Course Outline
Session 1: Introduction to SharePoint
An overview of SharePoint and its core features.
Distinguishing between different SharePoint site types: Team sites versus Communication sites.
Navigating the SharePoint interface: menus, pages, and primary sections.
Managing permissions and user access rights.
Understanding how SharePoint connects with other Microsoft 365 applications.
Session 2: Document Libraries in SharePoint
Establishing and customizing document libraries.
Implementing version control and tracking document revision history.
Administering permissions within specific document libraries.
Leveraging metadata for efficient document organization and retrieval.
Streamlining document approval processes through automation.
Session 3: SharePoint Lists
Defining SharePoint lists and differentiating them from document libraries.
Generating custom lists and utilizing predefined templates.
Enhancing collaboration through list views, filters, and grouping options.
Applying calculated fields and conditional columns.
Connecting SharePoint lists with Power BI for advanced reporting.
Session 4: SharePoint and Power Automate
Designing approval workflows for document handling.
Automating notifications for updates within libraries and lists.
Transferring form data from Microsoft Forms into SharePoint.
Synchronizing information between SharePoint and other applications (e.g., Excel, Planner).
Handling errors and exceptions within automated workflows.
Session 5: SharePoint and Power Apps
Developing a Canvas app driven by SharePoint lists.
Writing and updating SharePoint data directly from Power Apps.
Tailoring forms for lists and document libraries.
Incorporating Power Apps components for more complex interactions.
Deploying and sharing the application with end users.
Session 6: Project Review
Demonstrating a solution developed using SharePoint.
Evaluating permission settings and site architecture.
Refining automated processes created with Power Automate.
Gathering participant feedback on the implemented solution.
Identifying opportunities for improvement in future deployments.
Requirements
Intended Audience:
Team leads and business personnel responsible for managing or contributing to SharePoint content.
Project managers, HR, marketing, or operations specialists engaged in document-centric workflows.
IT specialists who support internal stakeholders or configure Microsoft 365 environments.
Professionals seeking to automate business operations using the Microsoft 365 toolset.
Prerequisites:
Fundamental digital literacy: Participants should feel at ease navigating web browsers and using Microsoft Office applications (such as Outlook, Word, and Excel).
Microsoft 365 awareness: Prior experience with Microsoft Teams or OneDrive is beneficial but not required.
No programming knowledge needed: This course is tailored for non-technical users; however, certain optional exercises may involve basic logic construction in Power Automate and Power Apps.
Testimonials (1)
Very clear, very instructive, very encouraging.