Course Outline
Session 1: Introduction to SharePoint
Understanding what SharePoint is and its key features.
Distinguishing between Team sites and Communication sites.
Navigating SharePoint: menus, pages, and main sections.
Managing permissions and users.
How SharePoint integrates with other Microsoft 365 apps.
Session 2: Document Libraries in SharePoint
Creating and customizing a document library.
Implementing version control and accessing document revision history.
Managing permissions within document libraries.
Using metadata to organize and search for documents.
Automating document approval workflows.
Session 3: SharePoint Lists
Understanding SharePoint lists and how they differ from libraries.
Creating custom lists and utilizing templates.
Enhancing collaboration through list views, filters, and grouping.
Employing calculated and conditional columns.
Integrating SharePoint lists with Power BI for reporting.
Session 4: SharePoint and Power Automate
Building an approval workflow for documents.
Automating notifications for changes in libraries and lists.
Transferring form data (from Microsoft Forms) to SharePoint.
Synchronizing data between SharePoint and other apps (e.g., Excel, Planner).
Handling errors and exceptions in workflows.
Session 5: SharePoint and Power Apps
Developing a Canvas app based on a SharePoint list.
Inserting and updating SharePoint data directly from Power Apps.
Customizing forms for lists and libraries.
Using Power Apps components for advanced interactions.
Publishing and sharing the app with users.
Session 6: Project Review
Presenting a project built with SharePoint.
Reviewing permission settings and site structure.
Optimizing automated processes created with Power Automate.
Gathering participant feedback on the solution.
Proposing improvements for future implementations.
Requirements
Target Audience:
Team leaders and business users who manage or contribute to SharePoint content.
Project coordinators, HR, marketing, or operations professionals involved in document workflows.
IT professionals supporting internal users or configuring Microsoft 365 environments.
Anyone interested in automating business processes using Microsoft 365 tools.
Prerequisites:
Basic digital literacy: Participants should be comfortable using web browsers and Microsoft Office tools (e.g., Outlook, Word, Excel).
Microsoft 365 familiarity: Prior exposure to Microsoft Teams or OneDrive is helpful, but not mandatory.
No coding skills required: This course is designed for non-technical users, though some optional exercises include light logic-building in Power Automate and Power Apps.
Testimonials (2)
It was meant to give us a greater picture and this has been achieved.
Kai - Dutch Ministry of Defence
Course - SharePoint Site Collection Administration
Very clear, very instructive, very encouraging.
