Product Overview
This course is intended for participants who want to learn the nuts & bolts of how SharePoint and OneDrive work within the Microsoft 365 Environment. Participants will gain an understanding of the difference between SharePoint and OneDrive, as well as how to use SharePoint and OneDrive to organize & store, share, and collaborate effectively using the Microsoft 365 file system.
Prerequisites:
A Microsoft 365 subscription that includes access to SharePoint. A basic knowledge of and experience with cloud computing concepts and Windows, including being able to start programs, switch between programs, locate saved files, close programs, and access websites using a web browser is required. It may be helpful to have two monitors/screens.
Course Outline:
- Part 1: Understanding the Microsoft 365 File System
- SharePoint vs. OneDrive
- Where files actually live
- Cloud vs your computer’s hard drive
- Part 2: Working with Files in SharePoint
- Document libraries explained
- File organization and naming best practices
- Uploading and creating new files and folders
- Moving and copying files
- Deleting files
- Desktop vs browser
- Co-authoring
- Version history
- Sharing files and folders
- Part 3: Syncing Files to Your Computer
- The OneDrive Sync App
- Sync vs Shortcut to OneDrive
- Files On-Demand
- Working offline
- Common sync issues and fixes
- Stop syncing
- Part 4: OneDrive
- Uploading files
- Moving or copying files between OneDrive and SharePoint\
- Sharing files with OneDrive Version history
- Part 5: Lists
- What is a SharePoint List
- Lists vs. Excel
- Creating and Editing a List
- List Views: Filtering and sorting
- Part 6: SharePoint, OneDrive & Teams Together
- Teams files tab = SharePoint
- Chat files = OneDrive
- Part 7: Basic Site Owner Skills (Optional for site Admins)
- Team site vs Communication site
- Creating Sites
- Customizing your Site: pages, sections & web parts
- Deleting Site
Industry Credits
- This course is worth 1 gold seal credit.
Course Format
- Live, Online, Instructor-led training. This is a highly interactive course facilitated by the instructor on a video platform.
- You will be expected to have your webcam on during the whole class and participate in break-out rooms, small-group discussions, and other activities with your instructor and classmates during the course.
- Course access information will be provided to you in advance of the training by your instructor
- Full attendance and participation in all sessions is mandatory for course completion. If a student misses a class session, we are unable to transfer registration or provide a partial refund of the registration fees.
Course Requirements (Technology & Participation)
This course requires full face-to-face interaction and participation from both the instructor and students. In order to attend, you’ll must make sure you have the following:
- Computer or laptop with webcam (webcams are mandatory): This course will involve 100% on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, you must have a webcam and use a full computer/laptop, and we do not permit students to attend using a tablet or cell phone.
- A quiet space with minimal distractions: Please plan to be fully engaged in the class, and clear your work schedule just as you would for attendance in an in-class program.
Refunds or Transfers:
- Five (5) or more business days before the course start date: Full refund of registration fees or can be transfers to a different course date.
- Less than five (5) business days before the course start date and course no-shows: No refunds or transfers to future course dates.
- For a complete document on the NRCA Education Policies, click here.
Other Policies
- Substitution of another member of your company/team is permitted up to the course start date for no additional fee.
- Unless otherwise stated, every person able to see, hear, and observe the virtual course sessions must be a paid participant. Non-compliance of this requirement will result in removal from the course. Refunds will not be issued to students who are removed from the course for non-compliance of this requirement.
- If the NRCA has to postpone or cancel courses due to insufficient enrolment, NRCA will refund the registration fee or, if possible, the attendee may choose to move to an identical session in the future.
