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Microsoft SharePoint - Advanced (Site Owner)

Length 1 day

Course overview

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Why study this course

Master SharePoint site management with advanced tools and techniques.

The SharePoint Advanced (Site Owner) course is designed for site owners looking to enhance their SharePoint skills, build and manage more complex sites, and integrate advanced features into their workflow. This course is the third level in the series and addresses topics that go beyond the intermediate level, ensuring site owners can effectively create, manage, and optimise their SharePoint sites.

For our introductory course, see SharePoint Beginner (Site User). For our intermediate course, see SharePoint Intermediate (Site Owner).

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What you’ll learn

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

Create and manage advanced SharePoint features such as custom lists, document libraries, and approval workflows
Implement connected web parts and automate business processes
Enhance navigation and site structure for improved usability
Apply advanced document management techniques, including content types and taxonomy
Use Power Automate for document approvals and workflow automation

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Who is the course for?

This course is designed for SharePoint site owners looking to build and manage more complex sites, integrate advanced tools and techniques, and optimise sites for their organisation.

Course subjects

Site Setup and Configuration

Site creation using organisational templates
Setting up libraries and lists
Revising previous skills from SharePoint Intermediate

Advanced List Management

Creating a Leave Roster
Customising data entry forms
Implementing calendar and board views for tracking approvals
Setting up rules, reminders, and notifications
Enabling and testing Approval workflows

Advanced Document Library Features

Creating an Image Gallery
Configuring content types for standardised documents
Using document sets for structured file management
Implementing site-level taxonomy and metadata classification

Connected Web Parts

Linking web parts for enhanced functionality
Displaying document previews in a File and Media web part
Filtering library content based on selected list values
Section formatting for a structured user interface

Power Automate – Document Approval Workflows

Automating document approvals
Configuring workflows for approval notifications and status updates
Integrating approvals with Microsoft Teams

Pages and Navigation

Creating and managing SharePoint pages
Adding web parts for enhanced content display:
- Editorial Card
- Image Gallery
- Highlight Web Part
- Hero Web Part
- People Web Part
Implementing Hub Sites and Satellite Sites for improved navigation

Prerequisites

Students should already be familiar with SharePoint Online, Windows 10 or 11, and the Microsoft 365 suite of applications, or have equivalent experience.

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.