Facilitating access to information
With this SharePoint training see how to create, organize and share different forms of content. The SharePoint application of the Microsoft 365 suite offers you a cloud-based solution between individuals, between teams and across the entire organization.
You will know how to build an intranet with SharePoint to securely store or share information. You'll benefit from centralized document management, easily accessible through search and accessible to authorized users via the web.
Is it for you ?
Users who will need to share content as pages and sites in the Microsoft 365 environment (SharePoint and Teams)
Prerequisites
Have access to a Microsoft 365 environment that includes SharePoint Online and Teams.
What You'll Walk Away With
- ✓ Create and customize SharePoint sites — team sites and communication sites — tailored to your branding and needs
- ✓ Design rich, structured pages using WebParts to make information accessible and well presented
- ✓ Configure navigation — quick launch, horizontal bar, Hub — so users can easily find what they need
- ✓ Manage sharing permissions and integrate your sites and pages directly into Microsoft Teams
Training content
During this SharePoint training you will see how to distinguish between the different types of SharePoint sites. You will learn how to create a site as well as several pages associated to this site. In addition, you will be able to customize the site by modifying the theme, navigation and permissions. Finally, you will be able to integrate your SharePoint site within Microsoft Teams.
1 Introduction : What is SharePoint
- What is the difference between a Team Site and a Communication Site?
- When and how to create a SharePoint site?
- How to apply a template to a site
- What is the relationship between SharePoint and Teams
- How to quickly access my SharePoint sites
2 How to customize SharePoint sites
- Change the site header
- How to change the site theme
- Add a logo to sites
- Add a footer
- Customize the Microsoft 365 Bar
3 How to create and customize SharePoint pages?
- Modify page headers
- Add and customize sections in a page
- Add and customize Web Parts
- Understand the difference between a page and a news item
- Schedule pages to be published on an upcoming date
- Create bilingual pages
- Accessing your page modification history
- Using audiences in pages and navigation to display content for only a group of users
4 How to configure navigation in a SharePoint site?
- Quick launch bar
- Horizontal navigation bar
- Global navigation bar
- What is a Hub?
- Navigation with a Hub site
- Searching with a Hub site
- Sharing links to pages
- Integrating SharePoint sites and pages into Teams
- Introduction to Viva Connexion
5 Basics of permissions management
- What is the sharing process, what is permission inheritance.
- What are the constraints imposed by the organization.
- How to manage sharing rules, change permissions or adjust the degree of modification granted to the recipient.
- How to share from an email, from Windows Explorer, or through a link.
- What is the difference between sharing, copying the link and managing access
6 Introduction to columns and views to allow you to classify and group pages under specific themes
- Explain why and how to create columns
- Understand who can create columns
- Explain why to create site columns vs. columns in lists/libraries
- How to create columns that will be accessible to the entire organization
- Use managed metadata
- Explain why and how to create views
- Understanding who can create views
7 Introduction to documents in SharePoint sites
- Use the document library that is created by default in the site
- Explain why and how to create document libraries
- Displaying documents in a page with the "Document Library" Web Part
- Display documents in a page with the "File Viewer" Web Part
- Displaying documents in a page with the "Highlighted Content" Web Part
8 Introduction to lists in SharePoint sites
- Explain why and how to create a list
- Displaying the content of a list in a SharePoint page
- Showing the content of a list in a Teams page
- Create, edit and delete items in a list
- Accessing lists through the Lists application.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
