Microsoft SharePoint for Business Process Automation & Information Management
10 Days2 sessions available Certificate on completion
Microsoft SharePoint for Modern Workplace Collaboration & Digital Document Management is a practical, hands-on workshop designed to equip professionals with the skills required to use SharePoint Online as a centralized platform for document management, team collaboration, intranet publishing, information organization, records management, structured data, workflow automation and secure information sharing.
Participants learn how to design and manage SharePoint sites, organize documents using libraries and metadata, create structured business information using Microsoft Lists, develop modern SharePoint pages, manage permissions, implement document versioning and approval processes, improve information discovery through search and navigation, and connect SharePoint with Microsoft Teams, OneDrive and Power Automate. SharePoint supports team and communication sites, pages, document libraries, lists, web parts, search and workflow-based processes
Course objectives
Create and configure SharePoint sites for departments, projects and organizational functions.
Design practical SharePoint information architectures.
Create and manage document libraries.
Organize documents using folders, metadata, content types, views and naming conventions.
Apply document versioning and restore previous versions.
Upload, edit, share, move, copy and co-author documents.
Build modern SharePoint pages using sections and web parts.
Create departmental intranet and communication pages.
Configure SharePoint navigation and site branding.
Understand SharePoint permissions, groups and inheritance. Implement appropriate access controls for confidential and sensitive information. .
Understand the relationship between SharePoint and Microsoft Teams
Synchronize SharePoint document libraries with OneDrive/File Explorer.
Who should attend
ICT Managers, IT Officers, SharePoint Administrators, Microsoft 365 Administrators, Systems Administrators, Information Management Officers, Records Management Officers, Knowledge Management Officers, Document Controllers, Digital Transformation Officers, Business Analysts, Project Managers, Programme Managers, Departmental Managers, HR Officers, Finance Officers, Procurement Officers, Operations Managers, Administrative Officers, Compliance Officers, Data Officers, Government Officials, NGO and Development Organization Professionals, University and College Administrators, Corporate Professionals, Team Leaders, Office Administrators, Business Process Improvement Professionals, Microsoft 365 Users, Professionals responsible for document management, collaboration, information governance and business process automation.
Course content
Module 1: Introduction to Microsoft SharePoint and the Microsoft 365 Environment This module introduces participants to Microsoft SharePoint as a modern platform for organizational collaboration, document management, information sharing, intranet develop
Module 2: SharePoint Sites, Site Architecture and Information Management Participants learn how to design and create SharePoint environments that reflect an organization's departments, projects, programmes and business functions. The module covers Team S
Module 3: SharePoint Document Libraries and Digital Document Management This module provides comprehensive practical training in using SharePoint as a centralized digital document management platform. Participants learn how to create and configure docume
Module 4: Metadata, Columns, Content Types and Document Views This module focuses on techniques for organizing large volumes of organizational information so that users can find, classify, filter and manage documents efficiently. Participants learn how t
Module 5: Microsoft Lists for Managing Structured Organizational Information Participants learn how to use Microsoft Lists and SharePoint Lists to manage structured business information and operational records. The module covers the design of lists, colu
Module 6: Designing SharePoint Pages, Intranets and Organizational Portals This module focuses on using modern SharePoint pages to create professional organizational intranets and information portals. Participants learn how to create pages, structure con
Module 7: SharePoint Web Parts, Navigation, Branding and User Experience Participants learn how to transform basic SharePoint sites into professional, easy-to-use organizational platforms. The module covers the practical use of web parts such as Hero, Qu
Module 8: SharePoint Permissions, Security and Access Control This module provides comprehensive coverage of SharePoint security and information access management. Participants learn how SharePoint permissions work at site, library, folder, document, lis
Module 9: Document Version Control, Approval and Document Governance Participants learn how to establish reliable document control processes within SharePoint. The module covers document version history, major and minor versions, restoring previous versi
Module 10: SharePoint and Microsoft Teams for Collaborative Work This module explores the integration between SharePoint and Microsoft Teams for modern workplace collaboration. Participants learn how Teams uses SharePoint for document storage and how Sha
Module 11: SharePoint and OneDrive for File Synchronization and Collaboration Participants learn how SharePoint and OneDrive work together to provide seamless access to organizational documents across Microsoft 365 and Windows File Explorer. The module e
Module 12: SharePoint Search, Information Discovery and Knowledge Management This module focuses on helping organizations make information easy to find and reuse. Participants learn how SharePoint and Microsoft Search can be used to locate documents, pag
Module 13: SharePoint Forms and Digital Data Collection Participants learn how SharePoint and Microsoft Lists can be used to replace manual paper-based and spreadsheet-based data collection processes. The module covers the design of structured forms for
Module 14: SharePoint and Power Automate for Workflow Automation This module introduces participants to low-code business process automation using SharePoint and Microsoft Power Automate. Participants learn how to create automated workflows triggered by
Module 15: SharePoint for Business Process Management Participants learn how SharePoint can be designed around complete organizational processes rather than individual documents or lists. The module demonstrates how information can move from data capture
Module 17: SharePoint for Records and Document Control Management Participants explore how SharePoint can support the management of official organizational records and controlled information. The module covers document classification, records repositorie
Module 18: SharePoint Integration with Power BI and Business Intelligence This module introduces the integration of SharePoint information with Power BI and management reporting environments. Participants learn how structured information stored in ShareP
Module 19: SharePoint, AI and Microsoft Copilot for Knowledge Work This modern module introduces the application of AI and Microsoft Copilot capabilities within the SharePoint environment. Participants explore how AI can support information discovery, co
Module 20: SharePoint Administration, Monitoring and Troubleshooting This module provides practical skills for participants responsible for supporting and maintaining SharePoint environments. Participants learn how to manage sites, libraries, lists, perm
Module 21: Integrated SharePoint Digital Workplace Project The final module brings together the skills acquired throughout the workshop through a comprehensive organizational SharePoint implementation project. Participants design and build a digital work
General notes
Overall Practical Outcome By the end of the workshop, participants will not simply know how to navigate SharePoint. They will have practical experience in designing a complete SharePoint-based digital workplace covering document management, structured business information, intranet publishing, collaboration, permissions, workflow automation, governance, reporting and AI-enabled knowledge management
Frequently asked questions
Yes. The advanced section introduces current Copilot and AI capabilities in SharePoint, including AI-assisted content creation, knowledge discovery and SharePoint agents. Availability of particular Copilot capabilities depends on the organization's Microsoft 365 licensing and configuration.
Yes. Governance is included as a major topic, covering site ownership, permissions, content management, naming standards, information architecture, auditing and lifecycle management.
Yes. The workshop can be customized around an organization's actual processes—for example government records, procurement, HR, project management, finance, policy management, NGO programmes, university administration or corporate document management.
A Microsoft 365 environment with access to SharePoint is required for the practical exercises. Some advanced capabilities, particularly certain Power Automate and Copilot features, depend on organizational licensing and permissions.