Sharepoint 365 Training Course

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