Feb 05 2024 04:58 AM
Hello,
I am a Bank On Yourself Professional. I am part of a 14-person agency with agents and administrators scattered across the country. We do have an Office 365 account. We need an agency intranet and SharePoint seems to be the logical choice.
What is a good resource for a new user, like myself, to learn the basics of SharePoint? I have very basic questions like: the difference between a Page and a Site, can I sync a document library to OneDrive, how can I lock out the majority of my associates from editing or changing pages/sites, what's the difference between a library and a list of files, should we link to OneDrive or have duplicate files on OneDrive and SharePoint? The list of questions goes on and on.
I am open to your suggestions and thank you in advance for responding.
Mark H.
Feb 05 2024 05:41 AM
@BOYPro Check these links:
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Feb 05 2024 06:00 AM
Feb 06 2024 07:14 AM
Feb 15 2024 10:21 AM
@BOYPro Mark, adopting OneDrive first is a pragmatic approach before evaluating SharePoint. Once the team is acclimated to OneDrive, we can assess if SharePoint confers additional advantages - reducing information siloes via centralized document libraries, organizing content taxonomically to facilitate search/discovery, streamlining cumbersome review processes.
However, prudent change management dictates incrementally integrating new systems - establishing strict initial permissions, piloting team site utilization before broader deployment, and measuring value iteratively. This should allow us to ultimately determine if consolidating platforms within SharePoint to eliminate fragmentation and better support institutional workflows makes strategic sense, without overwhelming users initially. Please advise how I can further assist.