Microsoft SharePoint Site Owner and Power User Boot Camp
In this class you will learn how to:
- Use Lists to create, edit and delete team information such as Tasks and Calendars
- Use Views to create reports to find the information you are looking for
- Architect Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
- Classify and categorize your documents
- Use Tagging and Following to make information more findable.
- Use the Newsfeed to brainstorm, discuss and ideate with your team members
- Become a member of a Community and how to bring value to your team by driving engagement
- Create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts
Audience / prerequisites:
Professionals who may benefit include:
- Site Owner
- Content Editor
- Information Manager
- Site Administrator, Site Collection Administrator
- Project Manager
- Team Supervisor
- Librarian
- Any End User who needs a deeper dive into SharePoint
Keep in mind that your organization may have coined its own roles, but these are the commonly used roles within a SharePoint ecosystem. This class is targeted to users as opposed to administrators. The Farm Administrator and SQL DBA roles are not covered in this class.
Course outline
- Introduction to SharePoint
- How does SharePoint fit into Microsoft 365
- Common SharePoint Deployments
- Empowering Your Team and Building Your Single Source of Information
Section 2 – Understanding SharePoint Architecture in SharePoint Online
- Old vs New SharePoint Architecture
- Understanding Hub Sites
- Creating SharePoint Sites
- Teams sites and Communication Sites
Lab 1 – Creating Your SharePoint Sites
Section 3 – Permissions and Access Management
- Understanding 365 Groups for Permissions
- Working with SharePoint Groups
- Working with Permissions Inheritance in SharePoint
- Creating Custom Permissions in SharePoint
Lab 2 – Working with Permissions in SharePoint
Section 4 – SharePoint Lists
- What is a List in SharePoint?
- Classic vs Modern Lists
- What is Metadata and How is it Used?
- Creating and Working with List Views
- How to Create Columns
- Working with Different Column Types
- How to Create and Deploy Site Columns
Lab 3 – Creating List Columns and Views
Section 5 – SharePoint Libraries
- What are SharePoint Libraries
- Reviewing Document Lifecyle
- Creating Modern Document Libraries
- Using Version Control in SharePoint
- Understanding Draft Item Security
- Working with Version History
- Understanding Check in and Check Out Controls
Lab 4 – Creating SharePoint Libraries
Section 6 – Enterprise Content Management
- Understanding Tools for Content Management
- Why to Avoid Folders in SharePoint
- How to Create Libraries Without Folders
- Building Content Types
- Best Practices and Planning for Document Management
Lab 5 – Building Content Types in SharePoint
Section 7 – Practical Knowledge Check
- A review of concepts covered so far in the class. Students work a practical scenario without step-by-step instructions to reenforce the covered learning concepts of the class to this point.
Section 8 – Business Process Automation in Power Automate
- Introduction to Power Automate
- Understanding Instant, Scheduled, and Push Button Workflows
- Working with Workflow Triggers
- Understanding Workflow Actions
- Understanding Workflow Controls
- Creating a Flow in Power Automate integrated with Microsoft Forms
- Working with the SharePoint Built-In Sign Off Flow
Lab 6 – Creating and Using Power Automate Flows
Section 9 – SharePoint Site Design
- Working with SharePoint Modern Pages
- Review of SharePoint Web Parts
- Creating New SharePoint Pages
Lab 7 – Customizing Your SharePoint Pages
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