Microsoft SharePoint Training

SharePoint training

This introductory SharePoint course is designed specifically for staff working in UK higher education, with a focus on practical application in collaborative and administrative settings. Whether you’re managing project documents, building shared workspaces, or streamlining processes, SharePoint offers powerful tools to support your work. Over five one-hour sessions, you’ll learn how to create and customise sites, work with document libraries and lists, manage access, and integrate SharePoint with other Microsoft 365 tools like Power BI, Power Apps, and Forms. The course assumes no prior SharePoint experience and is ideal for those looking to build confidence and capability in a modern digital workspace.

  • Remote/Online
  • 5 one hour sessions
  • Video recording of the sessions
  • Certificate of completion
  • Data packs for practice
  • Hands on learning
  • Groups of up to 4 per session

Price: £395*

*Single Session pricing available – contact for details

Pre-requisites: Basic Microsoft 365/Office skills (e.g. using OneDrive, Outlook, Teams). Access to a SharePoint environment.

Pre-Reading: Introduction to Microsoft SharePoint (document)
  • Overview of Microsoft SharePoint: What it is and why it’s useful
  • Key terminology (Sites, Pages, Lists, Libraries, Web Parts)
  • Use cases in higher education (collaboration, project sites, document workflows)
Session 1: Navigating and Using SharePoint Sites
  • What is SharePoint and how it fits within Microsoft 365
  • Understanding site types: Team sites vs. Communication sites
  • Exploring site layout and structure
  • Creating and editing SharePoint pages
  • Adding web parts: text, images, links, file viewers, etc.
  • Hands-on: Edit a homepage and create a basic internal news post
Session 2: Document Libraries and Collaboration
  • What is a document library and how it differs from OneDrive
  • Uploading, editing, and sharing documents
  • Version history, check-in/check-out, and metadata
  • Creating custom views for filtering and grouping
  • Hands-on: Set up a team document library with custom columns and views
Session 3: SharePoint Lists and 365 Integration
  • Introduction to Lists: when and why to use them
  • Creating and customising SharePoint lists (columns, formatting, views)
  • Using Forms to capture data into a list
  • Connecting Lists to Power BI and Power Apps
  • Hands-on: Build a list with custom formatting and link it to a simple Power BI report
Session 4: Permissions and Access Management
  • Understanding SharePoint permissions: site, library, folder, and item level
  • Best practices for managing access in collaborative environments
  • Sharing documents internally and externally (with warnings!)
  • Introduction to Microsoft 365 groups and Teams integration
  • Hands-on: Apply different levels of access to a site and a document library
Session 5: Building Connected Workspaces
  • Embedding Power BI dashboards and Power Apps in SharePoint pages
  • Creating dashboards for projects or committees
  • Triggering workflows with Power Automate (e.g. notifications, approvals)
  • Good practice for site structure, governance, and lifecycle
  • Hands-on: Build a “mini workspace” using a page, list, and embedded visual

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