This course is recommended for SharePoint content producers and site administrators wanting to extend their knowledge and skills. Participants need to be familiar with SharePoint and have a history managing content within the system.
Intermediate - Advanced
1.5 - 2 Days
Participants need to be familiar with SharePoint Online and have experience managing aspects of SharePoint and the assets within the system.
About this course
This course is recommended for SharePoint content producers and site administrators wanting to extend their knowledge and Skills. Participants will be familiar with SharePoint and have a history managing content within the system. Participants will leave the training with an upgrade on their current skillsets providing them with the knowledge to engage, create and drive new innovation across the organisation through SharePoint.
- Build Enterprise governance around your site
- Design a site that works for your organisation
- Creating workflows through SharePoint Designer
- Understand best methods and practices around content management
- SharePoint Publishing framework
- Control documents through SharePoint document libraries
- Synchronising data between SharePoint and Office clients
Understanding SharePoint sites
SharePoint provides the tools to become a powerful site provisioning engine allowing you to select and create different sites for your teams, projects, services and solutions. In this module you will learn about site creation, including determining the correct structure for your organisation, the varying types or site templates and where/when to use the different site templates available within SharePoint. Topics include:
- Sites vs Site Collections
- Classic vs Modern Sites
- Site types and definitions
- SharePoint Architecture
Enterprise Content Management
Enterprise Content Management looks further into the content life cycle of site assets through enabling SharePoint tools to assist in organising and managing content from creation to archive. Initiating ECM across the organisation and applying a governance model will govern policies across all content assets to assist with managing metadata and content types at enterprise level. Topics include:
- Terms and TermSets
- Publishing of Enterprise Content Types
- Metadata at enterprise level
- Records Management
- Content types and managed columns
- Policies: Auditing, Data Loss Prevention, Expiration and Document Deletion
- Managing content: moving, deleting, archive
- Classifying documents with the Content Organiser
Advanced Document Management
Document Management is still one of the primary utilised features within SharePoint. With the OOTB SharePoint Document Libraries organisations can easily view/manage versions, apply custom views and alerts, work together on the same document, assign metadata or work with different document templates. Topics include:
- Understand document settings and how to enable features and functions to apply controls and visibility to documents and libraries
- Configure check-out and Approval workflow
- Grouping documents in Document Sets
- Receive alerts
- Co-Authoring on Office documents
- Recycle Bin
As content grows within SharePoint search will become an important tool for the organisation and end-user by requiring accurate content to be surfaced based on search queries. SharePoint search has can be completely customised and comes packaged with a suite of features (Best Bets, Refiners) to aggregate content and improve the experience. Topics include:
- Defining and using managed properties
- Working with Result Sources
- Search query Syntax
- People Search
- Query Rules
- Search web parts
- Configuring Result Sources, Refiners, Result Types, ...
Managing SharePoint with SharePoint Designer
SharePoint Designer is an application design program used to assist with the build and customisation of SharePoint. Within SharePoint Designer, you can create data-rich pages, build powerful workflow-enabled solutions, and design the look and feel of your site. Topics include:
- Accessing SharePoint through SharePoint Designer
- SharePoint Designer Tools and features
- Creating page layouts and adding zones, content types and custom fields
- Creating workflows with SharePoint Designer
- Managing lists and libraries
User Management & Permissions
SharePoint 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. In this session we explore permissions, roles and sharing and take you through the correct methods to apply permissions within SharePoint. Topics include:
- Understanding Permissions and their associated Levels
- Granting access at site and library level
- Working with groups (Domain, SharePoint) and users
- Permission inheritance
- Sharing content with internal and external users
The Modern Communication/Hub/Team sites
The new modern SharePoint sites offer you a great way to share information with others in your organisation. They provide the ability to share news, reports and other information in a visually interactive format. Site layouts are structured and defined allowing you to quickly get started with the appropriate web parts and apply content. Topics include:
- Features and benefits of SharePoint Communications sites
- Building Portals with SharePoint Communication/Hub sites
- Updating layouts and adding controls
- Extending site capabilities
- Managing and Publishing Content
SharePoint Online Social Features
Social is important as its supports collaboration and the culture across the organisation. The social features in SharePoint (online) make it easy for users to find and connect with the people and content through tools like Office Delve providing a way to discover information by showing content that is most relevant to you.
- Understanding and working in Office Delve
- Managing your Office 365 Profile
- Teams overview
- Yammer overview
Microsoft PowerApps is a service that is used for building custom applications that can manage information across single/multiple datasources. Microsoft PowerApps can have a custom web/mobile interface which can capture information, then integrate with other systems sending emails, flows and initiating business processes.
- What is Microsoft PowerApps?
- View demonstrations
- See how to build a PowerApp from a template
- Understand how to make a PowerApp available to your users
- Learn how to Integrate a PowerApp in your site
Microsoft Power Automate
Microsoft Power Automate provides the ability to create automated processes, called flows. These flows can comprise of triggers and actions that can react to an event in an application (inside or outside of the organisation), do something with the event data, and then integrate with another service (like SharePoint, Outlook, PowerApp ...). Topics include:
- What is Microsoft Power Automate?
- Building Power Automate flows using the browser
- Using Microsoft Power Automate from within SharePoint Online
OneDrive for Business
OneDrive for Business provides the facility to store, share, and sync your work files in the cloud. Once set up you can update and share your files from any device with OneDrive.
- Store Work Files in OneDrive for Business
- OneDrive Mobile Apps
- Synchronise your documents with different SharePoint libraries
Supporting adoption through knowledge
Like to book in training?
Whether you would like to book in for a course or find out about course schedules, feel free to contact us, we would love to hear from you.