Microsoft SharePoint and OneDrive 365

This course is intended for participants who want to learn the nuts & bolts of how SharePoint and OneDrive work within the Microsoft 365 Environment. Participants will gain an understanding of the difference between SharePoint and OneDrive, as well as how to use SharePoint and OneDrive to organize & store, share, and collaborate effectively using the Microsoft 365 file system.

Course Length: ½ day (4 hours)

Course Outline:

Part 1: Understanding the Microsoft 365 File System

• SharePoint vs. OneDrive
• Where files actually live
• Cloud vs your computer’s hard drive

Part 2: Working with Files in SharePoint

• Document libraries explained
• File organization and naming best practices
• Uploading and creating new files and folders
• Moving and copying files
• Deleting files
• Desktop vs browser
• Co-authoring
• Version history
• Sharing files and folders

Part 3: Syncing Files to Your Computer

• The OneDrive Sync App
• Sync vs Shortcut to OneDrive
• Files On-Demand
• Working offline
• Common sync issues and fixes
• Stop syncing

Part 4: OneDrive

• Uploading files
• Moving or copying files between OneDrive and SharePoint
• Sharing files with OneDrive
• Version history

Part 5: Lists

• What is a SharePoint List
• Lists vs. Excel
• Creating and Editing a List
• List Views: Filtering and sorting

Part 6: SharePoint, OneDrive & Teams Together

• Teams files tab = SharePoint
• Chat files = OneDrive

Part 7: Basic Site Owner Skills (Optional for site Admins)

• Team site vs Communication site
• Creating Sites
• Customizing your Site: pages, sections & web parts
• Deleting Sites

Delivery Method: Virtual Session – GoToTraining

Course Fee Includes: Access to the course, course materials, and a digital certificate upon completion.

This course is delivered in partnership with local and provincial construction associations across Canada. You will be participating with a group of industry peers from multiple regions.

Sharing a single registration between two or more individuals is not permitted. Please register each person that will be in attendance.

1. Computer or laptop   

   • This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cell phones will not be adequate.   

   • Windows 10 or Mac iOS 
     

   • It may be helpful to have two monitors/screens

2. Software/Programs - A Microsoft 365 subscription that includes access to SharePoint.
   

3. Webcam (Mandatory) – in order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class   

   • Download Program Here: https://www.microsoft.com/en-ca/microsoft-365/buy/compare-all-microsoft-365-products 

4. Microphone (Mandatory)   

5. Internet connection - For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. The minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.   

6. A quiet space with minimal distractions - The microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program.     

7. Comfortable chair   

A Microsoft 365 subscription that includes access to SharePoint. A basic knowledge of and experience with cloud computing concepts and Windows, including being able to start programs, switch between programs, locate saved files, close programs, and access websites using a web browser is required.

It may be helpful to have two monitors/screens