Overview

The goal of this course is to provide you with the knowledge to use the more advanced tools of Microsoft SharePoint Online. Users of this level are more involved with customising apps to collaborate with a team with stronger emphasis on business needs and content. This understanding is also fundamental to Team Site Owners and Managers. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.
You will discover how to customise apps and modify their settings in order for them to control key business information. You will edit various types of web pages to arrange information and ensure it meets business processes and compliance. You will also identify custom features specific to SharePoint Online not available in the server edition that will improve team collaboration and management.
Please note: Topics from this event are also covered in our five-day SharePoint Online Masterclass (QASPOMC) course.
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Prerequisites

This course requires delegates to meet the following prerequisites:
  • A good understanding of Windows.
  • Experience using Internet Explorer 11 or equivalent browser.
  • Experience with Microsoft SharePoint Online equivalent to our “SharePoint Online End User Level 1”.
  • Fundamental experience with Office 365 is recommended, such as Log in and navigation around the service.
  • A good knowledge of Office 2013 / 2016 applications (Word, Excel, Outlook).
Dual monitor setup is required for when attending this course via the QA Attend from Anywhere or Virtual Classroom delivery method.
Learners attending via Virtual Classroom or Attend From Anywhere events, will need to use remotely hosted computers and/or Private/ Incognito/ Google Guest/Microsoft Edge Guest mode to access our SharePoint environment. Before you book, check that you meet the Cisco WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings and ensure that you have passed all pre-course tests. If you have any questions, contact our Virtual team. Learn more about our Virtual Classrooms.
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Learning Outcomes

  • Manage custom apps and their settings
  • Import data from and Excel Worksheet into a Custom List
  • Customise and manage metadata to meet business data needs
  • Customise and manage views to present information on web pages
  • Edit Web pages and Web Parts
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Course Outline

Module 1: SharePoint overview
  • SharePoint knowledge review
  • Consolidated activity
  • Site roles
  • Site types
  • Initial site settings
Module 2: SharePoint List and built-in apps
  • What is an app?
  • Effective app management
  • Add an app
  • The list interface
  • The app settings page
  • Add and edit items in a list
  • Item details pane and item menu
  • Delete and restore an item
  • Surveys
  • Lists App
  • Choose the experience
  • Manage list items
Module 3: Organise content with metadata
  • Introduction to metadata
  • Column types and properties
  • Windows Explorer and mapping metadata
  • Hyperlink or picture column
  • Lookup column
  • Calculated column
  • Managed metadata and the term store
  • Metadata integrity
  • Column indexing
Module 4: Create and manage views
  • Introduction to views
  • Manage views
  • Temporary views
  • Public and personal views
Module 5: Page Editing
  • Page types
  • Site pages
  • Add text to a site page
  • Insert hyperlinks into text
  • Insert an image
  • Embed media
  • Publish a site page
  • News posts
  • Introduction to web parts
  • App previews
  • Hero web part
  • Microsoft 365 web parts
Module 6: Connect to Office
  • Principals of Office with SharePoint
  • Connect to Outlook
  • Connect to Excel

Appendix 1: Calculated column formulas and functions

  • Mathematical
  • Logical
  • Date and time
  • Text

Appendix 2: Column types and limitations

Appendix 3: SharePoint boundaries, thresholds and limits

  • Web applications and site collections
  • Apps

Appendix 4: Request Sign-off Workflow Using Power Automate

  • Why use Workflows?
  • What is Power Automate?
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Why choose QA

Special Notices

Please note: for Attend from Anywhere customers an additional screen is required for this course to work through remote desktop labs and view training information.

NB: QA reserves the right to change the contents of this course without prior notice due to the online nature of the software and regular updates rolled out by Microsoft.

Dates & Locations

Frequently asked questions

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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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