Microsoft Lists for End Users

Audience:End User / Power User, Business Executive
Duration:1.00 day(s)

 

Price: £650.00

About this course

This course delivers an instructor-led breakdown of Microsoft Lists. Students will be taught how to empower their data and become organised with a rich range of customisable table types. We will take users through a selection of well-crafted lessons to help design modern ways of working with data for their business that will include blending your list with other Office 365 services.

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Delivery Date Delivery Type Time Zone  
April 9, 2021OnlineEMEA UK Time (9:30 start)
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June 9, 2021OnlineEMEA UK Time (9:30 start)
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All Combined Knowledge courses can be delivered privately online or at a site of your choice.
Contact us to arrange private delivery of a course or to find out more.

Book a private delivery of this course

There are currently no dates scheduled for this course, but all of our courses can be delivered privately at a site of your choice.

Our private on-site / online training can provide your business with the following benefits:

  • Substantial savings on travel and expense costs
  • Group learning – ensuring a consistent transfer of knowledge
  • Open discussions focused on specific business requirements
  • Ability to ‘cherry pick’ modules and tailor course content to your specific needs.
  • Multiple delivery and set-up methods

Contact us to arrange private delivery of a course or to find out more.

Course Syllabus

This course delivers an instructor-led breakdown of Microsoft Lists. Students will be taught how to empower their data and become organised with a rich range of customisable table types. We will take users through a selection of well-crafted lessons to help design modern ways of working with data for their business that will include blending your list with other Office 365 services.

Audience

This class can benefit a wide range of users that are looking at modern ways of working with data. This may be tracking assets, tasks, events and more in an engaging way that keeps people aware of evolving business narrative.

Prerequisites

As a minimum requirement for this course, delegates need to be proficient in using both a Windows desktop and web browsers. For the training delegates will require access to their own choice of web browser including Chrome, Firefox and Edge.


Module List

Module 1

An introduction to Microsoft Lists

Module 2

Getting started with Microsoft Lists

Module 3

Advanced columns and formatting

Module 4

Customise your data entry form

Module 5

Trigger business processes


Module 1: An introduction to Microsoft Lists

Let’s get started with an introduction to Microsoft Lists. In this module you will learn more about the origins of the Microsoft Lists product and where it fits in Office 365. You will discover the business benefits of this tool and how it can be integrated into other Office 365 services. Lists is an incredibly versatile tool and can form the backbone of many customised business services when combined with the power platform and other apps.

Topics Covered

 

What is Microsoft Lists?

An overview of columns and views

How can lists help me in my role?

An overview of list settings

How does lists benefit from other Office 365 services?

 

Introducing Microsoft SharePoint

 

How does Microsoft Lists fit into SharePoint?

 

Types of lists

 



Module 2: Getting started with Microsoft Lists

To begin our journey through the Microsoft Lists product, we will begin by looking at some of the templates that are available to view and edit. Microsoft’s templates are a good starting point for discovering what the product is capable off and how that can be achieved. We will also tour of a list and discover where we can customise the list so that students are familiar with the interface that they will be using over the one-day course. We will also build our first list from an Excel file, showing students how to upgrade their existing data sources into a new list. We also discuss how to configure your list settings and how to introduce new types of columns and views.

Topics Covered

 

Navigating to Microsoft Lists

Adding data to a list

Creating a new list

Editing single or multiple records

My lists vs SharePoint lists

Version history

Creating a new list from an Excel file

Delete and restore records

Customising list settings

Delete and restore lists

Adding columns

Alerts

Managing and removing columns

Manage access to a list

Creating views

Share a list

Managing and removing views

Manage inheritance

Working in lists

Embed your lists into other Office 365 services

 


Module 3: Advanced columns and formatting

In our next module we will be looking at more advanced logic within Microsoft Lists. This will include a range of advanced columns that are derived by SharePoint that will greatly benefit your end users experience when using your list. This is a low-code/no-code module so only simple formulas will be leveraged to bring calculations to your columns. We will also explore formatting which helps you control the look and feel of your list based on the data within it. We will learn about how to use design mode to implement these changes and how more advanced users can leverage advanced mode to apply JSON code to a column or view.


Topics Covered

 

Advanced column types

Implementing formatting

Managed metadata

Using design mode for columns

Calculated columns

Using design mode for views

Lookup columns

How to use advanced mode

Location columns

 

 

 

 


Module 4: Customise your data entry form

The gateway to adding data to your list is its form. If you would like to customise this form, there are a couple of ways to do this. You may choose to simply reorder or remove fields, and this can be done directly from the list. For more advanced scenarios like branding a form or adding additional logic, you will need to use Power Apps. Power Apps works hand in hand with lists, offering a range of ways to improve your end user form experience. In this module we will show you how to make quick changed to your form directly in Microsoft Lists and how to enhance a form even further with Power Apps. We will also discuss how Power Apps can turn your list into a new mobile app.

Topics Covered

 

Customising a list form

How to manage input visibility

Introducing Power Apps

Using conditional formatting

Editing a form in Power Apps

Publishing your updates

Adding images

Reverting to the default form

Changing colours

Turning your list into a mobile app



Module 5: Trigger business processes
In our last module we will explore using our lists to trigger common business processes. These could range from a simple notification to pop up in a Microsoft Teams chat to an approval request sent to a user’s mailbox. The benefit of our lists is that it contains a wealth of information that can be leveraged in an automated business process. Using Microsoft Power Automate, directly from your list, we can begin to explore how we can use helpful templates to quickly implement common business processes based around events in our list, for example submitting a new record.

Topics Covered

 

What are business processes?

How do flows start in a list

What are rules?

How to add design-free flows to a list

Adding rules to lists

How to add flow templates to a list

Managing rules

Working with actions in a flow

What is Power Automate

Save and test a flow

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