Microsoft SharePoint Intermediate: Power User and Site Owner Skills

Master Sites, Document Management, Workflow Automation, Metadata and Search in Microsoft 365

Platform:

Online

In-class

Revised and Updated: 26 October 2026

Date	Venue	Duration
09 - 13 November 2026	Sandton, Gauteng	5 Days
22 - 26 February 2027	Sandton, Gauteng	5 Days
19 - 23 April 2027	Sandton, Gauteng	5 Days
05 - 09 July 2027	Sandton, Gauteng	5 Days

Course Introduction

SharePoint is where many organisations keep their documents, run their team sites, and build their intranets. It sits behind Microsoft Teams and OneDrive, and it is now also the content that Microsoft 365 Copilot searches. Used well, it gives teams one trusted place to find, share, and manage information. Used badly, it becomes a maze of duplicate files, open permissions, and sites that nobody owns.

This five-day course gives participants a thorough, practical understanding of SharePoint in Microsoft 365. Participants learn to create and manage sites, set up document libraries and lists, control access and sharing, organise information with metadata and content types, automate approvals and routine processes with Power Automate, connect SharePoint with Outlook, Teams, OneDrive, and Office, and make content easy to find through search and navigation. The course also covers the governance basics that keep a SharePoint environment secure and manageable, including retention and sensitivity labels, and it looks at how Copilot works with SharePoint content. Each day combines short explanations with hands-on practice in a live Microsoft 365 environment, and the week ends with a practical project.

The course is pitched at intermediate (power user and site owner) level. No previous SharePoint experience is required, but participants should be comfortable with Windows, a web browser, and Microsoft Word, Excel, and Outlook, and should have used Microsoft 365 before. Individual and batch class formats are available.

Course Objectives

Upon completion of this Microsoft SharePoint Intermediate: Power User and Site Owner Skills course, participants will be able to:

Understand the SharePoint framework, and how it fits with Microsoft 365, Teams, and OneDrive

Create and manage SharePoint sites, pages, and navigation

Collaborate on documents and manage projects efficiently, using document libraries, lists, and co-authoring

Customise workflows and automate business processes with Power Automate

Configure user roles, access permissions, and sharing settings to protect sensitive business data

Customise and integrate SharePoint with other Microsoft Office tools

Enhance document discoverability through search configuration, metadata tagging, and navigation best practices

Apply governance, retention, and sensitivity controls to keep information secure and compliant

Apply best practices for SharePoint in a business setting

Who should attend?

Administrative Assistants

Team Leads and Supervisors

Project Managers

IT Professionals

Business Analysts

Compliance Officers

Operations Managers

Supply Chain Managers

Customer Service and Support Teams

Marketing Teams

Information Officers and Records Practitioners

Site Owners and Power Users

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1 — SharePoint Foundations, Sites, and Pages

Module 1: Introduction to SharePoint and Its Applications

Overview of SharePoint: purpose, features, and benefits
SharePoint in Microsoft 365: how it works with Teams, OneDrive, Outlook, and Microsoft Search
SharePoint versions: SharePoint Online versus SharePoint Server, including the end of support for SharePoint Server 2016 and 2019 and what it means for organisations
SharePoint architecture and components: tenants, sites, hubs, libraries, lists, and pages
Key use cases in business collaboration
Understanding SharePoint roles: users, members, owners, and administrators
An introduction to Copilot and AI features in SharePoint, and why well-organised content matters
Practical Exercise: explore a SharePoint site and map where your own team's documents and information currently live

Module 2: SharePoint Sites, Templates, and Pages

Types of SharePoint sites: team sites, communication sites, and hub sites
Sites connected to Microsoft 365 groups and Teams
Choosing and customising SharePoint site templates
Creating and managing sites, and understanding sites and site collections
Building pages: web parts, news posts, and layouts
Site navigation and structure best practices
Site ownership and lifecycle: who owns a site, and what happens when it is no longer needed
Practical Exercise: create a team site and a communication site, and design the navigation and home page for each

Day 2 — Security, Sharing, and Document Management

Module 3: Users, Permissions, Sharing, and Security

Assigning permissions and managing site access: owners, members, and visitors
Permission levels, groups, and inheritance, and when to break inheritance
Sharing files and folders: sharing links, who can open them, and sharing with people outside the organisation
Protecting sensitive business data: access reviews, external sharing settings, and least-privilege principles
Common permission mistakes, and how to find and fix them
Checking who has access to what
Practical Exercise: set up permissions for a project site with three groups, share a folder externally, and then review and tighten access

Module 4: Document Collaboration and Management

Creating, uploading, and managing documents in document libraries
Version control and document check-in and check-out
Co-authoring and real-time collaboration, with comments and mentions
Alerts, the recycle bin, and restoring files and previous versions
Views, filters, and sorting that help people find documents quickly
Document templates, and moving or copying files between libraries
Practical Exercise: set up a document library with versioning and approval, co-author a document in pairs, and restore a previous version

Day 3 — Lists, Metadata, and Content Types

Module 5: Lists and Data Management

Using SharePoint lists and Microsoft Lists for data management
Columns and column types: text, choice, date, person, lookup, and calculated
Views, grouping, filtering, and conditional formatting
Customising list forms
Importing data from Excel, and exporting data
Using lists to track projects, requests, assets, and issues
Practical Exercise: build a request-tracking list with custom columns, views, and formatting

Module 6: Metadata, Content Types, and the Term Store

Metadata and tagging for efficient document organisation: why metadata beats folders
Creating and managing custom metadata and site columns for documents
Using the managed metadata service and the term store to create shared, consistent term sets
Content types: creating and reusing them across sites and libraries
Planning a metadata structure for a department
Applying metadata to existing content in bulk
Practical Exercise: design a metadata model for a department, and build it using site columns, a content type, and a term set

Day 4 — Workflow Automation and Integration

Module 7: Workflow Automation

Introduction to workflows: automating business processes
Using Power Automate for SharePoint workflows
Approval workflows: document and task approvals
Automating notifications and alerts, and using rules in lists
Managing run history and troubleshooting issues
The retirement of SharePoint 2013 workflows and SharePoint Designer workflows, and moving existing workflows to Power Automate
Customising forms with Power Apps: an introduction
Practical Exercise: build an approval flow for documents in a library, with notifications and a record of the approval, and test it

Module 8: SharePoint Integration with Microsoft 365 and Office

Connecting SharePoint with Outlook, Teams, and OneDrive
Using SharePoint with Microsoft Word, Excel, and PowerPoint
Automating reporting and data analysis with Power BI
Email and calendar integration for team collaboration
Syncing SharePoint libraries with the desktop for offline access, and managing the sync client
Showing SharePoint content in Teams channels and in the Microsoft 365 app
Practical Exercise: sync a library, add it as a Teams tab, and build a simple report on list data

Day 5 — Search, Governance, and Practical Project

Module 9: Search and Information Discovery

How Microsoft Search works, and what it can and cannot find
Optimising SharePoint search capabilities: titles, metadata, and permissions
Configuring search filters and refiners in libraries and lists
Navigation best practices: global, hub, and local navigation
Making content easy to find, for people and for Copilot
Common reasons content cannot be found, and how to fix them
Practical Exercise: improve the findability of a poorly organised library by changing its metadata, views, and navigation, and measure the result

Module 10: Governance, Retention, and Practical Project

Governance basics: site ownership, naming, lifecycle, and who can create sites
Content types and retention: retention labels and policies, and the records you must keep
Sensitivity labels, and protecting confidential information
Auditing, and checking compliance with organisational policy
Best practices for SharePoint in a business setting, and common pitfalls
Practical project: build a departmental or project site with a library and list, metadata, permissions, an approval flow, and a navigation plan, and present it to the group
Personal action plan: three things to change in your own SharePoint environment

Course Categories

Office Administration Courses ❯ Audit, Risk And Governance ❯ Compliance Courses ❯ Finance Courses ❯ Human Resources Training & Development ❯ View All Course Categories ❯

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FAQs – Microsoft SharePoint Intermediate: Power User and Site Owner Skills

Find answers to FAQs about Microsoft SharePoint intermediate training, including site management, permissions, document libraries, collaboration tools and site owner responsibilities.

What is Microsoft SharePoint Intermediate Power User and Site Owner Skills training?

This training is designed to help participants develop the skills needed to manage SharePoint sites, organise documents, configure permissions and support effective collaboration. It focuses on practical SharePoint capabilities that power users and site owners can apply in their organisations.

What will I learn during the SharePoint training?

Participants develop skills in SharePoint site creation and management, site navigation, document libraries, metadata, version control, permissions, content organisation, search functionality and workflow automation. The training also explores integration with Microsoft Teams, OneDrive, Outlook and other Microsoft 365 applications.

Who should attend this SharePoint training course?

The course is suitable for SharePoint power users, site owners, team leaders, IT professionals, project managers, business analysts, information management professionals and employees responsible for managing shared information and collaboration spaces.

Do I need previous SharePoint experience to attend?

This course is intended for participants developing intermediate power-user and site-owner skills. A basic understanding of SharePoint and Microsoft 365 is helpful. Contact Prospen Africa to confirm the recommended experience level before registering.

Will I learn how to manage SharePoint permissions and automate workflows?

Yes. The training covers site access and permissions, document management practices and workflow automation. Participants explore how Power Automate can support processes such as document approvals, notifications and task management.

How can I find the course dates, fees and delivery options?

Visit the course page or contact Prospen Africa to confirm the latest schedule, fees, venue and availability. Training delivery options may include in-class and live online sessions. Organisations can also enquire about arranging customised in-house SharePoint training for their teams.

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Microsoft SharePoint Intermediate: Power User and Site Owner Skills

Master Sites, Document Management, Workflow Automation, Metadata and Search in Microsoft 365

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Who should attend?

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