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Our SharePoint Courses

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Build confidence with real SharePoint tasks

SharePoint: Introduction Course

Client Site Courses Available.
4.8 / 5
Online & Guildford.

For complete beginners, this course covers all the basics of SharePoint for Users.

  • Navigating SharePoint
  • Uploading Files
  • SharePoint Terminology
  • Overview of Delve
  • Creating a Personal List

Overview

For complete beginners, this course covers all the basics of SharePoint for Users.

  • Navigating SharePoint

  • Uploading Files

  • SharePoint Terminology

  • Overview of Delve

  • Creating a Personal List

Full Syllabus

Click on the sections below to see exactly what you cover on this course.

The first section of the course focuses on introducing sharepoint, explaining the terminology that is commonly used and some typical uses.

The key topics covered are:

  • What is SharePoint Online
  • Team and Communication Sites Overview
  • Roles and Responsibilities in a SharePoint environment
  • SharePoint Terminology
  • Access to SharePoint Online – Web, File Explorer, Teams, Desktop Apps

Then we move on to how you can navigate around SharePoint, giving you an insight on how to use it efficiently. This section will make sure you know how to do what you want to do quickly and effectively.

The key topics covered are:

  • Navigation Elements in a SharePoint site
  • Navigating to Your Delve Profile
  • Following a Site

This section covers how to start managing the social network side of SharePoint. It gives an overview of the Delve system and gives a detailed tutorial on how you can use it.

The key topics covered are:

  • Overview of Delve
  • Navigating to your Delve Account
  • Editing your Profile Page
  • Checking the Language and Region settings
  • Working with Favourites & Boards

Now you are comfortable with the basics of SharePoint, the course moves on to show how you can add documents into your SharePoint site.

The key topics covered are:

  • Creating new files via SharePoint Online, Online Apps, Desktop Apps
  • Creating Folders in a Document Library]
  • Live Document AutoSave
  • Understanding MetaData
  • Saving Files within the Online Apps
  • Saving Files from the Desktop Apps

To continue on with the document work, this session teaches you how to work with the Documents once they are on SharePoint.

The key topics covered are:

  • Opening Files from Desktop Apps vs Online
  • Editing Files from Desktop Apps vs Online
  • Working with Document Check Out/In
  • Working with Document Version History
  • Uploading single and multiple documents
  • Renaming Files
  • Copying and Moving Files
  • Deleting and Restoring Files

This session explains how you can then organise your SharePoint, managing the way Documents, Files and Metadata is shown to you. Metadata is also explained in full.

The key topics covered are:

  • Document Views
  • Sorting and Filtering document Views
  • Pinning Files within a Library
  • Searching for Files
  • Understanding Metadata
  • Adding/Editing Metadata to new and existing documents

This section shows how you can use SharePoint with other users, collaborating with others at the workplace.

The key topics covered are:

  • Adding Comments
  • Co-Authoring Files
  • Best Practice for Sharing Documents
  • Sharing Documents Internally and Externally
  • Sharing Files via Document Libraries, Desktop App, Email, File Explorer
  • Manage Access including Stop Sharing

To expand your knowledge on how SharePoint files can be accessed, we explain each option you have for some extra insurance.

The key topics covered are:

  • Benefits and Disadvantages of Sync
  • Syncing to File Explorer
  • Creating shortcut to OneDrive
  • Following Sites
  • Pin to Quick Access

Finally the course ends with an expansive section on lists. Explaining the concept fully and giving detailed examples on how to create and use them.

The key topics covered are:

  • Understanding Lists
  • Navigating within Lists
  • Creating a new Entry – Form vs Grid View
  • Editing a List Entry
  • Creating a Personal List
  • Share a Personal List
  • Working with Alerts on Lists
  • Working with List Version History

Am I Ready?

Don’t worry, you don’t need any previous experience with SharePoint to attend this course.

This course is designed for people who haven’t used SharePoint before.

To attend you only need a basic understanding of working with computers and Windows. If you can work with multiple windows, navigate the desktop, and know how to save a file you’ll be absolutely fine.

Familiarity with 365 is beneficial – but not essential!

If you need to extend on this, our intermediate course is designed to follow on from this course.

Not sure if this is the course for you?

Give us a call, we’d be delighted to help advise you!

Instructor

CPD Accreditation

Dates, Prices & Booking

STEP 1. Choose location

STEP 2. Select your date

STEP 3. Price

Price: £375.00 (+VAT)

Book Now

Build confidence with real SharePoint tasks

Sharepoint: Intermediate Course

Client Site Courses Available.
4.7 / 5
Online & Guildford.

For intermediate SharePoint users, this course will teach you how to create and manage content.

  • Understanding Libraries
  • Working with Views
  • Building Page Templates
  • Using Custom Lists
  • Creating New Pages

Overview

For intermediate SharePoint users, this course will teach you how to create and manage content.

  • Understanding Libraries

  • Working with Views

  • Building Page Templates

  • Using Custom Lists

  • Creating New Pages

Full Syllabus

Click on the sections below to see exactly what you cover on this course.

The first section of the course covers what libraries are and how to work with them.

The key topics covered are:

  • Understanding Library Apps
  • Creating a New Document Library
  • Creating a New Folder in a Library
  • Adding Columns to Libraries

The course then goes on to cover views – explaining key terminology and giving a detailed walkthough on their use.

The key topics covered are:

  • Creating a New View from an Existing View
  • Creating a Custom View
  • Understanding the Create View Page
  • Selecting the Columns
  • Modifying a View
  • Specifying Sort Criteria
  • Specifying Filter Criteria
  • Specifying Grouping Criteria
  • Creating a Dynamic View
  • Creating a Calendar List View
  • Deleting a View

Then we move on to how you can implement Calendars in SharePoint.

The key topics covered are:

  • Adding a Calendar
  • Adding an Event
  • Adding a Recurring Event
  • Changing an Event
  • Connecting a Calendar to Outlook
  • Working with Connected Calendars in Outlook
  • Disconnecting a SharePoint Calendar
  • Deleting an Event
  • Setting Up for Calendars Overlay
  • Using Calendars Overlay

Now some of the basics are covered, the course covers Advanced Lists. Explaining them in depth and showing you how to implement them.

The key topics covered are:

  • Importing a List from Excel/CSV
  • Publishing an Excel Table as a List
  • Updating Data in a Connected Excel Table
  • Adding a Custom List
  • Understanding Column Types
  • Adding a Column to a List
  • Adding a Column with Custom Validation
  • The List and Library Settings Page
  • Modifying a Column in a List or Library
  • Deleting a Column From a List or Library
  • Reordering Columns in a List or Library
  • Changing the Versioning Settings
  • Creating Multiple Items from Excel
  • Editing the Document Template for a Library
  • Deleting a List or Library

Now all the organisational aspects are taken care of, we cover working with Pages. Showing how to create them, work with them and editing them.

The key topics covered are:

  • Understanding Page Types
  • Editing and Publishing the Home Page
  • Creating New Pages
  • Adding Sections and Web Parts to Pages
  • Page Versioning
  • Scheduling Page Publications
  • Building Page Templates
  • Creating and Working with Wiki Pages
  • Working with News Pages

Lastly we cover the SharePoint Mobile App, as it’s an extremely useful tool to manage things on the go.

The key topics covered are:

  • Signing in to the SharePoint Mobile App
  • Navigating the SharePoint Mobile App
  • Navigating a Site in the Mobile App
  • Working with “News”
  • Working with “Me”

Am I Ready?

We recommend that you have either attended our SharePoint introduction course or have a good working knowledge of the topics covered in that course. 

Not sure if this is the course for you?

Give us a call, we’d be delighted to advise you.

Instructor

CPD Accreditation

Dates, Prices & Booking

STEP 1. Choose location

STEP 2. Select your date

STEP 3. Price

Price: £375.00 (+VAT)

Book Now

Build confidence with real SharePoint tasks

SharePoint: Combined Course Save £55

Client Site Courses Available.
4.89 / 5
Online & Guildford.

Our combined SharePoint course is the fastest way to go from complete beginner to confident SharePoint user.

Save £55 when you book our User Fundamentals and Content Authors courses at the same time.

Overview

Our combined SharePoint course is the fastest way to go from complete beginner to confident SharePoint user.

Save £55 when you book our User Fundamentals and Content Authors courses at the same time.

Full Syllabus

Click on the SharePoint logo for full details of our SharePoint User Fundamentals course

Click on the SharePoint logo for full details of our SharePoint Content Authors course

Am I Ready?

Instructor

CPD Accreditation

Dates, Prices & Booking

STEP 1. Choose location

STEP 2. Select your date

STEP 3. Price

Price: £695.00 (+VAT)

Book Now

Build confidence with real SharePoint tasks

SharePoint Site Administrator

Client Site Courses Available.
4.8 / 5
Online & Guildford.

Become a super user / administrator and learn how to manage SharePoint sites.

  • O365 integration & site hierarchy
  • Using templates for team sites
  • Tailoring sites with logos etc
  • Document libraries
  • Managing users & permissions

Overview

Become a super user / administrator and learn how to manage SharePoint sites.

  • O365 integration & site hierarchy

  • Using templates for team sites

  • Tailoring sites with logos etc

  • Document libraries

  • Managing users & permissions

Full Syllabus

This course covers the following topics:

  • SharePoint Online overview
  • SharePoint roadmap
  • Office integration points
  • Site hierarchy
  • Wiki pages
  • Page layout
  • Web parts
  • Streaming media
  • Policies
  • Active Directory integration
  • Defining roles
  • Creating groups
  • Assigning roles and users to groups
  • Authenticating users
  • Anonymous users
  • Revoking access
  • Logos
  • Footers
  • Navigation
  • Web parts connections
  • Site templates
  • Permissions inheritance
  • Site collection recycle bin
  • Site design and logo
  • Creating and customising forms
  • Templates
  • Processing responses
  • Managing content types
  • Access
  • Presentation
  • Creating and managing libraries
  • Best practices
  • Permissions
  • Usage (views and unique users)
  • Search (top queries)

Am I Ready?

This course assumes that you are already a confident SharePoint End User. 

You should be comfortable with the topics that are covered during our SharePoint End User course.

Instructor

CPD Accreditation

Dates, Prices & Booking

STEP 1. Choose location

STEP 2. Select your date

STEP 3. Price

Price: £495.00 (+VAT)

Book Now

Easy booking & payment

Money back guarantee

Post-course support

SharePoint Training FAQs

This Microsoft SharePoint class is for complete beginners. You do not need any previous experience with SharePoint to attend.

It is designed for people who will be:

  1. Using SharePoint to share documents.
  2. Collaborating with colleagues using a team site.
  3. Creating surveys and simple workflows.
  4. Going on to attend our Administrator course and need to master the basics.

By the end of this course, you will be able to:

  1. Confidently navigate SharePoint and understand how it interfaces with Office 365 and OneDrive for business.
  2. Create new shared documents, folders, lists, libraries and events.
  3. Create and modify team sites.
  4. Install and use the SharePoint app on a mobile device.

This SharePoint training course is for people who are already SharePoint users and want to develop their skills further.

It is designed for people who will be power users and responsible for the administration of team sites.

When rolling out a new SharePoint implementation, companies often allocate a power user or site owner to each department to help with user adoption. This means that simpler issues with a SharePoint implementation can be dealt with without waiting for help from your IT department.

By the end of this course, you will be able to:

  1. Understand site hierarchy and SharePoint integration points with Microsoft Office.
  2. Configure and control site security including Active Directory integration, assigning roles to users and authenticating users.
  3. Create team sites using site templates and permissions inheritance.
  4. Create, manage and customise forms, document libraries and SharePoint content types.
  5. Creating a SharePoint website.

Our courses can be run at your offices, at one of our training centres in London and Guildford or online.

Our online remote courses can be run using either Zoom or Microsoft Teams and have been designed to re-create the classroom experience as closely as possible.

It is a live training session using Zoom or Teams and the trainer is there throughout.

The training is still hands-on, so you do need to have the software installed on your own computer.

Learners can ask questions at any time throughout the day as you would in a physical classroom.

Yes we do.

We frequently run in-house courses for companies, and individuals who want to focus on a specific part of SharePoint.

SharePoint is a central digital library for all your Company’s documents and information. It lets you store, share, and collaborate on files with colleagues. It makes finding what you need much faster, keeps you and your team organised and makes sure you’re working on the right version of the document.

The primary benefits of SharePoint are its collaboration benefits.

  • It solves the common problem of endless email attachments and multiple document versions cluttering shared drives. SharePoint allows everyone to work on the same live file, avoiding endless duplication.
  • It has much more secure and controlled sharing options helping to keep sensitive information protected.

Learning a new tool always take a little time but once you have got the hang of SharePoint which shouldn’t take more than a few days it will make you more efficient by making things simpler to manage and control. For example, document management becomes dramatically simpler when you only have one or two copies of a document to keep track of.

Teams find the SharePoint significantly improves teamwork and simplifies
information sharing. Having a central information repository reduces
miscommunication substantially and allows everyone to access up to date
documents, see project updates, and contribute in one central, organised place.

SharePoint also contains a team newsfeed which is especially useful for distributed teams.

SharePoint lets you to create dedicated project sites where everything relevant to a specific project can be stored. It can contain spreadsheets, proposals, reports, meeting notes and other project documents in one place.

Its version control tools make sure that everyone is always working on the most up-to-date document and makes sharing specific files with individual team members or external partners simple and secure.

Yes, because it makes looking for things much simpler.
SharePoint allows you to search the names and contents of files using simple keywords which avoids the frustration of searching emails and messy shared network drives.

SharePoint’s has built-in version management. It automatically tracks every change made to a document and keeps a history of all previous versions. It lets you see who made what changes, and even revert to an older version if needed.

SharePoint lets you manage external link sharing securely. You can grant specific permissions to outside individuals, only giving them access to the specific documents or folders they need, without compromise your internal company files. Our training covers the best practices for safe external collaboration.

Yes SharePoint is designed to be a modern, more powerful replacement for
traditional shared drives. It’s other benefits like co-authoring, automatic version control, and improved security all sit on top of its ability to act as a central file store.

Yes its incredibly quick. Navigate to your document in SharePoint, click the “Share” button and enter the names of the team members you’d like to share with and that’s it!

Sharing externally is also still very quick. You can generate a secure link with specific permissions (like “view only” or “edit”) and send it via email or Microsoft Teams by right clicking on a folder, setting the permissions and inserting the persons email.

What Do Previous Delegates Say

4.86 from 29 reviews

Where Do You Run Courses

London Training Venue & Course Details

St Clements House, 27 Clements Lane
London, EC4N 7AE
Tel: 0203 603 0150

Guildford Training Venue & Course Details

Surrey Technology Centre, 40 Occam Road
Guildford, GU2 7YG
Tel: 01483 688 488

Online Courses

We run a full schedule of remote courses over Zoom.
We also deliver private courses over Teams, if requested.

Getting To Know You

Letting us know before your course which areas you would like to focus on is very helpful.

Tell Us What You Are Looking For From Your Course?