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SharePoint Online for Power Users

5 days
5 days

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Positioning SharePoint Online and Microsoft 365

Microsoft 365 is a Microsoft cloud service that includes access to Microsoft 365 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
  • 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 configuration and extension options available for these sites.

  • 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 Hub 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

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 personal files. You can update and share your files from any device with OneDrive (for Business) and use all the files in a native Windows Explorer interface with the OneDrive sync client.

  • Store Work Files in OneDrive for Business
  • OneDrive Sync App
  • 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.

  • What is Microsoft Teams?
  • What is a Team?
  • Team Creation process
  • Teams Functionality
  • Connection between Teams and SharePoint

Viva Connections

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 Microsoft Teams.

  • 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, both on a site and an item level.

  • 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

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 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

Compliance Features

Microsoft 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

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 modern SharePoint user interface, the different document management features like metadata, versioning and co-authoring and you will learn how to create, structure and secure SharePoint sites. You will leave the training with the skills to build powerful collaboration and intranet environments in SharePoint Online while integrating many Microsoft 365 products like Microsoft Teams, Power Apps and Power Automate.

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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