SharePoint Online Power User Training (SPO201)
The SharePoint 365 Power User Training course is designed to equip you with the skills necessary to fully leverage SharePoint Online for your organization's needs. Tailored for both individuals and teams, this course provides the practical knowledge required to enhance collaboration and streamline business processes using SharePoint.
You’ll start by exploring Communications Site creation within SharePoint Online, learning how to set up and brand a site effectively. Practical exercises will guide you through creating a site and custom theme, while teaching you how to add items to a mega menu to optimize navigation.
The course then covers Hub Sites, introducing you to the capabilities of SharePoint Online Hub Sites and providing hands-on experience in configuring a hub site to unify various site collections within your organization.
As you advance, you’ll learn about Managed Metadata, which allows for consistent tagging across your SharePoint environment. You'll gain practical experience in creating term store groups and term sets, and see how managed metadata columns are integrated, enhancing content organization.
In the Content Approval module, you’ll discover how to enable and use content approval features. You'll also automate the page approval process with Power Automate, ensuring content is reviewed efficiently before publication.
Further enhancing your SharePoint skills, the course introduces Custom Forms and Power Apps, allowing you to tailor SharePoint forms to better meet your organization's needs. You’ll practice creating custom forms using Power Apps, offering a more dynamic data entry experience.
The importance of setting governance through an Information Management Policy is addressed next. You’ll learn how to define and apply information policies for content types and lists, reinforcing compliance and data management.
The course explores the Content Organizer feature, demonstrating how to automate the routing of documents based on defined rules. Exercises guide you through activating and configuring this feature to ensure efficient document management.
Understanding the Document ID Service is key to document identification and tracking. You’ll learn to activate and configure this feature, providing a unique ID to documents, making retrieval and reference easy and accurate.
Finally, the course covers Document Sets, teaching you to create and manage document set content types to group related documents together for collective management. You’ll practice configuring this feature to streamline document handling.
Upon completion of this course, you'll be ready to implement SharePoint Online solutions that enhance productivity and collaboration within your enterprise, backed by a solid understanding of its features and capabilities. Whether you’re working on your own or as part of a team, you'll be prepared to optimize your SharePoint environment effectively.
- Learn how to create and customize SharePoint Online Communication Sites for enhanced collaboration.
- Gain expertise in branding SharePoint sites and using PowerShell to save custom themes.
- Understand how to configure SharePoint Hub Sites for better navigation and content organization.
- Master the use of managed metadata, term stores, and metadata columns to structure and manage content efficiently.
- Learn to enable and use content approval workflows with Power Automate for improved content governance.
- Build custom forms using Power Apps and integrate them with SharePoint Online lists to streamline data entry processes.
- Define and implement information management policies to enforce compliance and manage retention of content.
- Automate content organization through the Content Organizer feature for efficient content distribution and management.
- Learn to activate and configure Document ID services for tracking and organizing documents across SharePoint libraries.
- Activate and configure Document Sets to organize and manage groups of documents as a single entity for efficient project management.
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Learn at your own pace with 24/7 access to an On-Demand course.
- Communications Site
- How to Create a SharePoint Online Communication Site
- Creating a SharePoint Online Communication Site (Exercise)
- How to Brand a SharePoint Online Communication Site
- Using PowerShell to Save a New Custom Theme in SharePoint Online
- How to Add Items to a Mega Menu in SharePoint Online
- How to Brand a SharePoint Online Communication Site (Exercise)
- Hub Sites
- SharePoint Online Hub Sites
- Configuring a SharePoint Online Hub Site (Exercise)
- Managed Metadata
- How to Create a Term Store Group and Term Set in SharePoint Online
- How to Create and Use Managed Metadata Columns in SharePoint Online
- Creating a Term Store Group and Term Set (Exercise)
- Creating Managed Metadata Columns (Exercise)
- Content Approval
- Enabling Content Approval
- Using the Power Automate Page Approval in a SharePoint Online Library
- Enabling and Using SharePoint Content Approval (Exercise)
- Automating Page Approval with Power Automate and SharePoint (Exercise)
- Custom Forms and Power Apps
- Customizing SharePoint Forms
- Creating Custom Forms for a SharePoint List with Power Apps
- Creating a Custom Power App Form for a SharePoint Online List (Exercise)
- Information Management Policy
- Information Management Policy Basics
- Define an Information Policy for a Content Type
- Defining an Information Policy for a List
- Create an Information Management Policy for a List (Exercise)
- Content Organizer
- Activating the Content Organizer Feature
- Configuring Content Organizer Settings
- Configuring Content Organizer Rules
- Activating and Configuring the Content Organizer Feature (Exercise)
- Document ID Service
- Activating the Document ID Feature
- Configuring Document ID Settings
- Activating and Configuring the Document ID Service (Exercise)
- Document Sets
- Activating the Document Sets Feature
- Creating a Document Set Content Type
- Adding a Document Set Content Type to a Library
- Configuring Document Sets Feature (Exercise)
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Microsoft SharePoint class:
- Familiarity with SharePoint Online basic functionalities.
- Basic understanding of PowerShell (for theme customization tasks).
- Experience with Microsoft 365 and its apps (Teams, Power Apps, etc.).
Experience in the following would be useful for this Microsoft SharePoint class:
- Some knowledge of Power Automate is beneficial but not mandatory.
- Experience with document management and organizational tools would be useful for applying advanced SharePoint features.
Courses that can help you meet these prerequisites:
Live Public Class
$995.00 / student
Live Private Class
- Private Class for your Team
- Live training
- Online or On-location
- Customizable
- Expert Instructors
Self-Paced Course
- On Demand 24/7
- Readings
- Presentations
- Exercises
- Quizzes
- Full Year of Access
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