Microsoft Private On-Demand

SharePoint Online Power User Training (SPO201)

2 days
Microsoft SharePoint

Build advanced SharePoint Online skills in site design, metadata, approvals, Power Apps forms, governance, document routing, and efficient document management.

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal responses same day as request
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Price per student
$99.90 or 2 vouchers
  • On-Demand 24/7
  • Readings, Video Presentations, Exercises
  • Quizzes to knowledge check
  • Life-Time Access

Course Overview

Develop the skills to configure and manage advanced SharePoint Online solutions that improve collaboration, navigation, content governance, and document management. Through practical exercises, you will create and brand communication sites, configure hub sites, and organize content with managed metadata.

You will also work with content approval and Power Automate, customize list forms with Power Apps, apply information management policies, automate document routing with Content Organizer, and configure Document ID and Document Sets.

Course Benefits

  • Learn how to create and customize SharePoint Online Communication Sites for enhanced collaboration.
  • Gain expertise in branding SharePoint sites and using PowerShell to save custom themes.
  • Understand how to configure SharePoint Hub Sites for better navigation and content organization.
  • Master the use of managed metadata, term stores, and metadata columns to structure and manage content efficiently.
  • Learn to enable and use content approval workflows with Power Automate for improved content governance.
  • Build custom forms using Power Apps and integrate them with SharePoint Online lists to streamline data entry processes.
  • Define and implement information management policies to enforce compliance and manage retention of content.
  • Automate content organization through the Content Organizer feature for efficient content distribution and management.
  • Learn to activate and configure Document ID services for tracking and organizing documents across SharePoint libraries.
  • Activate and configure Document Sets to organize and manage groups of documents as a single entity for efficient project management.

Delivery Methods

Private Class
Delivered for your team at your site or online.
On-Demand
Learn at your own pace with 24/7 access.

Course Outline

  1. Communications Site
    1. How to Create a SharePoint Online Communication Site
    2. Creating a SharePoint Online Communication Site (Exercise)
    3. How to Brand a SharePoint Online Communication Site
    4. Using PowerShell to Save a New Custom Theme in SharePoint Online
    5. How to Add Items to a Mega Menu in SharePoint Online
    6. How to Brand a SharePoint Online Communication Site (Exercise)
  2. Hub Sites
    1. SharePoint Online Hub Sites
    2. Configuring a SharePoint Online Hub Site (Exercise)
  3. Managed Metadata
    1. How to Create a Term Store Group and Term Set in SharePoint Online
    2. How to Create and Use Managed Metadata Columns in SharePoint Online
    3. Creating a Term Store Group and Term Set (Exercise)
    4. Creating Managed Metadata Columns (Exercise)
  4. Content Approval
    1. Enabling Content Approval
    2. Using the Power Automate Page Approval in a SharePoint Online Library
    3. Enabling and Using SharePoint Content Approval (Exercise)
    4. Automating Page Approval with Power Automate and SharePoint (Exercise)
  5. Custom Forms and Power Apps
    1. Customizing SharePoint Forms
    2. Creating Custom Forms for a SharePoint List with Power Apps
    3. Creating a Custom Power App Form for a SharePoint Online List (Exercise)
  6. Information Management Policy
    1. Information Management Policy Basics
    2. Define an Information Policy for a Content Type
    3. Defining an Information Policy for a List
    4. Create an Information Management Policy for a List (Exercise)
  7. Content Organizer
    1. Activating the Content Organizer Feature
    2. Configuring Content Organizer Settings
    3. Configuring Content Organizer Rules
    4. Activating and Configuring the Content Organizer Feature (Exercise)
  8. Document ID Service
    1. Activating the Document ID Feature
    2. Configuring Document ID Settings
    3. Activating and Configuring the Document ID Service (Exercise)
  9. Document Sets
    1. Activating the Document Sets Feature
    2. Creating a Document Set Content Type
    3. Adding a Document Set Content Type to a Library
    4. Configuring Document Sets Feature (Exercise)

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Microsoft SharePoint class:

  • Working familiarity with basic SharePoint Online features.
  • Basic PowerShell knowledge for the theme customization tasks.
  • Experience using Microsoft 365 applications, including SharePoint, Teams, or Power Apps.

Experience in the following would be useful for this Microsoft SharePoint class:

  • Familiarity with Power Automate is helpful but not required.
  • Experience with document management or organizational tools can help when applying the advanced SharePoint features covered.

Prerequisite Courses

Courses that can help you meet these prerequisites:

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