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Microsoft SharePoint - Intermediate

  • Length 1 day
Course overview
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Why study this course

Learn to build and manage 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. Our Intermediate course will build on the Microsoft SharePoint - Beginner course or your existing skills. Focal points include a deeper delve into lists, libraries, and pages. A brief introduction to Power Automate and the broader Office 365 package will enable you to see the benefits of integration.

After completion of this course, you may be interested in our Microsoft SharePoint - Advanced course.

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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

  • Gain an overview of Hub sites


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Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. Join more than 5,000 students who attend our quality Microsoft courses every year.


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 Microsoft SharePoint - Beginner and Intermediate courses together. If you are familiar with navigating SharePoint, 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

  • Create a communication site

  • Create team sub-sites

  • Formatting sites

  • Site templates

  • Explore the different types of sites

  • Assign users to a site

  • Assigning Basic Permissions

  • Use Regional settings

SharePoint Lists

  • Creating a custom list

  • Linking custom lists

  • Build and Edit a list of data

  • Importing data into a list

  • Export 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

  • Create a site page

  • Create a wiki page

  • Create a web parts page

  • Reset the home page

Workflows

  • Power Automate

  • Create a workflow

  • Run 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

Office 365

  • Interacting with other Office 365 Apps

Office 365 Trial Account (optional)

  • Create a Trial Office 365 account for personal practice


Prerequisites

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