Microsoft SharePoint

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Overview

What is SharePoint?  This 1 - 2 day course is designed to give you a good start to understanding and developing your SharePoint business structure.  If you already have some experience in setting up SharePoint, pick the elements from the list below and we shall accommodate a 1 day session to help move you and your business Office 365 and SharePoint forward.

Delegates will learn how to

Manage custom apps and their settings

Import data from an 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

Create custom Workflows

Summarise data using reports

Course Content

Module 1: Beyond SharePoint End User

SharePoint Contributor Review

The user roles of SharePoint

Types of End Users

SharePoint Live Updates

Module 2: Manage SharePoint Apps

Built-in App Templates

Identify your site content

Create your Apps

App Settings

App Settings to consider

Picture Libraries

Discussion boards

Surveys

Custom Lists from scratch

Custom Lists from Excel tables

Module 3: Advanced Metadata

Define your Metadata

Systems and Site Metadata

Hyperlink / Picture Columns

Lookup Columns

Calculated Columns

Managed Metadata Columns

Metadata Integrity

Rating settings

Module 4: Working with Views

Understanding Views

Managing Views

Use Styles in Views

Module 5: Web Page Editing

Understand Content Pages

Site Pages

Wiki Pages

Formatting Wiki Pages

Pictures

Adding Web Media

Hyperlinks

Hyperlink to an Email Address

Web Part Pages

Web Parts

Module 6: Connect to Microsoft office

Principles of Office with SharePoint

Connect to Office

Connect to Outlook

Connect to Excel

Synchronise Data between Excel and SharePoint

Connect SharePoint with Microsoft Access

Module 7: Workflows

Understanding Workflows

Enable Workflow Templates

Add a Workflow

Manually Start a Workflow

View Running Workflow History

Allow, Retire or Remove a Workflow