SPSF-SPDS

Complex User SharePoint Course - From User Level to Customization

Form of participation
Form of training
Length of training
  • 4 day (4×8 Lessons)
  • daily 9:00 - 17:00
Available languages
  • Hungarian
Dates

Training price

359 000 Ft
+ VAT/person
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Trainer recommendation

Hegedüs Tamás

Hegedüs Tamás trainer

In this comprehensive training, we’ll go from beginner level to designing and implementing more complex SharePoint solutions. The training starts with the framework structure, followed by an overview of the customization options for Lists and Document Libraries, and then continues to creating custom Views that best support user experience. We’ll also examine the possibilities and limitations of custom interface design. Setting permissions is one of the most important elements of SharePoint. You’ll learn how to create a permissions system, both theoretically and practically. We’ll also explore how to automate processes using Workflows and create complex automations, taking it all the way to the point where we must raise our hands and say, "From here on, it's a programmer’s task."

Description

The aim of the training is to demonstrate the potential of SharePoint and to familiarise you with the SharePoint user interface and features. The course will guide users through the SharePoint applications, which will facilitate and speed up the daily workflow in their own area. Particular emphasis will be placed on how older On-Premise systems worked and how these have been transformed into Cloud-based solutions, and the potential of the latest versions. After learning about user functionality, the training will enable participants to independently create advanced customisation solutions, custom applications and forms, and advanced views in SharePoint systems. The course will also cover the necessary basic skills to optimise and customise SharePoint workflows using both SharePoint Designer and Power Automate.

Outline

A brief introduction to SharePoint

  • What is SharePoint and what is it for?
  • Introducing SharePoint as a platform
  • SharePoint's potential uses
  • Differences between Cloud and On-premise systems

The SharePoint hierarchy and its relationship with permissions

  • Farm, WebApp, Site Collection, Site, Subsite, List and Warehouse, Items, Documents
  • Office 365 Groups principles and comparison with SharePoint groups
  • Full Access, Planner, Collaborator, Reader, Viewer Only

Access SharePoint, log in to SharePoint

  • Access the SharePoint interface, log in to SharePoint
  • Frequently used Authentications
  • The role of ActiveDirectory

Introduction to the SharePoint interface

  • Comparison between Classic and Modern look
  • Navigation options
  • Important headings bar
  • Top link bar
  • Share menu
  • Site content
  • Website settings
  • Home page

Introduction to basic SharePoint features

  • How a demo document store works
  • File upload
  • Editing
  • Joint editing
  • Search
  • Filter
  • Which features do not work when editing online?

Tracking, Notifications

  • Set notifications for List, Repository, Manage notifications

SharePoint nomenclature

  • The role of nomenclature
  • Where to apply the nomenclature
  • Allowed and not recommended characters

Pre-built applications for SharePoint

  • Contacts list
  • Gallery
  • Calendar
  • To-do list
  • Wikimedia calendar
  • Website tools
  • Brief introduction to custom lists and their uses

Calendar management

  • Differences compared to a normal list
  • Calendar views
  • Outlook integration
  • Collaborative calendar management

Task list management

  • Adding tasks, managing them
  • Hierarchy of tasks and their management
  • Task groups
  • Task list views

General presentation of lists

  • How lists work and how to use them
  • Adding a new item
  • View items
  • Edit an item
  • Delete an item
  • Using the quick edit function

Version management

  • Using and managing versions
  • Reverting to a previous version
  • Compare versions for documents (Stores)
  • Exception and exception throwing

Managing columns in Lists and Stores

  • Modifying existing columns
  • Adding new columns
  • Column types and their use

Managing views

  • Creating views
  • Modify views
  • Delete views
  • View from filter
  • Sort by

Differences between Lists and Stores

  • Clarify differences, item and document
  • Differences in use

General description of the stems

  • How lockers work and how they are used
  • Adding a new document
  • View document
  • Edit document
  • Delete a document
  • Differences between online and desktop applications
  • Advanced features of Office programs related to SharePoint

Manage files stored in SharePoint on the computer programs installed on your computer

  • Accessing and managing files from Explorer
  • Managing files via the Explorer

Managing pages

  • Create, manage and edit tabs
  • Insert images, links
  • Insert lists, list views

Promoted links, Tile management

  • Creating promoted links
  • Managing promoted links
  • Modifying promoted links
  • Linking Web site tools to Promoted Links

Eligibility management

  • Hierarchy of privileges
  • Overview of authorisation levels
  • Introduction of new levels
  • Modify existing levels
  • Group level user management

The architecture and functional background of (SharePoint) websites ismertetése

  • A brief description of how websites and web requests work, or how a website is set up at the user

Content types and site columns

  • Reusable custom column types and document templates options for creating

Column validation options, how they work

  • Column validation
  • List validation

Introduction to the basics of HTML language editing

  • HTML for understanding and editing SharePoint pages syntax and basic elements of HTML

Overview of SharePoint's built-in editing capabilities

  • 3 types of tabs

Introduction to SharePoint Designer

  • Introducing the SharePoint Designer interface, the program possibilities and features of the program

Managing existing SharePoint views in Designer

  • In more complex cases, it may be necessary to touch at code level the views

Managing Lists and Stores in Designer

  • Additional options in SharePoint Designer for Lists and Trees management, properties management and application management moving applications

About workflows in general

  • What is a workflow?
  • How does it work?
  • What makes them useful?
  • Startup settings
  • The dangers of triggering, restarting workflows

Creating a Workflow 2013 using SharePoint Designer

  • Building a workflow builder workflow window
  • List-based workflow
  • Steps, Stages

Create your own workflow

  • Sending by e-mail
  • Branches, conditions
  • Change fields with workflow
  • Create new items with workflow
  • Allocate entitlements

Creating workflows with Power Automate

  • What principles have changed with cloud-based solutions?
  • Miscellaneous questions
  • Structure of the interface
  • Create simple workflows
  • Share on
Outline (PDF)

Prerequisites

Basic computer skills, basic internet skills, basic word processing skills, basic spreadsheet skills.