Mastering Microsoft 365 SharePoint Online: Essential Guide from Udemy

Welcome to Mastering Microsoft 365 SharePoint Online: The Essential Guide. Are you looking for an application that serves as a document storage, a team collaboration hub, integrates with other Microsoft 365 applications, and lets you create stunning, engaging intranet and extranet sites? If so, then this course is for you.

SharePoint Online is a cloud-based platform and collaboration tool offered by Microsoft as part of the Microsoft 365 (formerly Office 365) suite of productivity and cloud-based services. It is designed to facilitate team collaboration, document management, content sharing, and workflow automation within organizations. SharePoint Online allows users to create, store, organize, and share a wide range of content, including documents, spreadsheets, presentations, and more, in a secure and collaborative environment accessible from anywhere with an internet connection.

In this course, we will explore the fundamentals of getting started with Microsoft SharePoint Online and help equip you with the skills and knowledge to harness its full potential.

Throughout this course, you will gain proficiency in accessing and navigating SharePoint Online, managing permissions, creating and customizing document libraries, optimizing list data, collaborating through discussion boards, automating workflows, and even enhancing the visual appeal of your SharePoint sites.

By the end of this course, you'll be equipped to make the most of SharePoint Online's capabilities, boosting your productivity and improving collaboration within your organization. Don't miss this opportunity to master a powerful tool that can transform the way you work.

After taking this course, students will be able to:

Access and sign in to SharePoint Online and navigate the interface.
Understand permission groups, edit your profile, view site content, and search for files, people, and sites.
Create a team site, news posts and links, and a communication site.
Import list data from Excel to SharePoint, modify lists, create lists from a template, sort, filter, and group list items.
Work with list views, apply conditional formatting to lists, create custom lists, and export list data to Excel.
Work with the recycle bin and restore files from the recycle bin.
Create a document library and custom library views and upload, create, modify, and edit documents.
Manage document versions, set alerts on documents, co-author documents with others, and share files.
Create a discussion board and understand how SharePoint works with Microsoft 365 Groups and Microsoft Teams.
Synchronize SharePoint files to your PC, create an approval workflow, and automate workflows with Power Automate.
Change the look and feel of your site and modify the quick launch navigation menu.
Edit web parts, add sections to web pages, create site pages, add pages as links, and add other web parts content like YouTube videos and Twitter feeds.

This course includes:

3+ hours of video tutorials
46 individual video lectures
Course and exercise files to follow along
Certificate of completion

Here’s what our students are saying…

"Excellent course, very thorough content in every aspect. I am watching at double speed so you are able to soak in the content if you have a little prior experience in SharePoint."

- Jared

"Excellent and detailed course for absolute SharePoint beginners."

- Deepak

"Very methodical approach and easy to follow."

- Claudia

What's inside

Learning objectives

Access and sign in to sharepoint online and navigate the interface.
Understand permission groups, edit your profile, view site content, and search for files, people, and sites.
Create a team site, news posts and links, and a communication site.
Import list data from excel to sharepoint, modify lists, create lists from a template, sort, filter, and group list items.
Work with list views, apply conditional formatting to lists, create custom lists, and export list data to excel.
Work with the recycle bin and restore files from the recycle bin.
Create a document library and custom library views and upload, create, modify, and edit documents.

Manage document versions, set alerts on documents, co-author documents with others, and share files.
Create a discussion board and understand how sharepoint works with microsoft 365 groups and microsoft teams.
Synchronize sharepoint files to your pc, create an approval workflow, and automate workflows with power automate.
Change the look and feel of your site and modify the quick launch navigation menu.
Edit web parts, add sections to web pages, create site pages, add pages as links, and add other web parts content like youtube videos and twitter feeds.
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Access and sign in to sharepoint online and navigate the interface.
Understand permission groups, edit your profile, view site content, and search for files, people, and sites.
Create a team site, news posts and links, and a communication site.
Import list data from excel to sharepoint, modify lists, create lists from a template, sort, filter, and group list items.
Work with list views, apply conditional formatting to lists, create custom lists, and export list data to excel.
Work with the recycle bin and restore files from the recycle bin.
Create a document library and custom library views and upload, create, modify, and edit documents.
Manage document versions, set alerts on documents, co-author documents with others, and share files.
Create a discussion board and understand how sharepoint works with microsoft 365 groups and microsoft teams.
Synchronize sharepoint files to your pc, create an approval workflow, and automate workflows with power automate.
Change the look and feel of your site and modify the quick launch navigation menu.
Edit web parts, add sections to web pages, create site pages, add pages as links, and add other web parts content like youtube videos and twitter feeds.
Show more
Show less

Syllabus

Introduction

Welcome to SharePoint Online!

WATCH ME: Essential Information for a Successful Training Experience

DOWNLOAD ME: Course Instructor Files

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Teaches learners to create communication sites, which are useful for broadcasting messages, news, and updates across an organization

Explores integration with Microsoft 365 Groups and Microsoft Teams, which are essential for modern workplace communication and collaboration

Covers automating workflows with Power Automate, which can significantly improve efficiency and streamline business processes

Includes hands-on exercises, such as importing list data from Excel, which allows learners to apply their knowledge practically

Requires learners to synchronize SharePoint files to their PC, which may require additional configuration and setup

Focuses on SharePoint Online, which is part of the Microsoft 365 suite, so learners will need a Microsoft 365 subscription to fully utilize the skills learned

Reviews summary

Essential sharepoint online fundamentals

According to learners, this course provides a solid foundation for understanding SharePoint Online, particularly if you are a beginner. Many found the course to be very thorough in covering essential functionalities like document libraries, lists, permissions, and site creation. The pace is often described as methodical and easy to follow, making complex topics accessible. Reviewers appreciate the inclusion of practical examples and demonstrations that help solidify understanding. While widely praised for its introductory content, a few comments suggest it might be too basic for experienced users or could benefit from updates reflecting recent platform changes, although the overall feedback is overwhelmingly positive, indicating it successfully meets its goal as an essential guide.

Includes helpful demos and exercises.

"The exercises were very helpful in practicing what was taught."

"I really liked the hands-on demonstrations that showed how to use the features."

"Provided practical examples that I could immediately apply."

"Learning by doing the exercises made the concepts stick."

Pacing and explanations are easy to follow.

"Very methodical approach and easy to follow."

"The instructor explains everything step-by-step, making it very easy to understand."

"The content is presented clearly and logically."

"I appreciated the clear explanations and the systematic way topics were covered."

Thoroughly explains essential SharePoint functions.

"Excellent course, very thorough content in every aspect."

"Covers all the essential features needed to get started with SharePoint Online."

"I learned so much about document libraries, lists, and site permissions."

"Provides a comprehensive overview of the core functionalities of SharePoint Online."

A highly recommended starting point for new users.

"Excellent and detailed course for absolute SharePoint beginners."

"It was a great course for beginners to start with. Explained clearly and very thoroughly."

"If you're new to SharePoint or haven't touched it in years, this course provides an excellent foundation."

"This course was perfect for getting started with SharePoint Online. Very easy to understand."

May not suit experienced SharePoint users.

"Good for beginners, but doesn't go deep into advanced topics."

"As someone with some prior experience, I found some parts were a bit too basic."

"Could use more in-depth coverage for intermediate or advanced users."

"It's an essential guide, true, but stays at a foundational level."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Mastering Microsoft 365 SharePoint Online: Essential Guide with these activities:

Review Microsoft 365 Fundamentals

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Reinforce your understanding of the broader Microsoft 365 ecosystem to better contextualize SharePoint Online's role and integration capabilities.

Browse courses on Microsoft 365

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Review the core Microsoft 365 applications and their functionalities.
Identify how SharePoint Online integrates with other Microsoft 365 services.
Familiarize yourself with Microsoft 365 subscription plans and features.

Read 'SharePoint Online for Dummies'

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Gain a foundational understanding of SharePoint Online concepts and features before diving into the course.

View SharePoint For Dummies on Amazon

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Obtain a copy of 'SharePoint Online for Dummies'.
Read the chapters covering basic SharePoint Online concepts and features.
Take notes on key concepts and functionalities.

Create a Team Site for a Fictional Project

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Apply the course's teachings by building a practical SharePoint Online team site from scratch.

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Define the purpose and scope of your fictional project.
Create a new team site in SharePoint Online.
Customize the site's appearance and navigation.
Create document libraries and lists to manage project-related content.
Set up permissions for team members.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Document Library Tutorial

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Solidify your understanding of document libraries by creating a tutorial for others.

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Plan the structure and content of your tutorial.
Record a video demonstrating how to create and manage document libraries.
Edit the video and add annotations or captions.
Share your tutorial on a platform like YouTube or Vimeo.

Read 'Microsoft SharePoint 2019 Step by Step'

Show steps

Deepen your understanding of SharePoint concepts with a step-by-step guide.

View Putting Knowledge to Work on Amazon

Show steps

Obtain a copy of 'Microsoft SharePoint 2019 Step by Step'.
Work through the exercises and examples in the book.
Compare and contrast the features and functionalities of SharePoint 2019 and SharePoint Online.

SharePoint Online Governance Plan

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Apply your knowledge to create a comprehensive governance plan for a SharePoint Online environment.

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Research best practices for SharePoint Online governance.
Define roles and responsibilities for managing the SharePoint Online environment.
Develop policies for content management, security, and compliance.
Create a communication plan to inform users about the governance policies.

Contribute to SharePoint PnP

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Enhance your skills by contributing to the SharePoint Patterns and Practices (PnP) community.

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Explore the SharePoint PnP GitHub repository.
Identify an area where you can contribute, such as documentation, code samples, or solutions.
Submit a pull request with your contribution.
Participate in the PnP community discussions and forums.

Career center

Learners who complete Mastering Microsoft 365 SharePoint Online: Essential Guide will develop knowledge and skills that may be useful to these careers:

SharePoint Administrator

A SharePoint Administrator is responsible for the day-to-day management and maintenance of an organization's SharePoint environment. This includes tasks such as setting up sites, managing user permissions, and ensuring the platform runs smoothly. This course directly helps prepare one for this role by teaching how to navigate the interface, manage permissions, create sites, and customize document libraries. The course provides specific training on SharePoint, which you need to perform the tasks of a SharePoint Administrator. It also helps you understand how SharePoint works with other Microsoft 365 applications. Those who are looking to become a SharePoint Administrator should take this course to gain practical experience with SharePoint.

See salaries and explore the career path for SharePoint Administrator

Collaboration Specialist

A Collaboration Specialist focuses on improving teamwork and communication within an organization by leveraging the tools and platforms available. This course directly applies to the role of a Collaboration Specialist, as it teaches how to use SharePoint as a platform for team collaboration, file sharing, and creating workflows. The course provides training on creating discussion boards, managing document versions, co-authoring documents, and automating workflows, all of which are essential for improving collaboration. This course will help any collaboration specialist become more efficient with SharePoint by using the skills they will learn in the course.

See salaries and explore the career path for Collaboration Specialist

Digital Workplace Specialist

A Digital Workplace Specialist is responsible for designing and maintaining an organization's digital workplace environment, which includes systems like SharePoint. This course directly applies to the role of a Digital Workplace Specialist, as it teaches how to create and customize SharePoint sites, manage content, and optimize user workflows. This course provides the necessary knowledge to create news posts, communication sites, document libraries, and to automate workflows to improve the digital work environment. Furthermore, this course discusses how to change the look and feel of SharePoint sites and modify the quick launch navigation menu. Anyone in this role needs practical experience with SharePoint, and this course is beneficial.

See salaries and explore the career path for Digital Workplace Specialist

Knowledge Manager

A Knowledge Manager is responsible for capturing, organizing, and sharing knowledge within an organization. This course is directly relevant to a Knowledge Manager, as it covers the essential skills for managing content, creating document libraries, and customizing SharePoint sites. This course provides the skills to create custom library views, manage document versions, and set alerts on files. The course may help those in knowledge management better understand how to leverage SharePoint for capturing organizational knowledge and content. This course is a great tool for a Knowledge Manager to ensure they are able to effectively use SharePoint.

See salaries and explore the career path for Knowledge Manager

Content Manager

A Content Manager oversees the creation, organization, and presentation of content across different platforms. This course directly applies to the role of a Content Manager, as it teaches how to manage and organize content within SharePoint. The course provides training on creating document libraries, managing document versions, and customizing site pages. This course also discusses the importance of creating custom library views as well as uploading and creating documents, which are key to content management. Those interested in content management will find that this course develops skills directly needed for that role.

See salaries and explore the career path for Content Manager

Workflow Coordinator

A Workflow Coordinator is responsible for designing, implementing, and optimizing workflows within an organization. This course is directly helpful to a Workflow Coordinator, as it teaches how to create and automate workflows using Power Automate within SharePoint. The course provides training on creating approval workflows, automating tasks, and setting up alerts, all of which help to streamline business processes. This course specifically is beneficial to those in workflow management as it covers creating an approval workflow and automating workflows with power automate, from within SharePoint. Anyone in this field would be well served by understanding these specific items.

See salaries and explore the career path for Workflow Coordinator

Records Manager

A Records Manager is responsible for the systematic control of an organization's records throughout their lifecycle. This course directly applies to the role of a Records Manager, as it teaches how to manage and organize documents within SharePoint document libraries, along with the ability to manage document versions and set alerts. This course covers how to use the recycle bin and restore files, which is helpful in the records management process. It is key for those in records management to understand how to manage the lifecycle of a document in SharePoint, therefore this course is very beneficial to their work.

See salaries and explore the career path for Records Manager

Information Architect

An Information Architect designs and organizes the structure of information within an organization, often dealing with how content is shared and structured in platforms like SharePoint. This course is valuable for an Information Architect as it teaches how to manage content, create custom lists, and design site structures. The course covers setting up document libraries and managing custom library views, which is important for content organization and structure. The course also helps the Information Architect learn how to add sections to web pages and add pages as links. This course is particularly beneficial for an Information Architect to design better content sharing strategies within SharePoint.

See salaries and explore the career path for Information Architect

Project Manager

A Project Manager is responsible for planning, executing, and closing projects, often involving teams and stakeholders. This course is useful for a Project Manager, as SharePoint can be a tool to share files, manage project documents, and communicate with team members. This course provides training on document management, team collaboration, and workflow automation, important skills for a project manager. The course teaches how to share files, manage document versions, and create discussion boards, all of which help a project manager to improve how they manage their projects. Those looking to move into project management should take this course to assist with the practical use of SharePoint in a project setting.

See salaries and explore the career path for Project Manager

Technical Writer

A Technical Writer creates documentation like user manuals, help guides, and online content that explains complex technical information in a clear manner. This course may be useful for a Technical Writer because SharePoint is often used to store and collaborate on the creation of technical content. This course provides fundamental knowledge about creating and managing document libraries, as well as the use of version control. The course helps the technical writer to work within the SharePoint system, which is useful in the document management and collaboration process of technical documents, and the course also helps with sharing files. A technical writer would benefit from this course as they could use SharePoint to collaborate more effectively on technical content creation.

See salaries and explore the career path for Technical Writer

Office Manager

An Office Manager is responsible for overseeing administrative and organizational tasks in an office. This course may be useful to an Office Manager, as SharePoint can be used for document management, team collaboration, and communication. This course helps one to understand how to work with document libraries, share files, manage document versions, and use discussion boards, all of which are helpful for an office manager. The course also touches upon how SharePoint works with Microsoft Teams, which helps the office manager maintain team communications. An office manager might benefit from this course if they are looking to improve organizational efficiency using Microsoft SharePoint.

See salaries and explore the career path for Office Manager

Training Coordinator

A Training Coordinator organizes and facilitates training programs for employees, and sometimes needs to use software to manage training content. This course may be useful for a Training Coordinator because SharePoint can be used as a platform for training materials, collaboration, and content sharing. This course provides skills in creating and managing document libraries, working with lists, and creating web pages, which can be used to manage training content. The course also covers how to change the look and feel of a site, which a trainer may use to brand their training site within the SharePoint environment. A training coordinator may benefit from this course if they are looking to better manage training content in a SharePoint environment.

See salaries and explore the career path for Training Coordinator

Business Analyst

A Business Analyst identifies business needs and translates them into requirements for technical solutions. This course may be useful to a Business Analyst, as it provides an understanding of how SharePoint can be used to improve business processes, document workflows, and enhance collaboration. The course teaches how to create and customize document libraries, optimize list data, and automate workflows, all of which are beneficial for a Business Analyst to recommend solutions to their stakeholders. The course also covers how to work with Microsoft 365 Groups and Microsoft Teams, all of which the analyst should be familiar with. Business analysts should take this course in order to better understand how a business might use the SharePoint platform.

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Systems Analyst

A Systems Analyst studies an organization's computer systems and procedures and designs information systems solutions to improve efficiency. This course may be useful to a systems analyst as it helps build a foundation on understanding how SharePoint can be used to improve organizational collaboration and workflow management. The course introduces using lists, content management, web part customization, and workflow automation. The course teaches how to synchronize SharePoint files to a PC, create approval workflows, and automate workflows with Power Automate, all of which a systems analyst should be familiar with. A systems analyst might take this course in order to better understand SharePoint from the perspective of its usability in a business.

See salaries and explore the career path for Systems Analyst

IT Support Specialist

An IT Support Specialist provides technical assistance to end-users, often involving troubleshooting software and hardware issues. This course may be useful for an IT Support Specialist because an understanding of SharePoint is required for assisting users with issues and questions related to document management, collaboration, file sharing, and workflow automation. The course covers how to manage document versions, set alerts on documents, and co-author documents, which helps when troubleshooting. The course may help an IT Support Specialist to effectively help their users. If you are looking to move into IT Support, this course can help you better understand SharePoint.

See salaries and explore the career path for IT Support Specialist

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Mastering Microsoft 365 SharePoint Online: Essential Guide.

SharePoint For Dummies

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Provides a comprehensive overview of SharePoint Online, making it an excellent resource for beginners. It covers essential topics such as site creation, document management, and collaboration features. The book is particularly helpful for those who need a step-by-step guide to navigate SharePoint Online's interface and functionalities. It serves as a useful reference tool for understanding the basics and building a solid foundation.

SharePoint For Dummies

Paperback

Putting Knowledge to Work

Save

While this book focuses on SharePoint 2019, many of the core concepts and functionalities are applicable to SharePoint Online. It provides a detailed, step-by-step approach to learning SharePoint, making it a valuable resource for those who prefer a hands-on learning experience. is more valuable as additional reading to reinforce concepts learned in the course. It can also serve as a reference for specific tasks and configurations.

Putting Knowledge to Work

Paperback

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Putting Knowledge to Work

Kindle Edition

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