Sharepoint 365 ( sharep365 | 14 hours )

Training dedicated to those who manage workflows and group collaboration on intranets and those who want to increase their efficiency in group collaboration.

About the training
This workshop is designed for new users of the Sharepoint platform or those who would like to refresh their knowledge of its capabilities. Allows you to familiarize yourself with the basic functionality and services, and smoothly start working in the new environment.

Purpose of the training
To familiarize yourself with the terminology and tools necessary for working with the Sharepoint 365 platform. To learn to expand your knowledge of integrated applications and use them in your daily work.

What will Sharepoint improve in your work?
After completing the training, the participant will be able to use lists and libraries, use shared calendars and contacts, and create and customize document and meeting workspaces. He will learn to publish documents and information with change history control to build a knowledge base.

Where will you use the acquired knowledge?
The use of the Sharepoint platform will definitely improve the work of the entire organization. You will increase the efficiency of your reporting and collaboration work within the organization. You will also notice an increase in comfort in accessing data.

What will you learn?
You will be able to work in the best environment supporting group work. You will learn how to effectively manage documents and their workflow.

Introduction to Sharepoint 365

• Overview of the capabilities and purpose of the Sharepoint 365 local platform
• Overview of Sharepoint features

Basic Sharepoint components

• Logging into an existing team site
• Navigating the site area
• Editing an existing company site
• Customizing the appearance of a personal site

Sharepoint/Teams collaboration features

• Lists in Sharepoint their types and practical uses
• Types and practical uses of lists
• Calendar and time management
• Calendar workspaces
• Contacts - managing and sharing
• Discussion lists
• Creating surveys and managing the results
• Working with Teams
• Custom lists - defining columns and fields

Working with document libraries

• Creating documents directly on the site
• Importing documents and document collections into libraries
• Managing document permissions
• Creating a document workspace

Integration with Microsoft Office

• Word documents - publishing and document management
• Excel documents - access control tools and file version management
• Microsoft Access documents - publishing tables and forms to a site
• Working with Microsoft Outlook - exchanging calendars and contact lists
• Online and offline work modes

Power Automate (flow) workflows for documents and tasks

• Workflow in workflow automation
• Approving changes and collecting document feedback
• Defining workflow participants and their permissions
• Automatic and manual workflow approval methods
• Sequential and parallel flow
• Defining workflow times and defining email alerts
• Document workflow delegation options
• Workflow tracking methods

Document version management

• Synchronizing documents online and offline
• Approval and rejection of document changes
• Intermediate versions and tracking document changes

Managing site access

• Administrative tools in Sharepoint
• Adding and managing collaborators
• Defining access levels to individual libraries