SharePoint (Modern Sites) - Customise my site Homepage Tutorial
Learn how to customize your SharePoint site homepage with this intermediate-level video. Discover how to personalize your site and create content using web parts, without any coding knowledge.
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Join a group
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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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Remove a member from a group
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Understanding the different types and roles of team sites in SharePoint
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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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How to approve a request
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Back up and saving notes
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Use and create a template
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How to request an approval
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Use Adobe sign
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Edit and enhance messages
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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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How to integrate Klaxoon directly into a Teams meeting?
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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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Create a SharePoint news and send it via mail
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Take notes in meetings
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Create a SharePoint site
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File Management
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Interact in a conversation
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Create a document library
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Collaborate within a conversation with Microsoft Loop
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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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Use version history
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Use Templates for Document Creation
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Integrate Klaxoon in a Teams Channel
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Manage Document Approval
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Enable Klaxoon as an App in Teams
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Manage Storage Spaces on Teams
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Set Up Monitoring in a Channel with an RSS Feed
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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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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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Share and Collaborate OneDrive
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Add and manage multiple accounts on Outlook
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Send a survey or questionnaire by email
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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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Create a collaborative email with Microsoft Loop and Outlook
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Respond to a Meeting Poll
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Prevent transfer for a meeting
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Use the Scheduling Assistant
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Open a Shared Calendar
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Share a document securely with Outlook
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Calendar Delegation Setup
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Share Your Calendar
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Use a Shared Mailbox
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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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Mobile access to your lists made simple
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A well-structured form for easy entry
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Relevant views to highlight your information
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A fully custom list built from scratch
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Smooth updates and management for any list
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Seamless collaboration inside Microsoft Teams
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The essentials of the Lists interface
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A quick setup with ready-made templates
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Instant alerts tailored to your activities
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Easy sharing with your team or organization
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The key reasons to use Microsoft Lists
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Simple ways to add data to your list
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Custom columns to match your needs
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The right column type for each data set
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Clear insights through filters and sorting
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First steps with the patch function
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Create dynamic filters with named formulas
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Define centralized visibility rules
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Dynamic color palette with named formulas
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Introduction to named formulas
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First steps with variables
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Create new entries
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Easily edit your data
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Add a form to your app
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Customize data display
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Prepare your dynamic galleries
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Reusable components
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Structure your layout
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Master containers
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Optimize large data processing
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Galleries : a first look
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Add and manage data sources
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Controls explained and applied
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The Power Apps interface
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Why choose Power Apps?
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Visualize and group using Copilot in Excel with Python
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Improve a quiz with Copilot
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Sort and project using Copilot in Excel with Python
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Adapt Your Communication
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Adopt good meeting habits with Viva Insights
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Prepare and Run Your Meetings Effectively
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Organize Your Work Environment
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The DESC Method
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Use the Whiteboard Tool
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Use Microsoft Forms to Survey Your Team
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Motivators and Blockers
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The 5 Whys
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Use the F.A.I.R. Method
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Adapt Your Feedback to the Dominant Energy Tendency
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Use the Microsoft 365 Ecosystem
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The Pomodoro Method
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Use Microsoft 365 to Foster Motivation
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Use Planner to Align My Team's Priorities
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Set SMART Goals with Microsoft 365 Tools
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Is a hacker always a cybercriminal?
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Will I know what to do if I get hacked?
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Do I have to be an IT expert to protect myself?
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Do cybercriminals only target large companies?
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Are all files safe as long as I open them with trusted software?
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Is contactless payment safe ?
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Are online payments riskier than in-store ones?
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Is cloud storage less secure than my personal computer?
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Is scanning a QR code always safe?
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Can my mobile apps do anything without my permission?
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Is public Wi-Fi safe if no password is required?
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Is the sender’s email address enough to verify a message?
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Can I safely click a link in a message?
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Does connecting to a well-known website guarantee its safety?
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Am I safe online if I’m careful?
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Does private browsing make me anonymous?
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Are updates useless if everything works fine?
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Is a firewall the same as an antivirus?
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Does my antivirus block all threats?
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Is a free antivirus good enough?
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Is signing in with Google or Facebook a bad idea ?
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Is my password secure if it contains an @ and a number?
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Is a strong password all I need to stay safe?
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Unlock new possibilities with the Mistral Canvas
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Mistral at the service of coding
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Analyze and compare your documents with Mistral
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Explore Mistral AI's generative options
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Set up your Mistral workspace
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Instant alerts tailored to your activities
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Seamless collaboration inside Microsoft Teams
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Relevant views to highlight your information
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Clear insights through filters and sorting
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Custom columns to match your needs
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Simple ways to add data to your list
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Mobile access to your lists made simple
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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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Copilot at the service of project reports
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Project mode
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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 PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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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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Introduction to Sway
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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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Set call forwarding to external numbers
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Add participants quickly and securely
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Prompt coach
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Rewrite with Copilot
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Chat with Copilot
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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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Objectifs :
The objective of this video is to guide users through the process of customizing a SharePoint homepage, enabling them to create a more personalized and functional workspace without needing coding skills.
Chapitres :
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Introduction to SharePoint Customization
In this section, the manager of the IT team introduces the purpose of the video, which is to customize the SharePoint homepage. The manager emphasizes the importance of personalizing the site to enhance user experience. -
Accessing the Edit Mode
To begin customizing the homepage, the manager clicks on the 'Edit' button located on the right side of the screen. This action allows access to various web parts and customization options available in SharePoint. -
Understanding Web Parts
A web part is described as a widget that facilitates content creation on SharePoint without requiring coding knowledge. The manager provides an example of quick links, demonstrating how to move, edit, or delete them using simple drag-and-drop functionality. -
Adding and Deleting Web Parts
The manager explains how to add new web parts by clicking the plus icon between existing parts. A variety of web parts are available out of the box, and users can also program or download additional ones. The manager decides to delete existing web parts to start fresh. -
Structuring the Homepage
The homepage is organized into sections. The manager identifies two sections and demonstrates how to add a new section by clicking the plus icon. Users can choose from templates or create blank sections with different column layouts. The manager opts for a two-column section. -
Adding Content to Sections
In the left column of the new section, the manager adds a text web part to describe the objectives of the site and what employees can find there. In the right column, a library web part is added for quick access to the default document library. -
Finalizing the Customization
The manager decides to delete an unnecessary section at the bottom of the page. For the last section, a news web part is added to consolidate news sharing via SharePoint. This allows for a centralized location for news updates. -
Publishing Changes
Once the customization is complete, the manager clicks on 'Republish' to make the changes visible to all users accessing the site. It is emphasized that failing to republish will prevent others from seeing the modifications. -
Conclusion
The video concludes with the manager reflecting on the successful customization of the SharePoint homepage, highlighting the ease of use and the benefits of personalizing the workspace for better collaboration.
FAQ :
What is SharePoint used for?
SharePoint is used for collaboration, document management, and content sharing within organizations. It allows teams to work together on projects, share files, and manage workflows.
How do I customize my SharePoint homepage?
To customize your SharePoint homepage, click on 'Edit' to enter edit mode. You can add, move, or delete Web Parts, create sections, and republish your changes to make them visible to others.
What are Web Parts in SharePoint?
Web Parts are modular components that allow users to add various types of content to SharePoint pages. They can include text, images, links, and more, and can be easily customized.
What happens if I don't republish my changes in SharePoint?
If you do not republish your changes, they will remain private and not visible to other users. Other users will not be able to see or modify the page until it is republished.
Can I add a news section to my SharePoint page?
Yes, you can add a news section to your SharePoint page using a Web Part. This allows you to share updates and news with your team in one centralized location.
Quelques cas d'usages :
Team Collaboration
Using SharePoint to create a centralized hub for team collaboration, where team members can access documents, share updates, and manage projects effectively.
Document Management
Implementing a document library in SharePoint to organize and manage company documents, ensuring version control and easy access for all team members.
Customizing Company Intranet
Customizing the SharePoint homepage to reflect company branding and provide quick access to important resources, enhancing employee engagement and productivity.
Sharing Company News
Creating a news section on the SharePoint homepage to keep employees informed about company updates, events, and announcements, fostering a sense of community.
Training and Onboarding
Using SharePoint to create a training portal for new employees, where they can access onboarding materials, training documents, and quick links to essential resources.
Glossaire :
SharePoint
A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Web Part
A modular unit of information that forms the building blocks of a SharePoint page. Web Parts can display various types of content, such as text, images, or links, and can be customized without coding.
Document Library
A SharePoint feature that allows users to store, manage, and share documents and files. It provides version control and access permissions.
Republish
The action of saving and making changes to a SharePoint page visible to all users. If changes are not republished, they remain private and inaccessible to others.
Quick Links
A Web Part in SharePoint that allows users to create shortcuts to frequently accessed documents, pages, or external links.
Section
A designated area on a SharePoint page that can contain one or more Web Parts. Sections can be customized in terms of layout and content.
Template
A pre-designed layout in SharePoint that can be used to create new sections or pages quickly, ensuring consistency in design.
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