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Microsoft 365 SharePoint

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Microsoft 365 SharePoint is a collaboration platform that allows multiple users to share documents, exchange ideas, and work together.

This course is intended to help SharePoint users understand how to create and manage sites, covering the user interface; showing users how to create new sites, libraries, lists, apps, and pages; and how to change site settings and manage site options. A brief user’s guide is also provided to help administrators train site users.

By the end of this course, users should be comfortable with creating new sites in SharePoint, adding and configuring libraries and other site assets; configuring site settings, assigning permissions and access rights; and working with advanced site options. They should also be familiar with basic user tasks, such as accessing the site, using document libraries, and working with files.

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About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Creating a New Site

TOPIC A: Create a Site

What is SharePoint?

Creating Your Site

Customizing the Home Page

Using the Site Settings Menu

Using the Site Settings Page

Activity 1-1: Create a Site

TOPIC B: Customize a Site

Using Next Steps

Customizing Navigation Options in the Quick Launch Pane

Changing Site Information

Deleting a Site

Activity 1-2: Customize a Site

TOPIC C: Design a Site

Accessing Design Options

Changing the Theme

Setting Header Options

Using the Site Settings Page to Change Design Options

Activity 1-3: Design a Site

Summary

Review Questions

Lesson 2: Adding and Configuring Libraries, Apps, Lists, and Pages

TOPIC A: Configure Document Libraries

Document Library Settings

Navigate the Documents – Settings Page

Change Library Name, Description, and Navigation Settings

Change Versioning Settings

Change Advanced Settings

Change Enterprise Metadata and Keyword Settings

Activity 2-1: Configure a Document Library

TOPIC B: Create Additional Libraries

Create a New Document Library

Create a New Custom Library

Use the Asset Library

View Libraries

Customize Libraries

Delete a Library

Activity 2-2: Create Additional Libraries

TOPIC C: Add Apps

Add an App

Use Apps

Customize Apps

Delete Apps

Activity 2-3: Adding Apps

TOPIC D: Add Lists

Add a List

Use Lists

Customize Lists

Delete Lists

Activity 2-4: Adding Lists

TOPIC E: Add Pages

Create a Page

View a Page

Edit a Page

Delete a Page

Activity 2-5: Adding Pages

Summary

Review Questions

Lesson 3: Configuring Site Settings

TOPIC A: Configure Site Search Options

What are Result Sources?

What are Result Pages?

Configure Site Search Settings

What is the SharePoint Search Center?

Activity 3-1: Configuring Site Search Options

TOPIC B: Configure Site Administration Settings

Site Administration Settings Group

Configure Regional Settings

View Site Usage Data

View Site Performance Data

Activity 3-2: Configuring Site Administration Settings

TOPIC C: Configure Site Navigation Settings

Customize Navigation Elements

Configure Quick Launch Options

Add Links to Other SharePoint Sites

Activity 3-3: Configuring Site Navigation Options

TOPIC D: Configure Site Permissions, Part 1

What are SharePoint Permissions?

What are SharePoint Groups?

SharePoint Permission Levels

Viewing Permission Settings

Activity 3-4: Configuring Site Permissions, Part 1

TOPIC E: Configuring Site Permissions, Part 2

What is Permission Inheritance?

What are Securable Objects?

Permissions for Securable Objects

Activity 3-5: Configuring Site Permissions, Part 1

Summary

Review Questions

Lesson 4: User’s Guide

TOPIC A: Getting Started with SharePoint

Navigate to a SharePoint Team Site

Components of a SharePoint Team Site

A Closer Look at Libraries

View a Document Library

Activity 4-1: Getting Started with SharePoint

TOPIC B: Working with Files

Upload Files

View and Edit Files

Create Files

Share Files

Delete Files

Activity 4-2: Working with Files

TOPIC C: Advanced Features

Check In and Check Out Files

View File Version History

Roll Back File Versions

Delete Versions

Activity 4-3: Using Advanced Features

Summary

Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Appendices

Keyboard Shortcut Quick Reference Sheet

Glossary

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