Length
4 days

Overview

This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online.

Your goal is to learn how to make SharePoint Online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class, you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises in SharePoint Online.

It is essential that course participants have Office 365 or SharePoint Online currently or are moving to it in the near future.

Software Assurance Training Vouchers (SATVs) can be used to pay for this training course.

Key Topics

Detailed Info
  • Creating Sites
  • Creating and Managing Web Pages
  • Working with Apps
  • Building processes with Flow and PowerApps
  • Customising Security
  • Working with Search
  • Enterprise Content Management
Skills Gained
Key Topics
Target Audiences
Prerequisites

Skills Gained

After completing this course, students will be able to:

  • Understand the benefits of using SharePoint Online in real world scenarios
  • Create new SharePoint Online sites to store business information
  • Create pages to share news and documents
  • Create and manage view, columns and apps
  • Build business processes using SharePoint workflows as well as PowerApps and Flow
  • Manage the security of a site
  • Use search to find business information including people to documents
  • Customize the structure of a site to meet specific business requirements

Key Topics

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.

Topics Covered:

  • 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
  • Delve
  • OneDrive

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.

Topics Covered:

  • 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.

Topics Covered:

  • 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.

Topics Covered:

  • 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
  • Co-authoring
  • Check In – Out
  • Edit and view file properties
  • Quick edit view
  • File commands
  • Copy link and Share
  • Folders
  • The recycle bin
  • Alerts
  • 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.

Topics Covered:

  • 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.

Topics Covered:

  • 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.

Topics Covered:

  • Delve
  • 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.

Topics Covered:

  • 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

Target Audiences

The intended audience for this course may vary between delegates that have had little to no exposure to SharePoint Online to users that have had some level of engagement with the product, but are looking to broaden their skill set.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please call us at +632 8244 2098 or email [email protected]

Prerequisites

People attending this course should have basic experience in SharePoint Online as an End User. You should be comfortable with navigating between SharePoint Online pages, understand what sites are and be able to upload and download content.

Print course details

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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Virtual Classroom
June 1 2021 - June 4 2021
June 21 2021 - June 24 2021
July 5 2021 - July 8 2021
August 23 2021 - August 26 2021
August 30 2021 - September 2 2021
November 15 2021 - November 18 2021

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