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SharePoint for Microsoft 365: Site Owner with MicrosoftForms and Flow

SS Course: 3000561

Course Overview

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Microsoft® SharePoint® is a platform designed to facilitate collaboration and allow people to use familiar applications and web-based tools to create, access, store, and track documents and data in a central location. As such, SharePoint has many distinct features that must be enabled and configured, and many content structures that can be selected, added, and configured. In this course, you will learn how to create, configure, and manage SharePoint sites so that your team or organization can share information and collaborate effectively.

SharePoint content structures and configuration options are complex. Site owners must understand what features, options, and content structures are available in SharePoint, and how to properly configure them. With SharePoint sites, features, and content structures properly implemented, users will be able to securely share files, collaborate on documents, and access information they need to work with their colleagues more effectively.

By properly implementing these features, users will be able to collaborate effectively, and organizations will save time and money through automation of business processes, fast and efficient retrieval of information, and effective records management.

                                                                  

Scheduled Classes

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09/23/20 - CLC - 10480 Little Patuxent Parkway, Suite 700 - Columbia or Virtual

What You'll Learn

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In this course, you will create a SharePoint team site and a communication site, perform basic and advanced content management tasks on SharePoint sites, configure workflows with Forms and Flow, and managed advanced SharePoint site features based on business requirements.

You will:

  • Create and configure new SharePoint sites.
  • Create and configure document libraries.
  • Create and configure lists.
  • Assign permissions and access rights.
  • Create and configure a communication site.
  • Implement workflows with Forms and Flow.
  • Configure site settings.
  • Integrate external data and apps.
  • Configure custom content types, columns, and document sets.
  • Manage information governance and compliance.
  • Design and create a SharePoint site for an event.

Outline

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Viewing outline for:

Lesson 1: Creating and Configuring a New Site

Topic A: Create a Site in SharePoint

Topic B: Configure Site Look and Layout


Lesson 2: Creating and Configuring Document Libraries

Topic A: Create Document Libraries

Topic B: Configure File Versioning and Checkout

Topic C: Configure Content Approval


Lesson 3: Creating and Configuring Lists

Topic A: Add List Apps to a Site

Topic B: Create Custom Lists

Topic C: Create Calculated and Validated Columns


Lesson 4: Assigning Permissions and Access Rights

Topic A: Secure Sites with Permissions

Topic B: Secure Apps, Documents, and Files


Lesson 5: Creating and Configuring a Communication Site

Topic A: Create a Communication Site

Topic B: Configure a Communication Site


Lesson 6: Implementing Workflows with Forms and Flow

Topic A: Capture Data with Forms

Topic B: Store Form Data in SharePoint with Flow

Topic C: Automate Business Processes with Forms, Flow, and SharePoint


Lesson 7: Configuring Site Settings

Topic A: Configure SharePoint Site Settings

Topic B: Configure Navigation in SharePoint

Topic C: Plan and Implement SharePoint Hub Sites


Lesson 8: Integrating External Data and Apps

Topic A: Integrate Outlook with SharePoint

Topic B: Integrate Other Microsoft Apps with SharePoint

Topic C: Integrate Third-Party Apps and Services with SharePoint


Lesson 9: Configuring Custom Content Types, Columns, and Document Sets

Topic A: Create a Custom Content Type

Topic B: Add Columns to Content Types

Topic C: Create and Configure Document Sets


Lesson 10: Managing Information Governance and Compliance

Topic A: Configure Auditing in SharePoint

Topic B: Activate and Configure Information Management Policies

Topic C: Configure Retention Labels and Records Management

Topic D: Manage Files with the Content Organizer


Lesson 11: Designing and Creating a SharePoint Event Site

Topic A: Design a SharePoint Site for an Event

Topic B: Create a SharePoint Site for an Event

Prerequisites

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To ensure your success in this course, you should have basic end-user skills with Microsoft Windows 10 and later, and any or all of the desktop applications in the Microsoft Office suite, plus basic competence with Internet browsing. You should also have basic SharePoint site user skills such as the ability to access and use documents and apps on a typical SharePoint site. You can obtain this level of skills and knowledge by taking the following Logical Operations courses:

  • Using Microsoft® Windows® 10 or Microsoft® Windows® 10: Transition from Windows® 7
  • Any or all of the courses in the Logical Operations Office 2016 or Office 2019 curriculum
  • Microsoft® SharePoint® Modern Experience: Site User

    Who Should Attend

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    This course is designed for existing Microsoft SharePoint site users who will create and manage SharePoint team or communication sites in SharePoint Online or SharePoint 2019.

    Next Step Courses

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