Are you looking for simple, effective and concrete techniques to increase the efficiency of your document management in SharePoint?
This training course will teach you how to build SharePoint sites to manage your documents efficiently. In addition to discovering the essentials for building a practical, effective SharePoint site, you'll learn about common mistakes to avoid.
Our approach is to teach you how to use SharePoint to its full potential without programming. We offer simple, proven methods to help you improve the efficiency, mobility, collaboration and corporate memory of your teams.
Audience
This course is for any manager or person who regularly works in a team and wants to set up effective work, collaboration and sharing processes.
Prerequisites
Training Optimise the SharePoint team site connected with Microsoft Teams or equivalent.
Knowledge of the Microsoft 365 cloud environment (including OneDrive and Teams) is strongly recommended.
Objectives
Discover a set of methods and techniques in SharePoint to better organize and manage documents.
Distinguish between a team site and a communication site.
Contents
The structure of classic versus modern sites - Creating sites and sub-sites
Relationship between SharePoint and Microsoft Teams
Creating an effective basic collaborative structure integrating SharePoint and Teams
The most important Microsoft 365 elements for a successful team site
The essential steps to successfully implement a Team site.
Create and customize lists in SharePoint
Benefits of list views (sorting, filters, groups) - Columns, fields and forms
Create and customize libraries. - Add folders and files - Manage versions. - Manage library views
Understanding document management: - How to use metadata and columns. - Management by extraction, when, why and how. - Managing content types. - Site columns and document sets
Tips and tricks to handle documents efficiently.
Using and managing alerts.
Organizing site navigation.
Creating and customizing modern site pages - Managing and using Web Parts - Connecting Web Parts to each other - Integrate existing content in Office 365
The different security management: - In team sites linked to teams - In communication sites - In classic sites
Manage access rights.
The synergy between Microsoft 365, SharePoint and Microsoft Office:
Connect your data in Excel.
Save and manage SharePoint documents (Excel, PowerPoint, Word) in the Office desktop application.
Ghislain Parent has more than 30 years of experience in project management in the fields of training, communication, IT and new technologies, including several years as an entrepreneur. Ghislain has worked at AFI Expertise as a professional efficiency trainer and consultant since 2013. He helps people leverage tools such as Office 365, SharePoint, Teams and OneNote, in addition to mobile technologies such as Android and Apple devices.
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
