Zero to Hero SharePoint Online Masterclass

Learn everything you need to be a master at using SharePoint Online.  This course is designed to take even the newest users of SharePoint to a highly skilled level of how to use and configure SharePoint Online all in five days.

The course is instructor lead which will be delivered onsite using your own SharePoint system so the delegates get the most from their training and also they will gain experience from the environment they will be working with on a day to day basis.

Duration – 5 days

Capacity – Up to 8 Delegates

For more information Tel: Call us on 0800 107 6362 / / 01782 390130 to discuss the course further.

Module 1 – Introduction to SharePoint for Admins

Topic A – What is Office 365?

• Introduction to 365
• Product & Offering Overview(Planner, SP, OneDrive etc)
• 365 Benefits to the business

Topic B – What is SharePoint?

• What is SharePoint breakdown of key features and benefits
• Use Cases and examples
• Product Comparisons
• Key Building Blocks

Topic C – SharePoint Versions and Licenses

• Overview of Licensing Costs and Plans
• Benefits of Each plan
• Short Term and Long Term Pros and Cons

Topic D – Connecting and Navigating

• Overview of how to connect
• Browser compatibility
• Activity – Use each method of singing into O365
• Office 365 Portal Page Explained
• App Launcher Apps
• Activity – Navigating to SharePoint

Topic E – SharePoint Terminology

• Overview of Key Terminology ( Lists, Libraries, Content Types, Retention, etc)

Topic F – SharePoint Permissions Overview

• Overview of O365 Key Roles and Responsibilities
• Overview of SharePoint Key Roles and Responsibilities
• Overview of Basic SP Permission Groups and Levels

Topic G – Governance & Strategy Overview

• The Need for Governance
• What needs to be governed?
• Vision Statement
• Creating a Governance Plan
• Determining Information Requirements

Module 2 – Sites, Sub-sites and Architecture

Topic A – SharePoint Architecture

• Overview of SharePoint Architecture
• What are Hubs and Home Sites
• Office 365 group sites.
• Best Practices and Use Cases
• Site Collections Vs Subsites
• Storage Limits
• Sharing Settings

Topic B – Creating a Team Site

• What is a Team Site?
• Team Site Layouts
• Activity – Create a Site Collection using a Team Site Template
• Activity – Create a Team Site Sub Site.
• Converting Team Sites to O365 Groups

Topic C – Creating a Communication Site

• What is a Communication Site?
• Communication Site Layouts
• Activity – Creating a Communication Site

Topic D – SharePoint Hub Sites

• Overview of Hub Sites
• Activity – Creating a Hub Site
• Activity – Associate site collection with a hub Site
• Activity – Remove site from a hub

Topic E – Navigation

• Overview of Navigation Types
• Benefits of Effective Navigation
• Activity – Use and Modify Top Link Bar
• Activity – Use and Modify Quick Launch
• Activity – Use and Modify Hub Site Navigation
• App Launcher Custom Links
• Web Part Navigation

Topic F – Change the Look of SharePoint Sites

• Overview of Branding SharePoint
• Activity – Change the Look of SharePoint
• Overview of PowerShell and Site Themes
• Custom Branding and Further Customisation Options
• Adding a Log

Topic G – Manage Site Regional Settings

• Why change the Regional Settings
• Activity – Change Regional Settings

Topic H – Managing Site Features

• Overview of Site and Site Collection Features
• Activity – Activate Document Sets

Topic I – Deleting Sites

• Deleting Sites
• Recycle Bin
• Restoring Sites

Module 3 – Working with Pages and Web Parts

Topic A – SharePoint Page Types

• Overview of Modern Page Types
• Understanding the Pages Library

Topic B – How to Create a New Page

• Use Cases of Pages
• Activity – Create a New Page
• Activity – Update Page Details

Topic C – How to Edit Existing Pages

• Activity – Modify Existing Pages
• Page Version History
• Restoring Previous Page History

Topic D – Changing the Columns and Rows on a page

• Overview of Row and Column Layout Options
• Activity – Add in Rows and Columns
• Activity – Full Width Row
• Activity – Vertical Section

Topic E – Save Page as a template

• Activity – Save Page as a Template
• Activity – View All Page Templates

Topic F – Adding, Configuring and removing Webparts on a page

• What are Web Parts
• Activity – Adding Web Parts
• Activity – Removing Web Parts
• Activity – Modify Existing Web Parts

Topic G – Removing Pages

• Activity – Deleting Pages
• Activity – Restoring Pages

Topic H – Page Analytics

• Overview of available Analytics
• Activity – View Analytics

Topic I – Set Page as Landing Page

• Activity – Set Page as Homepage

Topic J – Adding Page to Navigation

• Activity – Add page to Navigation
• Activity – Share Pages

Module 4 – Using Library Apps

Topic A – Overview of Document Management

• Introduction to Document Management
• Key Features and Benefits
• Best Practices and Examples of it.
• Requirement Gathering

Topic B – Create a Document Library

• Different Library Types
• Activity – Create a Library
• Library Settings and Configuration Options

Topic C – Uploading Documents to SharePoint

• Overview of different upload methods
• Activity – Drag and Drop
• Activity – Upload Button
• Activity – File Explorer

Topic D – Saving a Document to SharePoint

• Difference Between Saving and Uploading
• Activity – Save a file from Word Online
• Activity – Save a file from Office Client

Topic E – Creating New Documents within SharePoint

• Differences Between Office Online and Office Client
• Activity – Create a File from Existing Template

Topic F – Document Template

• What are Document Templates
• Activity – Add a New Template
• Activity – Update an Existing Template
• Activity – Remove a Template

Topic G – Document Properties

• Meta data and why it’s important
• Use Cases and Benefits
• Activity – Adding Properties to a file
• What are Columns
• Activity – Add a new column to the library.

Topic H – Editing Documents

• Overview on how to edit documents
• Activity – Edit Document in Browser
• Activity – Edit Document in Client
• Change Library Default Launch settings
• Co-Authoring and Collaboration on Files

Topic I – Document Versioning and Commenting

• What is versioning?
• Best Practices
• Activity – Versioning Settings
• Activity – View Previous Versions
• Activity – Restore Previous Versions
• Activity – How to use Drafts
• File Commenting

Topic J – Check-in and Check-out

• What is Check-in and Check Out
• Activity – Change Library check-in and checkout Settings
• Activity – Using check-in and Checkout
• Activity – Discard Checkout
• Activity – Check-in Comments

Topic K – Content Approval

• Document Approvals
• Activity – Enable Document Approval
• Activity – Using Document Approval

Topic L – Document Content Types

• What are Content Types?
• Benefits of Content Types
• Content Type Hub
• Activity – Create a New Content Type
• Activity – Add a content type to a library
• Activity – Using a Content Type

Topic M – Document Sets

• What are Document Sets
• Folders Vs Document Sets
• Activity – Create and use Document Sets

Topic N – Deleting Documents and Document Recovery

• Overview of Document Lifecycle
• Recycle Bin Settings
• Activity – Delete and Restore Files

Topic O – Sync with OneDrive

• What is Sync
• Limits and Thresholds
• Activity – Sync Files to Computer
• Activity – OneDrive Settings

Topic P – Retention & Sensitivity Policies

• What is Retention and Labels in SharePoint
• Compliance and Security Centre
• Activity – Using Labels in SharePoint Libraries

Module 5 – Using List Apps

Topic A – Microsoft Lists

• What are Lists
• Benefits of Using Lists
• Best Practices and Use Cases

Topic B – Create a list from a template

• Overview of Templates
• Activity – Create List from Template

Topic C – Create a list from an existing list

• Activity – Create List from existing list

Topic D – Create a list from Excel

• Activity – Create List from existing excel spreadsheet

Topic E – Create a list from scratch

• Activity – Create List from existing list

Topic F – Creating and Modifying Columns

• SharePoint List Column Types
• Activity – Create Columns
• Activity – Edit Existing Columns
• Activity – Remove Existing Columns

Topic G – List Content Types

• What are list content types
• Benefits of content types
• Activity – Create a List Content Type
• Activity – Apply Content Types to a list
• Activity – Modify Existing List content Type.

Topic H – Attach a Document to a List Item

• Limits and Thresholds
• Activity – Adding an attachment

Topic I – Import, Export List Data with Excel

• Why Connect to Excel
• Activity – Import Excel Data to SharePoint from Excel
• Activity – Export SharePoint List data to Excel

Topic J – List Form Layout and Configuration

• List Forms Explained
• Activity – Changing Column Ordering on a Form
• Activity – Apply Formatting

Topic K – Create an App using PowerApps from a SP List

• What is PowerApps
• App Types
• Activity – Create an App from a SP List
• Activity – Creating Custom forms using PowerApps

Module 6 – Taxonomy and Metadata

Topic A – Taxonomy and Metadata Overview

• What is Taxonomy and Folksonomy in SharePoint?
• Benefits and Use Cases
• Managed Metadata Service

Topic B – Using the Metadata Service

• Overview of the Metadata Service
• Activity – Create a new term set
• Activity – Create Terms and Managing Terms

Topic D – Using the Managed Metadata Column

• Activity – Create a Managed Metadata Column in SharePoint

Module 7 – Creating and Using Views

Topic A – SharePoint Views

• What are Views in SharePoint
• Changing Views in SharePoint

Topic B – Creating a Sort view

• Overview of Sort Order Views
• Activity – Create a Sort View

Topic C – Creating a Filter view

• Overview of Filtered Views
• Activity – Create a Filtered View

Topic D – Creating a Custom Group by view

• Overview of Grouped Views
• Activity – Create a Grouped View

Topic E – Conditional Formatting

• What is conditional formatting
• Using Json
• Column and Row Formatting
• Activity – Creating a Conditional Formatted View

Topic F – Using Views on Web Parts

• List and Library Web Part Views
• Activity – Add a new view to an existing Web Part

Module 8 – Using Microsoft Power Automate

Topic A – Understanding Flow Basics

• What is Microsoft Flow
• Licensing
• Connections
• Use Cases

Topic B – Create a List Workflow

• List Workflow Triggers
• Activity – Create a List Flow

Topic C – Create a Library Workflow

• Library Workflow Triggers
• Activity – Create a Library Flow

Topic D – Modern Approval

• Microsoft Flow Modern Approval Overview
• Activity – Create a Modern Approval Workflow

Module 9 – Permissions

Topic A – Understanding SharePoint Permissions

• Overview
• SharePoint Groups and Roles Explained
• Best Practices
• Governance

Topic B – Working with Groups

• Activity – Create a SharePoint Group
• Activity – Adding Users to Groups
• Activity – Remove Users from Group
• Activity – Deleting Groups

Topic C – Manage Site Permissions

• Overview of Site Permissions
• Inheritance of Site Permissions
• Activity – Add a SharePoint Group
• Activity – Change Permissions Levels for groups
• Activity – Adding Users to Site Permissions
• Activity – Removing Groups and Users from Site Permissions
• Activity – Checking Users Permissions
• Activity – Site Inheritance

Topic D – Managing List ,Library and Item Permissions

• Overview of List, Library and Item Permissions
• Inheritance of Permissions for Lists, Libraries and Items
• Activity – Manage List, Library and Item Permissions
• Activity – List, Library and Item Inheritance

Topic E – Permissions Levels

• Overview of Permission Levels
• Activity – View Existing Permission Levels
• Activity – Add/Edit New Permission Level
• Activity – Apply a New Level to a Group.

Topic F – Guest Users

• What are Guest Users
• Activity – Sharing Content with External Guests Users

Topic G – Sharing Content

• Overview of Sharing Content
• Sharing Controls (Expiration, Password Protection & Non Edit Share Links)
• Activity – Sharing Files with Users
• Activity – Sharing Files with External Users
• Activity – Sharing Files from within Office Client or Online

Module 10 – Templates

Topic A – Overview of Content Templates

• Templates Types
• Best Practices and Benefits

Topic B – Creating List / Library Templates

• Overview of List/Library Templates
• Activity – Create a List Template
• Activity – Locate List Templates
• Activity – Moving List Templates
• Activity – Using List Templates
• Activity – Create a Library Templates

Topic C – Site Templates

• Overview of Site Templates
• Activity – Creating a Site Template
• Activity – Using a Site Templates
• Activity – Moving a Site Template
• Activity – Managing Site Templates

Module 11 – SharePoint and Office 365

Topic A – Delve & User Profiles

• What is Delve
• Activity – Using Delve
• Activity – Adding the Organizational Chart Webpart to SharePoint

Topic B – Microsoft Teams

• Overview of Microsoft Teams and SharePoint Integration
• Activity – Adding SharePoint Sites to Teams
• Activity – Adding a List or Library to Teams
• Power Platform Integration Overview with Teams

Topic C – Outlook

• Overview of Outlook and SharePoint Integration
• Activity – Saving Attachments to SharePoint from an Email
• Activity – Attaching a link or file form SharePoint to an email

Topic D – Compliance and Security Centre

• Overview of the Compliance and Security Centre
• Sensitivity Labels & Policies
• Retention Labels & Policies