Progressing SharePoint / Office 365

Course Duration: One Day

This course is suitable for those using Office 365 / SharePoint Online as well as SharePoint On Premise.

An Office 365 / SharePoint Online training environment is used for attendees.

Ask us about running this onsite for your team!

See list of upcoming courses at the bottom of this page OR the full schedule of courses here

Price: $500 (plus GST)

per person

Register

 

Can’t make our scheduled courses? Interested in other locations? Let us know!

 Course Summary:

​​​​​​​​​​This one-day course is designed for people who understand the basics of creating lists and libraries and want to start using additional SharePoint features to customise their site and quickly and effortlessly add value to existing business processes.

People suited to this course are typically business champions within a department who have Site Owner permissions, and provide assistance and support to others in their area.

Target Audience:

Information Worker, Helpdesk, Power User, Trainer, Project Manager, Site Administrator, Business Manager.

Course Objectives

By the end of this course attendees will be able to:

  • Create a simple workflow
  • Identify when Content Approval can be used
  • Use managed metadata and site columns to create centralised and resuable term sets
  • Identify how Content Types can be used
  • Use multiple navigation elements to create an engaging user experience
  • Identify key permissions concepts and put them into practice
  • Create unique permissions
  • Create meaningful modern pages with purpose

Course Pre-requisites:

​Attendees should understand the basics of creating a site, including adding lists and libraries. Attendance at the Understanding SharePoint/O365 course,  or equivalent experience, is ideal.

Course Content:

MODULE 1: MANAGING LISTS & LIBRARIES

  • Adding Built-in Workflows
  • Flow for custom Workflows
  • Working with Content Approval
  • Saving a List as a Template

MODULE 2: MANAGED METADATA

  • Introducing the Term Store
  • Managed Metadata as Columns
  • Enterprise Keywords

MODULE 3: CONTENT TYPES & SITE COLUMNS

  • Associating Content Types with a List or Library
  • Understanding List Columns and Site Columns
  • Creating Custom Content Types

MODULE 4: MODIFYING SITE NAVIGATION

  • Navigation Elements

MODULE 5: MANAGING USER PERMISSIONS

  • Permissions Inheritance
  • Permissions Groups and Permission Levels
  • Managing Permission Requests
  • Creating a New Group
  • Adding and Removing Users

MODULE 6: MODERN PAGES

  • Creating a Modern Home Page
  • Creating News Posts
  • Creating a Dashboard Page Using Web Parts
  • Managing Pages

Upcoming Courses:

Date Location Venue
17 May Auckland Venue to be Confirmed
25 May Christchurch Venue to be Confirmed
8 June Wellington Venue to be Confirmed