Instructor: Scott Clark

Managing Projects with Microsoft 365

Posted on October 17, 2020 by -

  • Introduction to Project Management in Microsoft 365
    • Overview of tools and applications for managing tasks and projects
  • Introduction to Teams
    • Creating Teams
    • Creating Channels
    • Adding Channel Apps
    • Teams Apps
  • Introduction to SharePoint
    • Creating SharePoint Sites
    • SharePoint integration with Teams
  • Permissions Management in Microsoft 365 and SharePoint
    • Microsoft 365 Groups
    • Working with SharePoint Groups and Permissions
  • SharePoint Lists
    • Creating SharePoint Lists
    • Creating Columns
    • Creating and Working with Views
  • SharePoint Libraries
    • Creating SharePoint Libraries
    • Creating Columns
    • Creating Views
  • Document Management Tools
    • Version Control
    • Check In / Check Out Controls
    • Alerts
    • Working with Sensitivity Labels in SharePoint
  • Microsoft Planner
    • Planner Basic vs Planner Premium
    • Creating Basic Plans
    • Creating Premium Plans
    • Working with Microsoft Copilot for Planner
    • Integrating Plans into Teams
  • Microsoft Loop and Loop Components
    • Creating Microsoft Loop Workspaces
    • Creating Loop Pages
    • Creating Loop Components
    • Sharing and Embedding Loop Components
  • Microsoft Project Professional
    • Creating Project Plans
    • Creating Tasks
    • Scheduling Tasks
    • Working with Resources
    • Tracking Project Progress
    • Advanced Task Scheduling Features
    • Sync Project Plans with SharePoint
  • Automating Project Management Processes with Power Automate
    • Working with the built-in Sign Off Process
    • Creating Custom Workflows in Power Automate

Microsoft SharePoint Site Owner and Power User Boot Camp

Posted on October 17, 2020 by -

Section 1 – Introduction to SharePoint

  • Introduction to SharePoint
  • How does SharePoint fit into Microsoft 365
  • Common SharePoint Deployments
  • Empowering Your Team and Building Your Single Source of Information

Section 2 – Understanding SharePoint Architecture in SharePoint Online

  • Old vs New SharePoint Architecture
  • Understanding Hub Sites
  • Creating SharePoint Sites
  • Teams sites and Communication Sites

Lab 1 – Creating Your SharePoint Sites

Section 3 – Permissions and Access Management

  • Understanding 365 Groups for Permissions
  • Working with SharePoint Groups
  • Working with Permissions Inheritance in SharePoint
  • Creating Custom Permissions in SharePoint

Lab 2 – Working with Permissions in SharePoint

Section 4 – SharePoint Lists

  • What is a List in SharePoint?
  • Classic vs Modern Lists
  • What is Metadata and How is it Used?
  • Creating and Working with List Views
  • How to Create Columns
  • Working with Different Column Types
  • How to Create and Deploy Site Columns

Lab 3 – Creating List Columns and Views

Section 5 – SharePoint Libraries

  • What are SharePoint Libraries
  • Reviewing Document Lifecyle
  • Creating Modern Document Libraries
  • Using Version Control in SharePoint
  • Understanding Draft Item Security
  • Working with Version History
  • Understanding Check in and Check Out Controls

Lab 4 – Creating SharePoint Libraries

Section 6 – Enterprise Content Management 

  • Understanding Tools for Content Management
  • Why to Avoid Folders in SharePoint
  • How to Create Libraries Without Folders
  • Building Content Types
  • Best Practices and Planning for Document Management

Lab 5 – Building Content Types in SharePoint

Section 7 – Practical Knowledge Check

  • A review of concepts covered so far in the class. Students work a practical scenario without step-by-step instructions to reenforce the covered learning concepts of the class to this point.

Section 8 – Business Process Automation in Power Automate

  • Introduction to Power Automate
  • Understanding Instant, Scheduled, and Push Button Workflows
  • Working with Workflow Triggers
  • Understanding Workflow Actions
  • Understanding Workflow Controls
  • Creating a Flow in Power Automate integrated with Microsoft Forms
  • Working with the SharePoint Built-In Sign Off Flow

Lab 6 – Creating and Using Power Automate Flows

Section 9 – SharePoint Site Design

  • Working with SharePoint Modern Pages
  • Review of SharePoint Web Parts
  • Creating New SharePoint Pages

Lab 7 – Customizing Your SharePoint Pages