SharePoint Fundamentals

SharePoint Fundamentals begins with an overview of the SharePoint platform: why you would use it, common situations, real-world examples, and a brief overview of its salient features.

SharePoint Fundamentals

Versions 2013, 2016, 2019, Office 365, & Online are also available.

Microsoft SharePoint Overview

SharePoint Fundamentals


SharePoint Fundamentals begins with an overview of the SharePoint platform: why you would use it, common situations, real-world examples, and a brief overview of its salient features. By the end of this Sharepoint training, you will understand the following:


  • The product family acronyms: MOSS, WSS, SPD
  • SharePoint jargon and related terms: "Collaboration Technology", "teams", "sites", "lists", and "libraries", etc.
  • How to browse around a SharePoint site
  • Lastly, What features are available in a SharePoint site

Course Outline

Efficiently access and navigate your company's SharePoint team site

  • Familiarize yourself with fundamental SharePoint team site structure
  • Learn about versions, permissions and as well as accessing a SharePoint team site
  • Navigate amongst the many helpful interface elements and features of a team site
  • Incorporate additional functionality to your site with lists, libraries, subsites and apps

Work with Documents, Content and SharePoint Libraries

  • Upload documents to libraries and collaborate with colleagues)
  • Understand the various types of libraries and how they provide different functionality
  • Integrate SharePoint with MS Office Web Apps, such as Word, Excel, PowerPoint and OneNote
  • Search within sites, lists and libraries using the Enterprise Keyword feature
  • Lastly, Set or trigger notification alerts when specific events take place in SharePoint

Work with SharePoint Lists

  • Comprehend the differences between various types of lists and list components
  • Create, filter and group list views based on specified criteria
  • Add and modify items in a SharePoint list

Configure your SharePoint user profile

  • Update your SharePoint user profile to store and share basic user information
  • Specify profile access information to control who can view your information
  • Learn about the three personal site hubs: Newsfeed, Skydrive, and Sites
  • Follow sites and content while tracking information on your Newsfeed
  • Lastly, Create a SharePoint Blog post and manage blog categories and comments

Integrate SharePoint with Microsoft Office Programs

  • Easily access, create and preview MS Office documents stored in SharePoint
  • Take advantage of content management features such as version control and file check in/out
  • Synchronize SharePoint libraries, calendars and lists with MS Outlook
  • Connect remotely and work offline with SharePoint

Create and configure new SharePoint Sites as a site owner

  • Differentiate between top-level sites and site collections within the SharePoint hierarchy
  • Create a new team site then configure administration and collaborative settings
  • Work with standard SharePoint site templates and learn how to duplicate a team site
  • Customize the look and feel of your SharePoint site by adding logos and custom graphics

Add SharePoint Libraries and Configure Content Structure

  • Configure document libraries in different ways to accommodate your team's working style
  • Store and catalog digital media in the Asset Library repository
  • Approve or reject library items with the Content Approval feature
  • Create and configure a Wiki Page library to benefit collaborative tasks

Add and Configure Various Types of SharePoint Lists

  • Notify your team of important news by adding an Announcement List
  • Track, update and assign team-related tasks with a Task List
  • Store contact information and track team member scheduled with a Calendar List
  • Disseminate information about team projects, expertise and experiences with a blog subsite
  • Create powerful custom lists to accommodate proprietary and calculated fields
  • Lastly, Connect your custom lists to a custom list form to ease data entry

Configure Site Settings, Navigation and Search Capabilities

  • Enable site users to search for content and files by customizing search settings
  • Adjust site settings such as regional settings and languages to accommodate your team's needs
  • Encourage productivity by configuring intuitive navigation and enabling quick launch options

Assign Permissions and Access Rights to Team Members

  • Configure site permissions to share your company SharePoint site with users
  • Control access to sensitive content or content structures by assigning unique permissions
  • Understand permission inheritance dynamics in SharePoint
  • Specify permissions for lists, libraries, folders, and documents and also secure site pages

Configure Content Roll-up, Summary Links and Site Maps

  • Add web parts to the Content Roll-up Page for easy user access across multiple SharePoint sites
  • Display dynamically-generated results based on search strings with a Content Search web part
  • Also, Add a Relevant Documents web part to display a list of documents currently being worked


Do not hesitate to Contact Us or Live Chat if you have any concerns or questions about SharePoint Fundamentals.

Need help picking the right course?

Give us a call!
408-684-5250 or 
800-453-596 (Toll Free) 

Train Your Team

Save money and get your team trained. With a group of 5 or more people, you have special options. Click the button below to request a special quote for your team now!
Request group quote

Register Now



    [bws_pdfprint display='pdf,print']
    202 S.E. Church Street, Suite 203 Leesburg, VA 20175
    202 Church Street S.E. , Suite 203 Leesburg, VA 20175
    800-453-596 (Toll Free)