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Microsoft SharePoint - Intermediate (Site Owner)

  • Length 1 day
  • Price  NZD 570 exc GST
Course overview
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Why study this course

Learn to build and manage Microsoft SharePoint sites effectively for seamless collaboration and information management on this Site Owner Course.

Learn how to create efficient and time-saving sites within your organisation. This intermediate course will build on the SharePoint Beginner (Site User) course or on your existing skills. Focal points include a deeper delve into lists, libraries, and pages. A brief introduction to Power Automate and the broader Microsoft 365 package will enable you to see the benefits of integration.

After completion of this course, you can build on your skills with one of our advanced SharePoint courses: Advanced (Document Governance) or Advanced (Site Owner).

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What you’ll learn

At the completion of this course you should be able to:

  • Create and use different types of SharePoint sites

  • Create and use various Custom Lists

  • Create and use a Custom Library

  • Add custom Metadata to a List or Library

  • Create and use Public and Private Custom Views

  • Sort a Library and a List

  • Search the components of a SharePoint site

  • Create custom Site Pages

  • Create and execute a workflow in SharePoint

  • Customise the navigation in SharePoint

  • Assign and edit permissions

  • Understand an overview of Hub sites


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Who is the course for?

This course is designed for people who are planning to upgrade or create a SharePoint site and need to get the basic set-up right. You will be shown features requiring site owner access.

We do not recommend students attend our Beginner and Intermediate courses together. If you are familiar with navigating SharePoint and can add, edit, and update information we recommend our SharePoint Intermediate and Advanced courses only.


Course subjects

Introduction

  • Overview of SharePoint

  • Your role as a site owner vs a user

Creating a SharePoint site

  • Creating a communication site

  • Creating team sub-sites

  • Formatting sites

  • Site templates

  • Explore the different types of sites

  • Assigning users to a site

  • Assigning basic permissions

  • Using regional settings

SharePoint Lists

  • Creating a custom list

  • Linking custom lists

  • Building and editing a list of data

  • Importing data into a list

  • Exporting data from Excel

SharePoint Libraries

  • Review of libraries and lists

  • Creating files in a library

  • Importing files into a library

  • Using templates in a library

Working in a Library

  • Creating and using advanced metadata

  • Filtering in a library

  • Sorting and grouping in a library

  • Creating custom views

  • Public vs private views

  • Sorting and grouping in a view

  • Searching beyond a library

Site Pages

  • Creating a site page

  • Creating a wiki page

  • Creating a web parts page

  • Resetting the home page

Workflows

  • Power Automate

  • Creating a workflow

  • Running a workflow

Site Navigation

  • Different components of navigation

  • Inheriting navigation

  • Customising navigation

  • Editing the Top Bar

  • Editing the Quick Launch

Permissions

  • Levels of permissions

  • Inheriting permissions

  • Customising permissions

Microsoft 365

  • Interacting with other Microsoft 365 Apps

Microsoft 365 Trial Account (optional)

  • Creating a trial Microsoft 365 account for personal practice


Prerequisites

Students attending this course should be familiar with navigating SharePoint and have a basic understanding of lists and libraries.


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


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