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Microsoft SharePoint Online for Power Users

5days
Training code
USPOP
Book this course

Positioning SharePoint Online and Office 365

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

  • Understanding Office 365
  • Overview of Office 365 Services
  • Working with SharePoint Home
  • Office 365 Groups
  • Classic vs Modern UI in SharePoint Online
  • Team Site vs Communication Site

Discovering SharePoint sites

SharePoint is a powerful site provisioning engine allowing you to create different sites for your projects, teams, meetings, products... In this module you will learn about site creation, the use of different site collections and the different site templates that are available.

  • SharePoint Architecture
  • Sites vs Site Collections
  • Classic vs Modern Team Site
  • Site information and Site Settings
  • Creating your own Site Templates

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. Furthermore, we look at metadata, views and content types.

  • Basics of Apps, Lists and Libraries
  • Discovering a Custom List, Document Library, Calendar and Task List
  • Working with the Filter and Details Pane
  • Working with metadata and different column types
  • Managing what you see with views
  • Browsing the SharePoint App Store
  • Installing and Working with SharePoint Apps
  • Providing reusable metadata with site columns and content types
  • Content Type guidelines

SharePoint Content Types

A content type is a reusable collection of metadata (columns) and behaviorin a ist or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way.

  • Providing reusable metadata with site columns and content types
  • Content Type guidelines

Working with Pages

The modernized team site experience offers a new page authoring and publishing experience that allows you to create beautiful, feature-rich pages that are responsive, mobile and easy to share with your team and the organization.

  • Classic Wiki Pages and Modern Site Pages
  • Authoring and publishing a Site Page
  • Discovering the different available web parts
  • Managing News in your site
  • Navigation best practices
  • Changing the theme

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.

  • Keep track of different versions
  • Configure check-out and Approval
  • Grouping documents in Document Sets
  • Receive email Alerts
  • Co-Authoring on Office documents
  • Recycle Bin

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.

  • Metadata at enterprise level with the Managed Metadata Service
  • Terms and TermSets
  • Publishing of Enterprise Content Types
  • Classifying documents with the Content Organizer
  • Record Management

SharePoint Search

SharePoint Online includes the ability to search for content across multiple sites and site collections. The SharePoint Search query syntax includes the ability to refine a search based on a number of configurable refiners to find the data you are looking for. Modern SharePoint environments will not only use search by using the Search Centers but will also incorporate Search to drive navigation and to aggregate content from different locations.

  • Search query syntax
  • Configuring the Search Engine
  • Working with Result Sources
  • Managing the Search Schema
  • Configuring Result Sources, Query Rules, Result Types, ...
  • Using the modern search experience

Compliance Features

Microsoft 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.

  • Manage Classifications: Labels, Policies and Sensitive Information Types
  • Data Loss Prevention
  • Data Deletion Policies
  • Data Governance: Archive, Retention, Disposition and Revision

User Management & Permissions

SharePoint Online allows you to store your data in a secure and protected way. As site owner you can control access to the content stored within your site. You can invite colleagues or external users and decide if they get read access or more.

  • SharePoint Permissions and Permission Levels
  • Granting access at site and library level
  • Working with users, domain groups and SharePoint groups
  • Breaking permission inheritance
  • Sharing your content with internal and external users

Office 365 Groups

Office 365 Groups introduce a new way of working, in which you have all the services and tools at your hand to work together as a team on anything; whether this is a project, a department, a customer, ... the options are endless. SharePoint Online plays a major role in the concept of Office 365 groups. This module will introduce Office 365 Groups, all services contained within, focusing on the part of SharePoint Online.

  • Introduction to Office 365 Groups
  • Exploring the services contained within an Office 365 Group

Communication Sites

SharePoint Communication Sites offer you a great way to share information with others in your organization. You can share news, reports and other information in a visually attractive format. Site designs will allow you to quickly get started with a preconfigured site with the appropriate web parts by default provisioned.

  • Building Portals with SharePoint Communication Sites
  • Benefits of SharePoint Communications Sites
  • Working with Site Designs and Column Layouts
  • Adding outstanding designs with the Hero Web Part
  • Managing and Publishing Content

Hub Sites

SharePoint Hub Sites will allow you to bring related Team Sites and Communication Site together. Associating sites together in a hub site enhances discovery and engagement by sharing the navigation and branding and by aggregating the news and site activities.

  • Why Hub Sites?
  • Creating a SharePoint Hub Site
  • Shared Navigation and Branding
  • Aggregating News and Activities

Managing access in Modern Sites

With the new modern Sites, it has never been easier to share content. Whether you are inside a SharePoint site, using the web browser, or in an Office client application, or in a synced OneDrive folder in Windows Explorer... you can quickly grant access to other people; inside or outside your organization. This module will illustrate how modern sites handle the users that have access to your site, and how you control what those users can do.

  • Simplified access with Site Owners, Site Members and Site Visitors
  • Configuring Site Permissions and Group Membership
  • Sharing documents with internal and external users
  • What are the available Sharing Options?

Microsoft PowerApps

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 PowerApps allows people, without any development skills, to build applications that are mobile friendly on top of their data. Allowing other people to use the built application to browse the data and maybe even modify it.

  • What is Microsoft PowerApps?
  • Build a PowerApp from a template
  • Customize a PowerApp with formatting, validation, events, ...
  • Making a PowerApp available to your users
  • Integrate a PowerApp in your site

Microsoft Flow

Microsoft Flow allows you to create automatic processes, called flows, that react to an event in one app or application (like SharePoint, Twitter, ...), do something with the event data, and then use this data in another service (like SharePoint, Salesforce, Twitter, ...). All this can be done without having to write a single line of code.

  • What is Microsoft Flow?
  • Building flows using the browser
  • Microsoft Flow mobile application
  • Using Microsoft Flow from within SharePoint Online

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
  • Different Sync Clients

Microsoft Teams

Microsoft Teams, a new chat-based workspace in Office 365. Get flexible communication in the moment and keep everyone in the know. See content and chat history anytime, including team chats with Skype that are visible to the whole team.

  • Chat-based Workspace
  • A Hub for Teamwork
  • Teams versus Office 365 Groups
  • Desktop, Mobile and Web Teams Client
  • Channels

SharePoint Online, part of Office 365, contains a rich set of features and functionalities allowing you to build a platform supporting your business needs. This course will teach you the out-of-the-box functionalities of the product. You will get hands-on experience with the SharePoint user interface and you will learn how to create, configure, secure and maintain SharePoint sites and build powerful collaboration and communication environments incorporating Office 365 Groups, PowerApps, Flow ... using the browser and the Office clients.

This course targets both IT professionals and business users interested in learning the ins and outs of the SharePoint Online functionalities. Participants will leave the training with the skillset necessary to become a SharePoint key user, content manager, site owner... No prior SharePoint Online knowledge is required.

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