Microsoft SharePoint 365 – Effective use of program features and tool options

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident SharePoint navigation - You will understand how SharePoint 365 supports daily work, so you can quickly use features for information storage, team collaboration, content management and basic workflow scenarios.

Independent site creation - You will learn how to create and configure team, project and community sites, choose suitable templates, manage navigation and safely restore deleted site elements when needed.

Clear page design - You will build wiki and publishing pages, add content, links and Web Parts, and create clear workspaces that make business information easier for your team to access and use.

Better information structure - You will work with metadata, content types and information management rules, helping you organize documents properly and find the right data faster without clutter in lists and libraries.

Efficient lists and libraries - You will learn how to create and tailor lists, libraries and site columns, so you can organize tasks, documents and business data in a way that matches your team’s real workflow.

Secure content sharing - You will learn how to assign permissions, handle access requests and protect files, folders and apps, reducing the risk of exposing important content to the wrong users or groups.

Workflow automation - You will explore workflow scenarios and build work processes that streamline approvals, document circulation and repetitive team activities, making everyday operations more consistent.

Smarter content search - You will use advanced search more effectively, refine and adjust results, and locate documents, pages and business information faster when you need to act without unnecessary delays.

Training programme

1. Familiarizing participants with the basic assumptions and functionalities of SharePoint 365

SharePoint 365 – overview,
information storage,
web content administration,
group work,
workflow,
user roles (visitors, members, owners, administrators).

2. Discussion of ways to create, manage and modify sites in SharePoint 365

discussion of sites,
creating a new site,
site templates,
types of sites (team, project, community),
changing the appearance,
navigation,
deleting and restoring deleted sites.

3. Practical tips on designing pages in SharePoint

discussion of wiki-type pages,
adding pages,
attaching formatted content to pages,
links,
Web Part components,
deleting pages,
publication,
scheduling.

4. How to collect, store and share business information using SharePoint

metadata,
content types,
information management,
records center.

5. Instructions for adding and customizing apps available in SharePoint

lists and libraries,
site columns,
app templates,
modification of app content.

6. Discussion of security management principles in SharePoint 365

sharing files and sites,
access requests,
permission levels,
securing files, applications and folders.

7. Overview of business process automation possibilities

workflow scenarios,
creating workflows,
configuration of settings,
adding/removing workflows.

8. Presentation of social features in SharePoint

community sites, such as Blog,
newsfeeds.

9. Explanation of the operation of the advanced search mechanism in SharePoint

search criteria,
clearing results,
matching search results.

10. Training summary

What are the prerequisites for participating in the training?

Basic browser skills - You should be comfortable using a web browser, opening pages, switching between tabs and signing in to online services without needing support from another person.

Office document handling - You should know how to open, save and edit documents and recognize common file types, because the training focuses on working with content and business documents.

Teamwork awareness - You should understand how file sharing, team collaboration and information flow work, so you can more easily follow site structure, permissions and publishing topics.

Microsoft 365 account use - You should have basic experience signing in to Microsoft 365 services, because the training is based on working within the cloud environment of this platform.