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Course Outline

Session 1: Foundations of SharePoint

Defining SharePoint and identifying its principal features.

Distinguishing between Team sites and Communication sites.

Navigating the SharePoint interface, including menus, pages, and primary sections.

Establishing permissions and managing user access.

Examining the integration of SharePoint with other Microsoft 365 applications.

Session 2: Managing Document Libraries in SharePoint

Creating and configuring document libraries.

Implementing version control and tracking document revision history.

Administering permissions specific to document libraries.

Utilizing metadata for organized content management and efficient search capabilities.

Automating document approval processes and workflows.

Session 3: Utilizing SharePoint Lists

Defining SharePoint lists and differentiating them from document libraries.

Developing custom lists and applying standard templates.

Facilitating collaboration through customized views, filters, and grouping options.

Employing calculated and conditional columns for data presentation.

Connecting SharePoint lists to Power BI for enhanced reporting capabilities.

Session 4: SharePoint Integration with Power Automate

Designing document approval workflows for government operations.

Automating notifications for updates within libraries and lists.

Transferring data from Microsoft Forms to SharePoint platforms.

Synchronizing data between SharePoint and other applications, such as Excel and Planner.

Addressing error management and exception handling in automated workflows.

Session 5: SharePoint and Power Apps Development

Constructing a Canvas app utilizing a SharePoint list as the data source.

Inserting and modifying SharePoint data directly via Power Apps.

Tailoring forms to meet the specific needs of lists and libraries.

Leveraging Power Apps components for complex user interactions.

Publishing and distributing the application to authorized users.

Session 6: Comprehensive Project Assessment

Presenting a solution developed using SharePoint.

Evaluating permission configurations and site architecture.

Refining automated processes constructed with Power Automate.

Gathering participant feedback on the developed solution.

Formulating recommendations for future implementation strategies.

Requirements

Target Audience:

Team leaders and business users responsible for managing or contributing to SharePoint content.

Project coordinators, human resources, marketing, or operations professionals engaged in document workflows.

IT professionals supporting internal users or configuring Microsoft 365 environments.

Individuals interested in automating business processes using Microsoft 365 tools.
 

Prerequisites:

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

Microsoft 365 familiarity: Prior exposure to Microsoft Teams or OneDrive is beneficial but not required.

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

 14 Hours

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