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.
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.
- 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.
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
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