SharePoint end user and Power Automate workflows introduction

Pre-requisites

Participants are expected to have some experience of SharePoint as an end-user. They should understand the business need for workflows and sign-off processes.

Module 1 - Recap Understand Office 365

• Introducing Office 365 and SharePoint Online • Connect and log on to Office365 Training environment in the browser • Navigating the Office 365 Apps • Teams and SharePoint

Module 2 - Introduction to SharePoint

• Introducing a SharePoint Site • Brief introduction to working with documents and pages in SharePoint • Libraries, versions and the recycle bin • SharePoint Pages and News

Module 3 - SharePoint Lists & Libraries

• Intro: Creating a SharePoint Team Site and Configure Lists and Libraries • What are Libraries vs what is a List? • Types of Library and Types of List • Exercise: • Create a new Document Library – Policies • Create and Image Library • Create an Issues List • Customising Lists and Libraries • Create new columns • Sort/Filter and use Views • Creating views • Sort, filter and group by views • Library & List Settings

Module 4 - Short introduction to Power Automate

• Short intro to email rules and Power Automate • Document Libraries and the Request Sign Off workflow o Approvals App in Teams and Outlook • Using Power Automate Templates to: Post a message to Teams when a new document is uploaded • Adding Actions and testing your Flow Send an email action Update field action for SharePoint Conditions and If statements Hints and tips for Power Automate

Module 5 - SharePoint Security and Permissions

• Security Overview • Manage User Access to SharePoint Site, Manage Office365 Groups and Users • What Objects can we set permission on? • SharePoint Security Best Practices

Module 6 - Search / Discover Information

• Search in SharePoint • Search across OneDrive, Teams and Outlook • People Search