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Microsoft SharePoint Online End User Level 2

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.

Learning Objectives

Delegates will learn how to

  • 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.
  • Create a custom Workflows
  • Summarise data using report

Pre-Requisites

  • 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”.
  • A good knowledge of Office 2013 / 2016 applications (Word, Excel, Outlook).

Please Note: If you attend a course and do not meet the pre-requisites you may be asked to leave.

Course Content

Module 1 - Beyond SharePoint End User

  • SharePoint Contributor Review
  • This user roles of SharePoint
  • SharePoint Live updates

Module 2 - Customise built-in apps

  • Built-in app templates
  • Identify your site content
  • Create your apps
  • App Settings
  • App Settings to consider
  • Picture Libraries
  • Discussion boards
  • Surveys
  • Custom Lists from scratch

Module 3 - Advanced metadata

  • Define your Metadata
  • Systems and site metadata
  • Hyperlink / Picture columns
  • Lookup columns
  • Calculated columns
  • Managed Metadata columns
  • Metadata integrity
  • Rating settings

Module 4 - Working with views

  • Understanding views
  • Managing views
  • Use styles in views

Module 5 - Connect content to Microsoft Office

  • Principals of using Office with SharePoint
  • Export data from SharePoint to Excel
  • Synchronise data between Excel and SharePoint
  • Connect SharePoint with Microsoft Access

Module 6 - Web Page Editing

  • Understand Content Pages
  • Wiki Pages
  • Formatting wiki pages
  • Pictures
  • Adding Web media
  • Hyperlinks
  • Hyperlinks to an email address
  • Web part pages
  • Web parts

Module 7 - Workflows

  • Understanding Workflows
  • Enable workflow templates
  • Add a workflow
  • Manually start a workflow
  • View running workflow history
  • Allow, Retire, or remove a workflow

Module 8 - Business Data Reports

  • Report Library
  • Excel Workbook Reports
  • Status Indicators
  • Design the Dashboard
  • Excel Web Access web part
  • Indicator Details web part

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Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

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