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

 

Ratings

  • Scenarios for Gauging Effective Content
  • Likes/Five Star

 

Calendar

  • 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

  • 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