Mastering Microsoft 365 SharePoint Online: Essential Guide

Access SharePoint Online through your Microsoft 365 subscription, sign in on Office.com, use the app launcher to reach the SharePoint start page, and bookmark it for quick access.

Explore the SharePoint Online start page, master the vertical navigation and left pane, and learn to follow sites, use saved for later, and access search and settings.

Learn to edit and customize your profile in SharePoint Online using your Microsoft 365 profile and Delve, including updating your photo, cover image, About me, projects, skills, education, and interests.

Navigate the SharePoint team site structure, from the tenant and company name to sites, site pages, and subpages like travel guidelines and air travel.

Mastering Microsoft 365 SharePoint Online shows how to search across all sites using the search bar, refine results with filters, and navigate to relevant sites, files, or people.

Learn how to post news on a SharePoint team site, switching from a communication to a team template, then create a news post or news link and publish.

Build a communication site to inform and engage organization-wide viewers, choosing templates, editing web parts and sections, and publishing a schedule page for broad awareness.

Log in to SharePoint online, update your profile and photo, create a team site named Contoso Travel, and add two travel news posts with links.

Set up the document library in SharePoint by uploading an Excel list, or by creating native SharePoint lists for editing within SharePoint, and link the library in site navigation.

Create a native SharePoint list from an Excel file, import data, adjust data types and dates, and apply format view options like gallery and alternating rows.

Create a list from scratch in sharepoint, adding and customizing columns with a dropdown choice for applications, enabling multiple selections, and a yes/no completed column, all editable in grid view.

Explore creating lists in SharePoint by using an existing list or a template, noting that templates provide column headings and pre-populated dropdown menus but no data, including naming and navigation.

Learn to sort, filter, and group SharePoint list items to organize data by name or title, apply and clear filters, and group by location.

Explore working with SharePoint list views, switching between list, compact list, and gallery; create and save views like european region only, apply filters by location, and sort by columns.

Learn to apply conditional formatting and banded rows to SharePoint lists, using the all items view, and manage department and location rules with color for odd and even rows.

Export an Excel table to a SharePoint list, create a live connection that updates when you refresh, and organize access via the Lists app and quick launch navigation.

Learn how SharePoint's site recycle bin works, including retention for 93 days, restore versus delete actions, and how to manage lists, libraries, pages, and documents.

Import the customers Excel data into SharePoint as a list named customers, sort by customer name (A–Z), filter to Asia, and apply conditional formatting for trips over $2,000.

Store and secure files in SharePoint document libraries, including the default library on a team site, accessible from the home page and left navigation, and upload files via breadcrumb trail.

Upload images and documents to SharePoint libraries, create folders, preview and share files, and create new files on the fly with instant synchronization across Microsoft 365.

Co-author documents online in SharePoint libraries, choosing browser editing or the full desktop apps for features like mail merge, while auto-save keeps changes synchronized.

Customize a SharePoint document library view by adding and editing columns, saving detailed and public views, and setting a default; switch between views and sort by file size.

Learn how SharePoint document libraries use version control to track automatic updates, view version history, and safely restore previous versions when mistakes occur.

Set up alerts in a SharePoint document library to receive immediate emails or daily or weekly summaries when any file changes, for individual documents, folders, or the entire library.

Learn how to share files in SharePoint Online, choosing view, edit, or review access, sending via email, or copying links, including sharing with external users.

Create travel libraries by uploading travel images and travel documents, edit an Excel file online, use version history to restore a prior version, and set a daily change alert.

Create a discussion board in SharePoint by adding the app in the classic experience, then customize and publish it on your team site and quick launch.

Create Microsoft 365 groups in Outlook, which automatically creates a SharePoint site and a document library. Manage privacy, add members, and access group files, group mailbox, and the site.

Explore how SharePoint and Microsoft Teams integrate, create a team from a SharePoint-associated Microsoft 365 group, and add SharePoint pages, lists, and news as tabs for seamless collaboration.

Synchronize SharePoint document libraries with File Explorer using OneDrive to access and open files directly. Save changes automatically and synchronize them back to SharePoint.

Create a Travel Forum discussion board in SharePoint and place it in navigation. Post questions, and optionally connect a Teams tab showing SharePoint list and synchronize files to your PC.

Create an approval workflow in SharePoint using Power Automate, track progress with a signoff status column, and automatically route documents for manager approval.

discover how to automate sharepoint tasks with power automate using templates, creating instant flows to add outlook tasks for a selected file, and distinguishing instant from scheduled flows.

Set up an approval workflow for a document in the documents library, add 'test' to the subject, choose an approver, run the flow, and verify pending and approved statuses.

Change the look of your SharePoint team site by adjusting theme, header, and navigation, and customize colors, fonts, and logos for branding consistency.

Learn to customize the SharePoint quick launch by converting items into dropdowns, using labels and sub links to organize document and image libraries and lists for a cleaner navigation.

Learn to customize the SharePoint home page by adding sections and web parts, change look and theme, apply layouts like list, side-by-side, carousel, and publish or save drafts.

Add sections to a SharePoint page with one to three columns, use image and text templates, apply text overlays, upload and edit images, move sections, and manage quick links.

Create site pages in SharePoint Online by switching to the modern site page, choosing templates, uploading header patterns, and adding image-and-text sections to build three linked pages.

Learn to create and duplicate SharePoint pages using copy to, customize titles and images, and organize them into a navigable menu with dropdowns, linking pages via web parts and republishing.

Learn to add various web parts beyond text and images in SharePoint Online, including staff profiles, buttons, dividers, hero web parts, and YouTube videos, to enrich pages.

Practice site design skills by redesigning the Contoso travel site, exploring pages, navigation, themes, web parts, and sections, then publish the updated layout.

Celebrate completing course on SharePoint online and apply skills—from document libraries and lists to site design, navigation, workflows, and permissions, and Microsoft 365 integration—to become a SharePoint online expert.

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