55215: SharePoint Online Power User

Module 1: Introduction to SharePoint Online

Let's start with SharePoint Online by telling you about its fantastic selection of features. We'll demonstrate popular uses of SharePoint Online to manage and share content, create beautiful web pages, automate business processes, and make good business decisions with business intelligence.

We will also discuss who the typical users of our sites will be. Site owners are entrusted with functionality that in other enterprise systems would normally only be available to developers. As a site owner, we're sure you'll be amazed by the potential SharePoint Online has to offer.

Lessons

• Introducing Office 365 and SharePoint
• The cloud revolution
• What is Office 365?
• What is SharePoint?
• Introducing Microsoft 365 Groups
• Ownership and access
• Getting started with Office 365
• Sign in to Office 365
• The application launcher
• Office 365 setup
• Delve
• OneDrive

Lab 1: Introduction to SharePoint Online

• Sign in to Office 365
• Uploading to OneDrive
• Customizing your app launcher
• Updating your Delve profile
• After completing this module, students will be able to:
• Describe popular reasons to use SharePoint Online
• Understanding user roles in SharePoint Online
• Sign in to Office 365
• Navigate to SharePoint online

Module 2: Site Creation

Whether you're managing existing sites or haven't started yet, we'll complement your current situation by analyzing your site hierarchy and planning your SharePoint sites. This will allow you to understand existing sites that other people have created, as well as make good decisions when creating new sites.

As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop a better understanding of the function and appropriate use of each site. Once your site is ready, we will change the look and feel of your site. You can even try applying your company branding to your site. We'll also create our navigation bar, a simple but powerful way to help users move between websites.

Lessons

• Planning your sites
• Your Office 365 tenant
• Web addresses
• Site Collections
• Create a new site
• Navigating your team's site
• User Interface: Modern vs. Classic
• Site Content: Modern Versus Classic
• Where does classic come from?
• Create new subsites
• Site templates
• Apply a theme
• Building your navigation
• Delete subsites
• SharePoint Central Sites

Lab 1: Site Creation

• Create two subsites
• Delete a subsite
• Restore a subsite
• Update navigation
• After completing this module, students will be able to:
• Understand the benefits of using site templates when creating new sites
• Properly use site collections and subsites
• Control site navigation
• Delete and restore sites

Module 3: Creation and management of web pages

SharePoint has a rich selection of ways to create web pages. You'll learn how to update the home page of your SharePoint site with text, links, images, buttons, videos, and other web elements. We'll also show you best practices when creating multiple pages and linking them. In most site templates, creating and managing web pages is a simple, fast, and rewarding way to present essential information and applications.

SharePoint can also be used as an intranet for internal news. Due to the high visibility of these websites, it is common to exercise more control over the launch of new web pages or updates to existing pages. For this reason, SharePoint has classic publishing sites and modern communication sites.

Lessons

• The types of pages found in SharePoint
• Modern SharePoint Pages
• Create news and site pages.
• Web Elements
• Save, publish, share and delete pages
• Communication sites
• SharePoint Classic Pages
• How to use classic team site pages
• Check out features exclusive to classic publishing sites

Lab 1: Create and manage pages

• Fill Microsoft Stream
• Create a news article
• Create a page about your team
• Edit your home page and link to other pages
• Delete and restore a page
• Check your SharePoint app for news
• Add a communication site
• Add a survey to a page using Microsoft Forms
• After completing this module, students will be able to:
• Know when to create pages
• Author of rich news articles.
• Add content to a page, including images and videos.
• Use publishing page content, such as renders and reusable content.

Module 4: Working with applications

Applications are required to store information such as events, contacts, and files on a site. SharePoint offers a selection of applications for different scenarios, all with the option to be customized for a specific business requirement. Apps can be divided into lists, libraries, and market apps.

SharePoint lists serve as a structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists and then reviews popular options.

A document library is a one-site location where you can create, collect, update, and share files, including Word, Excel, PowerPoint, PDF, and more. We'll show you the benefits of using a library and teach you how best to work with various file types in a library.

An introduction to marketplace applications is provided to show how to extend site functionality beyond what Microsoft has provided on the SharePoint Online platform.

Lessons

• An introduction to applications
• An introduction to libraries.
• Classic and modern libraries.
• Classic library applications
• An introduction to lists
• Classic List Apps
• Market applications
• Add apps to a site
• More options for adding lists
• Create and manage columns
• Public and personal opinions
• Manage app settings
• Content approval
• Major and minor versions
• Document Sets
• Upload files to a library
• Create and edit files
• File templates
• Co-author
• Departure and check-in
• File properties, sorting, filtering and details.
• Edit in grid view
• File commands
• Copy link and share
• File security
• Folders
• the recycle bin
• Alerts
• OneDrive Sync
• Work with classic lists

Lab 1: Working with applications

• Creating a new library
• Set up columns and views
• Uploading content
• Set up alerts and use versions
• Creating a list
• Delete and restore an app
• After completing this module, students will be able to:
• Understand the app templates that are available in SharePoint Online
• Create new applications to store business information
• Customize applications with columns, views, and application configurations to make them relevant to specific business requirements.
• Use SharePoint apps with other Office apps
• Sort and filter documents

Module 5: Creating processes with Power Automate and Power Apps

Integrating your business processes into SharePoint has become simple and powerful with the introduction of no-code solutions to capture information and automate tasks. From SharePoint, discover Power Automate, a workflow (or flow) designer that lets you integrate lists and libraries into your other favorite Office 365 apps and business services. Plus, we'll show you Power Apps, a forms designer that lets you Provide a personalized experience to your SharePoint lists and libraries, allowing users to document information from their web browser on their PC or even in a mobile app. This module is designed to show you the integration capabilities between SharePoint, Power Automate, and Power Apps. This module will also mention classic SharePoint workflows; Although they are no longer used, their legacy is still documented.

Lessons

• What are business processes?
• Classic tools to design processes.
• Design and test a ready-to-use workflow
• Getting started with Power Automate in SharePoint
• Design and publish a flow in Power Automate
• Getting started with Power Apps in SharePoint
• Improve data capture with Power Apps
• Try a rich list from Power Automate and Power Apps

Lab 1: Creating processes with Power Automate and Power Apps

• Create a new approval flow
• Design a new Power App
• Install a business process from Power Apps to trigger a flow
• Test your new app on a mobile device
• After completing this module, students will be able to:
• Understand how to create new automated processes for SharePoint
• Learn how to create a new Power App in the context of lists and libraries.
• Be able to select the right tools to customize your SharePoint experience

Module 6: Security Customization

Security is an important element of any site. In this module, you'll discover best practices for adding and removing colleagues from your site and setting their access level. As a site owner, you can customize permission levels. This means you can create access levels that are aligned with the responsibilities of your site users. An example of this would be allowing a group of users the ability to upload content but not delete it. We will also discuss organizing audiences with SharePoint security groups and also understand the role of Microsoft 365 security groups.

Lessons

• Microsoft 365 Group Access
• Microsoft 365 group security update
• Manage access to SharePoint
• New Sites: Public vs. Private
• Set up access requests
• Share a site
• share a file
• Delete a user
• Customizing SharePoint security
• Create permission levels
• Create new SharePoint security groups
• Inheritance
• Site Collection SharePoint Security Groups
• Manage inheritance
• Best practices for managing security

Lab 1: Security Customization

• Share content in a library
• Create new permission levels
• Create a new security group
• Add and remove users and check permissions
• Modify site/app inheritance
• After completing this module, students will be able to:
• After completing this module, students will be able to:
• Understanding security objects in SharePoint Online
• Invite and remove people to and from a SharePoint site
• Understand how to share content to a library and manage the associated permissions.
• Learn how to create new permission levels and security groups.

Module 7: Working with search

SharePoint offers the ability to store large amounts of content in a variety of locations. This module covers a set of tools that will help you efficiently locate the information you need. In Office 365, in addition to searching SharePoint, Delve offers a more personalized experience by identifying useful and trending content and serving it to you.

While SharePoint search is rich and intelligent, site owners can customize search to improve its relevance to an organization. We'll show common techniques used by site owners to improve search results by promoting specific content when certain keywords are used.

Lessons

• Delve
• An introduction to SharePoint search
• Locations you can search
• Folders
• Libraries and lists
• Current site
• Centers
• All sites
• Search results
• Search Tips
• Accessing classic search
• Promoted results

Lab 1: Working with search

• Perform an application search
• Search as site and on all sites
• Classic Search
• Create a promoted link
• Test a promoted link
• After completing this module, students will be able to:
• Use the best location in SharePoint to find the content you want
• Assign filters to reduce large sets of results to a smaller selection
• Use operators to create new ways to reduce content
• Use Delve to search for content in Office 365 targeted to you

Module 8: Enterprise Content Management

Traditionally, departments use file templates and manual processes to ensure that information is collected and maintained correctly. This may be a choice your team makes or a more universal decision across your organization. In this module, we will help your team establish reusable file templates and automate document lifecycle management. An example of this would be to automatically remove old unwanted content from your site.

To achieve this, you will learn about a variety of SharePoint features including managed metadata, content types, policies, local records management, and the content organizer.

Lessons

• Managed Metadata Service
• Create, manage, and deploy content types
• Configure information management policies.
• What does information management do?
• Where can it be applied?
• Log Management Overview
• What is a registry?
• records center
• On-site records management
• Using the content organizer and long-lasting link features

Lab 1: Enterprise Content Management

• Create site columns
• Create a new content type
• Implement a content type
• Configure and test in-place log management
• After completing this module, students will be able to:
• Work as an organization to define your content and distribute templates and policies.
• Create local site templates and policies when needed
• Schedule events to occur relative to content or restrict file modification
• Contribute to a universal term store to ensure consistent use of business terminology.