SharePoint 2016 / Office 365 SharePoint Online
Fundamentals Course Details

Intended for: Power Users / Site Administrators / Forms and Workflows Designers / Business Intelligence Analysts

The SharePoint Fundamentals class presents all the essential SharePoint features, information organization decision points, forms and workflows design, as well as business intelligence topics. The course does not require any prior knowledge of SharePoint. If you’ve already been working with SharePoint, the course will clear up areas that might be confusing and introduce you to new not so obvious functionality.

Learn the following topics:

  • What’s new in SharePoint Server 2016
  • Learn core SharePoint features:
    • Learn to use sites, lists, columns, views, versions, alerts
    • Use co-authoring and track changes to make real time document editing simple
    • Utilize metadata and folders together to make content findable and manageable
    • Manage permissions, site templates, features, and recycle bin
    • Understand the different page types and expose the right information using web parts
    • Use newsfeed to follow colleagues’ activities, and share expertise through user profile
    • Learn out of box approval workflows
    • Create a site collection mapped to organizational structure from start to finish
  • Improve business processes with forms and workflows:
    • Design InfoPath forms mapped to SharePoint lists and libraries to collect information
    • Create SharePoint Designer workflows that process information submitted through forms
    • Customize approval workflows through SharePoint Designer
  • Get insights from business intelligence:
    • Utilize Excel data model, pivot tables, and PowerView to create reports
    • Create SharePoint pages and dashboards to deliver reports
    • Use PowerPivot to enhance Excel data model
    • Get data from APIs using Power Query
    • Create Power Map reports

Core Features

Power User / Site Administrator
    Introduction to SharePoint 2016 / SharePoint Online
  • Overview
  • History
  • What's New
  • How to Make SharePoint Successful
    Sites Organization
  • Content Creation and Organization
    • Site collection
    • Site
    • Top link bar
  • App launcher: SharePoint homepage
  • Site navigation
    • Quick launch bar
    • Site contents
  • Site Templates and Features
    • Features
    • Site template comparison
  • Columns
  • Filters
  • Views
  • Form configuration
  • Versions
  • Alerts
  • Large lists: metadata navigation and indexed columns
  • Search
  • Columns, views, managed metadata
  • Get a link functionality
  • Co-authoring and track changes
  • Syncing using OneDrive for Business
  • Versions
    • When are versions created
    • Check out / Check in
    • Major, minor, and approval
  • Folders vs. metadata
  • Search and Delve
    Pages, Web Parts, Apps
  • Classic and modern pages
  • Types of pages: Wiki, Standard, Modern, Application
  • Web Parts
  • Apps
  • What's not supported in modern pages
    Outlook Groups
  • Navigation
  • Group members and settings
  • Conversations
  • Calendar
  • Group library
  • Planner
  • Personal documents and site
  • User profile
    Personal and social features
  • User Profiles
  • MyAnalytics
  • Yammer
    Classic Tasks and Calendars
  • Tasks
    • Organize for project management
      • Indents
      • Timeline
  • Calendars
    • Connect to Outlook
    • Overlays in SharePoint
    Security and Permissions
  • Authentication vs. authorization
  • Permission levels
  • Site collection administrator
  • SharePoint groups
  • Sharing - Get a link functionality
  • Members groups security
  • External users
    Templates and Publishing Infrastructure
  • Site and list templates
  • Publishing infrastructure and limitations in the modern interface
    Project: Libraries and Lists
  • Research documents
    • Document library with metadata
    • Permissions by folder
    • Views without folders
    • Metadata creation and navigation
  • Project site management
    • Project directory
    • Project site template

    Custom Forms and Workflows

    Business Intelligence Analyst
    Microsoft Flow Basics
  • Events, actions, conditions, dynamic content
  • Create, Run, Check Flow
  • Demo: Training/class sign up
  • Demo: Recurrence, send monthly email
  • Demo: Flow buttons
  • Demo: Document approval
    Workflow deployment
  • Security
  • Seperate site collection
  • Reusable flow
    Microsoft Flow Custom Services
  • JSON and dictionary actions
  • SharePoint REST APIs
  • Read and write data from SharePoint
    Power Apps
  • Form Design
    • Visual layout
    • Logic and rules
    • Validation
    • External data
  • Forms with one to many relationships

    Business Intelligence

    Business Intelligence Analyst
    Business Intelligence Introduction
  • Definition
  • Information collection, analysis, and delivery
  • Microsoft product descriptions
    Excel and Data Modeling
  • Excel Data Model
    • Create tables and identify relationships
    • PowerPivot – advanced data model manipulation
  • Presentation
    • Pivot tables, slides, and charts
    • PowerView
  • Publishing to SharePoint
    • Cloud: or Office 365 SharePoint
    • On premise: SharePoint 2013 or 2016 with BI
    • Publishing options and permissions
    • Pages and web parts
    Excel with PowerPivot
  • Import data and create relationships
  • Calculated columns and DAX
  • Measures, hierarchies, and KPIs
    Excel PowerQuery
  • Getting data using PowerQuery from SharePoint lists and public APIs
  • Publishing to SharePoint or
  • Scheduling data refresh
    Power BI Desktop
  • Datasets
  • Visualizations
  • Reports, Dashboards, Tiles
    Gateways to on premise data
  • Gateways and datasources
    Power BI Security
  • Azure AD users
    • Groups workspaces
  • Dashboard security
  • External sharing and embedding
  • Row level security
  • SharePoint Security