SharePoint End User 365: Site Basics Course



Course Details:

Length: 1 day

Price: $450/person (USD)

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included?: Yes

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 

Course Overview

In many professional environments, people work collaboratively in teams. Information technology and applications facilitate this by enabling people to share, access, edit, and save information easily. Microsoft® SharePoint® is a platform specifically designed to facilitate communication and collaboration, enabling people to use familiar applications and web-based tools to create, access, store, and track documents and data in a central location. In this course, you will use SharePoint to access, store, share, and collaborate with information and documents.

Learning Objectives

In this course, you will use a typical SharePoint team site to work collaboratively with other team members. You will:

  • Launch a SharePoint site and navigate among the pages and resources provided by the site.
  • Use SharePoint lists to track and view information.
  • Use document libraries to store and organize documents.
  • Find, share, and archive content stored in SharePoint.
  • Author documents as a member of a SharePoint team site.
  • Use SharePoint workflow automation tools.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.


Course Notes

Versions That Can Attend: SharePoint 365
Course Taught With: SharePoint 365 Software and Courseware
Not Appropriate For: Macintosh versions of Office

Target Audience

This course is designed for Microsoft® Windows® and Microsoft Office users who are transitioning to a SharePoint environment and who need to access information from and collaborate with team members within Microsoft SharePoint.

 

Course Topics

Lesson 1: Navigating SharePoint Sites
  • Topic A: Launch SharePoint
  • Topic B: Gain Access to a Site You Didn't Create
  • Topic C: Navigate Within a SharePoint Site
  • Topic D: Access SharePoint from Your Mobile Device
Lesson 2: Using Lists to Track Information
  • Topic A: Add and Populate Lists
  • Topic B: Change View Options
  • Topic C: Create a Custom View
Lesson 3: Using Document Libraries to Share and Organize Documents
  • Topic A: Store Files in a Document Library
  • Topic B: Create and Use Document Templates
Lesson 4: Finding, Sharing, and Archiving Content
  • Topic A: Search for Items in Lists or Libraries
  • Topic B: Share Through Links
  • Topic C: Move Files Offline
Lesson 5: Authoring Documents as a Team
  • Topic A: Work Together on Documents
  • Topic B: Manage File Versions and Document Recovery
Lesson 6: Automating Business Processes
  • Topic A: Use Rule-Based Automation
  • Topic B: Use Power Automate to Automate a Workflow

 



Course FAQs

What Are the Available Class Formats?

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

What Is Navigating SharePoint 365 Sites?

SharePoint 365 is a powerful cloud-based platform that allows for collaboration and communication within organizations. With the ability to create and manage websites, document libraries, lists, and more, it has become an essential tool for businesses of all sizes. However, with its vast capabilities comes the need for users to know how to navigate and utilize the platform effectively.

Launching SharePoint

To access SharePoint 365, you can simply launch it from your web browser. Depending on your organization's settings, you may be prompted to enter your login credentials before accessing the platform.

Once you have logged in, you will be taken to the SharePoint home page, where you can access all of the sites and content within your organization.

Gaining Access to a Site You Didn't Create

If you need to gain access to a SharePoint site that you did not create, you can request access from the owner or site administrator. To do this, navigate to the site's URL and click on the "Request Access" button.

You will then be prompted to enter a reason for your request and submit it for approval. Once approved, you will have access to the site.

Navigating Within a SharePoint Site

Once you are on a SharePoint site, you can navigate through the different pages and content within it. The navigation menu on the left-hand side allows you to move between different sections of the site, such as libraries, lists, and pages.

You can also use the search bar at the top of the page to quickly find specific content within the site. Additionally, you can use the "Follow" and "Pin" options to keep track of important content within the site.

Accessing SharePoint from Your Mobile Device

SharePoint 365 also has a mobile app available for iOS and Android devices. This allows you to access your sites and content on-the-go, making it easier to stay connected and productive.

To access SharePoint on your mobile device, download the app from the App Store or Google Play Store and log in with your credentials. You can then access all of your sites and content, as well as collaborate with team members, directly from your phone or tablet.


Navigating SharePoint 365 sites is essential for effectively utilizing this powerful platform. By understanding how to launch SharePoint, gain access to sites, and navigate within them, you can make the most out of its features and improve collaboration within your organization. With the option to access SharePoint from your mobile device, you can stay connected and productive from anywhere. So, take some time to familiarize yourself with these basic navigation techniques and discover the full potential of SharePoint 365 for your business

What Is Using Lists to Track Information in SharePoint 365?

Using lists is an essential aspect of managing information in SharePoint 365. A list is a collection of information, organized in rows and columns, similar to a spreadsheet. However, it offers more flexibility and advanced features compared to Excel spreadsheets.

Lists are highly customizable, making them ideal for tracking various types of information within an organization. They can be used to store anything from simple text to complex data, such as images, documents, and contacts.

Add and Populate Lists

To add a list in SharePoint 365, navigate to the site where you want to add the list and click on the "Settings" gear icon. From the menu, select "Add an app." This will bring up a list of available apps; select "List" from the options.

You can then name your list and choose a template that best suits your needs. SharePoint 365 offers various templates for different types of lists, including announcements, contacts, tasks, and more. You can also create a custom list by selecting "Custom List" as the template.

Once your list is created, you can start populating it with data. To add items to your list, simply click on the "New" button and fill in the necessary information. Depending on the type of list, you can add multiple columns to capture specific details about each item.

Change View Options

SharePoint 365 allows you to customize the view of your lists, making it easier to navigate and analyze data. By default, lists have a standard view that displays all items in a tabular format. However, you can change this view by clicking on the "View" dropdown menu and selecting "Create View."

You can then choose from various view options, such as a calendar view, which displays items in a monthly or weekly format, or a Gantt view, which displays tasks and their progress in a timeline. You can also customize the columns displayed in each view to focus on specific information.

Create a Custom View

In addition to changing the existing views, you can also create your custom views in SharePoint 365. This allows you to tailor the list display according to your specific needs.

To create a custom view, click on the "View" dropdown menu and select "Create View." Then, choose "Standard View" as the type and give your view a name.

You can then customize the view by selecting which columns to display, applying filters or sorting options, and even grouping items by a particular field. This allows for more efficient data analysis and makes it easier to track specific information within the list.

Using lists in SharePoint 365 is an effective way to manage and track information within your organization. With its customizable features and various view options, lists offer a flexible solution for organizing and analyzing data. So the next time you need to track information, consider using lists in SharePoint 365 for a more efficient and streamlined process.

What Are SharePoint 365 Document Libraries to Share and Organize Documents?

Document management is an essential task for any business or organization. With the rise of digital files, it can be challenging to keep track of important documents and ensure they are easily accessible to those who need them. This is where SharePoint 365 document libraries come in.

SharePoint 365 document libraries are a central location in the SharePoint Online platform where you can store, organize, and collaborate on documents with your team. These document libraries are essentially folders that contain files, making it easy to find and share important documents. They offer a wide range of features that help make document management more efficient and streamlined.

Store Files in a Document Library

One of the main benefits of using a SharePoint 365 document library is the ability to store files in a centralized location. This eliminates the need for multiple copies of documents floating around and provides a secure place for all your important files.

Not only can you store files, but you can also organize them into folders and subfolders within the document library. You can even create different views to customize how your documents are displayed, making it easier to find what you need.

Create and Use Document Templates

Another useful feature of SharePoint 365 document libraries is the ability to create and use document templates. These are pre-formatted documents that can be easily customized and reused for different purposes. For example, you can create a template for meeting minutes or project proposals, making it quicker and more efficient to create these documents in the future.

Document templates can save time and effort for both individuals and teams, as they provide a consistent format and layout for important documents. This helps maintain a professional image for your business or organization.


SharePoint 365 document libraries offer a simple yet powerful solution for storing, organizing, and collaborating on documents. With features such as file storage, folder organization, and document templates, they can help streamline your document management processes.

What Is SharePoint 365 Finding, Sharing, and Archiving Content?

SharePoint 365 is a powerful platform that allows organizations to easily find, share and archive content. It is a cloud-based service provided by Microsoft that integrates with other Office 365 applications such as OneDrive, Outlook and Teams.

One of the key features of SharePoint 365 is its ability to help users easily find relevant content. With its robust search capabilities, users can quickly locate documents, files and other content within their organization's SharePoint site. This saves valuable time and increases productivity, as employees no longer have to spend hours searching through different folders and drives for the information they need.

Another major benefit of SharePoint 365 is its strong collaboration capabilities. Users can easily share files and collaborate on projects in real time, regardless of the location or device, they are using. This promotes teamwork and enhances communication within the organization, leading to better collaboration and results.

SharePoint 365 offers a secure platform for archiving important content. With its document management capabilities, organizations can ensure that their important files and documents are stored safely in one central location. This not only makes it easier to access archived content when needed but also helps maintain data integrity and compliance with regulatory requirements.

SharePoint 365 is a comprehensive solution for finding, sharing and archiving content within organizations. Its powerful features promote collaboration, increase productivity and provide a secure platform for storing important information. With its seamless integration with other Office 365 applications, it has become an essential tool for businesses of all sizes. Organizations looking to improve their content management and collaboration should consider implementing SharePoint 365. Whether it's for a small team or an entire organization, this platform has the potential to transform the way you work and enhance your overall business efficiency.

What Is Authoring Documents as a Team in SharePoint 365?

SharePoint 365 is a web-based collaborative platform developed by Microsoft. It allows teams to work together on projects, share files, and communicate in real time. With SharePoint 365, team members can access and co-author documents simultaneously, making it easier to complete tasks efficiently. This feature ensures that everyone is on the same page and has access to the most updated version of the document.

Authoring documents as a team in SharePoint 365 offers many benefits for businesses. It promotes collaboration and communication among team members, which leads to better decision-making and problem-solving. With the ability to work together on documents in real time, teams can quickly address any issues or make necessary changes without delay.

SharePoint 365 provides a centralized location for all documents and files related to a project. This eliminates the need for multiple versions of a document floating around and prevents confusion over which one is the most current. It also makes it easier to track changes and keep a record of previous versions.

SharePoint 365 allows for seamless integration with other Microsoft Office applications, such as Word, Excel, and PowerPoint. This means that team members can work on documents in their preferred format and then easily share and collaborate on them through SharePoint 365.

Authoring documents as a team in SharePoint 365 is an efficient and effective way to streamline teamwork and achieve success. With its collaborative features and integration with other Microsoft Office applications, SharePoint 365 is a valuable tool for businesses looking to foster collaboration and boost productivity. So if you haven't already, consider implementing SharePoint 365 into your teamwork processes today.

What Is Automating Business Processes in SharePoint 365?

Businesses and organizations are constantly looking for ways to improve their efficiency, streamline processes and save time. Automating business processes in SharePoint 365 is one such way that they have found beneficial. SharePoint 365 is a cloud-based platform developed by Microsoft that allows businesses to store, organize and share documents and information.

Automating business processes in SharePoint 365 involves using its built-in workflow capabilities to automate routine and repetitive tasks. This allows businesses to standardize their processes, reduce errors and save time by eliminating the need for manual input. With SharePoint 365, organizations can create custom workflows that trigger actions based on certain conditions or events. For example, a document approval process can be automated so that when a new document is uploaded, it goes through an automatic approval process before being published.

One of the key benefits of automating business processes in SharePoint 365 is increased efficiency. By eliminating manual tasks, businesses can save time and resources, allowing them to focus on more important aspects of their operations. In addition, automation helps to standardize processes and reduce errors, ensuring consistency and accuracy in workflow execution.

Another advantage of using SharePoint 365 for process automation is the ability to track and analyze data. With automated workflows, businesses can gather valuable data on their processes, such as completion times and bottlenecks. This information can then be used to identify areas for improvement and make data-driven decisions.

Automating business processes in SharePoint 365 offers numerous benefits for organizations of all sizes. It increases efficiency, standardizes processes, reduces errors and provides valuable data for analysis. With the constantly evolving business landscape, utilizing tools like SharePoint 365 to automate processes can give businesses a competitive edge and help them stay ahead of the curve. So, it is no surprise that more and more businesses are turning to SharePoint 365 for efficient process automation solutions.





Related Microsoft SharePoint Information:

How Much Do Microsoft SharePoint Training Courses Cost?

Public instructor-led Microsoft SharePoint course prices start at $900 per student. Group training discounts are available.

Self-Paced Microsoft SharePoint eLearning courses cost $475 at the starting point per student. Group purchase discounts are available.

What Microsoft SharePoint Skills Should I Learn?

A: If you are wondering what Microsoft SharePoint skills are important to learn, we've written a Microsoft SharePoint Skills and Learning Guide that maps out SharePoint skills that are key to master and which of our courses teaches each skill.

Read Our Microsoft SharePoint Skills and Learning Guide

How Can I Learn Microsoft SharePoint?

A: How you learn Microsoft SharePoint can be influenced by a number of factors, including whether you’re a beginner or an advanced user, your budget, and the educational resources available to you. While a number of free resources can train employees, paid courses are generally more effective, especially when it comes to understanding administrator duties. Signing up for online courses can offer a few benefits, including schedule flexibility, the ability to study at home, and self-paced learning.

More Information on How to Learn Microsoft SharePoint

What is the best way to learn SharePoint?

A: There are a few different ways to learn SharePoint, depending on your needs and preferences. You can take classes online from companies like Certstaffix Training, or attend group onsite training sessions if you're part of a corporate team. You can also find many helpful guides and tutorials online that can walk you through the basics of using SharePoint. Whichever method you choose, make sure you have a good understanding of the platform before you start using it for your business.

How long does it take to learn SharePoint?

A: SharePoint is a powerful tool, and it can take some time to learn how to use all of its features. The good news is that Certstaffix Training offers both online and onsite classes to help you get up to speed quickly. You can expect to spend several days learning SharePoint, whether in an instructor-led class or self-paced eLearning. The key is to practice and keep using what you learn after training to maintain and further improve your SharePoint skills.

Our SharePoint classes are designed to give you the skills you need to be successful with SharePoint, and our experienced instructors can answer any questions you may have. Contact us today to learn more about our SharePoint training options.

Is Microsoft SharePoint difficult to learn?

A: SharePoint is a powerful tool, but it can be difficult to learn if you don't have the right training. Certstaffix Training provides classes online and onsite that can help you get the most out of SharePoint.

There are other ways to learn Microsoft SharePoint, including online tutorials, books, and articles. However, these methods can be difficult and time-consuming, and they may not provide all the information you need. That's why classes are often the best way to learn SharePoint. Certstaffix Training provides comprehensive classes that will teach you everything you need to know about this powerful tool. Contact us today to get started.

What are the options to learn SharePoint?

SharePoint is a popular web-based collaborative platform developed by Microsoft. It offers businesses and organizations a centralized location to store, organize, share, and access information from any device with internet access.

In order to take full advantage of all the features and capabilities of SharePoint, it is important for individuals to undergo training and obtain certification. SharePoint training certification not only enhances their knowledge and skills, but also adds value to their professional profile.

Why Choose Microsoft SharePoint Certification Training

SharePoint certification training prepares individuals to effectively use the platform in a variety of settings. It covers all aspects of managing and administering SharePoint environments, as well as designing and developing solutions using the platform's features. From basic functionality to advanced customization, this training equips individuals with the necessary skills to utilize SharePoint to its fullest potential.

Benefits of SharePoint Certification

Earning a SharePoint certification demonstrates a high level of proficiency and expertise in using the platform. It also provides individuals with credibility and recognition among employers, colleagues, and clients. Additionally, it opens up opportunities for career advancement and higher paying job positions.

Types of SharePoint Certifications

There are multiple certifications available for SharePoint, catering to different roles and skill levels. These include:

  • Microsoft 365 Certified: Teamwork Administrator Associate
  • Microsoft 365 Certified: Developer Associate
  • Microsoft 365 Certified: Enterprise Administrator Expert
  • Sharepoint Server 2019 - Core Solutions (MS-300)
  • Sharepoint Server 2019 - Advanced Solutions (MS-301)

SharePoint Online Certification

SharePoint Online is the cloud-based version of SharePoint and has become increasingly popular among businesses. As such, there are specific certifications available for individuals who want to specialize in this aspect of SharePoint.

  • Microsoft 365 Certified: Teamwork Administrator Associate
  • Microsoft 365 Certified: Developer Associate

SharePoint and Teams Training

Along with SharePoint, Microsoft Teams is another collaboration tool that is gaining popularity in the business world. Many organizations use both of these tools together to enhance communication and productivity. As a result, specialized training for using both platforms together has become increasingly important.

Conclusion

In today's digital age, having a strong understanding of SharePoint is essential for individuals looking to excel in their career. Searching for "sharepoint training microsoft" or "training sharepoint" brings up many options. Look no further than Certstaffix Training. We provide SharePoint and Teams training in both instructor-led and self-paced eLearning formats.

Obtaining certification not only showcases expertise in the platform, but also provides valuable skills that can be applied in various professional settings. With a variety of certifications available, individuals can choose the one that best suits their role and career goals. So if you are looking to enhance your knowledge and skills in SharePoint, consider enrolling in a SharePoint certification training course today!

What are the top SharePoint skills?

A: As a versatile and widely used collaboration platform, SharePoint boasts a wealth of features that can be harnessed by businesses of all sizes. To get the most out of SharePoint, it’s important to have a team with the right skillset. Here are some of the top SharePoint skills your team should possess:

Top SharePoint Skills

1. Document Management - Document management is a key part of many business processes, and SharePoint offers robust tools for managing documents at scale. A good understanding of document management principles is essential for getting the most out of SharePoint.

2. Business Process Automation - SharePoint can be used to automate a variety of business processes, from onboarding new employees to tracking customer orders. Having a team member with experience in business process automation can help you take full advantage of SharePoint’s capabilities.

3. Reporting and Analytics - SharePoint provides a wealth of data that can be used to improve business decision making. A team member with strong reporting and analytics skills can help you make the most of this data.

4. User Experience Design - A good user experience is essential for any software platform, and SharePoint is no exception. A team member with experience in user experience design can help you ensure that your SharePoint implementation is easy to use and provides a great experience for your users.

5. Information Architecture - Information architecture is critical for any large-scale software implementation, and SharePoint is no different. A team member with experience in information architecture can help you ensure that your SharePoint implementation is well organized and easy to navigate.

Having a team with the right skillset is essential for getting the most out of SharePoint. By ensuring that your team has expertise in key areas like document management, business process automation, and reporting and analytics, you can maximize the value of your SharePoint investment.

Where Can I Learn More About Microsoft SharePoint?

SharePoint Blogs

SharePoint User Groups

SharePoint Online Forums

Explore SharePoint Training Classes Near Me:

Certstaffix Training provides SharePoint classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of SharePoint concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your SharePoint skills. Start learning today and see how Certstaffix Training can help you reach your goals.







Registration:

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10/21/2024 10:00:00 AM
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Registration Deadline - 10/06/2024

 

11/25/2024 10:00:00 AM
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12/20/2024 10:00:00 AM
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4/2/2025 10:00:00 AM
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9/25/2025 10:00:00 AM
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11/19/2025 10:00:00 AM
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