Microsoft SharePoint - Site Owner with Forms and Flow
Course Description
Microsoft SharePoint is a platform designed to facilitate collaboration and allow people to use familiar applications and web-based tools to create, access, store, and track documents and data in a central location. As such, SharePoint has many distinct features that must be enabled and configured, and many content structures that can be selected, added, and configured. In this course, you will learn how to create, configure, and manage SharePoint sites so that your team or organization can share information and collaborate effectively. SharePoint content structures and configuration options are complex. Site owners must understand what features, options, and content structures are available in SharePoint, and how to properly configure them. With SharePoint sites, features, and content structures properly implemented, users will be able to securely share files, collaborate on documents, and access information they need to work with their colleagues more effectively.
Duration: 1 days
Note on SharePoint environment
The skills covered in this course are appropriate both for Site Owners who work in environments with SharePoint Online servers and for those using on-premises SharePoint servers in Modern Experience mode. This course covers the comprehensive suite of SharePoint online features and functions, which may go beyond what is available if the production environment is limited to SharePoint 2019 servers. How the environment is customized and configured will also affect how production sites compare to the sample sites shown in class.
Prerequisites
To ensure your success in this course, you will need basic SharePoint site user skills such as the ability to access and use lists, libraries, and documents on a typical SharePoint team site. You can obtain this level of skills and knowledge by taking our SharePoint Site User course.
Course Objectives
In this course, you will create a SharePoint team site and a communication site, perform basic content management tasks on SharePoint sites, and configure workflows with Forms and Flow. You will: Create and configure new SharePoint sites. Create and configure document libraries. Create and configure lists. Assign permissions and access rights. Create and configure a communication site. Implement workflows with Forms and Flow.
Creating and Configuring a New Site
Create a Site in SharePoint Configure Site Look and Layout
Creating and Configuring Document Libraries
Create Document Libraries Configure File Versioning and Checkout Configure Content Approval
Creating and Configuring Lists
Add List Apps to a Site Create Custom Lists Create Calculated and Validated Columns
Assigning Permissions and Access Rights
Secure Sites with Permissions Secure Apps, Documents, and Files
Creating and Configuring a Communication Site
Create a Communication Site Configure a Communication Site
Implementing Workflows with Forms and Flow
Capture Data with Forms Store Form Data in SharePoint with Flow Automate Business Processes with Forms, Flow, and SharePoint