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Microsoft 365 SharePoint Online Manager

This course is intended for people responsible for managing a SharePoint online environment within Microsoft 365/Microsoft 365. This course includes the skills needed to create and manage sites as a Site Owner as well as managing the SharePoint environment for the organisation including SharePoint as it supports Microsoft Teams.

Duration 3 Days
Group Size Up to 5 people maximum
Prerequisite No prior knowledge is necessary, but a good level of IT literacy is required and a knowledge of the use of Microsoft 365 and SharePoint Online is advantageous.
Course type Microsoft 365
Training Room Requirements Meeting Room
PC/Laptop with Windows 10
Remote Training Requirements Sessions will be hosted using either Webex or Microsoft Teams sessions
Attendees must have access to a PC/ Laptop that can access Webex or Microsoft Teams
Note This course should take place before a cutover

Course Content

Introduction to SharePoint Online

  • What is SharePoint Online
  • Sites vs Groups vs Teams
  • Hub Sites, Site Collections & Sub Sites
  • The Basics of SharePoint use
    • Check in/Check Out
    • Navigation
    • Sort and Filter
    • Versions
    • Office Integration
    • Usage Statistics

SharePoint Online Sites

  • Designing your Architecture
  • Creating and Managing Sites
  • Creating from the Admin Center
  • Managing Site Collection Features
  • Managing Primary Site Admin
  • Deleting Sites

SharePoint Online User Profiles

  • What is the User Profile?
  • Creating and Managing User Profiles

OneDrive for Business

  • Using One Drive for Business
  • OneDrive Admin Centre

Document Libraries

  • Create a Document Library
  • Modify Settings and Library Policies
  • Create & Modify Columns
  • Create & Modify Views
  • Column & View Formatting
  • Getting Started with Power Automate Integration


  • SharePoint Lists vs Microsoft Lists
  • Create a List from a Template
  • Create a Custom List
  • Modify Settings and List Policies
  • Create & Modify Columns
  • Create & Modify Views
  • Column & View Formatting
  • Getting Started with Power Automate Integration


  • Create and Modify Pages
  • News Pages
  • Audience Targeting for Pages

Reusable Content

  • Site Columns
  • Site Content Types
  • Managed Metadata

SharePoint & Teams Permissions

  • Permissions Best Practice
  • Default Permission Settings in SharePoint
  • Giving People Access to the Site
  • Creating Permission Groups
  • Creating Permission Levels
  • Setting Permissions on Apps (Lists/Libraries)
  • Sharing Personal Lists
  • External Sharing Settings in SharePoint and OneDrive
  • Controlling Sharing Defaults for SharePoint
  • Controlling Site Creating incl Groups
  • What Team Members, Owners and Guests can do in Teams & SharePoint
  • Allowing External Users Access
  • Channel Permissions in Teams


  • What are Teams?
  • Creating and Joining Teams
  • Adding Members and Owners to Teams
  • File Organisation in Teams
  • Adding Files
  • Editing Files
  • Using Tabs to integrate with other systems/information incl within Microsoft 365
  • Using the Team from Outlook, Planner, OneDrive and SharePoint

SharePoint As a Backend to Teams

  • Navigating the SharePoint site created by Teams
  • Understanding what maps to what between SharePoint & Teams

Introduction to Security and Compliance

  • Introduction to Security & Compliance Center
  • Overview – Data Loss Prevention
  • Overview – Data Privacy
  • Overview – Data Governance
  • Overview – Threat Management
  • The Microsoft Secure Score

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