This course is for Site Members and Managers looking to use Microsoft® Teams and SharePoint in day-to-day collaboration tasks as well as anyone using SharePoint for collaborating with other teams or departments, needing to understand how to share documents and links from SharePoint.

In almost every organization around the world, teams are embracing a “new normal” in how, where and when they do their mission-critical work. Modern and versatile productivity tools are essential for information workers in this changed landscape, where it’s no longer possible or practical to expect a multi- skilled workforce to adapt to one schedule, time zone or place of work.

SharePoint is a deeply integrated platform that empowers collaborative work environments and unifies the core set of Microsoft® 365 online tools into a single experience for teams and consumers of information. Participants will access and create SharePoint sites from Microsoft® Teams, share files and documents, use search tools, work with libraries, create lists, create pages, manage permissions, and create and edit documents collaboratively.

This one-day instructor-led course provides a set of quick and easy steps for Site Members and Managers who want to learn how to use Microsoft® Teams and SharePoint in their team’s day-to-day collaboration tasks.

SharePoint Overview

• What is SharePoint (vs. OneDrive)?
• Why and When to Use SharePoint vs. Other Collaboration Tools?
• Understand Team Sites vs. Communication Sites
• Understand the Modern vs. Classic Experience
• Understand Microsoft® 365 Groups

Working with Microsoft® 365 SharePoint and Creating Sites

• Ways to Create a SharePoint Site
• Find and Follow Content from the SharePoint Start Page
• Interact with SharePoint Sites from Teams and Channels
• Add Team Channels
• Create a SharePoint Site from Teams
• Connect a Teams Tab to a SharePoint Page

Customizing Sites

• Customize Site Information
• Explore and Customize Site Settings and Look
• Explore the Next Steps Menu
• Explore Apps
• Delete a Site

Sharing and Managing Files

• Upload and Download Multiple Files
• Share Sites, Documents and Files
• Manage Shareable Links
• Manage External Sharing
• Download a Document Library
• Delete and Recover Items from the Recycle Bin

Managing and Co-authoring Documents

• Open and Edit Documents
• Check Out and Check In a Document
• Roll Back Changes
• Co-author a Document
• Manage Document Links

Customizing Document Libraries

• Work with the default Documents Library on a Team Site
• Customize the default Documents Library Settings
• Customize the Default View and Columns
• Work with Versions and Metadata

Creating Lists

• Work with Lists in SharePoint, Teams and Microsoft® 365
• Create a new List from Excel Data
• Create a new List from a Template
• Customize a List
• Manage and Delete Lists

Creating Pages and News Posts

• Understand the Modern vs. Classic Experience
• Create a Blank Page
• Add Web Parts
• Publish a Page
• Manage and Delete Pages
• Create a News Post

Using and Configuring Search in SharePoint

• Understand the Modern vs. Classic experience and Search Center
• Understand Microsoft® Search and How to Use the Search Box
• Explore Site Search and Navigation Options

Managing SharePoint Site Permissions and Access to Resources

• Understand Team Site vs. Communication Site Permissions
• Work with Microsoft 365 Groups
• Work with SharePoint Groups
• View and Manage Access for Documents and Other Securable Objects

Upon completion of this course, you will be able to:

• find and follow SharePoint content
• create and customize SharePoint sites and manage settings
• create and manage SharePoint sites from Teams
• share and manage files
• manage and co-author documents
• create and customize document libraries
• create and customize lists
• create and customize pages and posts
• use and configure the search and navigation experience
• manage SharePoint site permissions and access to resources