Duration 2 Days – 14 hrs.

 

Overview

This practical training course equips participants with the knowledge and hands-on skills to effectively use Microsoft SharePoint and Microsoft Lists for managing structured data, automating processes, and improving team collaboration.

The course focuses on creating, customizing, and managing SharePoint lists as powerful low-code tools for business solutions such as task tracking, issue management, approvals, and data monitoring. Participants will also learn how to enhance lists using views, permissions, and basic automation with Power Automate, enabling them to streamline workflows and improve operational efficiency.

By the end of the training, participants will be able to design and deploy real-world SharePoint list solutions tailored to their organizational needs.

 

Objectives 

• Understand the fundamentals of SharePoint Online and Microsoft Lists
• Create and manage SharePoint lists for business use cases
• Configure columns, metadata, and list structure
• Design and customize views for better data visualization
• Manage list permissions and access control
• Apply data validation and business rules
• Automate list processes using Power Automate (basic workflows)
• Integrate SharePoint lists with Microsoft Teams, Excel, and Outlook
• Apply best practices for list design, governance, and performance

 

Target Audience 

• Business Users and Power Users
• Administrative and Operations Staff
• Project Coordinators and Team Leads
• IT Support and SharePoint Site Owners
• Anyone responsible for tracking data, managing workflows, or organizing information

 

Prerequisites 

• Basic knowledge of Microsoft Office (Excel, Outlook)
• Familiarity with web-based applications
• No prior SharePoint experience required

 

Course Outline

 

Module 1: Introduction to SharePoint & Microsoft Lists 

• Overview of SharePoint Online in Microsoft 365
• Understanding sites, libraries, and lists
• Introduction to Microsoft Lists
• Business use cases of SharePoint lists
• SharePoint Lists vs Excel

Module 2: Creating SharePoint Lists

• Creating lists from:
• • Blank list
  • Templates (Task tracker, Issue tracker, Asset list)
  • Excel import
• Planning list structure and naming conventions
• Understanding list components

Module 3: Columns & Data Structure 

• Creating and managing columns:
  • Text, Number, Date, Choice, Yes/No
• Lookup columns and relationships
• Required fields and default values
• Managing and editing list data

Module 4: Views & Data Visualization 

• Creating custom views
• Filtering, sorting, and grouping data
• Calendar and gallery views
• Highlighting and formatting data
• Basic JSON formatting (intro)

Module 5: Forms & List Customization 

• Customizing list forms
• Improving usability and data entry
• Introduction to Power Apps (optional overview)
• Conditional formatting basics

Module 6: Permissions & Security

• SharePoint permission levels
• List-level vs item-level permissions
• Sharing lists with users and groups
• Best practices for data security

Module 7: Automation with Power Automate 

• Introduction to Power Automate
• Creating simple workflows:
  • Email notifications
  • Approval workflows
• Trigger-based automation from SharePoint lists
• Workflow best practices

Module 8: Integration with Microsoft 365 

• Using SharePoint lists in Microsoft Teams
• Exporting and syncing with Excel
• Email alerts via Outlook
• Collaboration scenarios

Module 9: Best Practices & Governance 

• Designing efficient and scalable lists
• Naming conventions and standardization
• Performance considerations
• Governance and lifecycle management

Module 10: Hands-On Workshop 

• Build a complete SharePoint solution:
  • Custom list creation
  • Columns and views
  • Permissions setup
  • Basic automation workflow
• Use case examples:
  • Task tracker
  • Issue log
  • Approval system
• Presentation and feedback