SharePoint Power User Course

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

Course Details

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.

  • LevelIntermediate - Advanced
  • Duration2 Days
  • Cost$1450.00
  • PrerequisitesParticipants 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.

Learning Outcomes

  • 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

Course Outline

  • Introduction
  • Enterprise Content Management
  • Advanced Document Management
  • SharePoint Search
  • Managing SharePoint with SharePoint Designer
  • User Management & Permissions
  • Content Management: Publishing Pages
  • The Modern Communication/Team Sites
  • Synchronizing data between SharePoint and Office clients
  • SharePoint Online Social Features
  • Microsoft PowerApps & Flow
  • OneDrive

Understanding SharePoint sitesSession Outline

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:

  • SharePoint Architecture
  • Sites vs Site Collections
  • Classic vs Modern Sites
  • SharePoint Architecture

Enterprise Content ManagementSession Outline

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 ManagementSession Outline

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

SharePoint SearchSession Outline

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 DesignerSession Outline

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 & PermissionsSession Outline

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 sitesSession Outline

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

Synchronising data between SharePoint and Office clientsSession Outline

SharePoint provides integration with the Office clients Word, Excel, Outlook, Access. This can be anything from simply opening and saving documents from Office to SharePoint, embedding content from a SharePoint list into a document template and exporting and importing data with Excel and Access. Topics include:

  • Synchronising calendars and contacts with Microsoft Outlook
  • Exporting and importing SharePoint data to Microsoft Excel and Microsoft Access

SharePoint Online Social FeaturesSession Outline

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

Microsoft PowerAppsSession Outline

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 FlowSession Outline

Microsoft Flow 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 Flow?
  • Building flows using the browser
  • Microsoft Flow mobile application
  • Using Microsoft Flow from within SharePoint Online

OneDrive for BusinessSession Outline

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
  • Different Sync Clients