Sharepoint online - fundamentals

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.

Anyone interested in automating business processes using Microsoft 365 tools.
 

Prerequisites:

Basic digital literacy: Participants should be comfortable using web browsers and Microsoft Office tools (e.g., Outlook, Word, Excel).

Microsoft 365 familiarity: Prior exposure to Microsoft Teams or OneDrive is helpful, but not mandatory.

No coding skills required: This course is designed for non-technical users, though some optional exercises include light logic-building in Power Automate and Power Apps.

This hands-on, practical course provides a comprehensive introduction to Microsoft SharePoint Online, focusing on how modern organizations can leverage it for collaboration, document management, process automation, and integration with the Microsoft 365 ecosystem. Participants will explore SharePoint’s core capabilities—document libraries, lists, permissions, and site structures—while also gaining introductory experience with automation tools like Power Automate and Power Apps.

Through real-world examples and guided exercises, learners will build a strong foundation in organizing content, managing permissions, automating workflows, and creating lightweight business applications. The course culminates in a team-based mini-project review where participants consolidate their learning through practical application.

By the end of the training, attendees will:

Understand the structure and purpose of SharePoint sites.

Know how to effectively use document libraries and lists.

Be able to automate routine tasks using Power Automate.

Create and customize basic applications with Power Apps.

Integrate SharePoint with Microsoft 365 tools such as Teams, Forms, and Planner.

Session 1: Introduction to SharePoint

What is SharePoint and what are its key features?

Types of SharePoint sites: Team sites vs. Communication sites

Navigating SharePoint: menus, pages, and main sections

Permissions and user management

How SharePoint integrates with other Microsoft 365 apps

Session 2: Document Libraries in SharePoint

Creating and customizing a document library

Version control and document revision history

Managing permissions within document libraries

Using metadata to organize and search for documents

Automating document approval workflows

Session 3: SharePoint Lists

What are SharePoint lists and how are they different from libraries?

Creating custom lists and using templates

Collaborating through list views, filters, and grouping

Using calculated and conditional columns

Integrating SharePoint lists with Power BI for reporting

Session 4: SharePoint and Power Automate

Building an approval workflow for documents

Automating notifications for changes in libraries and lists

Sending form data (from Microsoft Forms) to SharePoint

Synchronizing data between SharePoint and other apps (e.g., Excel, Planner)

Managing errors and exceptions in workflows

Session 5: SharePoint and Power Apps

Creating a Canvas app based on a SharePoint list

Inserting and updating SharePoint data directly from Power Apps

Customizing forms for lists and libraries

Using 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 built with Power Automate

Collecting participant feedback on the solution

Proposing improvements for future implementations