Microsoft SharePoint

The programme

Programme overview

This Microsoft SharePoint course provides an in-depth understanding of the platform, which is crucial for seamless collaboration and efficient document management within modern business environments. Participants will develop proficiency in both core and advanced SharePoint features, making the course suitable for beginners as well as seasoned professionals. It offers flexible learning options, with both individual and batch class formats available, designed to cater to the evolving demands of the workplace.

Who should attend

Who is this programme for?

• Administrative Assistants
• Team Leads and Supervisors
• Project Managers
• IT Professionals
• Business Analysts
• Compliance Officers
• Operations Managers
• Supply Chain Managers
• Customer Service and Support Teams
• Marketing Teams
• Information Officer

Learning outcomes

What you will learn

Upon completion of this Microsoft SharePoint Training course, participants will be equipped to:

• Understand SharePoint framework
• Create and manage SharePoint sites
• Collaborate on documents and manage projects efficiently
• Customize workflows and automate business processes
• Configure user roles, access permissions, and security settings to protect sensitive business data
• Customize and integrate SharePoint seamlessly with other Microsoft Office tools
• Enhance document discoverability through search configurations, metadata tagging, and navigation best practices
• Apply best practices for SharePoint in a business setting

Explore the programme

Detailed programme outline

Module 1: Introduction to SharePoint and Its Applications

• Overview of SharePoint: Purpose, Features, and Benefits
• SharePoint Versions: Online vs. On-Premises
• SharePoint Architecture and Components
• Key Use Cases in Business Collaboration
• Understanding SharePoint Roles: Users, Owners, and Administrators

Module 2: SharePoint Sites and Templates

• Types of SharePoint Sites: Team Sites, Communication Sites, and Hub Sites
• Choosing and Customizing SharePoint Site Templates
• Creating and Managing Site Collections
• Site Navigation and Structure Best Practices
• Assigning Permissions and Managing Site Access

Module 3: Document Collaboration and Management

• Creating, Uploading, and Managing Documents in Document Libraries
• Version Control and Document Check-in/Check-out
• Metadata and Tagging for Efficient Document Organization
• Co-Authoring and Real-Time Collaboration
• Using SharePoint Lists for Data Management

Module 4: Workflow Automation

• Introduction to Workflows: Automating Business Processes
• Using Power Automate for SharePoint Workflows
• Approval Workflows: Document and Task Approvals
• Automating Notifications and Alerts
• Managing Workflow History and Troubleshooting Issues

Module 5: SharePoint Integration with Microsoft Office

• Connecting SharePoint with Outlook, Teams, and OneDrive
• Using SharePoint with Microsoft Word, Excel, and PowerPoint
• Automating Reporting and Data Analysis with Power BI
• Email and Calendar Integration for Team Collaboration
• Syncing SharePoint with Desktop for Offline Access

Module 6: Advanced SharePoint Features (Metadata, Search Tools)

• Creating and Managing Custom Metadata for Documents
• Using Managed Metadata Services (MMS)
• Optimizing SharePoint Search Capabilities
• Configuring Search Filters and Refiners
• SharePoint Content Types and Retention Policies

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.