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
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 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
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
Refreshing List View Data
- Best Practices for Editing Views
- Displaying Updated Settings
Linking Web Parts
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
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
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
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
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
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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