Course Length

3 days

Why come on this course?

This course will provide you with the knowledge to create, customise and manage a modern team site in Microsoft 365, which is based on SharePoint technology.

You will identify the roles and expectations of a site owner and see how to manage a site and users by defining security groups, structure, content and policy.

Who is it for?

This course is aimed at people who have the responsibility to create and manage teams via the Microsoft 365 Teams app, or directly in SharePoint Online.

Course contents

Module 1 - Modern team sites

  • Introduction to SharePoint
  • SharePoint information structure
  • Connect Outlook and Office to Microsoft 365
  • SharePoint live updates

 

Module 2 - Create a modern site

  • First steps of planning
  • Types of modern sites
  • Site roles
  • SharePoint object naming
  • Site structure
  • Initial site settings

 

Module 3 - List apps

  • Introduction to apps
  • Effective app management
  • Add an app
  • Add and edit items in a list
  • Command bar
  • Item details pane and item menu
  • Delete and restore an item
  • Export data from Excel to SharePoint

 

Module 4 - Library apps

  • Overview of document libraries
  • Add documents
  • Document details pane and item menu
  • Delete and restore a document
  • Check a document out / in
  • Document version control
  • Alerts
  • Live co-authoring

 

Module 5 - Manage content with metadata

  • Introduction to metadata
  • Column types and properties
  • Windows Explorer and data mapping metadata
  • Hyperlink or picture column
  • Lookup column
  • Calculated column
  • Managed metadata and the term store
  • Metadata integrity
  • Folders
  • Document sets

 

Module 6 - Create and manage views

  • Introduction to views
  • Manage views

 

Module 7 - Permissions

  • Introduction to site security
  • Site security elements
  • Permission level structure
  • Manage groups
  • Permission inheritance
  • Quick share
  • Site privacy settings
  • Permission tips

 

Module 8 - Page editing

  • Page structure
  • Site pages
  • Add text to a site page
  • Insert hyperlinks into text
  • Insert an image
  • Embed media
  • Publish a site page
  • News posts

 

Module 9 - Web parts

  • Introduction to web parts
  • App previews
  • Add a Microsoft 365 web part
  • Hero web part

 

Module 10 - Navigational tools

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