We can host this training at your preferred location. Contact us!

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 understanding 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 (QASPOMC) course.

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 QA 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 our Virtual team. Learn more about our Virtual Classrooms.

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

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?

Upcoming Trainings

Join our public courses in our New Zealand facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

01 July 2024