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
- Understanding Microsoft 365 & Office 365
- Overview of Microsoft 365 Services
- Microsoft 365 & Office 365 Licensing
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
- What is a SharePoint Site?
- Creating and configuring SharePoint Sites
- Microsoft 365 Groups
- Team Sites vs. Communication Sites
- Classic vs Modern Sites
- Configuring Sites
- Site Templates
- Changing the look and feel
- Site Usage
- LAB: Creating, configuring and branding a SharePoint Team Site and Communication Site
Building Modern Collaboration & Intranet Environments
In this chapter we look at how we can organize and structure a collaboration and intranet environment by using
Sites and Navigation.
- Structuring SharePoint Sites
- What are Site Collections?
- What are Hub Sites?
- Hub Site Navigation
- Shared Look and Feel
- Hub Permissions
- Hub Site Content Aggregation
- Configuring the Home Site
- Planning Global Navigation
- LAB: Designing and configuring a Hub Site environment
Content Management in SharePoint Online and Microsoft Lists
SharePoint offers rich content management functionalities. The new Microsoft Lists app is built on top of these
functionalities. Lists and Libraries are the core components allowing you to store data and documents with the
possibility to enrich them with metadata. In this module, you will become familiar with the tools and options
for saving, organizing, searching and visualizing your data within your SharePoint environment, regardless
you're using SharePoint Online, Microsoft Lists or Microsoft Teams as your interface.
- Fundamentals of Lists and Libraries
- Comparing Lists in SharePoint Online, Microsoft Teams and Microsoft Lists
- Working with metadata and different column types
- Terms and Term Sets
- Working with the Details Pane
- Filtering data in a List or Library
- Managing what you see with views
- Formatting views in a rich and customized way
- Exporting and Importing Data
- LAB: Configuring Lists and Libraries
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.
- Keep track of different versions
- Configure check-out and Approval
- Co-Authoring on Office documents
- Receive email Alerts and create Rules
- Recovering and Restoring Items from the Recycle Bin
- LAB: Configuring a Modern Document Library
Managing Content Types
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.
- Create Content Types
- Working with Document Templates
- Publishing of Enterprise Content Types
- Providing reusable metadata with Site Columns
- Grouping documents in Document Sets
- 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
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 Sync App
- Synchronize your documents with different devices
- Files On-Demand
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
- Teams, Channels, Tabs, Apps and Connectors
- Microsoft Teams configuration options
- Microsoft Teams Governance and Lifecycle Management
- LAB: Discovering Microsoft Teams
Viva Connections provides a personalized gateway to your digital workplace where employees can access internal
communications, resources and links, all from a single, personal and customizable app in SharePoint and
- Introducing Microsoft Viva Connections
- Configuring SharePoint Online Prerequisites
- Setup Viva Connections
- The Viva Connections Feed
- Authoring a Microsoft Viva Connections Dashboard in SharePoint
- Branding and Deploying the Viva Connections app in 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.
- Authentication and Authorization
- SharePoint Security Architecture
- Managing Membership with Microsoft 365 Groups
- Sharing Content in SharePoint
- Configure and Manage Sharing Settings
- External Sharing
- Guest and Anonymous Access
- LAB: Configuring Authorization
Microsoft Search helps you find what you need to complete what you're working on. Whether you're searching
for people, files, org charts, sites, or answers to common questions, you can use Microsoft Search
throughout your workday to get answers.
- What is Microsoft Search?
- Search Query Syntax
- View and Customize the Search Schema
- Manage Bookmarks, Acronyms, Locations and Q&A
- Index third-party data with Microsoft Graph Connectors
- Customize the end-user UX: Verticals, Result types and Search Result Layouts
- LAB: Microsoft Search
Office 365 is designed to help meet your organization's needs for content security and data usage compliance
with legal, regulatory, and technical standards. Setting up policies and enabling services that optimize these
conditions is an important part of administering Office 365 and SharePoint Online.
- Compliance Overview
- Keeping necessary data with Data Retention
- Protecting important information with Sensitivity Labels
- Prevent Data Disclosure with Data Loss Prevention
Microsoft Power Apps
In the world of the business user you will handle information that is probably stored across different software
suites, like SharePoint, Salesforce, Excel file, Access database... Microsoft Power Apps allows people,
without any development skills, to build mobile friendly applications on top of their data. Allowing other
people to browse the data and maybe even modify it. Besides building custom applications with Power Apps, it can
be used to customize SharePoint list views and forms.
- What is Microsoft Power Apps?
- Power Apps Flavours
- Power Apps pricing
- Creating a Power App from a template, from a data source or from blank
- Connecting the Application with various Data Sources
- Adding Screens and controls to your app
- Building custom SharePoint list forms with Power Apps
- Adding a Power App as a webpart to a SharePoint page
- LAB: Building your first Power App
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?
- Power Automate pricing
- 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