Are you looking for simple, effective and concrete techniques to increase the efficiency of your document management in SharePoint? This training course will teach you how to build SharePoint sites to manage your documents efficiently. In addition to discovering the essentials for building a practical, effective SharePoint site, you'll learn about common mistakes to avoid. Our approach is to teach you how to use SharePoint to its full potential without programming. We offer simple, proven methods to help you improve the efficiency, mobility, collaboration and corporate memory of your teams.
Audience	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

Surround yourself with the best

Ghislain Parent

Trainer and Professional Efficiency Consultant

Ghislain Parent has more than 30 years of experience in project management in the fields of training, communication, IT and new technologies, including several years as an entrepreneur. Ghislain has worked at AFI Expertise as a professional efficiency trainer and consultant since 2013. He helps people leverage tools such as Office 365, SharePoint, Teams and OneNote, in addition to mobile technologies such as Android and Apple devices.

Emna Labidi

Trainer

Emna Labidi holds a bachelor’s degree in management information systems. She has an international background, having led digital transformation projects in eight countries and supported over 500 organizations in adopting technological solutions. She began her career teaching and training others in digital tools before moving into leadership roles in information technology and project management related to educational technology. Certified as a “trainer of trainers” in 2022, she stands out for her ability to design and facilitate innovative educational programs tailored to diverse contexts, using a human-centered, structured, and impactful approach. A specialist in digital tools and an expert in Microsoft 365, Power BI, and learning management systems (LMS), she now works at AFI École des organisations. She leverages her expertise to help teams and organizations by delivering training that encourages technology adoption, enhances collaboration, and strengthens operational efficiency.

Yves Pilon

Trainer

Yves Pilon is passionate about technological tools. His knowledge of web and office softwares has made him an expert on all Microsoft Office tools. Yves' excellent pedagogy has earned him praise from our clients on several occasions. He stands out for his spirit of synthesis and active sense of listening to the needs of the participants. The expertise he has accumulated over the years gives him the ability to ensure a productive transfer of knowledge to our clients.

Carl Leduc

Trainer

Carl has been working in the field of education for more than 10 years and stands out for his patience and his ability to popularize complex notions in a calm and welcoming environment. He first worked in the field of literacy, where he helped his learners improve their literacy skills. Thereafter, he specialized in office tools where he continues to deepen, extend and share his knowledge.

Human

Digital Tools

Technology

Data Science

Organizational Strategy

Project Management

Change region

Managing a Sharepoint site on Microsoft 365

Upcoming sessions

Course outline

Surround yourself with the best