SharePoint O365 / Online Site Administrator

Adminster and maintain your SharePoint Online-O365 site; Manage Content Types to Document Sets & Creating Workflows

4.64 (23 reviews)
Udemy
platform
English
language
Microsoft
category
instructor
SharePoint O365 / Online Site Administrator
170
students
4.5 hours
content
Dec 2022
last update
$54.99
regular price

What you will learn

Understand how to implement Term Store Management.

Create and manage the various Content Types.

Work with Modern web parts and install them.

Learn what Retention Policy is and when it is required.

Create workflows and attach them to Document Libraries.

How to deal with guest accounts and use SharePoint Central Admin.

Create modern surveys and quizzes using Microsoft Forms

Learn why you need to create SharePoint Documentation.

Why take this course?

Welcome to your SharePoint Site Administrator course for those who have been designated an Administrator for a corporate SharePoint Online / O365 site.  In this course you will learn the necessary skills to maintain and administer your site thru the site settings panel and the the holy grail - SharePoint Admin Central panel.

Whether your organization is small or large, SharePoint has become a necessary hub for all things corporate and as a Collections or Site Administrator it is your job to keep this engine running smoothly.

This course will focus on the following topics:

  • Term Store Management: Taxonomy, Term Sets vs Terms.

  • Managing Content Types: Metadata, Documents, Columns, Document Sets.

  • Modern Webparts: using them and installing them.

  • Discussion on Retention Policy.

  • Creating Workflows using Power Automate from SharePoint.

  • Guest Accounts: Creating Guest Accounts and Groups and using Azure Active Directory.

  • Microsoft Forms: Learn to create modern Surveys and Quiz's.

  • SharePoint Nuggets: Less talked about tools to manage your site: Flat Views, Templates, Customer Permissions and more.

  • Site Documentation: How to create it and why.

  • Using Excel Query to manage your groups.

You will learn the intricacies on how to be an effective Site Administrator for small or large organization and have the confidence in securing your site, establishing effective content management, learn to work with external clients and contractors and use other Microsoft products such as Forms and Automate to round out your user experience with the corporate SharePoint site.

So if you have been designated a SharePoint Site Administrator or just want to upgrade your skills to administrator level then this course is for you!

Robin Solonenko

Content

Introduction

Course & Instructor Introduction
Support Notes for Students
Download Course Resources & PDF Manual
Contacting the Instructor
Let's Set Some Expectations
PDF Manual & Video Correlation
Site Setup Before Section 2

Term Store Management

Defining Term Store Management
Hierarchy of Consistency
Defining Terms Sets vs Terms in Taxonomy
Setting Up Terms
Section 2 / Chapter 1 Exercise

Managing Content Types

What are Content Types?
Managed Document Template
Managed Library Column
Section 3 / Chapter 2 Exercise

Modern Web Parts

Using Modern Web Parts
Installing Modern Web Parts
Other Noteworthy Apps
Section 4 / Chapter 3 & 4 Exercise

Retention Policy

What is a Retention Policy?

Creating Workflows

What is a Workfow?
Creating a Workflow
Section 6 / Chapter 6 Exercise

Working with Guest Accounts

Need for Guest Accounts
Creating Groups & Guest Accounts
Section 7 / Chapter 7 Exercise

Working with Microsoft Forms

Creating MS Forms
Linking SharePoint to Forms
Section 8 / Chapter 8 Exercise

SharePoint Nuggets

Remove Edit in Grid View
Remove Attachments to List Items
Creating a Flat View
Creating Document Sets
Using SharePoint Admin Panel
Saving Site as a Template
Creating a New Permission Level
Site Storage Management
Search Settings & Searching
Section 9 / Chapter 9 Exercise

Creating Site Documentation

Need for Documentation
Query SharePoint Groups with Excel
Section 10 / Chapter 10 Exercise
Instructor Thank You & Next Steps

Screenshots

SharePoint O365 / Online Site Administrator - Screenshot_01SharePoint O365 / Online Site Administrator - Screenshot_02SharePoint O365 / Online Site Administrator - Screenshot_03SharePoint O365 / Online Site Administrator - Screenshot_04

Reviews

Luis
January 11, 2024
Excellent course! Highly valuable content including key "Best Practice" insights and great reference material! Learned a lot and strongly recommend this course.
Lara
September 7, 2023
Great course, I learned a lot. Very clear explanations, great exercises. Robin knows his stuff and knows how to explain the different topics and keep his audience engaged. I am already looking for the another course of this instructor.
Katharina
August 24, 2023
I have not watched until the end, but until now, its excellent - contentwise and presentationwise. The teacher has a very sweet way of explaining things.

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Related Topics

5049112
udemy ID
12/29/2022
course created date
1/8/2023
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