Mastering SharePoint Online and Office 365 for Enterprise Efficiency and Collaboration
You're not just learning a tool. You're mastering the operating system of modern enterprise collaboration - where strategy meets execution, and influence is earned through seamless coordination. Every day without full command of SharePoint Online and Office 365 means lost productivity, duplicated work, compliance risks, and siloed teams. You feel the pressure. Projects stall because people can't find the right version of a file. Teams reinvent workflows that already exist. Leadership asks for visibility, and you can't deliver fast enough. But what if you could become the go-to expert in your organisation - the person who builds systems, not just sites? The one who transforms chaos into structured, secure, scalable collaboration? That shift starts with Mastering SharePoint Online and Office 365 for Enterprise Efficiency and Collaboration. Inside this course, you’ll go from overwhelmed to in control - building enterprise-grade solutions that drive real business outcomes. Within 6 weeks, you’ll have designed, deployed, and governed a complete collaboration framework ready for enterprise adoption, backed by a professional Certificate of Completion issued by The Art of Service. Take it from Sarah Chen, Senior Project Lead at a global logistics firm: “I was managing three separate document systems across teams before this course. After implementing what I learned, we cut document retrieval time by 74%, reduced email traffic by half, and launched a company-wide intranet in just four weeks.” This isn’t just training. It’s your professional leverage - turning Microsoft’s most powerful collaboration suite into a strategic advantage. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand Access with Full Flexibility
This course is designed for professionals who lead complex teams and manage evolving priorities. There are no fixed schedules, no mandatory sessions, and no artificial deadlines. You progress at your own pace, on your own time, from any device. Most learners complete the core curriculum in 5–6 weeks with 4–6 hours of engagement per week. Many report implementing their first workflow improvement within 72 hours of starting. Lifetime Access, Full Updates, Zero Extra Cost
Enrol once, access forever. You receive lifetime access to all current and future updates of the course materials at no additional cost. As SharePoint Online and Office 365 evolve, your knowledge stays current - automatically. - Content is continuously refined based on real-world feedback and platform changes
- Updates are delivered seamlessly through your learner portal
- No recurring fees, no subscription traps - this is a one-time investment in your capability
Mobile-Friendly, Global, 24/7 Availability
Access your course from any location, on any device. Whether you’re on a train, in the office, or working remotely across time zones, the material adapts to you - not the other way around. The interface is clean, fast, and fully responsive. Instructor-Supported Learning with Expert Guidance
You are not alone. Throughout your journey, you’ll have direct access to experienced SharePoint architects and enterprise adoption specialists. Ask questions, submit challenges, and receive expert feedback. This support is designed not just to explain features, but to help you apply them strategically - such as aligning taxonomy design with governance policies, or integrating Power Automate with compliance controls. Professional Certification with Global Recognition
Upon successful completion, you will earn a verified Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by over 180,000 professionals across 120 countries. This certificate validates your mastery of enterprise collaboration architecture, not just click-by-click navigation. It is verifiable, sharable on LinkedIn, and respected by IT, governance, and business leadership teams alike. No Hidden Fees. Transparent, One-Time Investment.
The pricing is clear, straightforward, and final. What you see is what you pay - with no hidden fees, memberships, or surprise charges. Your access begins immediately, and you own it for life. Secure payments accepted via Visa, Mastercard, and PayPal - processed through a PCI-compliant platform with bank-level encryption. Full Money-Back Guarantee: Satisfied or Refunded
We eliminate your risk with a full money-back guarantee. If, after completing the first two modules, you don’t feel confident that this course is transforming your ability to lead enterprise collaboration, simply request a refund - no questions asked. Immediate Confirmation, Seamless Onboarding
After enrolment, you’ll receive a confirmation email. Your access instructions and learner credentials will be sent separately once your course environment is fully configured - ensuring a stable, secure, and optimised experience from day one. Will This Work for Me?
Absolutely - even if you’ve only used basic file sharing, struggled with permissions, or felt overwhelmed by the breadth of Office 365. This course is built for real-world complexity, not idealised scenarios. - This works even if your organisation uses a hybrid environment with legacy systems
- This works even if you have no formal IT background but are expected to lead collaboration setups
- This works even if you’ve been burned by failed rollouts or user adoption challenges before
You’ll follow proven patterns used in Fortune 500 deployments, adapted into step-by-step guidance that works regardless of your starting level. The course has already empowered IT managers, compliance officers, project leads, and executive assistants to drive measurable change. Zero Risk. Maximum Reward.
This is not another theoretical course. It’s a battle-tested system for building enterprise-grade collaboration solutions that last. With lifetime access, expert support, certification, and a full refund promise, you gain everything - and risk nothing.
Module 1: Foundations of Modern Enterprise Collaboration - Understanding the evolution from file shares to cloud collaboration
- Role of SharePoint Online in the Microsoft 365 ecosystem
- Key differences between SharePoint Server and SharePoint Online
- Core principles of cloud-first collaboration design
- Organisational drivers for moving to SharePoint Online
- Integration points with Teams, Outlook, and OneDrive
- Defining collaboration maturity levels in your organisation
- Common pitfalls in early adoption and how to avoid them
- Planning for scalability and future growth
- Establishing baseline security and permission models
Module 2: Navigation and Core Architecture Principles - Site hierarchy: hubs, sites, sub-sites, and their strategic use
- Creating and naming conventions for consistent governance
- Configuring navigation menus for usability and discoverability
- Designing intuitive information architecture
- Using metadata to replace folder-based structures
- Setting up content organisation frameworks
- Principles of user-centric design in collaboration spaces
- Deploying landing pages that guide user behaviour
- Standardising layouts and branding across sites
- Managing site templates for consistency at scale
Module 3: Document Management Mastery - Replacing network drives with SharePoint document libraries
- Configuring versioning settings for compliance and audit
- Using major and minor versions effectively
- Setting up document retention and expiration policies
- Managing checked-out files and co-authoring workflows
- Controlling document sharing with sensitivity labels
- Applying encryption and data loss prevention rules
- Configuring document sets for complex deliverables
- Using content types to standardise document packaging
- Automating document numbering and naming rules
- Creating reusable document templates in libraries
- Integrating with Office apps for real-time co-authoring
- Enabling offline access and sync via OneDrive
- Tracking document activity and access history
- Setting up alerts for document changes and uploads
Module 4: Permissions and Security Governance - Understanding SharePoint permission levels and their use cases
- Planning least-privilege access models
- Creating and managing SharePoint groups efficiently
- Using Microsoft 365 groups vs security groups
- Breaking inheritance only when necessary and safely
- Securing sensitive content with access reviews
- Implementing permission audit trails
- Setting up external sharing policies with controls
- Managing guest user access requests
- Configuring site sharing restrictions by department
- Using conditional access policies with SharePoint
- Integrating with Azure AD for identity management
- Applying multi-factor authentication enforcement
- Building automated permission cleanup workflows
- Reporting on permission sprawl and exposure risks
Module 5: Content Migration and Modernisation - Assessing existing file shares and legacy systems
- Developing a phased migration roadmap
- Preparing content for cloud readiness
- Using SharePoint Migration Tool (SPMT) effectively
- Migrating large volumes with metadata preservation
- Handling version history during migration
- Tackling common migration errors and failures
- Validating data integrity post-migration
- Communicating changes to end users
- Running pilot migrations before full rollout
- Selecting tools for third-party migration needs
- Dealing with hybrid environments during transition
- Planning downtime and change windows
- Training super users ahead of migration
- Creating fallback and rollback procedures
Module 6: Lists, Libraries, and Structured Data - Choosing between lists and libraries based on use case
- Creating custom lists for project tracking and operations
- Configuring calculated columns and lookup fields
- Using choice fields with dropdowns and checkboxes
- Setting up default values and field validation rules
- Applying conditional formatting to list views
- Sorting, filtering, and grouping for usability
- Creating personal and public views
- Exporting list data to Excel with live connections
- Building dashboards using list rollups
- Using quick edit vs datasheet view appropriately
- Integrating lists with Power BI for reporting
- Automating list item approvals
- Setting up alerts on list changes
- Archiving old list items without losing access
Module 7: Metadata, Taxonomy, and Content Organisation - Why metadata beats folders for searchability
- Designing enterprise-wide column standards
- Using built-in and custom site columns
- Applying managed metadata throughTerm Store
- Creating term groups, sets, and hierarchical terms
- Publishing terms for cross-site consistency
- Setting up content organisers using rules
- Automatically applying metadata based on location
- Using document IDs across libraries
- Linking metadata to retention and compliance policies
- Enforcing metadata entry before saving
- Training teams on consistent tagging practices
- Using metadata for dynamic filtering and navigation
- Analysing content patterns through metadata reports
- Aligning taxonomy with business functions
Module 8: Search, Discovery, and Information Access - How SharePoint search indexes content
- Improving search relevance through boosting
- Configuring result sources and query rules
- Customising search refiners for usability
- Creating targeted search verticals
- Building keyword queries using KQL syntax
- Using search-driven web parts on pages
- Filtering results by content type, author, date
- Hiding irrelevant content from search
- Setting up promoted results and Best Bets
- Optimising content for findability
- Testing search performance across devices
- Monitoring search usage analytics
- Training users on advanced search techniques
- Securing search results based on permissions
Module 9: Communication Sites and Intranet Design - When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Understanding the evolution from file shares to cloud collaboration
- Role of SharePoint Online in the Microsoft 365 ecosystem
- Key differences between SharePoint Server and SharePoint Online
- Core principles of cloud-first collaboration design
- Organisational drivers for moving to SharePoint Online
- Integration points with Teams, Outlook, and OneDrive
- Defining collaboration maturity levels in your organisation
- Common pitfalls in early adoption and how to avoid them
- Planning for scalability and future growth
- Establishing baseline security and permission models
Module 2: Navigation and Core Architecture Principles - Site hierarchy: hubs, sites, sub-sites, and their strategic use
- Creating and naming conventions for consistent governance
- Configuring navigation menus for usability and discoverability
- Designing intuitive information architecture
- Using metadata to replace folder-based structures
- Setting up content organisation frameworks
- Principles of user-centric design in collaboration spaces
- Deploying landing pages that guide user behaviour
- Standardising layouts and branding across sites
- Managing site templates for consistency at scale
Module 3: Document Management Mastery - Replacing network drives with SharePoint document libraries
- Configuring versioning settings for compliance and audit
- Using major and minor versions effectively
- Setting up document retention and expiration policies
- Managing checked-out files and co-authoring workflows
- Controlling document sharing with sensitivity labels
- Applying encryption and data loss prevention rules
- Configuring document sets for complex deliverables
- Using content types to standardise document packaging
- Automating document numbering and naming rules
- Creating reusable document templates in libraries
- Integrating with Office apps for real-time co-authoring
- Enabling offline access and sync via OneDrive
- Tracking document activity and access history
- Setting up alerts for document changes and uploads
Module 4: Permissions and Security Governance - Understanding SharePoint permission levels and their use cases
- Planning least-privilege access models
- Creating and managing SharePoint groups efficiently
- Using Microsoft 365 groups vs security groups
- Breaking inheritance only when necessary and safely
- Securing sensitive content with access reviews
- Implementing permission audit trails
- Setting up external sharing policies with controls
- Managing guest user access requests
- Configuring site sharing restrictions by department
- Using conditional access policies with SharePoint
- Integrating with Azure AD for identity management
- Applying multi-factor authentication enforcement
- Building automated permission cleanup workflows
- Reporting on permission sprawl and exposure risks
Module 5: Content Migration and Modernisation - Assessing existing file shares and legacy systems
- Developing a phased migration roadmap
- Preparing content for cloud readiness
- Using SharePoint Migration Tool (SPMT) effectively
- Migrating large volumes with metadata preservation
- Handling version history during migration
- Tackling common migration errors and failures
- Validating data integrity post-migration
- Communicating changes to end users
- Running pilot migrations before full rollout
- Selecting tools for third-party migration needs
- Dealing with hybrid environments during transition
- Planning downtime and change windows
- Training super users ahead of migration
- Creating fallback and rollback procedures
Module 6: Lists, Libraries, and Structured Data - Choosing between lists and libraries based on use case
- Creating custom lists for project tracking and operations
- Configuring calculated columns and lookup fields
- Using choice fields with dropdowns and checkboxes
- Setting up default values and field validation rules
- Applying conditional formatting to list views
- Sorting, filtering, and grouping for usability
- Creating personal and public views
- Exporting list data to Excel with live connections
- Building dashboards using list rollups
- Using quick edit vs datasheet view appropriately
- Integrating lists with Power BI for reporting
- Automating list item approvals
- Setting up alerts on list changes
- Archiving old list items without losing access
Module 7: Metadata, Taxonomy, and Content Organisation - Why metadata beats folders for searchability
- Designing enterprise-wide column standards
- Using built-in and custom site columns
- Applying managed metadata throughTerm Store
- Creating term groups, sets, and hierarchical terms
- Publishing terms for cross-site consistency
- Setting up content organisers using rules
- Automatically applying metadata based on location
- Using document IDs across libraries
- Linking metadata to retention and compliance policies
- Enforcing metadata entry before saving
- Training teams on consistent tagging practices
- Using metadata for dynamic filtering and navigation
- Analysing content patterns through metadata reports
- Aligning taxonomy with business functions
Module 8: Search, Discovery, and Information Access - How SharePoint search indexes content
- Improving search relevance through boosting
- Configuring result sources and query rules
- Customising search refiners for usability
- Creating targeted search verticals
- Building keyword queries using KQL syntax
- Using search-driven web parts on pages
- Filtering results by content type, author, date
- Hiding irrelevant content from search
- Setting up promoted results and Best Bets
- Optimising content for findability
- Testing search performance across devices
- Monitoring search usage analytics
- Training users on advanced search techniques
- Securing search results based on permissions
Module 9: Communication Sites and Intranet Design - When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Replacing network drives with SharePoint document libraries
- Configuring versioning settings for compliance and audit
- Using major and minor versions effectively
- Setting up document retention and expiration policies
- Managing checked-out files and co-authoring workflows
- Controlling document sharing with sensitivity labels
- Applying encryption and data loss prevention rules
- Configuring document sets for complex deliverables
- Using content types to standardise document packaging
- Automating document numbering and naming rules
- Creating reusable document templates in libraries
- Integrating with Office apps for real-time co-authoring
- Enabling offline access and sync via OneDrive
- Tracking document activity and access history
- Setting up alerts for document changes and uploads
Module 4: Permissions and Security Governance - Understanding SharePoint permission levels and their use cases
- Planning least-privilege access models
- Creating and managing SharePoint groups efficiently
- Using Microsoft 365 groups vs security groups
- Breaking inheritance only when necessary and safely
- Securing sensitive content with access reviews
- Implementing permission audit trails
- Setting up external sharing policies with controls
- Managing guest user access requests
- Configuring site sharing restrictions by department
- Using conditional access policies with SharePoint
- Integrating with Azure AD for identity management
- Applying multi-factor authentication enforcement
- Building automated permission cleanup workflows
- Reporting on permission sprawl and exposure risks
Module 5: Content Migration and Modernisation - Assessing existing file shares and legacy systems
- Developing a phased migration roadmap
- Preparing content for cloud readiness
- Using SharePoint Migration Tool (SPMT) effectively
- Migrating large volumes with metadata preservation
- Handling version history during migration
- Tackling common migration errors and failures
- Validating data integrity post-migration
- Communicating changes to end users
- Running pilot migrations before full rollout
- Selecting tools for third-party migration needs
- Dealing with hybrid environments during transition
- Planning downtime and change windows
- Training super users ahead of migration
- Creating fallback and rollback procedures
Module 6: Lists, Libraries, and Structured Data - Choosing between lists and libraries based on use case
- Creating custom lists for project tracking and operations
- Configuring calculated columns and lookup fields
- Using choice fields with dropdowns and checkboxes
- Setting up default values and field validation rules
- Applying conditional formatting to list views
- Sorting, filtering, and grouping for usability
- Creating personal and public views
- Exporting list data to Excel with live connections
- Building dashboards using list rollups
- Using quick edit vs datasheet view appropriately
- Integrating lists with Power BI for reporting
- Automating list item approvals
- Setting up alerts on list changes
- Archiving old list items without losing access
Module 7: Metadata, Taxonomy, and Content Organisation - Why metadata beats folders for searchability
- Designing enterprise-wide column standards
- Using built-in and custom site columns
- Applying managed metadata throughTerm Store
- Creating term groups, sets, and hierarchical terms
- Publishing terms for cross-site consistency
- Setting up content organisers using rules
- Automatically applying metadata based on location
- Using document IDs across libraries
- Linking metadata to retention and compliance policies
- Enforcing metadata entry before saving
- Training teams on consistent tagging practices
- Using metadata for dynamic filtering and navigation
- Analysing content patterns through metadata reports
- Aligning taxonomy with business functions
Module 8: Search, Discovery, and Information Access - How SharePoint search indexes content
- Improving search relevance through boosting
- Configuring result sources and query rules
- Customising search refiners for usability
- Creating targeted search verticals
- Building keyword queries using KQL syntax
- Using search-driven web parts on pages
- Filtering results by content type, author, date
- Hiding irrelevant content from search
- Setting up promoted results and Best Bets
- Optimising content for findability
- Testing search performance across devices
- Monitoring search usage analytics
- Training users on advanced search techniques
- Securing search results based on permissions
Module 9: Communication Sites and Intranet Design - When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Assessing existing file shares and legacy systems
- Developing a phased migration roadmap
- Preparing content for cloud readiness
- Using SharePoint Migration Tool (SPMT) effectively
- Migrating large volumes with metadata preservation
- Handling version history during migration
- Tackling common migration errors and failures
- Validating data integrity post-migration
- Communicating changes to end users
- Running pilot migrations before full rollout
- Selecting tools for third-party migration needs
- Dealing with hybrid environments during transition
- Planning downtime and change windows
- Training super users ahead of migration
- Creating fallback and rollback procedures
Module 6: Lists, Libraries, and Structured Data - Choosing between lists and libraries based on use case
- Creating custom lists for project tracking and operations
- Configuring calculated columns and lookup fields
- Using choice fields with dropdowns and checkboxes
- Setting up default values and field validation rules
- Applying conditional formatting to list views
- Sorting, filtering, and grouping for usability
- Creating personal and public views
- Exporting list data to Excel with live connections
- Building dashboards using list rollups
- Using quick edit vs datasheet view appropriately
- Integrating lists with Power BI for reporting
- Automating list item approvals
- Setting up alerts on list changes
- Archiving old list items without losing access
Module 7: Metadata, Taxonomy, and Content Organisation - Why metadata beats folders for searchability
- Designing enterprise-wide column standards
- Using built-in and custom site columns
- Applying managed metadata throughTerm Store
- Creating term groups, sets, and hierarchical terms
- Publishing terms for cross-site consistency
- Setting up content organisers using rules
- Automatically applying metadata based on location
- Using document IDs across libraries
- Linking metadata to retention and compliance policies
- Enforcing metadata entry before saving
- Training teams on consistent tagging practices
- Using metadata for dynamic filtering and navigation
- Analysing content patterns through metadata reports
- Aligning taxonomy with business functions
Module 8: Search, Discovery, and Information Access - How SharePoint search indexes content
- Improving search relevance through boosting
- Configuring result sources and query rules
- Customising search refiners for usability
- Creating targeted search verticals
- Building keyword queries using KQL syntax
- Using search-driven web parts on pages
- Filtering results by content type, author, date
- Hiding irrelevant content from search
- Setting up promoted results and Best Bets
- Optimising content for findability
- Testing search performance across devices
- Monitoring search usage analytics
- Training users on advanced search techniques
- Securing search results based on permissions
Module 9: Communication Sites and Intranet Design - When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Why metadata beats folders for searchability
- Designing enterprise-wide column standards
- Using built-in and custom site columns
- Applying managed metadata throughTerm Store
- Creating term groups, sets, and hierarchical terms
- Publishing terms for cross-site consistency
- Setting up content organisers using rules
- Automatically applying metadata based on location
- Using document IDs across libraries
- Linking metadata to retention and compliance policies
- Enforcing metadata entry before saving
- Training teams on consistent tagging practices
- Using metadata for dynamic filtering and navigation
- Analysing content patterns through metadata reports
- Aligning taxonomy with business functions
Module 8: Search, Discovery, and Information Access - How SharePoint search indexes content
- Improving search relevance through boosting
- Configuring result sources and query rules
- Customising search refiners for usability
- Creating targeted search verticals
- Building keyword queries using KQL syntax
- Using search-driven web parts on pages
- Filtering results by content type, author, date
- Hiding irrelevant content from search
- Setting up promoted results and Best Bets
- Optimising content for findability
- Testing search performance across devices
- Monitoring search usage analytics
- Training users on advanced search techniques
- Securing search results based on permissions
Module 9: Communication Sites and Intranet Design - When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- When to use communication sites vs team sites
- Designing branded intranet homepages
- Using modern page layouts and sections
- Adding hero, banner, and text web parts
- Embedding documents, videos, and links
- Creating news posts with publishing workflows
- Routing news to target audiences
- Setting up page approval processes
- Scheduling content publication times
- Tracking page views and engagement metrics
- Repurposing content across channels
- Using site themes and custom styling
- Integrating with Microsoft Viva Topics
- Designing mobile-responsive layouts
- Conducting usability testing with real users
Module 10: Team Sites and Project Collaboration - Creating team sites connected to Microsoft Teams
- Structuring sites for departments, functions, or projects
- Setting up document centres for central storage
- Using shared calendars and task lists
- Integrating Planner for work management
- Syncing files to desktop for offline access
- Managing discussions and announcements
- Configuring site banners and status messages
- Using quick links for common resources
- Setting up team-specific permissions
- Onboarding new members with welcome kits
- Automating routine team activities
- Generating weekly status summaries
- Archiving inactive project sites
- Restoring deleted content from recycle bins
Module 11: Automation with Power Automate - Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Introduction to workflow automation in SharePoint
- Connecting Power Automate to SharePoint triggers
- Creating flows on item creation or modification
- Sending email notifications with dynamic content
- Copying data between lists and libraries
- Updating fields automatically based on rules
- Starting approval processes with escalations
- Building conditional logic into workflows
- Logging flow activity for audit purposes
- Handling error conditions and retries
- Using parallel branches for efficiency
- Scheduling recurring flows (daily, weekly)
- Integrating with Outlook, Forms, and Excel
- Using premium connectors securely
- Publishing reusable templates across sites
Module 12: Forms and Data Collection - Building custom forms with Microsoft Forms
- Designing surveys for feedback and input
- Validating user entry and setting required fields
- Branching logic for dynamic form experiences
- Routing form responses to SharePoint lists
- Analysing results with real-time charts
- Exporting data to Excel or Power BI
- Setting up form expiration and close dates
- Protecting forms with access controls
- Integrating forms into communication sites
- Using QR codes for mobile form access
- Creating templates for repeat use
- Generating automated response emails
- Conducting digital sign-offs and approvals
- Complying with data privacy regulations
Module 13: Reporting and Business Intelligence - Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Connecting SharePoint data to Power BI
- Building dashboards for document activity
- Visualising user engagement and adoption
- Tracking list submission trends
- Monitoring site usage and growth
- Creating KPIs for collaboration success
- Embedding Power BI reports into SharePoint pages
- Scheduling report refreshes
- Securing reports based on user roles
- Using paginated reports for printing
- Analysing migration impact post-go-live
- Measuring ROI of collaboration improvements
- Presenting insights to leadership teams
- Setting up email subscriptions for reports
- Distributing insights across departments
Module 14: Governance, Compliance, and Risk Management - Establishing a SharePoint governance committee
- Defining roles and responsibilities
- Creating policies for site creation and naming
- Setting up site classification standards
- Managing site lifecycle from creation to retirement
- Implementing records management and declarations
- Applying eDiscovery holds for litigation
- Using retention labels and policies
- Configuring sensitivity labels for classification
- Auditing user activity and file access
- Generating compliance reports
- Meeting GDPR, HIPAA, and SOC 2 requirements
- Conducting periodic governance reviews
- Integrating with Microsoft Purview
- Training champions on policy enforcement
Module 15: Adoption, Change Management, and Training - Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Developing a user adoption strategy
- Identifying power users and super users
- Running pilot programs before full rollout
- Gathering feedback and iterating quickly
- Creating short job aids and cheat sheets
- Hosting live Q&A and office hours
- Measuring adoption through analytics
- Running awareness campaigns and newsletters
- Using gamification for engagement
- Setting up certifications for internal experts
- Delivering role-based training paths
- Addressing resistance and fear of change
- Highlighting early wins and success stories
- Linking adoption to performance goals
- Building a community of practice
Module 16: Advanced Integration and Ecosystem Connectivity - Deep integration between SharePoint and Teams
- Understanding when to use which platform
- Synchronising files between locations
- Embedding SharePoint pages into Teams tabs
- Using OneNote with team sites
- Linking Yammer communities to sites
- Integrating Stream for video content
- Connecting To Do for personal tracking
- Using Delve for content discovery
- Setting up Viva Connections dashboards
- Using Graph API for custom integrations
- Building custom apps with Power Apps
- Exporting data to external systems securely
- Using SharePoint as a backend for low-code apps
- Managing API permissions and access
Module 17: Site Provisioning and Lifecycle Automation - Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Automating site creation requests
- Using SharePoint Provisioning Service templates
- Building custom provisioning workflows
- Setting up approval-based site creation
- Applying default branding and structure
- Assigning owners and co-owners automatically
- Sending welcome emails to new site members
- Integrating with HR systems for onboarding
- Setting up retention policies for old sites
- Automating site closure after inactivity
- Notifying owners before deletion
- Preserving content before site retirement
- Archiving sites to compliance repositories
- Generating site inventory reports
- Managing orphaned sites and owners
Module 18: Performance Optimisation and User Experience - Diagnosing slow-loading pages and libraries
- Reducing large list view thresholds
- Indexing columns for faster filtering
- Optimising images and embedded content
- Minimising web part overload on pages
- Using lazy loading for better performance
- Testing site speed across devices
- Analysing browser console errors
- Reducing redirects and broken links
- Ensuring mobile-first usability
- Designing for accessibility standards
- Using ALT text and screen reader support
- Checking colour contrast and font sizes
- Validating keyboard navigation paths
- Meeting WCAG 2.1 compliance requirements
Module 19: Certification Preparation and Final Project - Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory
- Reviewing all core competencies covered
- Self-assessment checklist for mastery
- Preparing your capstone project submission
- Documenting an end-to-end collaboration solution
- Including architecture diagrams and governance plans
- Explaining security, metadata, and automation design
- Justifying decisions based on business needs
- Presenting measurable outcomes and KPIs
- Submitting for evaluation by The Art of Service panel
- Receiving feedback and final verification
- Earning your Certificate of Completion
- Adding credential to LinkedIn and resume
- Accessing alumni resources and networks
- Unlocking advanced learning pathways
- Joining certified professionals directory