Microsoft SharePoint Basic

Course overview

Our Microsoft SharePoint course will provide your delegate with the basic skills required to navigate the system, understand the components, site roles and essential functionalities required for team collaboration and management of documents.

Topics covered

Fundamentals

  • Overview of sharePoint
  • Key features & terminology
  • Changing the look
  • Site settings
  • Hub sites
  • Associated sites
  • Guided activities

Library and list apps

  • Understanding library apps
  • Link to documents
  • Adding/amending columns
  • Sorting and grouping data
  • SharePoint lists
  • Adding and editing
  • Deleting and restoring

Customisation and integration

  • Site settings as an owner
  • Site collection administration
  • Office 365 sharePoint admin
  • SharePoint & MS Teams
  • One Drive
  • Excel lists
  • Creating team sites
  • Creating communication sites

Views and content

  • Introduction
  • Personal and public views
  • Customisation
  • Alerts and notifications
  • Check in/Check out
  • Document versioning

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team

Microsoft SharePoint Intermediate

Course overview

This course is designed to elevate your delegates understanding of SharePoint, as basic working knowledge is required to attend this course. Delegates will learn to create sites and site designs, understand metadata and security and how to create and manage site pages.

Topics covered

Personalisation

  • Editing pages
  • Connecting
  • Customisation
  • Shared and personal pages
  • Web part gallery options
  • Information and web page customization
  • Promoting a page
  • Page analytics

Metadata

  • Understanding metadata
  • Managed metadata
  • Term Store Groups
  • Permissions
  • Folders vs metadata

SharePoint administration

  • SharePoint pitstop
  • SharePoint use cases
  • Site templates
  • What’s new
  • Microsoft 365 roadmap
  • SharePoint Intrazone

Site permissions

  • SharePoint permission structure
  • Permission groups
  • Use access
  • Users in a Team Site
  • Unique permissions
  • Remove permission
  • Levels

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team

Microsoft SharePoint Advanced

Course overview

Our advanced course is aimed at delegates with a good working knowledge of the SharePoint system. This course will explain advanced document management, office integration, customization, automation and site settings.

Topics covered

Office integration and customisation

  • Excel lists
  • Synchronising Excel/SharePoint
  • Future collaboration
  • Settings as site owner
  • Office 365 SharePoint admin centre
  • Collection administration
  • Home web part page

Document management

  • Create a document library
  • Modify policies
  • Modify settings
  • SharePoint recycle bin
  • Document content types
  • Document sets
  • Tenant content and type hub

Security

  • Permissions
  • Inheritance
  • Applying security
  • External sharing
  • Authentication
  • Guest expiration
  • Breaking inheritance
  • Sharing a site
  • Item level QR codes

Site settings and automation

  • Customise site settings
  • Manage site characteristics
  • Navigation
  • Add and remove users
  • Setting rules
  • Power Automate Alerts and reminders

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team