Mastering Sharepoint Online Design Architecture and Best Practice Administration

5 days


This five-day instructor-led will provide delegates with knowledge and skills to design, deploy and manage a Sharepoint Online architecture using best practice principals.

The primary audience is IT professionals with experience of Office 365, who want to learn best practice design, deployment, configuration and administration of SharePoint Online.

Skills Gained

  • Thorough knowledge of the components of Sharepoint Online including comparison of modern and classic sites and related functionality
  • Sharepoint Online Administration via GUI, Sharepoint Online Powershell and PNP Powershell
  • Technical Guidance for designing and deploying best practice Information architecture site hierarchies, scalable navigation structures and company taxonomies.
  • Thorough understanding of Modern Team & Communication Sites vs Classic sites and available PnP modernization tools and guidance.
  • Best practice security for both internal and external user sharing including securing Modern team site creation and guest access via Office 365 Group and Office 365 Teams management
  • ECM design and deployment including content types, document sets, content organizer and document ID’s
  • Sharepoint Online records management capabilities
  • Sharepoint Online integration with IRM
  • Sharepoint Online Apps concepts, deployment and management
  • Sharepoint Online Social features including bulk profile photo management and Delve concepts, best practice and configuration
  • Sharepoint Online Search concepts and best practice configuration including schema management, result sources, query rules to build user centric search solutions, result types and display templates
  • Sharepoint Online Data Import and Sharepoint Online Migration tools and best practice
  • Sharepoint Online Monitoring and Reporting for both auditing, compliance and user adoption assessment


  • Basic understanding of 'cloud' concepts
  • Experience with Office 365 core components such as user IDs
  • Familiarity with SharePoint use either Office 365 or on premise. Delegates should have knowledge and experience of basic SharePoint concepts such as sites, pages, lists, libraries, basic features and have the skills to navigate through a basic site interface. Delegates can gain this knowledge by attending CourseMonster's 'Microsoft SharePoint Online End User Level 1' course.
  • Experience with PowerShell
  • Experience with traditional collaboration methods such as email and file sharing

Course Outline

Module 1 Introducing SharePoint Online

  • SharePoint Online Features
  • SharePoint Components
  • SharePoint Sites
  • SharePoint Site Content
  • SharePoint Search
  • SharePoint Insights
  • Native SharePoint BI Functionality
  • SharePoint Apps (Also referred to as Add-ons or Add-ins)
  • SharePoint Social Features
  • Delve
  • SharePoint Online is a Dynamic Service
  • Office 365 Release Preferences
  • SharePoint Online Requirements and Limits
  • Office 365 Subscription Plans
  • Office 365 Multi Geo
  • Lab 1.1 – Sign Up for an Office 365 E3 trial and create sample users
  • SharePoint Admin Centres
  • SharePoint Online Management Shell
  • Using Windows Powershell to manage SharePoint Online
  • PnP PowerShell
  • PnP Solutions
  • Lab 1.2 SharePoint Online Management Shell and PNP PowerShell

Module 2 Sites and Navigation Design and Best Practice

  • Creating and Managing SharePoint Online Sites
  • SharePoint Site Pages
  • Sharepoint LookBook and Design Guidance
  • Classic Sites vs Modern Sites
  • Classic Sites
  • Modern Sites
  • Modern Team Sites
  • Modern Communication Sites
  • Modern Site Considerations
  • Listing Modern Sites
  • SharePoint Modern Site Classifications
  • PNP Starter Kit
  • PNP Modernization Tools and Guidance
  • When to create a new site
  • Site Collections
  • Deleting and restoring Site Collections
  • Lab 2.1 Creating Classic and Modern Site Collections
  • Lab 2.2 Office 365 Groups and Teams Management
  • Site Navigation
  • Classic vs Modern Navigation
  • Pinned Navigation
  • Lab 2.3 Managing Classic Site Collection Navigation
  • Search Driven Navigation
  • Lab 2.4 Search Driven Navigation
  • Classic Sites with Modern Pages Navigation
  • Modern Team Site Navigation
  • Modern Communication Site Navigation
  • Hub Sites
  • Configuring Hub Sites
  • Lab 2.5 Configuring Hub Sites


Module 3 Sharepoint Online Taxonomy

  • Columns and Content Types
  • Document Sets
  • Content Organizer
  • Sharepoint Online Managed Metadata
  • Lab 3.1 Sharepoint Content Types
  • Lab 3.2 Sharepoint Content Types Search – Optional
  • Folders vs. Metadata
  • Term Driven Navigation
  • Lab 3.3 Sharepoint Term Driven Navigation

Module 4 Sharepoint Online Records Management

  • SharePoint Online Records Management
  • Planning Sharepoint Online Records Management
  • In Place Records Management
  • Implementing a Sharepoint Online Records Center
  • Common Records Management Tasks
  • Lab 4.1 SharePoint Online Records Center

Module 5 Securing Sharepoint Online

  • SharePoint Online Permissions
  • Classic vs Modern Site Permission Management
  • Granting Permissions
  • Permission Models Best Practice
  • Lab 5.1 SharePoint Online Permissions
  • Conditional Access
  • Lab 5.2 Conditional Access

Module 6 Sharepoint Online and OneDrive External Sharing

Module 6 SharePoint Online External Sharing

  • Site Collection External Sharing Options
  • External Sharing with Identity Verification
  • Lab 6.1 SharePoint and OneDrive External Sharing

Module 7 Sharepoint Online Rights Management and Protection

  • Overview of SharePoint Online IRM
  • Information Rights Management Overview
  • What is Azure Rights Management (Azure RMS)?
  • Activating Azure Rights Management
  • Firewall Requirements for Azure RMS
  • SharePoint/OneDrive for Business and Rights Management
  • SharePoint Online IRM Capabilities
  • Integrating SharePoint Online with Azure Rights Management
  • Applying IRM Protection to a List or Library
  • IRM Permissions
  • Integrating OneDrive with Azure Information Protection
  • Lab 7.1 SharePoint Online IRM

Module 8 Sharepoint Online Apps Management

  • Sharepoint Apps Overview
  • App Permissions
  • App Permission Scopes
  • Sharepoint Online Store
  • Sharepoint Online App Licensing
  • Sharepoint Online Admin Settings
  • Controlling Access of Apps from Sharepoint Store
  • Deploying Organization Apps
  • Centrally Deploying Apps from the App Catalog
  • Monitoring, Upgrading and Removing Apps
  • Site Collection App Catalog
  • Lab 8.1 Sharepoint Online App Management

Module 9 Sharepoint Online Social Features

  • Overview of Sharepoint Online Social Features
  • Sharepoint User Profiles
  • Administering User Profiles
  • Lab 9.1 Managing Sharepoint Online User Profiles
  • SharePoint Homepage
  • OneDrive for Business Administration
  • Delve and Hide from Delve
  • Lab 9.2 Delve

Module 10 Sharepoint Online Search

  • Overview of Classic and Modern SharePoint Online Search
  • Classic Search Center
  • Modern Search Experience
  • Configuring the Search Schema
  • Configuring Result Sources
  • Configuring Query Rules
  • Modern Search Configuration
  • Lab 10.1 Sharepoint Online Search
  • Sharepoint Online Result Types and Display Templates

Module 11 SharePoint Online Monitoring and Reporting

  • Overview of Sharepoint Online Monitoring and Reporting
  • Native SharePoint Online Auditing
  • Auditing in the Office 365 Security & Compliance Center
  • Reporting for SharePoint Online in Office 365
  • Office 365 Adoption content pack
  • Lab 11.1 Sharepoint Online Monitoring and Reporting
  • Microsoft OMS - Office 365
  • Microsoft Office 365 Cloud App Security
  • SharePoint Online Forum
  • Monitoring Services in Office 365
  • Support Options for SharePoint Online in Office 365
  • Service Requests

Module 12 Sharepoint Online Migration and Data Import

  • Reasons to Migrate to Sharepoint Online
  • Migration tasks
    • Prepare and Assess
    • Migrate
    • Post migration
    • Reducing business impact
  • Sharepoint Migration Tools
  • Microsoft Fasttrack
  • Third Party Migrations

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Course Location Days Cost Date
London London5 3566 £3566 2019-12-09
London London5 3566 £3566 2019-12-09
Bristol Bristol5 3566 £3566 2019-12-16
London London5 3566 £3566 2019-12-16
London London5 3566 £3566 2019-12-16
Midlands Birmingham5 3566 £3566 2020-01-20
Glasgow Glasgow5 3566 £3566 2020-01-27
Manchester Manchester5 3566 £3566 2020-02-03
London London5 3566 £3566 2020-02-10
Yorkshire Leeds5 3566 £3566 2020-02-10
London London5 3566 £3566 2020-02-10
Yorkshire Leeds5 3566 £3566 2020-02-24
Midlands Birmingham5 3566 £3566 2020-03-02
Tyne and Wear Newcastle5 3566 £3566 2020-03-02
Bristol Bristol5 3566 £3566 2020-03-09
London London5 3566 £3566 2020-03-09
London London5 3566 £3566 2020-03-09
Tyne and Wear Newcastle5 3566 £3566 2020-03-30
Manchester Manchester5 3566 £3566 2020-04-20
London London5 3566 £3566 2020-04-27
London London5 3566 £3566 2020-04-27
Yorkshire Leeds5 3566 £3566 2020-05-18
Midlands Birmingham5 3566 £3566 2020-05-18