SharePoint + Copilot Mastery
A Modern, Real-World Approach to Learning SharePoint and Microsoft 365 Copilot
This course isn’t abstract theory – it’s real-world transformation. You will learn everything you need to know so that you can turn your SharePoint from a neglected document dump into a streamlined powerhouse that everyone will naturally embrace.
Learn Modern SharePoint Strategies That Actually Work In The Real World
If you’re using SharePoint in your organization, you know it should be making your work life easier.
But instead, it’s probably becoming a source of daily frustration. I’ve seen this countless times in organizations of all sizes – SharePoint deployments that were meant to improve productivity have become digital mazes where information goes to hide.
The challenges you’re facing aren’t your fault. SharePoint is powerful, but sometimes if not done well SharePoint can become, well not exactly intuitive.
Without the right guidance, it’s easy to end up with a system that’s working against you rather than for you.
Here’s what I have heard for the past 18 years from people just like you, you are not alone, trust me.
- “Daniel, we have documents scattered across multiple locations with no clear organization”
- “Daniel, we have people creating sites without any consistent structure, HELP”
- “Daniel, there are so many wasted hours searching for files and information”
- “There is so much confusion across the business about when to use SharePoint vs. Teams vs. OneDrive”
- “Our users are frustrated with basic tasks that should be simple”
- “We are not using SharePoint to it’s full potenitial, how can we do that?”
Let’s be honest about what these SharePoint challenges are really costing you and your organization. This isn’t just about minor inconveniences – it’s about the cumulative impact of daily inefficiencies that are slowly eroding your team’s productivity and morale.
Think about your typical workweek.
- How many hours do you spend just trying to navigate SharePoint?
- How many times have you recreated documents because you couldn’t find the original?
- How often do you avoid using certain features because they seem too complicated?
The real impact goes far beyond just wasted time:
- Your team’s productivity suffers as they waste time searching for documents
- Important files get buried in poorly organized libraries
- Collaboration becomes a mess of email attachments and version confusion
- Your modern SharePoint sites look basic and unprofessional
- Manual processes continue to eat up valuable time
- The gap between your SharePoint potential and reality grows wider
I’ve seen organizations try everything to solve these SharePoint challenges. The problem isn’t a lack of effort – it’s that most approaches simply don’t work in the real world. If you’ve tried any of these, you’ll know exactly what I mean.
- Generic training that drops you into SharePoint’s deep end without a clear path forward
- Or maybe you’ve pieced together information from various sources, hoping to create a coherent strategy?
These approaches might seem logical, but they’re costing you more time and creating more confusion.
Here’s what doesn’t work:
❌ Watching random YouTube tutorials that don’t fit together
❌ Reading outdated SharePoint documentation
❌ Attending generic Microsoft 365 courses that barely cover SharePoint
❌ Trial and error that creates more problems than solutions
❌ Asking colleagues who are just as confused as you are
I am bringing you firsthand experience.
As a Microsoft MVP with 18 years in the trenches of SharePoint implementation, I’ve seen firsthand what works and what doesn’t. I’ve helped hundreds of organizations transform their SharePoint from a confusing mess into a powerful productivity tool. This isn’t about theory – it’s about practical, proven solutions that work in the real world.
I designed this course to be different because I understand your challenges. I’ve been there, solved these problems, and know exactly what it takes to make SharePoint work for you, not against you.
Here’s why this course stands out:
✅ Built on real-world experience, not theory
✅ Focuses exclusively on modern SharePoint features you’ll actually use
✅ Provides immediate, practical skills you can implement same-day
✅ Taught by a Microsoft MVP who solves SharePoint challenges daily
✅ Includes real examples from actual enterprise implementations
✅ Includes up to date content, including Copilot
Your journey to SharePoint mastery doesn’t have to be complicated or time-consuming.
I’ve distilled my 18 years of experience into a focused, practical course that gives you exactly what you need to succeed with modern SharePoint.
This isn’t just another SharePoint course – it’s a transformation in how you work with SharePoint, delivered in a way that makes sense.
You’ll learn not just the ‘how’ but the ‘why’, equipped with strategies and solutions that you can implement immediately in your organization.
What makes this course unique is its focus on real-world application.
Every concept, every feature, and every strategy I teach comes from actual experience helping organizations like yours succeed with SharePoint.
My aim is that by the end of this course, you’ll not only understand SharePoint fundamentals but also be equipped to enhance your organization’s use of SharePoint immediately. I’m here to help you drive productivity and collaboration in your workplace.
I’m looking forward to guiding you through the world of modern SharePoint.
Let’s get started!
Course Curriculum
Module 1: Navigating the Modern SharePoint Experience
Overview
Explore the modern SharePoint interface, focusing on its intuitive design and the distinction between team and communication sites. Understand SharePoint’s role in the broader Microsoft 365 ecosystem.
Outcomes
- Navigate SharePoint confidently
- Understand team sites vs. communication sites
- Create and customize a basic SharePoint site
- Differentiate between SharePoint, Teams, and OneDrive: their roles and when to use each
Immediate Implementation
After this lesson, you will be able to create and customize a team site for a current project, applying effective site design principles. You will be able to optimize site navigation to enhance user experience and information accessibility. Additionally, you will be capable of identifying appropriate use cases for SharePoint, Teams, and OneDrive in your daily work, enabling you to choose the right tool for different collaboration scenarios.
Module 2: Document Management Essentials
Overview
Master SharePoint’s document management capabilities, including organization, metadata usage, and collaboration features.
Outcomes
- Implement effective document library structures
- Utilize basic metadata for organization
- Understand version control and co-authoring
Immediate Implementation
After this lesson, you will be able to set up and structure a document library with custom metadata that aligns with your team’s specific needs. You will be capable of implementing version control on critical documents, ensuring proper tracking of document history and changes. These skills will enable you to significantly enhance your document management practices and facilitate improved team collaboration.
Module 3: Creating Engaging SharePoint Pages
Overview
Learn to create dynamic, user-friendly SharePoint pages using modern web parts and design principles. We will also see Copilot in action.
Outcomes
- Design functional SharePoint pages
- Utilize common web parts effectively
Immediate Implementation
After this lesson, you will be able to design and create an engaging department landing page that incorporates news feeds and quick links. You will be capable of using the File Viewer web part to embed important documents directly into SharePoint pages. These abilities will allow you to craft informative and user-friendly pages that enhance information sharing within your organization.
Module 4: Introduction to Microsoft Lists
Overview
Explore Microsoft Lists as a versatile tool for data management and process tracking within SharePoint.
Outcomes
- Create and customize basic lists
- Use list formatting to enhance data visualization
Immediate Implementation
After this lesson, you will be able to convert existing spreadsheets into functional SharePoint lists, streamlining your data management processes. You will be capable of creating custom views within these lists to highlight and prioritize important items. These skills will enable you to better organize data and improve your team’s efficiency in managing and accessing information.
Module 5: Enhancing Content Organization with Metadata and Views
Overview
Discover how to use metadata to organize content effectively and create custom views to present information in meaningful ways.
Outcomes
- Understand the benefits of metadata in SharePoint
- Create custom views using metadata
- Use web parts like Quick Links for intuitive navigation
Immediate Implementation
After this lesson, you will be able to implement custom metadata columns in document libraries to improve content categorization and searchability. You will be capable of creating filtered views based on metadata, enabling quick access to relevant documents. Additionally, you will be able to construct a basic dashboard using the Quick Links web part, providing intuitive navigation to key resources and views. These skills will allow you to significantly enhance your team’s ability to organize and access information efficiently.
Module 6: SharePoint's Built-in Automation Features
Overview
Learn to leverage SharePoint’s native tools for basic workflow automation and content approval.
Outcomes
- Implement SharePoint Rules for basic task automation
- Understand the Sign Off and Page Approval features
Immediate Implementation
After this lesson, you will be able to create and implement SharePoint Rules to automate notifications, such as alerting document owners when their files are modified. You will be capable of setting up a basic Sign Off process for a document library, streamlining approval workflows. These abilities will enable you to reduce manual tasks and improve content governance in your SharePoint environment.
Module 7: Copilot agents in SharePoint
Overview: Learn to create, customize, and implement Copilot agents in SharePoint to enhance team productivity and knowledge sharing while maintaining security and governance standards.
Outcomes:
- Create and configure Copilot agents from SharePoint document libraries
- Implement secure sharing and collaboration through agents
- Utilize built-in site-wide Copilot agents effectively
- Apply agents to common business scenarios (onboarding, sales, support)
Immediate Implementation: After this lesson, you will be able to create targeted Copilot agents from your SharePoint libraries, customizing them for specific team needs like onboarding or project management. You’ll be capable of setting up proper permissions and sharing configurations, enabling secure collaboration through Teams and email. These abilities will enable you to scale knowledge sharing and improve information discovery across your organization while maintaining governance standards.
Module 8: SharePoint Advanced Management (SAM)
Overview
Master SharePoint Advanced Management capabilities to enhance security, streamline administration, and gain deeper insights into your SharePoint environment. This course focuses on the three core pillars of SAM: advanced security, sophisticated management tools, and comprehensive analytics for informed decision-making.
Core Outcomes
- Implement advanced security measures using app governance
- Deploy sophisticated file access monitoring
- Establish comprehensive site management practices
- Configure detailed SharePoint analytics
- Create data-driven governance strategies
Immediate Implementation
- Set up app governance policies to secure third-party applications
- Monitor and control file sharing across your organization
- Implement advanced site lifecycle management
- Deploy comprehensive analytics for content and user behaviors
- Create actionable insights from SharePoint usage patterns
Module 9: Building Autonomous Agents (coming soon)
Overview
Master the creation, deployment, and management of autonomous agents using Copilot Studio to transform business processes and scale team capabilities. This course focuses on leveraging AI-first business processes to drive operational efficiency, enhance customer experience, and achieve significant ROI through autonomous agent implementation.
Core Outcomes
- Design and implement autonomous agents for specific business functions
- Scale team capabilities through AI-powered process automation
- Establish governance frameworks for agent deployment
- Measure and optimize agent performance
- Integrate agents with existing business systems
After completing AAM, you will be able to:
- Create custom agents using Copilot Studio
- Deploy agents that integrate with Microsoft 365 Graph and Dataverse
- Implement security and governance controls for agent operations
- Monitor and measure agent impact on business metrics
- Scale business processes through autonomous agent orchestration
Testimonials
What People Are Saying.
“Daniel’s work is inspirational and he has made a big impact for our business. SharePoint adoption has always been a challenge, but Daniel’s masterclass has really helped put our employees at easy with a better understanding of its capabilities and flexibility. “
“Thank you. I’m a firefighter in the United States who has been assigned to supervise an IT section, it’s been a fascinating dive into how technology can leverage systems thinking to improve our organizational culture, climate, and organizational and interpersonal communications“
About Me
Who Is Daniel Anderson?
Hey, I’m Daniel.
As a Microsoft MVP and expert in SharePoint and Copilot, I leverage my recognized expertise to empower professionals and businesses. My mission blends deep technical knowledge with practical insights, guiding you through the evolving landscape of AI-enhanced collaboration.
I’m dedicated to helping you Learn, Build, and Grow while offering actionable strategies to harness the full potential of SharePoint and Copilot.
Together, we’ll navigate the future of work, turning cutting-edge technology into tangible business success.