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Microsoft SharePoint Online End User Intermediate

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

The goal of this course is to provide you with the knowledge to use the more advanced tools of Microsoft SharePoint Online.  Users of this level are more involved with customising apps to collaborate with a team with stronger emphasis on business needs and content.  This understand is also fundamental to Team Site Owners and Managers.  The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

You will discover how to customise apps and modify their settings in order for them to control key business information.  You will edit various types of web pages to arrange information and ensure it meets business processes and compliance.  You will also identify custom features specific to SharePoint Online not available in the server edition that will improve team collaboration and management.

Please note: Topics from this event are also covered in our five-day SharePoint Online Masterclass course.

Select specific date to see price, venue and full details.

Learning Objectives

  • Manage custom apps and their settings
  • Import data from and Excel Worksheet into a Custom List
  • Customise and manage metadata to meet business data needs
  • Customise and manage views to present information on web pages
  • Edit Web pages and Web Parts

Pre-Requisites

This course requires delegates to meet the following prerequisites:

  • A good understanding of Windows.
  • Experience using Internet Explorer 11 or equivalent browser.
  • Experience with Microsoft SharePoint Online equivalent to our “SharePoint Online End User Level 1”.
  • Fundamental experience with Office 365 is recommended, such as Log in and navigation around the service.
  • A good knowledge of Office 2013 / 2016 applications (Word, Excel, Outlook).

Dual monitor setup is required for when attending this course via the Attend from Anywhere or Virtual Classroom delivery method.

Learners attending via Virtual Classroom or Attend From Anywhere events, will need to use remotely hosted computers and/or Private/ Incognito/ Google Guest/Microsoft Edge Guest mode to access our SharePoint environment. Before you book, check that you meet the Cisco WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings and ensure that you have passed all pre-course tests.  If you have any questions, contact us.

Course Content

Module 1: SharePoint overview

  • SharePoint knowledge review
  • Consolidated activity
  • Site roles
  • Site types
  • Initial site settings

Module 2: SharePoint List and built-in apps

  • What is an app?
  • Effective app management
  • Add an app
  • The list interface
  • The app settings page
  • Add and edit items in a list
  • Item details pane and item menu
  • Delete and restore an item
  • Surveys
  • Lists App
  • Choose the experience
  • Manage list items

Module 3: Organise content with metadata

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

Module 4: Create and manage views

  • Introduction to views
  • Manage views
  • Temporary views
  • Public and personal views

Module 5: Page Editing

  • Page types
  • Site pages
  • Add text to a site page
  • Insert hyperlinks into text
  • Insert an image
  • Embed media
  • Publish a site page
  • News posts
  • Introduction to web parts
  • App previews
  • Hero web part
  • Microsoft 365 web parts

Module 6: Connect to Office

  • Principals of Office with SharePoint
  • Connect to Outlook
  • Connect to Excel

Appendix 1: Calculated column formulas and functions

  • Mathematical
  • Logical
  • Date and time
  • Text

Appendix 2: Column types and limitations

Appendix 3: SharePoint boundaries, thresholds and limits

  • Web applications and site collections
  • Apps

Appendix 4: Request Sign-off Workflow Using Power Automate

  • Why use Workflows?
  • What is Power Automate?

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