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Course Outline
Session 1: Introduction to SharePoint
What is SharePoint and what are its key features?
Types of SharePoint sites: Team sites vs. Communication sites
Navigating SharePoint: menus, pages, and main sections
Permissions and user management
How SharePoint integrates with other Microsoft 365 apps
Session 2: Document Libraries in SharePoint
Creating and customizing a document library
Version control and document revision history
Managing permissions within document libraries
Using metadata to organize and search for documents
Automating document approval workflows
Session 3: SharePoint Lists
What are SharePoint lists and how are they different from libraries?
Creating custom lists and using templates
Collaborating through list views, filters, and grouping
Using calculated and conditional columns
Integrating SharePoint lists with Power BI for reporting
Session 4: SharePoint and Power Automate
Building an approval workflow for documents
Automating notifications for changes in libraries and lists
Sending form data (from Microsoft Forms) to SharePoint
Synchronizing data between SharePoint and other apps (e.g., Excel, Planner)
Managing errors and exceptions in workflows
Session 5: SharePoint and Power Apps
Creating a Canvas app based on a SharePoint list
Inserting and updating SharePoint data directly from Power Apps
Customizing forms for lists and libraries
Using Power Apps components for advanced interactions
Publishing and sharing the app with users
Session 6: Project Review
Presenting a project built with SharePoint
Reviewing permission settings and site structure
Optimizing automated processes built with Power Automate
Collecting participant feedback on the solution
Proposing improvements for future implementations
Requirements
Target Audience:
Team leaders and business users who manage or contribute to SharePoint content.
Project coordinators, HR, marketing, or operations professionals involved in document workflows.
IT professionals supporting internal users or configuring Microsoft 365 environments.
Anyone interested in automating business processes using Microsoft 365 tools.
Prerequisites:
Basic digital literacy: Participants should be comfortable using web browsers and Microsoft Office tools (e.g., Outlook, Word, Excel).
Microsoft 365 familiarity: Prior exposure to Microsoft Teams or OneDrive is helpful, but not mandatory.
No coding skills required: This course is designed for non-technical users, though some optional exercises include light logic-building in Power Automate and Power Apps.
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (2)
It was meant to give us a greater picture and this has been achieved.
Kai - Dutch Ministry of Defence
Course - SharePoint Site Collection Administration
A lot of detailed information
