SharePoint Training
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  • SharePoint Training

Our training courses are designed specifically for each client’s business needs.  The outlines below can be selected as is or tailored to include desired modules.  If there are any specific modules not listed here, but desired, we are glad to review and accommodate appropriately.

Sites/Site Collections

  • Site Hierarchy
  • Planning and Governance
  • Roles and Responsibilities


Site Columns

  • Reusable Columns Across Lists and Libraries


Recycle Bin

  • First and Second Stage Responsibilities


User Alerts

  • Managing User Alerts at the Site Level


Term Store Management

  • Term Sets Based on Organizational Structure
  • Roles for Owners
  • Open/Closed Policies


Site Closure/Deletion

  • Site Policies


Site Enhancements

  • Site Home Page
  • Site Title, Logo, URLs
  • Branding/Look and Feel

Management Features

  • Content Approval
  • Document Versioning
  • Checking Documents In and Out
  • Ownership of Documents


Content Types

  • Document Properties
  • Document Templates


Managed Metadata

  • Tagging Documents
  • Best Practices for Term Sets


Content Organizer

  • Drop Off Library
  • Metadata Based Rules


Lookups Columns

  • Scenarios for List Relationships
  • Cascade and Restriction Options


List/Library Templates

  • Reusability Options


List/Library Validation

  • Scenarios for Form Validation
  • Formula Syntax



  • Scenarios for Gauging Effective Content
  • Likes/Five Star



  • Scenarios for Business Calendar Use
  • Overlaying Calendars


Best Practices: Naming Conventions and Long-Term Planning

  • Naming Content Effectively
  • Considerations for Capacity Planning

Web Part settings

  • Search Box
  • Chrome Type
  • Target Audience


Chrome Type

  • Styling Options


Refreshing List View Data

  • Best Practices for Editing Views
  • Displaying Updated Settings


Linking Web Parts

  • Master/Details Scenarios


Data Rollup

  • Content Query
  • Content Search

SharePoint Out of the Box

  • Approval, Collect Feedback, etc.


SharePoint Designer

  • Site, Reusable, and List
  • Actions, Conditions, Stages, etc.


Best Practices for List Design

  • Logging Tasks and History


Microsoft Flow

  • Approval
  • Templates and Connectors
  • Blank Starting Point – Triggers, Actions, Steps, Conditions

Users in the Organization

  • Best Practices
  • Groups
  • Considerations – Active Directory
  • Granting Users Access
  • External Sharing in Office365



  • Inheritance Structure – sites, library/lists, document/list item
  • Considerations and Planning for Breaking Inheritance
  • Re-establishing Inheritance


Group Settings

  • Group Owner Responsibilities
  • Membership Responsibilities


Access Requests

  • Users Who Will Grant Access Requests
  • Available Settings for Allowing/Dis-Allowing Access Requests

Planning the Search Experience

  • Considerations for Crawl Schedules


Refinement Panel

  • Configuration


Managed/Crawled Properties

  • Mapping Properties
  • Refinement Panel


Custom Search Results

  • Content Search Web Parts
  • Display Templates


Web Analytics – Popularity Trends

  • Site and List/Library Options


Content Sources

  • Local Content
  • People


List/Library Settings

  • Restricting Items from Results
  • Re-indexing of Content

Office App Integration

  • Connecting Data to Outlook
  • Managing Documents in Word
  • Saving Documents Directly from Office into SharePoint


Office 365 App Integration

  • Syncing Data Offline with OneDrive
  • Customize SharePoint Lists with PowerApps Forms