Professional Course
4.5 (2 Reviews)

Microsoft® 365 SharePoint Essentials - Level 1

2 days
695 USD
Next course start
Contact provider for more information. See details
2 days
695 USD
Next course start
Contact provider for more information. See details
This provider usually responds within 48 hours 👍

Course description

This two-day instructor-led course introduces SharePoint users to the toolbox of essential skills in working with sites and site collections. Participants will create new sites in SharePoint, configure lists, libraries, pages and other site assets, manage site settings, assign permissions and access rights, and work collaboratively with files and documents.

Upcoming start dates

1 start date available

Contact provider for more information.

  • Classroom
  • Ottawa

Who should attend?

Site Owners and Site Members.Employees at all levels of the organization, who have a basic understanding of SharePoint and are site owners or who are members of SharePoint sites within their workgroups.

Training content

Creating and Customizing Sites

  • Describe SharePoint capabilities and Site types
  • Create a new Team Site
  • Customize default Site Pages
  • Customize Site Information
  • Explore Site Settings
  • Explore the Next Steps Menu
  • Delete a Site

Designing Sites

  • Understand the Modern vs. Classic Experience
  • Change the Site Look and Header Options
  • Modify Links in the Quick Launch Pane
  • Change the Site Theme and Design Options

Customizing Document Libraries

  • Work with the default Documents Library on a Team Site
  • Customize default Documents Library Settings
  • Customize the Default View
  • Work with Versions and Metadata

Adding and Requesting Apps

  • Request an App for Approval
  • Add an App from the Settings Menu
  • Customize App Settings
  • Manage and Delete Apps

Creating Libraries and Customizing Content Types

  • Create and Customize a Library
  • Create a Content Type
  • Add Site Columns to a Content Type
  • Add Content Types to a Library
  • Enable Metadata Navigation and Filtering
  • Manage and Delete Libraries

Creating Lists

  • Work with Lists in SharePoint, Teams and Microsoft® 365
  • Create a new List from Excel Data
  • Create a new List from a Template
  • Customize a List
  • Manage and Delete Lists

Creating Pages

  • Understand the Modern vs. Classic Experience
  • Create a Blank Page
  • Publish a Page
  • Create a Page Template
  • Create a Page from a Template
  • Manage and Delete Pages

Using and Configuring Search in SharePoint

  • Understand the Modern vs. Classic experience and Search Center
  • Understand Microsoft® Search in SharePoint
  • Understand the Context of the Search Box
  • Manage Items that are allowed to appear in Search Results 
  • Reindex a Site

Managing Site and Site Collection Administration

  • Understand the Site and Site Collection Administration Settings
  • Explore Site Usage Metrics
  • Collect Page Performance Metrics

Managing Access to SharePoint Sites

  • Understand Team Site vs. Communication Site Permissions
  • Work with Microsoft® 365 Groups
  • Work with SharePoint Groups

Customizing SharePoint Permissions

  • View and Manage Access for Documents and Other Securable Objects
  • Manage Shareable Links
  • Apply Unique Permissions and Reapply Inherited Permissions

Working with SharePoint and Teams

  • Interact with SharePoint Sites from Teams and Channels
  • Create a SharePoint Site from Teams
  • Add Team Channels
  • Add a Teams tab to a SharePoint Page

Managing Files and Deleted Items

  • Upload and Download Multiple Files
  • Download a Document Library
  • Delete and Recover Items from the Recycle Bin

Managing and Co-authoring Documents

  • Check Out and Check In a Document
  • Roll Back Changes
  • Co-author a Document
  • Manage Document Links

Course delivery details

Upon completion of this course, participants will be able to:

  • create and customize SharePoint sites
  • design SharePoint sites
  • create and customize document libraries
  • customize content types
  • create and customize lists
  • create and customize pages
  • use and configure the search experience
  • manage site and site collection administration
  • manage access to SharePoint sites
  • manage permissions
  • create and manage SharePoint sites from Teams
  • manage files
  • manage and co-author documents

Why choose BBLN?

In operation for over 20 years, Building Blocks takes a consultative approach to customer engagement to deeply asses the needs. We offer a variety of options for consideration.

All of our instructors have a minimum of 20 years of teaching experience using adult learning theory.

We can proudly say that our customers routinely say we exceeded their expectations and in doing so, we offer many benefits that are included in the service and pricing.


Average rating 4.5

Based on 2 reviews.
Write a review!
11 Jul 2019

Instructor knows eveything. Amazing.

04 Apr 2019

The instructor was very flexible with the topics based on the requirements of the participants.

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Building Blocks Learning Network
170 Laurier Ave. West, Suite 700
K1P 5V5 Ottawa Ontario

Building Blocks Learning Network

Building Blocks Learning Network (Building Blocks) is a training company with over 20 years of experience in Adult Education. Our specific expertise includes professional development in the areas of Executive Leadership, Management and Leadership, Coaching, Policy Development, How Government Works,...

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