SharePoint (Modern Sites) - Create a SharePoint site Tutorial
Discover how to create a SharePoint site for effective collaboration and document management. As the IT Manager of a new company, learn how to use the Microsoft SharePoint homepage to create and store documents. Start boosting productivity today!
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SharePoint (Modern Sites) - Use version history
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SharePoint (Modern Sites) - Work together on the same document
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SharePoint (Modern Sites) - Open and work on a document
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SharePoint (Modern Sites) - Create a SharePoint site
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Create and modify a group
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Join a group
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Creating a group
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Granting access to the SharePoint site to someone outside the company
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Work together on the same document
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Do I share with OneDrive, SharePoint, or TEAMS?
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Restoring an earlier version of your document
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Introducing Office 365 Groups
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Sharing a folder or document with someone outside the company
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Having a conversation within a group
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Creating a personalized permission level
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Targeting content using a specific audience
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Checking the granted shares
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Understanding the different types and roles of team sites in SharePoint
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Remove a member from a group
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Restricting a document to read-only mode (Extract a document)
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Create a meeting in the group calendar
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Creating a permission group
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Import, create, edit and share documents
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Back up and saving notes
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How to approve a request
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Use and create a template
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Access to your recent documents
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How to request an approval
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Creating or editing office documents in Engage
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Use Adobe sign
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Engaging and animating a group
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Create a team using a template
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Edit and enhance messages
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Reply to and react to a Teams conversation in an e-mail
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Share the link to collaborate or duplicate
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Interact in conversations
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Create a team and add members
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Creating or Joining a Team
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Creating and Joining a Meeting
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Manage a meeting
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How to add Klaxoon to a current Teams meeting?
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Overview of conversations
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Private and small group chats
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How to start a Teams meeting from Klaxoon?
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How to integrate Klaxoon directly into a Teams meeting?
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Create a SharePoint news and send it via mail
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Take notes in meetings
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File Management
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Interact in a conversation
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Collaborate within a conversation with Microsoft Loop
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Create a document library
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Create a folder or a file in a library
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Create Approval Templates
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Posting in a Channel
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Managing Teams and Channels
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Creating a Channel
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Make a New Approval Request
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Store files in conversations
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Create and publish a SharePoint page
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Copilot in Teams Conversations
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Create a SharePoint Lists
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Copilot After Teams Meetings
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Create and Send Signatures with Dedicated Services
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Generate a usage report for my SharePoint site
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Copilot During Teams Meetings
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Customise my SharePoint site navigation
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Work together on the same document
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Manage Document Approval
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Use version history
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Enable Klaxoon as an App in Teams
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Manage Storage Spaces on Teams
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Customise my site Homepage
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Open and work on a document
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Synchronise a SharePoint document library
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Rename and find a document
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Add and Explore Workflows
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Set Up Monitoring in a Channel with an RSS Feed
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Find All Shares from the Same Person
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Make a File Request
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The Bcc Field in Detail
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Create your reservation page for appointment booking (Bookings)
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Share and Collaborate OneDrive
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Send a survey or questionnaire by email
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Add and manage multiple accounts on Outlook
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Create an appointment or meeting
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Create a Meeting Poll
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Use the Meeting Dashboard
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Send Emails on Behalf of Someone Else
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Respond to a meeting
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Share a task list
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Manage Teams online meeting options
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Respond to a Meeting Poll
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Open a Shared Calendar
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Create a collaborative email with Microsoft Loop and Outlook
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Use the Scheduling Assistant
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Collaborate directly during an event with Microsoft Loop and Outlook
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Prevent transfer for a meeting
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Share Your Calendar
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Use a Shared Mailbox
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Calendar Delegation Setup
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Share a document securely with Outlook
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Mailbox Delegation Setup
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Respond to invitations as a delegate
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SharePoint Page Co-Editing: Collaborate in Real Time
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Personality and tone for a believable rendering
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Objectifs :
This document aims to guide new IT Managers in creating a SharePoint site for their teams, detailing the steps involved, the types of sites available, and best practices for site management.
Chapitres :
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Introduction to SharePoint Site Creation
As a newly appointed IT Manager, establishing a collaborative environment for your team is essential. Creating a SharePoint site allows you and your colleagues to store and work on documents efficiently. This guide will walk you through the process of setting up a SharePoint site tailored for your IT team. -
Accessing SharePoint
To begin, navigate to the Microsoft SharePoint homepage. Look for the 'Create Site' button located at the top left corner of the page. If this button is not visible, it may be disabled by your organization, and you should consult your IT team for assistance. -
Choosing the Right Site Type
Upon clicking 'Create Site', you will be presented with two options: a Team Site or a Communication Site. - **Team Site**: Ideal for collaboration among team members. It automatically creates a Microsoft 365 group, which includes a Teams channel, a Planner, a OneNote notebook, and a shared inbox. - **Communication Site**: Best suited for sharing information with a broader audience. For this scenario, a Team Site is recommended for your IT colleagues. -
Selecting a Template
After choosing the Team Site option, you can select a template. You may choose from standard Microsoft templates or any custom templates uploaded by your organization. For this example, select the standard team template, which includes essential features for collaboration. -
Configuring Site Settings
Once the template is selected, you can configure various settings for your site: - **Site Description**: Adding a description is optional but can help clarify the site's purpose. - **Group Email Address**: You can modify the group email address associated with the site. - **Site Address**: Change the end of the site address if necessary. - **Privacy Settings**: Choose between 'Private' (only members can access) or 'Public' (anyone in the organization can access). For this example, select 'Private'. Note: The language setting cannot be changed after creation, so ensure it is set to English if that is your preference. -
Creating the Site
After confirming all settings, proceed to create the site. While the site is being created, you can start adding members. In this case, add Amory as a member and designate him as a second owner. It is advisable to have two owners for backup purposes in case one is unavailable. -
Finalizing Site Setup
Once the users are added, you will be directed to your newly created IT Team Site. Here, you can begin collaborating with your team, sharing documents, and managing tasks effectively. -
Conclusion
Creating a SharePoint site is a straightforward process that enhances collaboration within your IT team. By following these steps, you can ensure that your team has a dedicated space for document management and communication, ultimately improving productivity and teamwork.
FAQ :
What is SharePoint used for?
SharePoint is used for creating websites for collaboration, document management, and information sharing within organizations.
What is the difference between a Team Site and a Communication Site in SharePoint?
A Team Site is designed for collaboration among team members, while a Communication Site is intended for sharing information with a broader audience.
How do I create a site in SharePoint?
To create a site in SharePoint, go to the SharePoint homepage, click on the 'Create Site' button, and choose between a Team Site or a Communication Site.
Can I change the privacy settings of my SharePoint site after creation?
No, you cannot change the language of the site after it has been created, but you can adjust the privacy settings to either private or public.
Why is it important to have two owners for a SharePoint site?
Having two owners ensures that there is a backup in case one owner is unavailable due to illness or absence, allowing for continuous management of the site.
Quelques cas d'usages :
IT Project Collaboration
An IT team can use a Team Site in SharePoint to collaborate on projects, share documents, and manage tasks using integrated tools like Planner and OneNote.
Company Announcements
A Communication Site can be utilized to share important company announcements and updates with all employees, ensuring that information reaches a wide audience.
Document Management
SharePoint can serve as a centralized location for storing and managing documents, allowing team members to access, edit, and collaborate on files in real-time.
Training and Onboarding
New employees can be onboarded using a SharePoint site that contains training materials, resources, and a space for questions and discussions with their team.
Event Planning
Teams can create a SharePoint site to plan and organize events, using shared calendars, task lists, and document libraries to coordinate efforts and track progress.
Glossaire :
IT Manager
A professional responsible for overseeing the information technology needs of an organization, including managing IT projects, systems, and staff.
SharePoint
A web-based collaboration platform developed by Microsoft that allows organizations to create websites for sharing information, managing documents, and collaborating on projects.
Create Site
A function in SharePoint that allows users to set up a new site for collaboration or information sharing.
Team Site
A type of SharePoint site designed for collaboration among team members, which includes features like document libraries, lists, and integration with Microsoft 365 tools.
Communication Site
A type of SharePoint site intended for broadcasting information to a wider audience, often used for company announcements or sharing news.
Microsoft 365 Group
A feature in Microsoft 365 that provides a shared workspace for collaboration, including shared inboxes, calendars, and files.
Template
A pre-designed layout or structure in SharePoint that can be used to create a new site with predefined settings and features.
Privacy Settings
Options that determine who can access a SharePoint site, either restricting access to specific members (private) or allowing anyone in the organization to view it (public).
Owner
A user with full control over a SharePoint site, including the ability to manage settings, add or remove members, and modify content.