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Microsoft SharePoint Online for Power Users - Part 1

3 days
3 days

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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
  • Microsoft 365 & Office 365 Licensing
  • SharePoint Online feature overview
  • Overview of other Office 365 Services: Microsoft Teams, OneDrive for Business, Power Platform...
  • 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... It makes the distinction between Team and Communication sites, 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?
  • Creating SharePoint Sites
  • Classic vs Modern Sites
  • Configuring Sites
  • Team Sites vs. Communication Sites
  • Team Sites and Microsoft 365 Groups
  • Discovering Site Templates
  • Changing the theme
  • LAB: Creating, configuring and branding a SharePoint Team Site and Communication Site

Building Modern Collaboration & Intranet Environments

With the transition from classic to modern SharePoint, the way we organise our content has drastically changed. In this chapter we look at how we can create and structure a collabration and intranet environement and how we can link it al together by using Hub Sites.

  • What is a Site Collection?
  • What is a Hub Site?
  • Structuring Teams sites and Communication Sites with Hub Sites
  • Hub Sites Shared configuration
  • Content aggregation
  • SharePoint look book and Site Templates
  • Configuring the SharePoint Home Site and Viva Connections
  • LAB: Designing and configuring a Hub Site environment

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.

  • Fundamentals of Apps, Lists and Libraries
  • SharePoint Lists and Document 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
  • 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
  • Metadata at enterprise level with the Managed Metadata Service
  • Terms and TermSets
  • Content Type guidelines
  • Working with Document Templates
  • Publishing of Enterprise Content Types with the Content Type Gallery
  • LAB: Creating Content Types and Working with Managed Metadata

Working with 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 Site Pages
  • Enriching your pages with web parts
  • Authoring and publishing a Site Page
  • Using pages as news
  • Page approval
  • Navigation best practices
  • Multilingual Pages
  • LAB: Creating and Publishing SharePoint Pages

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
  • Co-Authoring on Office documents
  • 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
  • Using the Lists app in Microsoft Teams
  • Microsoft Teams Governance and Lifecycle Management
  • LAB: Discovering Microsoft Teams

SharePoint Online, part of Microsoft 365, provides an extensive range of features that allows you to build powerful web-based collaboration and communication platforms. In this course you will get hands-on experience with the SharePoint user interface, the different document management features like metadata, versioning and co-authoring and you will learn how to create and structure SharePoint sites.

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 skill set necessary to become a SharePoint key user, content manager, site owner... No prior SharePoint Online knowledge is required.

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