Managing a Sharepoint site on Microsoft 365

Duration : 2 days

Are you looking for simple, effective and concrete techniques to increase the efficiency of your document management in SharePoint?

This course is for any manager or person who regularly works in a team and wants to set up effective work, collaboration and sharing processes.

Prerequisites

Training Optimise the SharePoint team site connected with Microsoft Teams or equivalent.

Knowledge of the Microsoft 365 cloud environment (including OneDrive and Teams) is strongly recommended.

Objectives

• Discover a set of methods and techniques in SharePoint to better organize and manage documents.
• Distinguish between a team site and a communication site.

Contents

• The structure of classic versus modern sites
  - Creating sites and sub-sites
• Relationship between SharePoint and Microsoft Teams
• Creating an effective basic collaborative structure integrating SharePoint and Teams
• The most important Microsoft 365 elements for a successful team site
• The essential steps to successfully implement a Team site.
• Create and customize lists in SharePoint
• Benefits of list views (sorting, filters, groups)
  - Columns, fields and forms
• Create and customize libraries.
  - Add folders and files
  - Manage versions.
  - Manage library views
• Understanding document management:
  - How to use metadata and columns.
  - Management by extraction, when, why and how.
  - Managing content types.
  - Site columns and document sets
• Tips and tricks to handle documents efficiently.
• Using and managing alerts.
• Organizing site navigation.
• Creating and customizing modern site pages
  - Managing and using Web Parts
  - Connecting Web Parts to each other
  - Integrate existing content in Office 365
• The different security management:
  - In team sites linked to teams
  - In communication sites
  - In classic sites
• Manage access rights.
• The synergy between Microsoft 365, SharePoint and Microsoft Office:
• Connect your data in Excel.
• Save and manage SharePoint documents (Excel, PowerPoint, Word) in the Office desktop application.
• Share team notes with OneNote.
• SharePoint site hubs
• Associate a team site to a hub