Course Outline
Session 1: Introduction to SharePoint
What is SharePoint and what are its key features?
Distinguishing between SharePoint site types: Team sites vs. Communication sites
Navigating SharePoint: menus, pages, and main sections
Permissions and user management
How SharePoint integrates with other Microsoft 365 applications
Session 2: Document Libraries in SharePoint
Creating and customizing a document library
Version control and document revision history
Managing permissions within document libraries
Utilizing metadata to organize and search for documents
Automating document approval workflows
Session 3: SharePoint Lists
Understanding SharePoint lists and how they differ from libraries
Creating custom lists and utilizing templates
Collaborating through list views, filters, and grouping
Applying calculated and conditional columns
Integrating SharePoint lists with Power BI for reporting
Session 4: SharePoint and Power Automate
Developing an approval workflow for documents
Automating notifications for updates in libraries and lists
Transferring form data (from Microsoft Forms) to SharePoint
Synchronizing data between SharePoint and other applications (e.g., Excel, Planner)
Managing errors and exceptions in workflows
Session 5: SharePoint and Power Apps
Developing a Canvas app based on a SharePoint list
Inserting and updating SharePoint data directly from Power Apps
Customizing forms for lists and libraries
Leveraging Power Apps components for advanced interactions
Publishing and sharing the app with users
Session 6: Project Review
Presenting a project built with SharePoint
Reviewing permission settings and site structure
Optimizing automated processes developed with Power Automate
Gathering participant feedback on the solution
Proposing improvements for future implementations
Requirements
Target Audience:
Team leaders and business users who manage or contribute to SharePoint content.
Project coordinators, HR, marketing, or operations professionals involved in document workflows.
IT professionals supporting internal users or configuring Microsoft 365 environments.
Any individual interested in automating business processes using Microsoft 365 tools.
Prerequisites:
Basic digital literacy: Participants should be comfortable using web browsers and Microsoft Office applications (e.g., Outlook, Word, Excel).
Microsoft 365 familiarity: Prior exposure to Microsoft Teams or OneDrive is beneficial but not mandatory.
No coding skills required: This course is designed for non-technical users, although some optional exercises involve simple logic-building in Power Automate and Power Apps.
Testimonials (2)
It was meant to give us a greater picture and this has been achieved.
Kai - Dutch Ministry of Defence
Course - SharePoint Site Collection Administration
Very clear, very instructive, very encouraging.
