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Introduction to SharePoint Online (MS55298)

In the rapidly evolving landscape of digital collaboration, Microsoft SharePoint Online has emerged as a cornerstone for organizations seeking efficient document management, seamless team collaboration, and enhanced communication. The "Introduction to SharePoint Online (MS55298)" course serves as a foundational gateway, empowering individuals to grasp the fundamental concepts and functionalities of this powerful platform.  

Our course serves as an introduction to SharePoint Online, tailored for end users operating within a SharePoint Online environment. It is designed for individuals who are new to using SharePoint and will be engaging in day-to-day tasks involving lists, libraries, and site navigation to access and browse SharePoint content. 

Public class

Duration: 
4 hours

Private class

Virtual classroom
Minimum no. of participants: 5
4 hours
Price on request
English or French
Training plan: 

Module 1: SharePoint Online Introduction

SharePoint is a collaboration tool at its heart. Its primary goal is to make it easy for users to find and share information, and there are many features built into SharePoint to facilitate this. SharePoint's library system feature can provide a superior alternative to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use alternative to sharing spreadsheet files or more formal database tables. Both lists and libraries can be customized and extended to provide enhanced appearances and functionality, such as calendars and blogs, to name a couple. All of this collaboration can be done through a browser interface and in some cases through integration with Microsoft Office applications.

  • SharePoint Versions
  • Team Site Layout and Navigation
  • Layout
  • Navigation

Module 2: SharePoint List Basics

Lists are a fundamental building block in SharePoint that provides a way for users to store and view data. SharePoint comes "out of the box" with many predefined list templates that are easy to use. Lists can be further customized by adding columns to store just about any type of information. Additionally, list columns can be validated as well as linked between other lists. Lists are a very flexible and powerful tool in SharePoint.

  • Creating Apps Using List Templates
  • Creating Lists
  • Creating Lists Using List Templates
  • List Columns
  • Creating List Columns
  • Column Validation
  • Validating a List Column

Module 3: Library Basics

SharePoint Libraries share the same characteristics as SharePoint lists such as columns, views, and validation to name a few. What distinguishes SharePoint libraries is that each item in a library has a underlying document. So in addition to the data stored in library columns, the document stores its own data based on the type of document. Because of the extra data that can be stored in columns that can be used to filter and search by and features such as versioning, libraries are considered a great replacement for the more traditional file server system. Libraries are, like lists, a fundamental building block in a SharePoint site.

  • Library Templates
  • Creating Libraries
  • Creating a Document Library and Adding Columns
  • Creating an Asset Library
  • Managing Documents and Versioning
  • Checking Out Documents
  • Deleting and Restoring Documents
  • Versioning

Module 4: Working with Lists and Library Views

Views provide a flexible system to display SharePoint list and library data in an easy-to-read and easy-to-use manner. Every SharePoint list and library can have multiple views created and configured, and some list and library templates come with special views preconfigured. Views can be defined for personal use or shared use.

  • Default Views
  • Explore Default Views
  • Custom Views
  • How to Create a Custom View

Module 5: Office Integration

One of the nice features of SharePoint is its ability to integrate with Microsoft Office applications. Just about every Office application offers some level of integration with SharePoint whether it be simple, such as using an Excel spreadsheet to create a new list, or more full featured, such as Outlook integration. Some integration features enhance what is available online through a browser while others allow access to SharePoint content offline such as a mobile computer environment. This lesson will use a series of walk-throughs and exercises to show how each Office application can integrate with SharePoint.

  • Excel Integration
  • Outlook Integration
  • Access Integration

Module 6: Working with Sites

All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

  • Site Templates
  • Creating Sites
  • Creating a Team Site
  • Site Navigation
  • Managing Site Navigation

Understanding the Course Objectives 

The primary objective of the "Introduction to SharePoint Online (MS55298)" course is to equip participants with a general understanding of SharePoint Online's possibilities, features, and capabilities. It serves as a crucial starting point for individuals, regardless of their prior experience with SharePoint, offering insights into how the platform works within Microsoft 365 and its role in fostering collaboration within modern workplaces. 

Unveiling the Versatility of SharePoint Online 

SharePoint Online excels in various key functionalities, seamlessly integrating into the fabric of organizational processes. At its core is a robust document management system, providing a centralized hub for creating, sharing, and collaborating on documents in real-time. 

Moreover, the platform facilitates the creation of dedicated collaboration sites, equipped with shared calendars, task lists, and document libraries. This capability transforms team dynamics, fostering cohesive and efficient teamwork. 

Streamlining Operations with Workflow Automation 

One of SharePoint Online's standout features is its built-in workflow capabilities. These workflows empower organizations to automate and streamline diverse business processes. From approval workflows to document review processes, automation becomes a catalyst for increased efficiency and reduced manual errors. 

Building a Digital Hub with Intranet and Portals 

Organizations leverage SharePoint Online to construct robust intranet sites and portals. These digital hubs serve as central repositories for company news, information, and resources. They not only enhance internal communication but also provide employees with a unified platform for accessing essential documents. 

Seamless Integration with Microsoft 365 

A defining strength of SharePoint Online lies in its seamless integration with other Microsoft 365 applications. Whether it's Word, Excel, or Teams, the platform creates a cohesive environment for communication and document creation, boosting overall productivity. 

Realizing the Benefits for Companies 

  1. Fostering Collaborative Culture: SharePoint Online lays the foundation for a collaborative culture within organizations. By enabling team members to work together seamlessly, share ideas, and contribute to shared documents, it breaks down communication barriers and enhances productivity. 
  2. Ensuring Accessible Information: Accessibility is key, and SharePoint Online ensures that information is readily available to those who need it. With customizable permissions and robust document management features, organizations can control access to sensitive information, safeguarding data integrity. 
  3. Centralizing Company Knowledge: Serving as a centralized repository for company knowledge, SharePoint Online consolidates critical information. Whether it's policies, procedures, or training materials, the platform provides a single point of access for essential organizational knowledge. 
  4. Boosting Productivity Through Automation: Automation of workflows and collaborative processes significantly boosts productivity. By simplifying routine tasks, SharePoint Online allows employees to focus on more strategic aspects of their work, driving overall efficiency. 
  5. Scalability and Flexibility: SharePoint Online adapts to the evolving needs of organizations. Its scalability and flexibility make it a dynamic tool that can grow alongside businesses, catering to their changing requirements. 

Benefits of the Course 

  • Foundational Knowledge - The course provides participants with a solid foundation, making it accessible for beginners while also offering valuable insights for those with some prior SharePoint experience. 
  • Increased Productivity - Participants learn how to leverage SharePoint Online's features to enhance team collaboration and streamline document management processes, contributing to increased overall productivity. 
  • Career Advancement - Completion of the course adds a valuable credential to participants' professional portfolios, enhancing their career prospects in roles that require SharePoint expertise. 

Conclusion 

In conclusion, the "Introduction to SharePoint Online (MS55298)" course serves as a vital steppingstone for individuals aiming to navigate the collaborative landscape with proficiency. The course empowers participants to harness the capabilities of SharePoint Online effectively. Embracing the power of Microsoft's SharePoint Online, individuals undertaking this course embark on a journey towards mastering the art of digital collaboration in the modern workplace. 

Common Questions about SharePoint (FAQ)  

How is SharePoint Online different from SharePoint? 

SharePoint Online is the cloud-based version of SharePoint, whereas SharePoint typically refers to the on-premises version. SharePoint Online offers the advantage of being accessible through a web browser, with data stored in the cloud, allowing for more flexibility in collaboration and access from various devices. In contrast, the traditional SharePoint requires on-site servers and maintenance. 

What are the two main versions of SharePoint? 

SharePoint has two primary versions: SharePoint Online and SharePoint Server. SharePoint Online is the cloud-based version provided through Microsoft 365, offering flexibility and scalability. SharePoint Server, on the other hand, is the traditional, on-premises version, giving organizations full control over their servers and data but requiring more extensive maintenance. 

What are the disadvantages of SharePoint Online? 

While SharePoint Online provides numerous benefits, there are some potential drawbacks. These may include dependency on internet connectivity, limited customization options compared to the on-premises version, and potential concerns related to data security and compliance, particularly for organizations with stringent regulatory requirements. 

What is the main purpose of SharePoint? 

The main purpose of SharePoint is to facilitate collaboration and document management within organizations. It serves as a platform for creating intranet sites, document repositories, and team collaboration spaces. SharePoint enables users to share, organize, and collaborate on information and documents, streamlining workflows and enhancing overall productivity in a structured and secure environment. 

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Eccentrix
Office: 1-888-718-9732
E-mail: info@eccentrix.ca

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Toronto, Ontario M5X 1E3
www.eccentrix.ca