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Microsoft

Course 55255-A: SharePoint for Office 365 End User Training

  • Duration: 3 days
  • Job Role: Developer

Course 55255-A: SharePoint for Office 365 End User Training

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This three-day instructor-led SharePoint for Office 365 End User Training class is for end users and site owners/managers new to working in a SharePoint environment in Office 365. The course teaches SharePoint basics such as working with lists and libraries, basic page customization, working with forms and managing site permissions and users.

Audience Profile

This course is intended for new and existing users of SharePoint. This course is for information workers.

Prerequisites

  • Basic Microsoft SharePoint for Office 365 skills.

Course outline

Module 1: SharePoint 365 Setup

Module Overview

This module explains how to set up SharePoint 365.

Lessons

SharePoint Online

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Set up the sample site for class.

Module 2: SharePoint 365 Introduction

Module Overview

SharePoint 365 is a collaboration tool at its heart. Its primary goal is to make it easy for users to find and share information, and there are many features built into SharePoint to facilitate this. SharePoint’s library system feature can provide a superior alternative to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use alternative to sharing spreadsheet files or more formal database tables. Both lists and libraries can be customized and extended to provide enhanced appearances and functionality. All of this collaboration can be done through a browser interface.

Lessons

SharePoint Online
Site Layout and Navigation
Layout
Navigation

Lab Sessions

Team Site Navigation

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Learn abbout SharePoint online.
Learn about SharePoint site hierarchy.

Module 3: SharePoint List Basics

Module Overview

Lists are a fundamental building block in SharePoint that provides a way for users to store and view data. SharePoint comes “out of the box” with many predefined list templates that are easy to use. Lists can be further customized by adding columns to store just about any type of information. Additionally, list columns can be validated as well as linked between other lists. Lists are a very flexible and powerful tool in SharePoint.

Lessons

Creating Apps Using List Templates
Creating Lists
Creating Lists Using List Templates
List Columns
Creating List Columns
Column Validation
Validating a List Column

Lab Sessions

Working with Team Site Lists
Create Custom Lists and Columns

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Work with List Templates.
Work with default lists in a Team Site.
Create a new list from a List Template.
Create a custom list.
Add columns to a list.
Control and validate input into list fields.
Link data from separate lists.

Module 4: Library Basics

Module Overview

SharePoint Libraries share the same characteristics as SharePoint lists such as columns, views, and validation to name a few. What distinguishes SharePoint libraries is that each item in a library has an underlying document. So in addition to the data stored in library columns, the document stores its own data based on the type of document. Because of the extra data that can be stored in columns that can be used to filter and search by and features such as versioning, libraries are considered a great replacement for the more traditional file server system. Libraries are, like lists, a fundamental building block in a SharePoint site.

Lessons

Library Templates
Creating Libraries
Creating a Document Library and Adding Columns
Managing Documents and Versioning
Checking Out Documents
Deleting and Restoring Documents
Versioning

Lab Sessions

Working with Team Site Libraries
Creating Libraries
Document Versioning

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Create new libraries using library templates.
Work with the different libraries in a default Team Site.
Add columns to a library.
Check out documents for editing.
Delete and restore documents from document libraries.
Enable versioning on a library.
Revert a library document to an earlier version.

Module 5: Working with Lists and Library Views

Module Overview

Views provide a flexible system to display SharePoint list and library data in an easy-to-read and easy-to-use manner. Every SharePoint list and library can have multiple views created and configured, and some list and library templates come with special views preconfigured. Views can be defined for personal use or shared use.

Lessons

Default Views
Explore Default Views
Custom Views
How to Create a Custom View

Lab Sessions

Creating Team Sites
Creating a Blog Site

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Use default views built into lists and libraries.
Create personal views.
Create shared views.
Configure views.
Set the default view for a list or library.

Module 6: Working with Sites

Module Overview

All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

Lessons

Site Templates
Creating Sites
Creating a Team Site
Site Navigation
Managing Site Navigation

Lab Sessions

Creating Team Sites
Creating a Blog Site

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand what Site Templates are.
Understand the different types of Site Templates that come “out of the box” with SharePoint.
Create a new site using Site Templates.
Create a Project site.
Create a Team site.
Create a Blog site.
Manage the sites listed in the top link bar.

Module 7: Page Content

Module Overview

SharePoint offers a couple of ways to add content to the pages in a site. The latest technique and the one implemented by the Team Site template is through wiki style pages. Another method that has been part of SharePoint since the beginning is the use of Web Parts and Web Part pages. Both techniques are similar in the output that can be created, and both Web Part pages and wiki pages share the ability to add Web Parts to them.

Lessons

Wiki Library Pages
Web Part Pages
Creating a Web Part Page
Working with Web Parts

Lab Sessions

Working with Wiki Pages

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand what wiki pages are.
Understand what Web Part pages and Web Parts are.
Add content to the Team Site Home page.
Change the layout of the Team Site Home page.
Create a Wiki page.
Create a Web Part page.
Add Web Parts.

Module 8: Site Columns and Content Types

Module Overview

One method of customizing SharePoint, in a way that can be reused throughout the site or site collection or even the whole farm, is to create Site Columns and Content Types. Site columns are the simplest element; they are essentially the same as list and library columns except that you create them at the site level and then they can be used throughout that site and any child site. Content Types are a combination of Site Columns as well as additional settings and information such as document templates and workflows. Content Types, once created, can then be linked to lists and libraries.

Lessons

Site Column Gallery
Creating Site Columns
Site Content Type Gallery
Creating Content Types

Lab Sessions

Creating and Working with Content Types
Adding a Content Type to a Library

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand Content Types.
Create Site Columns.
Create Content Types.
Create a document template for a Content Type.
Assign a Content Type to a list or library.
Create new items based on a custom Content Type.

Module 9: Office Integration

Module Overview

One of the nice features of SharePoint is its ability to integrate with Microsoft Office applications. Note that this chapter explores integration with Office Online products, a browser-based version of Office that allows you to create and modify office documents. There are limits and they do not perform exactly as their locally installed counterparts.

Lessons

Outlook Integration

Lab Sessions

Outlook Integration

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Create an alert.

Module 10: Managing SharePoint Site Permissions

Module Overview

Permissions on a SharePoint site are assigned when a site is created. The default is that permissions assigned to the root of a site collection are inherited by child sites. At any time, permissions inheritance can be turned off at a site, list, library, or even at the item level in a list or library. The permissions themselves can be assigned to either SharePoint groups, individual users, or groups created outside of SharePoint such as Windows groups.

Lessons

SharePoint Groups
Assigning Permissions
Permissions Inheritance

Lab Sessions

Working with SharePoint Permissions

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand SharePoint groups.
Create SharePoint groups.
Assign permission in SharePoint.
Manage permission inheritance at the site level.
Manage permission inheritance at the list or library level.

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