Course Outline
Session 1: Getting Started with SharePoint
Defining SharePoint and its core functionalities
Differentiating between SharePoint site types: Team sites versus Communication sites
Navigating the SharePoint interface: menus, pages, and primary sections
Managing permissions and user access
Understanding the integration of SharePoint with other Microsoft 365 applications
Session 2: Managing Document Libraries
Setting up and customizing document libraries
Implementing version control and tracking document revision history
Administering permissions specifically within document libraries
Leveraging metadata to streamline document organization and search capabilities
Setting up automated approval workflows for documents
Session 3: Utilizing SharePoint Lists
Understanding SharePoint lists and how they differ from document libraries
Creating custom lists and utilizing pre-built templates
Enhancing collaboration through list views, filtering, and grouping features
Implementing calculated and conditional columns for better data representation
Connecting SharePoint lists with Power BI for advanced reporting
Session 4: Automating Processes with Power Automate
Constructing approval workflows for document handling
Automating notifications for updates within libraries and lists
Transferring data from Microsoft Forms into SharePoint
Synchronizing data between SharePoint and external applications (e.g., Excel, Planner)
Handling errors and exceptions within automated workflows
Session 5: Building Applications with Power Apps
Developing a Canvas app linked to a SharePoint list
Directly inserting and updating SharePoint data from within Power Apps
Customizing forms associated with lists and libraries
Utilizing Power Apps components to enable advanced user interactions
Publishing and distributing the application to end users
Session 6: Final Project Evaluation
Presenting a project developed using SharePoint
Analyzing permission configurations and site structural integrity
Refining automated processes created with Power Automate
Gathering participant feedback on the developed solution
Identifying areas for improvement in future implementations
Requirements
Intended Audience:
Team leaders and business users who oversee or contribute to SharePoint content.
Project coordinators, as well as HR, marketing, or operations professionals engaged in document workflows.
IT specialists who support internal users or configure Microsoft 365 environments.
Individuals seeking to streamline business processes using Microsoft 365 tools.
Preconditions:
Basic digital literacy: Participants should feel at ease using web browsers and standard Microsoft Office applications (e.g., Outlook, Word, Excel).
Microsoft 365 familiarity: Previous exposure to Microsoft Teams or OneDrive is advantageous, though not strictly required.
No coding expertise necessary: This course is tailored for non-technical users; however, optional exercises may involve simple logic construction within Power Automate and Power Apps.
Testimonials (1)
Very clear, very instructive, very encouraging.
