Course Outline

Session 1: Introduction to SharePoint

Overview of SharePoint and its key features.

Differences between Team sites and Communication sites.

Navigating SharePoint: menus, pages, and primary sections.

Permissions and user management for government operations.

Integration of SharePoint with other Microsoft 365 applications for enhanced collaboration.

Session 2: Document Libraries in SharePoint

Creating and customizing a document library to meet specific needs.

Managing version control and document revision history for transparency and accountability.

Setting and managing permissions within document libraries for secure access.

Utilizing metadata to organize and search documents efficiently.

Automating document approval workflows to streamline processes.

Session 3: SharePoint Lists

Understanding SharePoint lists and their distinctions from document libraries.

Creating custom lists and using predefined templates for government applications.

Collaborating through list views, filters, and grouping to enhance data management.

Implementing calculated and conditional columns for dynamic data handling.

Integrating SharePoint lists with Power BI for robust reporting and analytics.

Session 4: SharePoint and Power Automate

Building an approval workflow for documents to enhance efficiency and compliance.

Automating notifications for changes in libraries and lists to ensure timely updates.

Sending form data from Microsoft Forms to SharePoint for centralized storage and analysis.

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

Managing errors and exceptions in workflows to maintain system reliability.

Session 5: SharePoint and Power Apps

Creating a Canvas app based on a SharePoint list to improve user interaction.

Inserting and updating SharePoint data directly from Power Apps for real-time updates.

Customizing forms for lists and libraries to enhance usability.

Using Power Apps components for advanced interactions and functionality.

Publishing and sharing the app with users to facilitate collaboration and accessibility.

Session 6: Project Review

Presenting a project built with SharePoint to demonstrate practical application.

Reviewing permission settings and site structure for security and organization.

Optimizing automated processes built with Power Automate for efficiency and effectiveness.

Collecting participant feedback on the solution to identify areas for improvement.

Proposing enhancements for future implementations to enhance functionality and user experience.

Requirements

Target Audience: Team leaders and business users who manage or contribute to SharePoint content for government operations. Project coordinators, HR, marketing, or operations professionals involved in document workflows for government agencies. IT professionals supporting internal users or configuring Microsoft 365 environments for government use. Anyone interested in automating business processes using Microsoft 365 tools for government applications. 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 beneficial, 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.
 14 Hours

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