly visible, since they are automatically aggregated in hub sites, mobile apps and the SharePoint home experience.

• Working with Modern Site Pages
• Enriching your pages with web parts
• Authoring and publishing a Modern Page
• Scheduling your Site Page
• Publishing News
• Page approval
• Multilingual Pages
• LAB: Creating and Publishing SharePoint Pages and News

Document Management

Document Management is probably the most popular functionality of SharePoint. SharePoint Document Libraries allow you to easily manage versions, work together with your colleagues on the same document, assign metadata or work with different document templates.

• Working with Views in Modern Document Libraries
• Keep track of different versions
• Configure check-out and Approval
• Grouping documents in Document Sets
• Receive email Alerts and create Rules
• Co-Authoring on Office documents
• Recovering Items from the Recycle Bin
• LAB: Configuring a Modern Document Library

OneDrive for Business

OneDrive for Business provides a place in the cloud where you can store, share, and sync your work files. You can update and share your files from any device with OneDrive (for Business).

• Store Work Files in OneDrive for Business
• OneDrive Mobile Apps
• Synchronize your documents with different devices
• Files On-Demand

Microsoft Teams

Microsoft Teams allows organizations to setup a team based hub for chat, collaboration and for the integration of all kinds of applications in one central location. This module will make you familiar with the core functionalities of Microsoft Teams. You will learn how to combine Microsoft Teams and SharePoint Online in your organizations and how both products strengthen each other.

• Microsoft Teams Feature Overview: Chat, Teams, Meetings, Phone System
• Connecting a Team to an Microsoft 365 Groups
• Desktop, Mobile and Web Teams Client
• Teams, Channels, Tabs, Apps and Connectors
• Microsoft Teams configuration options
• Integrate SharePoint Online in Microsoft Teams with Tabs
• LAB: Discovering Microsoft Teams

User Management & Permissions

 As a site owner you can control access to the content stored within your site. You can invite colleagues and external users and decide which permission level will be assigned. This module will illustrate how sites handle the users that have access to your site, and how you control what those users can do.

• SharePoint site security architecture
• Simplified access with Site Owners, Site Members and Site Visitors
• Configuring Site Permissions and Group Membership
• Microsoft 365 Groups Permissions
• Sharing Options
• External Sharing in SharePoint Online
• Guest and Anonymous Access
• LAB: Configuring Authorization

Microsoft Power Automate

Microsoft Power Automate allows you to create automatic processes, called flows, that are triggered by an event in an application like SharePoint, Dynamics 365 ... All this can be done without having to write a line of code. Microsoft Power Automate comes integrated into SharePoint in order to set up automatic behavior on your content.

• What is Microsoft Power Automate?
• Using out-of-the-box flows in SharePoint Online
• Building flows from a template
• Working with modern approvals
• Building flows from scratch: Adding triggers and actions
• Running and managing flows
• LAB: Using out-of-the-box flows
• LAB: Building your first Approval flow