Training Services
We provide training sessions to support your company's governance, user adoption, and support strategies for Office365 Apps: SharePoint, Flow, PowerApps, and Teams.
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TRAINING SERVICES

computer mouse and Puzzle, business concept of Learning

We can provide training sessions to help improvise your overall content management approach, company efficiency, business process re-engineering and optimization, Office 365 or SharePoint integration or implementation, document organization, data reporting, business intelligence solutions, asset management, and much more.

 

Instructor Led with Hands-On Activities

Quick Reference Cards

Customized Workshops

Knowledge Transfer through Interactive Games

Training Modules

SharePoint Training

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

PowerApps Training

Business Cases for PowerApps

 

Development Tools for Building Apps

 

Office365 License Requirements

 

Exploring PowerApps Studio

 

Power Platform Integration

Foundation Built on Excel

 

Functions

 

Conditional (If and Switch) Statements

Connectors Included in Standard PowerApps

 

Premium Connectors

 

Overview of Custom Connectors

 

On-Premises Data Gateways

 

Common Data Services

Canvas

 

Model Driven

 

SharePoint Customized Form

Build a Canvas App (Controls, Galleries, Forms v. Patch)

 

Using Media in your App

 

Customize SharePoint Forms

Analytics Dashboards

 

PowerShell

Building Enterprise / Production Ready Applications

 

Who Owns Governance? Business or IT?

White Papers

 

Online Resources

 

Community Forums

Flow Training

Office365 License Requirements

 

My Flow versus Team Flow

 

Permissions for Flow

 

Getting started: Blank versus Template

 

Importing a Flow

Common Data Service

 

SharePoint Sites

 

OneDrive

Popular Connectors

 

On-premise versus O365 Gateway

 

SharePoint Capabilities

 

Trigger on Schedule

 

Trigger Manually

 

Trigger from a Physical Button

Connector Actions

 

Start Approval

 

Testing the Flow

Add Conditional Logic

 

Add Actions Based on Conditions

 

Basic and Advanced Expressions

Email Connector Options

 

Message Card Format

 

Customizing and Branding

Installation of Flow Mobile App

 

Administration Capabilities

 

Trigger Workflows

 

Create and Share Buttons

Office365 Training

Azure Active Directory – Authentication

 

On-Premise Synchronization

 

External Users

 

Roles (User, Custom, Tenant Admins)

(Top Level) Product Licenses, Billing, Users, Service Health (SLAs), Software (Office)

 

SharePoint – Site Collections, Storage

 

OneDrive – Sharing, Storage

 

Various Apps

Office365 Admin

 

SharePoint Mobile

 

SharePoint Store (Apps in SP Sites)

Tenant Admin Requirements

 

Office365 Specific Commands

 

Modules

PII

 

Mail Filtering

 

Governance (Retention)

Migrating Mailboxes

 

Retention Policies

 

Mobile/Browser Options

 

Records Management

External Sharing with Users

 

Site Collections

 

Coauthoring (Real Time Editing/Updating of Documents in Browser)

 

Classic and New Document/List Experience (Control in Admin Center)

OneDrive

 

Delve

 

Flow

 

PowerApps

 

Skype

 

Yammer

 

PowerBI

 

Teams

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