Course Outline

Introduction to Sharepoint 365

  • Overview of the capabilities and purpose of the Sharepoint 365 local platform
  • Overview of Sharepoint features

Basic Sharepoint components

  • Logging into an existing team site
  • Navigating the site area
  • Editing an existing company site
  • Customizing the appearance of a personal site

Sharepoint/Teams collaboration features

  • Lists in Sharepoint their types and practical uses
  • Types and practical uses of lists
  • Calendar and time management
  • Calendar workspaces
  • Contacts - managing and sharing
  • Discussion lists
  • Creating surveys and managing the results
  • Working with Teams
  • Custom lists - defining columns and fields

Working with document libraries

  • Creating documents directly on the site
  • Importing documents and document collections into libraries
  • Managing document permissions
  • Creating a document workspace

Integration with Microsoft Office

  • Word documents - publishing and document management
  • Excel documents - access control tools and file version management
  • Microsoft Access documents - publishing tables and forms to a site
  • Working with Microsoft Outlook - exchanging calendars and contact lists
  • Online and offline work modes

Power Automate (flow) workflows for documents and tasks

  • Workflow in workflow automation
  • Approving changes and collecting document feedback
  • Defining workflow participants and their permissions
  • Automatic and manual workflow approval methods
  • Sequential and parallel flow
  • Defining workflow times and defining email alerts
  • Document workflow delegation options
  • Workflow tracking methods

Document version management

  • Synchronizing documents online and offline
  • Approval and rejection of document changes
  • Intermediate versions and tracking document changes

Managing site access

  • Administrative tools in Sharepoint
  • Adding and managing collaborators
  • Defining access levels to individual libraries

Requirements

Training dedicated to those who manage workflows and group collaboration on intranets and those who want to increase their efficiency in group collaboration.

 14 Hours

Number of participants



Price per participant

Testimonials (6)

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