Day 1: Modern Architecture & Data Mastery
Module 1: The Modern Ecosystem
· Flat vs. Hierarchical: Transitioning from sub-sites to Hub Sites.
· Site Templates (Site Designs):
o Applying Microsoft-provided templates.
o Creating and deploying Custom Site Templates to ensure organizational branding and structure.
o Scripting site themes and navigation through Site Actions.
Module 2: Lists & Libraries (The Data Layer)
· Advanced Lists: Beyond simple data entry—using conditional formatting and JSON views.
· Library Optimization: Versioning, Check-out/In policies, and Draft Item Security.
· The Metadata Mindset: Moving away from folders to a property-based system.
Module 3: Managed Metadata & The Term Store
· Taxonomy vs. Folksonomy: Controlling the corporate vocabulary.
· Term Sets & Terms: Building hierarchical structures for enterprise-wide tagging.
· Synonyms & Multi-language support: Ensuring global findability.
· Managed Properties: Connecting the Term Store to the Search Schema.
Day 2: Content Governance & AI Integration
Module 4: Content Type Gallery (The Blueprint)
· Enterprise Content Types: Centralizing document definitions via the Content Type Hub.
· Inheritance: Understanding how Site Columns flow into Content Types.
· Document Templates: Mapping metadata directly into Word/Excel properties using the Quick Parts document property server.
Module 5: Copilot Agents in SharePoint
· Introduction to Copilot for SharePoint: How AI interprets site content.
· Creating Custom Copilot Agents:
o Building an agent directly from a SharePoint site or library.
o Grounding: Ensuring the agent only uses your "Golden Source" of information (the metadata you built on Day 1).
o Sharing and deploying agents to specific Teams or Departments.
· Prompt Engineering for Site Owners: Teaching users how to query their data.
Module 6: Automation & Search Discovery
· Search Refiners: Using your metadata to build "Amazon-style" filters in the search results.
· Power Automate Integration: Triggering workflows based on metadata changes (e.g., when a "Status" term changes to "Approved").
· Security & Compliance: Sensitivity labels and how they interact with AI discovery.