Technologies

Microsoft SharePoint - Document Management and Collaboration

Name: Microsoft SharePoint - Document Management and Collaboration
Price: 2450 PLN
Availability: InStock

A two-day hands-on training on the SharePoint 365 platform and integrated Microsoft 365 applications. Participants will learn effective document management, team collaboration, workspace creation, and document workflow automation with Power Automate. The program also covers version control, access permissions management, and integration with the Office suite and Teams.

Effective document management and team collaboration are the foundation of a well-functioning organization. SharePoint 365 as the central Microsoft 365 platform enables document workflow control, file versioning, approval process automation, and secure information sharing - replacing chaotic email file exchanges with an organized teamwork system.

Microsoft SharePoint - Document Management and Collaboration is a 2-day EITT training program, delivered on-site or remotely - depending on participant preferences. The program is designed for professionals with basic Microsoft 365 knowledge - sessions combine theory with intensive hands-on exercises in a real SharePoint environment.

Topics covered include:

Creating and customizing team sites and document libraries
Document workflow automation with Power Automate - approvals, feedback, alerts
Integration with the Office suite (Word, Excel, Access, Outlook) and Microsoft Teams
Document version management, online/offline synchronization
Access permission configuration and SharePoint site administration

Upon completion, participants will be able to independently organize document workflows in SharePoint, configure workflows, and manage permissions, resulting in improved team collaboration efficiency across the organization.

Benefits

Learn to effectively manage documents in SharePoint libraries with version control
Understand the principles of creating and personalizing team workspaces
Gain the ability to configure Power Automate workflows for document circulation automation
Learn to integrate SharePoint with Office suite applications and Teams
Master access permission management for sites and document libraries
Understand techniques for creating lists, calendars, and surveys supporting team collaboration
Gain knowledge of online and offline document synchronization

Who is this training for?

Office workers managing document workflows in their organization

Project managers coordinating team collaboration

Microsoft 365 environment administrators

Specialists in work organization and office processes

HR, finance, and administration staff working with corporate documents

Team leaders seeking to improve collaboration and information sharing

Professionals responsible for SharePoint deployment in their organization

Prerequisites

Basic familiarity with the Microsoft 365 environment
Ability to work with a web browser
Experience working with Office suite documents (Word, Excel)
General understanding of document management concepts in an organization

Training program

Overview of SharePoint features
Core SharePoint components
Logging in to an existing team site
Navigating the site workspace
Editing an existing company site
Customizing personal page appearance

SharePoint lists - types and practical applications
Calendar and time management
Calendar workspaces
Contacts - management and sharing
Discussion boards
Creating surveys and managing results

Custom lists - defining columns and fields
Working with document libraries
Creating documents directly within the site
Importing documents and document sets to libraries
Managing document permissions
Creating document workspaces

Word documents - publishing and document management
Excel documents - access control tools and version management
Microsoft Access documents - publishing tables and forms to the site
Outlook integration - exchanging calendars and contact lists
Online and offline working modes

Workflow automation for document circulation
Approving changes and collecting document feedback
Defining workflow participants and their permissions
Automatic and manual approval methods
Sequential and parallel workflows
Defining workflow timings and email alerts
Workflow delegation options for document information
Workflow tracking methods

Online and offline document synchronization
Approving and rejecting document changes
Intermediate versions and tracking document changes

SharePoint administrative tools
Adding and managing collaborators
Defining access levels for individual libraries

Delivery Methods

Online

Convenience of participating from anywhere
Interactive live sessions with trainer
Materials available for 30 days
No travel costs

On-site

Direct contact with trainer and group
Intensive hands-on workshops
Networking with other participants
Full focus on learning

Training Topics

Frequently asked questions

What are the prerequisites for the Microsoft SharePoint training?

This is an intermediate-level training that requires basic familiarity with the Microsoft 365 environment and the ability to work with Office documents. No prior SharePoint experience is required.

What is the training format and duration?

The training lasts 2 days and is available both on-site and online, depending on group preferences. The program includes lectures, demonstrations, and hands-on exercises in a real SharePoint environment.

Who is this training designed for?

This training is designed for office workers, project managers, Microsoft 365 administrators, and professionals responsible for document workflows and team collaboration in their organization.

Does the training cover process automation?

Yes, the program includes a full module on Power Automate - participants will learn to create workflows for document circulation automation, change approvals, and feedback collection, in both sequential and parallel modes.

What is the training cost and how can I register?

The training costs 2450 PLN net per person. To register or request a group offer, contact us by phone or through the form on our website. We also offer closed trainings tailored to the needs of specific organizations.