What will I learn?

Full Course Details

This session introduces end users to managing and collaborating on files within Microsoft 365. It helps participants build confidence working in the cloud by understanding where
to store files, how to work efficiently with OneDrive and SharePoint, and how to collaborate securely using modern tools such as sharing, co-authoring, and version history.

On completion of this course, delegates will be able to:

  • Access and navigate OneDrive and SharePoint
  • Confidently distinguish when to use OneDrive versus SharePoint
  • Create and work with files using both browser and desktop application
  • Collaborate with co-authoring, comments, check out and version history
  • Search for files
  • Apply best practices to keep content organised and secure.

Attendees should be comfortable using a mouse, keyboard, and navigating a web browser.

The training can be delivered either in your own Microsoft 365 tenant or alternatively, a separate training tenant can be provided by TrainingU. Shorter bespoke sessions can be offered which are ideal for rolling out SharePoint Online across your organisation.

This course does not cover how to build and maintain either a SharePoint Intranet or SharePoint Document Management area, so please see our related courses: Build a SharePoint Intranet site and Build a SharePoint Document Management Area.

Book - Work with SharePoint Files, Pages and Lists Training

For companies who need to train groups of staff either remotely or in-person.

  • Half day course
  • Up to 10 delegates
  • Online or onsite training available
  • Flexible in-house training dates
  • Online user guides
  • Attendance certificates
  • Post training support
  • Larger numbers can be accommodated
MEET THE TRAINER
Laura Cutmore

Laura Cutmore

Laura is dedicated to up-skilling individuals and teams and passionate about helping delegates build confidence and save time with the tools they need to get their jobs done. She has a strong background in all aspects of the training lifecycle and brings over 20 years’ experience of design and delivery in the training industry. Laura specialises in the Microsoft 365 suite and enjoys the challenge of keeping up to date with Microsoft 365 applications.

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Full Managing Files in Microsoft 365 Course Content

Introduction to Microsoft 365 File Locations

  • Benefits of M365 Cloud Storage
  • Overview of OneDrive vs. SharePoint
  • Access via Web Apps vs. File Explorer

File Management Essentials

  • Using Desktop vs. Web Apps
  • Creating New Files & Folders
  • Opening & Editing Existing Files
  • Uploading Files & Folders
  • Copying & Moving Files
  • Autosave
  • Accessing Version History
  • Deleting & Restoring from Recycle Bins

Collaboration and Sharing

  • Co-authoring Files
  • Adding & Resolving Comments
  • When to use Share vs. Copy Link
  • Managing Access
  • Document Check Out

Organise and Find Files

  • Document Views
  • Sorting and Filtering
  • Pin Files within a Library
  • Introduction to Metadata
  • Adding & Editing Metadata
  • Using Microsoft Search

Other Ways of Accessing OneDrive & SharePoint Files

  •  Syncing Libraries to File Explorer
  • Adding Shortcuts to OneDrive
  • Understand Sync Icons
  • Following Sites
  • Pin to Quick Access

Best Practice Tips

  • File Naming Conventions
  • Avoiding Duplication
  • Links vs. Attachments in Email

Please note the detail included for topics may vary for different organisations and delegate groups based on the technical environment. A discovery call is highly recommended before delivery of this training module to capture company specifics and internal messaging.

Enquire & Book
Excel Training Business benefits

Microsoft SharePoint Training – Business Benefits

By investing in people, you can give your team all the necessary skills they need to help support your organisation’s goals.

Excel Training Business benefits

Microsoft SharePoint Training - People Development

Completing our Microsoft SharePoint training course will give you additional skills you need to help support your career development.

Excel Training Business benefits

Flexible Microsoft SharePoint Training Courses

  • Online or face-to-face in-house training
  • Individual delegates or group training
  • Flexible dates to fit schedules
BOOK YOUR SHAREPOINT TRAINING

Why Choose TrainingU?

Excel Training Business benefits

Passionate

Established in 2008 by a team of knowledgeable training experts, we are passionate about delivering excellent training that makes a real difference.

Excel Training Business benefits

Experienced

All our trainers are qualified and experienced Microsoft SharePoint trainers that will deliver the highest level of training to you and your team.

Excel Training Business benefits

Collaborative

Working together with our clients, understanding their needs and desired learning outcomes, to deliver a personalised learning solution.

Our Clients

International SOS Pioneer DJ

What Our Clients Say...

"TrainingU has proven to be an excellent choice. We were very happy with the service they provided. Their trainers and staff were all friendly, knowledgeable, professional and approachable. They were attentive and flexible to our individual training needs and catered for them accordingly – incorporating some personalisation where needed. We will certainly be using them again."

Fleurets

"The IT courses run by TrainingU have been extremely well received by all that have attended them. The company has been supportive, flexible and attentive, going the extra mile to ensure that the courses are a success. All trainers and staff have been professional and pleasant, helping the whole process run smoothly. We are very happy with the training we have received and would not hesitate to recommend them to others."

Red Bull Technology

"TrainingU were very easy to book through, great at communicating and really organised. Having the pre-work to do ahead of the training was really helpful too."

Bauer Technologies Ltd

Enquire & Book Microsoft SharePoint Training

Simply fill out the contact form or call 0333 344 6630 to make an enquiry or book your Microsoft SharePoint training