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MS-040: Manage SharePoint and OneDrive in Microsoft 365

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MS-040: Manage SharePoint and OneDrive in Microsoft 365 Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Content is the most critical digital asset for every organization. In this course, you will learn how to plan, configure, and manage SharePoint Sites and OneDrive to enable modern content services that transform the content lifecycle. Specifically, this course discusses the modern SharePoint site structure, such as SharePoint hub sites. It provides best practices for the adoption and deployment of OneDrive within your organization. It also covers sharing, security, and monitoring in SharePoint and OneDrive in Microsoft 365. Additionally, you will learn how to manage user profiles and apps with proper permission settings. We will also discuss how to plan and configure Managed Metadata, Business Connectivity Services, and search allowing content to be found, consumed, and governed across Microsoft 365.

Audience profile
This course is designed for IT Professionals who deploy and manage Microsoft SharePoint and OneDrive in their organizations. Students in this course are interested in Microsoft SharePoint and OneDrive.

Skills gained
Configure SharePoint Sites.
Manage sites storage limits.
Deploy OneDrive sync client.
Use Group Policy to control OneDrive sync client settings.
Manage external sharing for data in Microsoft SharePoint and OneDrive.
Configure user profile properties.
Manage audiences.
Use the App Catalog to manage custom apps.
Create and manage term groups, term sets, and terms.
Describe the difference between modern and classic search experiences.

Learners should start this course already having the following skills:
A proficient understanding of basic functional experience with Microsoft 365 services.
A proficient understanding of general IT practices, including using PowerShell.
Basic understanding of Active Directory and Azure AD.
Basic understanding of mobile device management, and alternative operating systems (Android and macOS).

Course outline

Module 1: Plan and Configure SharePoint Sites
This module is all about planning, configuring, and managing SharePoint sites. It discusses how SharePoint administrators use SharePoint Admin Center to manage the lifecycle of SharePoint sites in your organization.
Overview of SharePoint in Microsoft 365
Configure SharePoint sites
Manage SharePoint sites

Module 2: Configure and Manage OneDrive
This module explains how to plan the deployment of OneDrive It discusses different approaches to deploy OneDrive based on different scenarios. It also introduces the capabilities to manage content in OneDrive.
Overview of OneDrive in Microsoft 365
Deploy OneDrive
Manage OneDrive

Module 3: Sharing and Security in SharePoint and OneDrive
This module is focused on sharing, security, and monitoring in Microsoft SharePoint and OneDrive. Specifically, we discuss planning and managing external sharing as well as access control in SharePoint and OneDrive. It also discusses how to use Microsoft 365 Admin Center to monitor the activities in Microsoft SharePoint and OneDrive.
Manage SharePoint site permissions
Manage sharing in SharePoint and OneDrive
Manage security in SharePoint and OneDrive

Module 4: Manage User Profiles and Apps
This module is about user profile and customization in Microsoft SharePoint. It discusses manage User Profiles in Microsoft SharePoint. It also describes how to use the App Catalog to make custom business apps available for your SharePoint in Microsoft 365.
Manage User Profiles
Manage apps

Module 5: Plan and Configure Managed Metadata and Business Connectivity Services
This module is about the Managed Metadata and Business Connectivity Services. It introduces the concepts of managed metadata as well as the process to import term sets. It also describes how to manage Business Connectivity Services and create an external list.
Plan and configure Managed Metadata
Plan and configure Business Connectivity Services

Module 6: Plan and Configure Search
This module is about SharePoint search service. It provides details on planning and configuring SharePoint search, including the difference between the classic and modern search experience. It also discusses how to customize search experience with different settings.
Plan search
Configure search
View outline in Word


Attend hands-on, instructor-led MS-040: Manage SharePoint and OneDrive in Microsoft 365 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of SharePoint Courses and select the one that's right for you.


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