Module 1: An Introduction to SharePoint
Let’s get started with SharePoint Online by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint Online to manage and share content, create engaging web page, automate business processes and make good business decisions with Business intelligence.
We will also discuss who will be the typical users in our sites and the role of the site collection administrator. Site Owners are trusted with functionality that in other business systems would normally only be available to developers. As a new Site Owner we’re sure that you will be amazed with the potential that SharePoint Online has to offer an end user.
- Introducing Office 365 and SharePoint
- The cloud revolution
- What is Office 365
- What is SharePoint
- Introducing Office 365 Groups
- Ownership and Access
- Getting started with Office 365
- Login to Office 365
- Using the app launcher
- Office 365 settings
Module 2: Creating Sites
Whether you are managing existing sites or you have not yet started, we will complement your current situation by discussing site hierarchy and planning your SharePoint sites. This will allow you to understand existing sites that other people have created as well as making good decisions when building new sites.
As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each site’s function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.
- Planning your sites
- The Office 365 tenant
- Web addresses
- Site collections
- Create a new site
- Team site navigation
- User interface: classic vs modern
- Site contents: classic vs modern
- Where does classic come from?
- Create new subsites
- Site templates
- Apply a theme
- Building your navigation
- Delete subsites
Module 3: Creating and Managing Web Pages
SharePoint Online boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint Online site with text, links, images, videos and web parts. We will also show you best practices when creating multiple pages and linking them together. In most site templates, creating and managing web pages is a simple, fast and rewarding way to present essential information and apps.
SharePoint Online can also be used as an Intranet for internal news. Due to the high visibility of these web sites, it is common to place more control over the release of new web pages or updates to existing pages. For this reason, SharePoint Online has publishing sites and communication sites.
- The types of pages found in SharePoint
- Modern SharePoint pages
- Create news and site pages
- Web parts
- Save, publish, share and delete pages
- Communication sites
- Classic SharePoint pages
- How to use classic team site pages
- Review features of publishing sites
Module 4: Working with Apps
Apps are required to store information such as events, contacts and files in a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customised for a specific business requirement. Apps can be broken down into Lists, Libraries and Market Place Apps.
SharePoint lists serve as the structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists, and then reviews popular options.
A document library is a location on a site where you can create, collect, update, and share files including Word, Excel, PowerPoint and PDF. We will show you the benefits of using a library and teach you how best to work with files in a library.
An introduction to on premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint Online platform.
- An introduction to apps
- Marketplace apps
- Adding apps to a site
- Create and manage columns
- Public and personal views
- Manage app settings
- Content approval
- Major and minor versioning
- Document sets
- Working with files in a library
- Create, upload and edit files
- Check In – Out
- Edit and view file properties
- Quick edit view
- File commands
- Copy link and Share
- The recycle bin
- OneDrive sync
- Working with classic lists
Module 5: Building processes with Flow and PowerApps
Building your business processes into SharePoint has been made simple and powerful with the introduction of code-free solutions to capture information and automate tasks. From SharePoint, discover Flow, a workflow designer that allows you to integrate lists and libraries into your other favourite Office 365 apps and business services.
Additionally, we will show you PowerApps, a form designer that allows you to bring a tailored experience to your SharePoint lists, allowing users to document information from their web browser on their PC or even on a mobile app!
This module is designed to show you the integration capabilities between SharePoint, Flow and PowerApps.
This module will also cover SharePoint’s classic workflows, allowing users to build simple approval processes within lists and libraries.
- What are business processes?
- Classic tools for designing processes
- Design and test a classic workflow
- Getting started with Flow in SharePoint
- Design and publish a Flow
- Getting started with PowerApps in SharePoint
- Enhance data capture with PowerApps
- Test a Flow and PowerApps enriched list
Module 6: Customising Security
Security is an important element of any site. You will see instructor-led demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customise permission levels. This means that you can create levels of access that are aligned with the responsibilities of your sites users. An example of this would be allowing a group of users the ability to upload content but not delete content.
You will also see how to use the Share button to quickly share documents with other users.
- Office 365 Group access
- Updating Office 365 Group security
- Managing access to SharePoint
- New sites private vs public
- Setup access requests
- Share a site
- Share a file
- Remove a user
- Customising SharePoint security
- Create permission levels and groups
- Security inheritance
- Security best practices
Module 7: Working with Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need. In Office 365, as well as searching SharePoint, Delve offers a more personalized experience by identifying useful and trending content and bringing it to you.
While SharePoint’s search is rich and intelligent, site owners can make customisations to search to improve its relevance to an organisation. We will show common techniques used by site owners to improve search results by promoting specific content when a certain keyword is used.
- An introduction to SharePoint search
- Search in folders, libraries and sites
- Search results
- Search tips
- Accessing classic search
- Promoted results
Module 8: Enterprise Content Management
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. This may be a choice your team makes or a decision that is more universal across your organisation. In this module, we will help your team establish reusable file templates and automate document lifecycle management. An example of this would be removing old unwanted content from your site automatically.
To achieve this, you will learn about a variety of SharePoint features including managed metadata, content types, policies, in-place records management and the content organizer.
- Managed metadata service
- An introduction to content types
- Create and manage content types
- Deploy content types
- Using content types in apps
- The content type hub
- Information management policies
- The records center
- In-place records management
- The content organizer
- Durable links