You’ve heard the saying, “you don’t know what you don’t know?”
Never has that been more true than when it comes to SharePoint. Especially when it comes to integration with other Office applications. In this course, you’ll learn all those things you didn’t know about SharePoint. You’ll also learn the amazing things you can do when paired with the rest of the Office suite.
This “no-code” course is designed to empower you, power users and site owners; to give you the confidence you need to push SharePoint to its limits. Most of all, without writing any code.
- Automate business processes with workflows
- Create compelling visualizations of your SharePoint data with Excel—with PivotTables and PivotCharts—and easily share them with others
- Finally understand content types and how best to use them on your sites
- 6 months of access to course recordings and electronic lecture notes
In-Depth Course Syllabus
SharePoint, the Reboot
Forget everything you’ve been told about SharePoint. Here, you’ll get the real-world skinny on how to “think SharePoint” when trying to solve your business problems. Learn what lists, libraries, pages, and web parts are good for.
Learn all about content types, site columns, and how to connect lists to each other. Forget about sub-folders—metadata is where it’s at! You’ll also learn how to connect lists and libraries to each other. Then, follow along as we start to build a real-world site where you can get real work done; you’ll build a site perfect to collaborate with others during a project, manage client feedback, and stay on top of tasks. See how a power user gets the job done.
Related Lists and Managed Metadata
It’s a common problem: users misspell a category or label for an item, or they can’t agree on the language to use. We’ll show you how to use lookup fields and so-called “Managed Metadata” to solve these woes once and for all. Plus, your users will find that your site is much easier to use!
Take a whirlwind tour of all the ways your Office apps—like Word, Outlook and Excel—integrate smoothly with SharePoint. You’ll see how Excel can be used to create charts of your data, how Word can automatically load in a pre-filled template for a project document, and how Outlook makes managing SharePoint calendars and tasks a breeze. Yes, you can even sync event categories between Outlook and SharePoint.
Office Deep Dive
But wait, there’s so much more! Dive deep into Office and SharePoint, and create status report Word documents that include charts from SharePoint data, automatically updated upon viewing. See how to share these files with users outside your organization, while preserving read-only access to the snapshots of data you’ve linked.
Automating business processes doesn’t have to be a chore. Think of every process you currently use paper forms, or “e-mail tag”, or Excel spreadsheets to manage. It’s a lot, isn’t it? Discover how these processes can be automated using built-in workflow capabilities.
App Integration (SharePoint Online/Office 365)
The real power of SharePoint Online comes alive with no-code solutions that allow you to connect to hundreds of third-party sites and apps—like mailing list managers, online web apps, and social media. You’ll be amazed at what you can make your site do for you.
- Microsoft Office (2016 or Office 365) applications:
- Speakers or headphones for course audio (recommended over dialing in by phone)
- OPTIONAL: Microsoft Access (2016 or Office 365; suggested if you want to follow along with the instructor)
- OPTIONAL: If you have access to a second monitor it can aid with viewing the course while trying out exercises