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Microsoft 365 SharePoint Site owner

This course is aimed at SharePoint content authors/ site owners and focuses creating and managing sites with SharePoint Online. This course is for users who need to manage SharePoint sites.

Duration 2 Days
Group Size Up to 10 people maximum
Prerequisite A basic understanding of Windows 7 or higher.
Experience using Internet Explorer 11 or equivalent browser.
Fundamental experience with Microsoft 365 is essential, including Log in and navigation around the service.
A basic knowledge of Office applications (Word, Excel, Outlook).
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

Module 1 – Understand Microsoft 365

  • Introducing Microsoft 365 and SharePoint Online.
  • Introducing Microsoft 365 and SharePoint Online
  • Connect and log on to Office365 in the browser
  • The Microsoft 365 environment
  • Navigating the Microsoft 365 Apps
  • OneDrive, Outlook, Teams and SharePoint
  • Settings, Notifications, and Profile

Module 2- Introduction to SharePoint

  • Reasons for using SharePoint
  • Roles: End User, Content Manager/Creator and Site Owner Overview
  • Introducing a SharePoint Site
  • Create a SharePoint Team Site and investigate the content
  • Site owners and Site members
  • Brief introduction to working with documents and pages in SharePoint
  • Exercise:
    • Create or Upload a document
    •  Create a News Page for your site
    • Edit the home page
  • Libraries, versions and the recycle bin
  • Restoring documents from the recycle bin

Module 3- SharePoint Lists & Libraries

  • Intro: Creating a SharePoint Team Site and Configure Lists and Libraries
  • What are Libraries vs what is a List?
  • Types of Library and Types of List
  • Exercise:
    • Create a new Document Library – Policies
    • Create and Image Library
    • Create an Issues List
  • Working with Documents
    • Create new document
    • Uploading document
    • Edit Library Documents,
  • Document menu and Document Info panel
  • Sort/Filter and use Views
  • Library Settings

Module 4- Create and Manage Pages and Content

  • Document and Pages libraries
  • Home Page vs News Pages
  • Simple Edit process for Home page
  • Pages library and types of pages
  • Page Creation process
    • Draft, Saved, Publish
  • Adding Web Parts
    • Common Web Parts
  • Sections
    • Create a new section
    • Change the section layout
  • Exercise:
    • Create a 2 column News page
    • Add Image and Text
    • Add a News Post Link
  • Adding Pages to your SharePoint Site, Adding and Modifying Web Parts
  • Other types of page:
  • Create Wiki Pages and Building a Knowledge-Base style Wiki site or area

Module 5- SharePoint Site Customization

  • Site Information and Site Settings
  • Change Site Title, Description, and Icon
  • Modifying Navigation
  • Change the Themes/ Custom Look
  • Team vs Comms sites and Layout choices
  • Other types of site: Publishing Sites, Document Centre, Records Centre, Project site
  • SharePoint Site Hierarchy and Sub sites
  • Modern Hub sites and navigation

Module 6- SharePoint Security and Site Users / Groups Management

  • Security Overview
  • Manage User Access to SharePoint Site, Manage Office365 Groups and Users
  • Permissions Inheritance Hierarchy
  • SharePoint Security Best Practices
  • Share document / email a link

Module 7- Search / Discover Information

  • Search
  • People Search
  • Your Profile, Delve and SecurityModule 8- Optional / If time Browser vs Desktop versions of Word / Excel
  • Working with documents in the Browser
  • Co-Authoring
  • Open in Desktop Word or Excel
  • Check-out and check in
  • Document item menu
  • Viewing version history
  • Restoring versions and using the recycle bin

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