Session

From Newbie to Power User in a Day: Diving Deeper with SharePoint and Teams

This workshop is for those who are new, or early, to SharePoint and Teams. We'll take you from basic skills, to creating and designing Teams and Team Sites in a single day.

Attendees will start by learning the basics of document management with OneDrive, SharePoint and Teams. You’ll then create Teams, then a departmental site, and a home page using Modern SharePoint, then integrate it all using the latest Microsoft Viva solutions.

You’ll also learn how to:
• Link SharePoint Teams and Team Sites to your intranet by creating Hub sites
• How to work with Document Libraries to make it easier to know where to go to store (and find) documents
• Integrate your SharePoint home with Teams using Viva Connections and other components of Viva
• Use best practice governance and information architecture concepts for your Teams and Sites to keep content organized and simple
• The basics of SharePoint and Teams security management
• If you’re new to modern SharePoint sites, want to learn about Viva, or are migrating your classic SharePoint to modern –this is a can’t-miss full-day session.

MODULE 1: OneDrive, Teams and SharePoint
• Introduction to document and file management in Microsoft 365
• OneDrive vs Teams vs SharePoint – when to use each
• Using Copilot to Talk to Your Documents
• Migrating your file shares or other document systems to Microsoft 365
• Microsoft Teams power user tips for chats, calls, channels, posts and telephony
• Microsoft Teams – creating and managing teams
• Making decisions on private, public or org-wide teams
• The basics of Teams security and governance

MODULE 2: Team and Site Design
• Creating a Team and Designing a SharePoint Team Site
• Using Copilot as your design partner
• Understanding the connection between Teams and SharePoint
• Working with different types of channels: standard, private, shared
• Setting up a Hub Site
• Design and Planning Best Practices
• Working with News, Events, and other standard web parts
• Using Copilot to create news
• Document Libraries and Metadata -what it is and when to use it
• Creating and Managing Views

MODULE 3: SharePoint Security
• The security hierarchy
• Inheriting and breaking security
• Security best practices
• Changing and maintaining security settings

MODULE 4: Teams Apps
• Working with Approvals
• Virtual Appointments
• Teams Updates

MODULE 5: Automation with Microsoft Lists
• Microsoft Lists
• Learn to setup a List for Issue tracking and management
• Working with List Views
• Integrating Lists with SharePoint Sites and Teams

MODULE 6: Microsoft VIVA
• About the Viva Apps – Connections, Engage, Topics, Learning, Insights, Goals, Sales, Pulse
• Setting up Viva Connections
• Working with Viva Engage

Geoff Ables

Microsoft MVP, Best Selling Author

Charlotte, North Carolina, United States

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