55281: SharePoint Online Branding Training

The story of SharePoint alone is a complex one. SharePoint has a lengthy history with many versions hosted on local IT servers and global cloud services. This evolution from on-premises to the cloud has guided the visual appearance and functionality of SharePoint. So, understanding its history is essential for appreciating the diverse options for customising SharePoint�s interface.

In this module we will journey through the product�s rich history, leading us to understand the biggest impact on branding which was the move from the older classic user interface to the modern interface. You will also learn that although there are some changes that you can make in the web browser, you may also require a complement of free applications to aid your efforts.

Lessons

• History of branding in SharePoint
• What is SharePoint?
• How was SharePoint branded in the past?
• Publishing sites and master pages
• SharePoint Designer
• Live SharePoint publishing sites
• A change in best practices
• Modern vs Classic
• What tools may you need?
• Understanding your company branding

Lab 1: Setting up SharePoint

• Create a communication site
• Create a team site

After completing this module, students will be able to:

• Recognize classic and modern SharePoint interfaces.
• Understand the difference between on-premises and cloud versions of SharePoint.
• Be aware of legacy techniques and why they are not valid in SharePoint Online modern sites.
• Know which tools are required and which are optional for branding SharePoint Online.

In this module, our focus is on out-of-the-box updates in SharePoint Online for those with branding in mind. When we refer to out-of-the-box, we are talking about the menus and options available within the product for making changes without relying on additional tools. These range from local changes that impact your site to hub sites which allow your changes to impact all sites connected to the hub. Not only that, we can also make changes in the admin center of your Office 365 tenant, to implement an organisation brand.

Lessons

• Upgrading from classic to modern
• Changing themes in team and communication sites
• Adding site logos
• Headers
• Mega menus and cascading menus
• Background images
• Footers
• Deploying themes with hub sites
• Setting up hub sites
• Connecting to hub sites
• Set up an organizational custom theme

Lab 1: Customise a modern site

• Set up a hub site hierarchy
• Customize your hub site theme
• Build your hub site navigation
• Associate a team site with the hub site
• Update an organizational theme

After completing this module, students will be able to:

• Customize themes, headers, footers, logos, and other site aesthetics.
• Understand how hub sites can be used for branding.
• Connect sites to a hub site.
• Be aware of best practices for customizing the look and feel of a site.
• Deploy an organizational custom theme for the Office 365 navigation bar.

In our previous module, we explored elements of a SharePoint Online site that could be customized without the need for additional tools. Although there was an array of settings that customize the theme and navigation for your site, we could not pick specific colours. We were only able to select from 12 available colours, which may not align to your branding.

In this module, we will be showcasing the tools that can be used to customize the branding of a SharePoint site even further. Again, our focus is on the modern features in SharePoint, and we will be using SharePoint Designer 2013, the SharePoint Online Management Shell and Site Designs to customise SharePoint and propagate these changes.

Lessons

• Using SharePoint Designer with modern pages
• SharePoint Designer 2013 prerequisites
• Navigating SharePoint Designer
• Connecting to Sites and Pages
• Updating modern pages
• Using the theme designer
• An overview of the theme designer
• Exporting your new theme
• Deploying themes using PowerShell
• Connect to SharePoint and sign in
• Deploying and removing a custom theme
• Applying themes with Site Designs

Lab 1: Design a custom theme

• Create a new custom theme
• Connect to SharePoint and sign in (using the SharePoint Online Management Shell)
• Deploy your new theme
• Switch to your new theme
• Implement a Site design

After completing this module, students will be able to:

• Know how to use SharePoint Designer 2013 to update modern page layouts.
• Generate a new custom theme using the Fluent UI theme designer.
• Use the SharePoint Online Management Shell to deploy a custom theme.
• Be able to use Site Designs to deploy your custom theme to new and existing sites.

In our last module, we will be focusing on how our branding can be applied to the working areas of SharePoint, lists, and libraries, known collectively as apps. Although your site theme will brand these apps, there are further methods that can be used to conditionally colour code content in an app and even brand their data input forms.

Lessons

• Introducing JSON to lists and libraries
• Using design mode
• How to apply formatting to columns
• Format choices
• Conditional formatting
• Format views
• Using branding with formatting
• Using advanced mode
• Sample JSON code segments
• Schemas and branding
• Create clickable actions
• How to add icons
• Customizing people and hover cards
• Further samples
• Using Power Apps in lists and libraries
• Create a new form
• Brandable elements
• Removing a custom form

Lab 1: Format lists and use Power Apps with forms

• Create a list based on a spreadsheet
• Apply row formatting to a list
• Add column formatting
• Add a custom form in Power Apps

After completing this module, students will be able to:

• Implement formatting against columns and rows in lists and libraries.
• Be aware of the design mode and advanced mode formatting editors.
• Know where to go for additional support and resources for editing JSON.
• Understand the role of Power Apps in customizing SharePoint lists and library forms.