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Microsoft 365 training

We have the following sessions that can be purchased. Select Order now, complete the form and one of our User Adoption Specialists will be in touch.

All trainings are delivered remotely and in English. If you require training in other languages please contact us at user.adoption@bt.com.

Training for end users:

Course code Brief description Length Max people Price
O365:IODS Introduction to OneDrive & Sharepoint
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up to 90 minutes 25 £444.00
O365:SHPO:I SharePoint Basic Introduction End User
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up to 90 minutes 25 £444.00
O365:SHPO  SharePoint End User
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1/2 day 10 £660.00
O365:ONNO OneNote
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up to 90 minutes 10 £444.00

Training for admins:

Course code Brief description Length Max people Price
O365:SPSO SharePoint Site Owner
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2 days 10 £2,040.00
O365:SPAD SharePoint Administration
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3 days 5 £3,060.00
O365:SPOM SharePoint Online Manager
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3 days 5 £3,060.00

 

 

Introduction to OneDrive and SharePoint

Course code - O365:IODS

This course will show users how OneDrive and SharePoint can be used as a simple store for documents, by mobile workers as a way to access files from any location on any device, or as a collaboration tool to share and jointly work on documents.

Microsoft 365 Teams Overview: Team Overview: File collaboration: Missed activity:
  • Introducing the concept of Teams Collaboration
  • Teams vs SharePoint vs OneDrive
  • Understand the general channel
  • Understand the Files tab
  • Understand additional tabs
  • Inviting people to a Team
  • Understanding Channels
  • Searching for Channels
  • Following Channels
  • Managing Channel notifications
  • Channel email address
  • Pin/Unpin Channels
  • Moving order of Team sites
  • Connectors
  • Upload and share files (documents)
  • Create new files within a team
  • 3 ways to open/edit a file:
  • Changing default way to open a file
  • Real-time collaboration
  • Version History
  • SharePoint integration
  • Access to your personal OneDrive
  • Access laptop downloads
  • Checkout documents
  • Managing Teams notifications
  • Managing Email notification

 

SharePoint Basic Introduction End User

Course code - O365:SHPO:I

This course will give users an introduction to SharePoint and how it can help them in a collaborative working environment. They will be able to work with SharePoint apps/add-ins such as lists and libraries. Users will learn how to customise apps to meet personal needs with metadata and create views to arrange items of information. they will learn how to connect certain lists and libraries to Microsoft Outlook and know when to Check in/Check out, or use Live Co-authoring.

Understand SharePoint: SharePoint Document Library Apps: SharePoint Apps: Manage Items: Manage Content:
  • Introducing Microsoft 365 and SharePoint Online.
  • Understand differences between SharePoint, OneDrive and Teams
  • Logging into SharePoint Online
  • Working with SharePoint library apps
  • The SharePoint interface
  • Working with documents
  • Document item menu
  • The site recycle bin
  • Version History – Overview
  • Creating a list
  • Metadata and Columns
  • Working with views
  • Creating new views
  • Managing and editing view
  • Sorting
  • Using Filters
  • Document Collaboration and co-authoring
  • Check out / check in a document
  • Version History – Restore and View
  • Using Alerts
  • Syncing SharePoint online to local file storage

 

SharePoint End User

Course code - O365:SHPO

This course will familiarise users with SharePoint and how it can help them in a collaborative working environment. They will be able to work with SharePoint apps/add-ins such as lists and libraries. Users will learn how to customise apps to meet personal needs with metadata and create views to arrange items of information. they will learn how to connect certain lists and libraries to Microsoft Outlook and know when to Check in/Check out, or use Live Co-authoring.

Understand SharePoint: SharePoint Document Library Apps: SharePoint Apps: Manage Items: Manage Content: Discover Information:
  • Introducing Microsoft 365 and SharePoint Online.
  • Understand differences between SharePoint, OneDrive and Teams
  • Logging into SharePoint Online
  • SharePoint information structure and The SharePoint environment
  • SharePoint Settings
  • Visit personal site – One Drive and personal profile
  • Working with SharePoint library apps
  • The library app interface
  • Working with documents
  • Document item menu
  • The site recycle bin
  • Version History – Overview
  • What is a SharePoint app?
  • Add SharePoint apps
  • The List App interface
  • SharePoint list apps
  • Introducing list items
  • Use the quick edit function
  • Metadata and Columns
  • Working with views
  • Creating new views
  • Managing and editing views
  • Grouping
  • Sorting
  • Using Filter
  • Document Collaboration and co-authoring
  • Check out / check in a document
  • Version History – Restore and View
  • Using Alerts
  • Connect information to Outlook – Contacts, Calendars, Tasks (Classic View)
  • Sync Contacts from Outlook back to SharePoint
  • Sync a SharePoint library to your local PC (via OneDrive)
  • Search
  • Delve
  • Update your personal site - OneDrive, personal profile, newsfeed and alerts

 

OneNote

Course code - O365:ONNO

OneNote is an idea processor, a notebook and an information organizer. This course will show users the basics of OneNote. They will be shown how to quickly capture meeting notes, brainstorming notes, ideas and thoughts, audio from discussions, video from interviews, diagrams, and so on using the keyboard or the recording capabilities in OneNote.

OneNote basics: Sharing and Collaboration: Working with a OneNote Online Notebook: Create Meeting Minutes from Outlook: Other Features:
  • Accessing OneNote
  • Create a Notebook
  • Notebook structure
  • Organising your Notebook
    • Add Sections
    • Add Pages
    • Move Sections
    • Move Pages
    • Quick Notes
  • Notebook Ribbon
  • Home Tab
  • Tags
    • To Do tags and Outlook Tasks
    • Search Notebooks
  • Insert tab
    • Meeting details
    • Add Text and Tables
    • Add Pictures/Screen Clippings
    • Add Links
    • File Printout Vs File Attachment
    • Images, Media and Recordings
    • Screen Recordings
  • Sending email to OneNote
  • Saving a Notebook
  • Notebook Information
  • Sharing Options
  • Synchronising a Notebook
  • Password protect a section
  • Version Histroy
  • Typing Content
  • Working with Tables
  • Using the OneNote button in Outlook to create a Minutes page
  • Calculator
  • Draw Tools
  • Send to Email
  • Send to Word
  • Templates

 

SharePoint Site Owner

Course code - O365:SPSO

This course is aimed at SharePoint content authors/ site owners and focuses creating and managing sites with SharePoint Online. This course is for users who need to manage SharePoint sites.

Understand Microsoft 365: Introduction to SharePoint: SharePoint Lists and Libraries: Create and Manage Pages and Content:
  • Introducing Microsoft 365 and SharePoint Online.
  • Introducing Microsoft 365 and SharePoint Online
  • Connect and log on to Microsoft 365 in the browser
  • The Microsoft 365 environment
  • Navigating the Microsoft 365 Apps
  • OneDrive, Outlook, Teams and SharePoint
  • Settings, Notifications, and Profile
  • Reasons for using SharePoint
  • Roles: End User, Content Manager/Creator and Site Owner Overview
  • Introducing a SharePoint Site
  • Create a SharePoint Team Site and investigate the content
  • Site owners and Site members
  • Brief introduction to working with documents and pages in SharePoint
  • Exercise:
    • Create or Upload a document
    • Create a News Page for your site
    • Edit the home page
  • Libraries, versions and the recycle bin
  • Restoring documents from the recycle bin
  • Intro: Creating a SharePoint Team Site and Configure Lists and Libraries
  • What are Libraries vs what is a List?
  • Types of Library and Types of List
  • Exercise:
    • Create a new Document Library – Policies
    • Create an Image Library
    • Create an Issues List
  • Working with Documents
    • Create new document
    • Uploading document
    • Edit Library Documents
  • Document menu and Document Info panel
  • Sort/Filter and use Views
  • Library Settings
  • Document and Pages libraries
  • Home Page vs News Pages
  • Simple Edit process for Home page
  • Pages library and types of pages
  • Page Creation process – Draft, Saved, Publish
  • Adding Web Parts – Common Web Parts
  • Sections
    • Create a new section
    • Change the section layout
  • Exercise:
    • Create a 2 column News page
    • Add Image and Text
    • Add a News Post Link
  • Adding Pages to your SharePoint Site, Adding and Modifying Web Parts
  • Other types of page
  • Create Wiki Pages and Building a Knowledge-Base style Wiki site or area
SharePoint Site Customisation: SharePoint Security and Suite Users/Groups Management: Search/Discover Information: Optional/If time Browser vs Desktop versions of Word/Excel:
  • Site Information and Site Settings
  • Change Site Title, Description, and Icon
  • Modifying Navigation
  • Change the Themes/ Custom Look
  • Team vs Comms sites and Layout choices
  • Other types of site: Publishing Sites, Document Centre, Records Centre, Project site
  • SharePoint Site Hierarchy and Sub sites
  • Modern Hub sites and navigation
  • Security Overview
  • Manage User Access to SharePoint Site, Manage Microsoft 365 Groups and Users
  • Permissions Inheritance Hierarchy
  • SharePoint Security Best Practices
  • Share document / email a link
  • Search
  • People Search
  • Your Profile, Delve and Security
  • Working with documents in the Browser
  • Co-Authoring
  • Open in Desktop Word or Excel
  • Check-out and check in
  • Document item menu
  • Viewing version history
  • Restoring versions and using the recycle bin

 

SharePoint Administration

Course code - O365:SPAD

In this course, you will learn how to plan, configure, and manage SharePoint Sites and OneDrive to enable modern content services that transform the content lifecycle. Specifically, this course discusses the modern SharePoint site structure, such as SharePoint hub sites and provides best practices for the adoption and deployment of OneDrive within your organization. This course is designed for IT Professionals who deploy and manage Microsoft SharePoint and OneDrive in their organizations. Students in this course are interested in Microsoft SharePoint and OneDrive.

Plan and Configure SharePoint Sites: Configure and Manage OneDrive: Sharing and Security in SharePoint and OneDrive: Manage User Profiles and Apps: Plan and Configure Managed Metadata and Business Connectivity Services Plan and Configure Search:
  • Overview of SharePoint in Microsoft 365
  • Configure SharePoint sites
  • Manage SharePoint sites
  • Overview of OneDrive in Microsoft 365
  • Deploy OneDrive
  • Manage OneDrive
  • Manage SharePoint site permissions
  • Manage sharing in SharePoint and OneDrive
  • Manage security in SharePoint and OneDrive
  • Manage User Profiles
  • Manage apps
  • Plan and configure Managed Metadata
  • Plan and configure Business Connectivity Services
  • Plan search
  • Configure search

 

SharePoint Online Manager

Course code - O365:SPOM

This course is intended for people responsible for managing a SharePoint online environment within Microsoft 365/ Microsoft 365. This course includes the skills needed to create and manage sites as a Site Owner as well as managing the SharePoint environment for the organisation including SharePoint as it supports Microsoft Teams.

Introduction to SharePoint Online SharePoint Online Sites: SharePoint Online User Profiles: OneDrive for Business: Document Libraries Lists
  • What is SharePoint Online
  • Sites vs Groups vs Teams
  • Hub Sites, Site Collections & Sub Sites
  • The Basics of SharePoint use:
    • Check in/Check Out
    • Navigation
    • Sort and Filter
    • Versions
    • Office Integration
    • Usage Statistics
  • Designing your Architecture
  • Creating and Managing Sites
  • Creating from the Admin Center
  • Managing Site Collection Features
  • Managing Primary Site Admin
  • Deleting Sites
  • What is the User Profile?
  • Creating and Managing User Profiles
  • Using One Drive for Business
  • OneDrive Admin Centre
  • Create a Document Library
  • Modify Settings and Library Policies
  • Create & Modify Columns
  • Create & Modify Views
  • Column & View Formatting
  • Getting Started with Power Automate Integration
  • SharePoint Lists vs Microsoft Lists
  • Create a List from a Template
  • Create a Custom List
  • Modify Settings and List Policies
  • Create & Modify Columns
  • Create & Modify Views
  • Column & View Formatting
  • Getting Started with Power Automate Integration
Pages: Reusable Content: SharePoint and Teams Permissions Teams: SharePoint As a Backend to Teams: Introduction to Security and Compliance:
  • Create and Modify Pages
  • News Pages
  • Audience Targeting for Pages
  • Site Columns
  • Site Content Types
  • Managed Metadata
  • Permissions Best Practice
  • Default Permission Settings in SharePoint
  • Giving People Access to the Site
  • Creating Permission Groups
  • Creating Permission Levels
  • Setting Permissions on Apps (Lists/Libraries)
  • Sharing Personal Lists
  • External Sharing Settings in SharePoint and OneDrive
  • Controlling Sharing Defaults for SharePoint
  • Controlling Site Creating incl Groups
  • What Team Members, Owners and Guests can do in Teams & SharePoint
  • Allowing External Users Access
  • Channel Permissions in Teams
  • What are Teams?
  • Creating and Joining Teams
  • Adding Members and Owners to Teams
  • File Organisation in Teams
  • Adding Files
  • Editing Files
  • Using Tabs to integrate with other systems/ information incl within Microsoft 365
  • Using the Team from Outlook, Planner, OneDrive and SharePoint
  • Navigating the SharePoint site created by Teams
  • Understanding what maps to what between SharePoint & Teams
  • Introduction to Security & Compliance Center
  • Overview – Data Loss Prevention
  • Overview – Data Privacy
  • Overview – Data Governance
  • Overview – Threat Management
  • The Microsoft Secure Score

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