This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class, you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises in SharePoint Online.
This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint Online.
By actively participating in this course, you will learn about the following:
Understand the benefits of using SharePoint in real world scenarios
Create new SharePoint sites to store business information
Create pages to share news and documents
Customise the structure of a site to meet specific business requirements
Create and manage view, columns and apps
Manage the security of a site
Use social tools to communicate with groups of people or the entire organization
Use search to find business information including people to documents
We would advise that you have attended our SharePoint Online for Users and SharePoint online for Owners courses or have equivalent knowledge
Module 1: An Introduction to SharePoint Online
Let’s get started with SharePoint online by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint Online to manage and share content, create engaging web page, automate business processes and make good business decisions with Business intelligence. We will also discuss who will be the typical users in our sites and the role of the site collection administrator. Site Owners are trusted with functionality that in other business systems would normally only be available to developers. As a new Site Owner, we’re sure that you will be amazed with the potential that SharePoint Online has to offer an end user.
Introducing Office 365 and SharePoint
Getting started with Office 365
The cloud revolution
Login to Office 365
What is Office 365
Using the app launcher
What is SharePoint
Office 365 settings
Introducing Office 365 Groups
Delve
Ownership and Access
OneDrive
Labs
Log in to Office 365
Uploading to OneDrive
Customising your app launcher
Updating your Delve Profile
After completing this module, students will be able to:
Describe popular reasons to use SharePoint Online
Understand user roles in SharePoint Online
Log in to Office 365
Navigate to SharePoint Online
Module 2: Creating Sites
Whether you are managing existing sites, or you have not yet started, we will complement your current situation by discussing site hierarchy and planning your SharePoint sites. This will allow you to understand existing sites that other people have created as well as making good decisions when building new sites. As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each sites function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.
Planning your sites
Create new subsites
The Office 365 tenant
Site templates
Web addresses
Apply them
Site collections
Building your navigation
Create a new site
Delete subsites
Team site navigation
User interface: classic vs modern
Site contents: classic vs modern
Where does classic come from?
Labs
Create two sub sites
Delete a sub site
Restore a site
Update the navigation
After completing this module, students will be able to:
Understand the benefits of using site templates when creating new sites
Correctly use Site Collections and Sites
Control site navigation
Delete and Restore sites
Module 3: Creating and Managing Web Pages
SharePoint boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint site with text, links, images, videos and web parts. We will also show you best practices when creating multiple pages and linking them together. In most site templates, creating and managing web pages is a simple, fast and rewarding way to present essential information and apps. SharePoint can also be used as an Intranet for internal news. Due to the high visibility of these web sites, it is common to place more control over the release of new web pages or updates to existing pages. For this reason, SharePoint has publishing sites and communication sites.
The types of pages found in SharePoint
Classic SharePoint pages
Modern SharePoint pages
How to use classic team site pages
Create news and site pages
Review features of publishing sites
Web parts
Save, publish, share and delete pages
Communication sites
Labs
Tidy up the Training home page
Add rich content
Optional - Add a YouTube video
After completing this module, students will be able to:
Know when to create pages
Create all types of pages
Add content to a page including images and videos
Use publishing page content such as renditions and reusable content
Module 4: Working with Apps
Apps are required to store information such as events, contacts and files in a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customized for a specific business requirement. Apps can be broken down into Lists, Libraries and Market Place Apps. SharePoint lists serve as the structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists, and then reviews popular options. A document library is a location on a site where you can create, collect, update, and share files including Word, Excel, PowerPoint and PDF. We will show you the benefits of using a library and teach you how best to work with files in a library. An introduction to on premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint Online platform.
An introduction to apps
Co-authoring
Marketplace apps
Check In – Out
Adding apps to a site
Edit and view file properties
Create and manage columns
Quick edit view
Public and personal views
File commands
Managing app settings
Copy link and Share
Content approval
Folders
Major and minor versioning
The recycle bin
Document sets
Alerts
Working with files in a library
OneDrive sync
Create, Upload and edit files
Working with classic lists
Labs
Creating a new library
Setting up columns and views
Uploading content
Setting up alerts and using versioning
Creating a list
Deleting and restoring an app
After completing this module, students will be able to:
Understand the App template available in SharePoint Online
Create new apps to store business information
Customize apps with Columns, Views and App settings, to make them relevant to specific businesses
Use SharePoint Apps with other Office applications including Excel and Outlook
Sort and Filter documents
Module 5: Building processes with Flow and PowerApps
Building your business processes into SharePoint has been made simple and powerful with the introduction of code-free solutions to capture information and automate tasks. From SharePoint, discover Flow, a workflow designer that allows you to integrate lists and libraries into your other favourite Office 365 apps and business services. Additionally, we will show you PowerApps, a form designer that allows you to bring a tailored experience to your SharePoint lists, allowing users to document information from their web browser on their PC or even on a mobile app! This module is designed to show you the integration capabilities between SharePoint, Flow and PowerApps. We offer a full 2-day class for building Flow and PowerApp solutions that connect to other services. This module will also cover SharePoint’s classic workflows, allowing users to build simple approval processes within lists and libraries.
What are business processes?
Design and publish a Flow
Classic tools for designing processes
Getting started with PowerApps in SharePoint
Design and test a classic workflow
Enhance data capture with PowerApps
Getting started with Flow in SharePoint
Test a Flow and PowerApps enriched list
Labs
Creating a new approval flow
Creating a new PowerApp
Initiating a business process
After completing this module, students will be able to:
Understand how to create a new approval flow
Understand how to create a new PowerApp
Understand an instating a business process
Module 6: Customising Security
Security is an important element of any site. You will see instructor-led demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customise permission levels. This means that you can create levels of access that are aligned with the responsibilities of your sites users. An example of this would be allowing a group of users the ability to upload content but not delete content. You will also see how to use the Share button to quickly share documents with other users.
Office 365 Group access
Share a file
Updating Office 365 Group Security
Remove a user
Managing access to SharePoint
Customizing SharePoint security
New sites private vs public
Create permission levels and groups
Setup access requests
Security inheritance
Share a site
Security best practices
Labs
Share Content in a library
Create new permission levels
Create a new security group
Add and remove users
Modifying inheritance of sites/apps
After completing this module, students will be able to:
Understand how to share content in a library and the associated permissions
Understand how to create new permission levels and security groups
Understand how to add and remove users
Module 7: Working with Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need. In Office 365, as well as searching SharePoint, Delve offers a more personalized experience by identifying useful and trending content and bringing it to you. While SharePoint’s search is rich and intelligent, site owners can make customisations to search to improve its relevance to an organisation. We will show common techniques used by site owners to improve search results by promoting specific content when a certain keyword is used.
Delve
Search tips
An introduction to SharePoint search
Accessing classic search
Search in folders, libraries and sites
Promoted results
Search results
Labs
Add staff to your site
Create permission levels and groups
Remove access for a user
Lock down to open up apps
Optional - Add the auditors to a workflow
After completing this module, students will be able to:
Understand security objects in SharePoint Online
Invite and remove people to and from their SharePoint Online Site
Use Share options
Customise security using SharePoint Groups and Permission Levels
Module 8: Enterprise Content Management
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. This may be a choice your team makes or a decision that is more universal across your organisation. In this module, we will help your team establish reusable file templates and automate document lifecycle management. An example of this would be removing old unwanted content from your site automatically. To achieve this, you will learn about a variety of SharePoint features including managed metadata, content types, policies, in-place records management and the content organizer.
Managed metadata service
Information management policies
An introduction to content types
The records centre
Create and manage content type
In-place records management
Deploy content types
The content organizer
Using content types in apps
Durable links
The content type hub
Lab
Post an update to the Training newsfeed
Update your profile
After completing this module, students will be able to:
Describe the benefits of using SharePoint social tools
Create social content including blog posts, discussions and newsfeed posts