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 TV/Projector 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