MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 Course Overview

MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 Course Overview

The MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 course is designed for IT professionals who want to learn how to configure, manage, and maintain SharePoint and OneDrive in a Microsoft 365 environment. This course is divided into six modules, each focusing on different aspects of SharePoint and OneDrive management.

Throughout the course, participants will explore SharePoint's capabilities in Microsoft 365, learn how to configure and manage SharePoint sites, and understand how to effectively deploy and manage OneDrive for user file storage and sharing. The course also covers crucial topics like Managing permissions, security, user profiles, and applications. Furthermore, it provides insights into Planning and configuring Managed Metadata and Business Connectivity Services, as well as planning and configuring the search features to enhance information retrieval across the organization.

By the end of the MS-040T00 course, learners will have gained valuable skills to manage SharePoint and OneDrive effectively, ensuring efficient collaboration and data governance within their organizations.

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Course Prerequisites

Certainly! For students interested in undertaking the MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 course, the following minimum prerequisites are recommended for a successful learning experience:


  • Basic understanding of Microsoft 365 services, including SharePoint Online and OneDrive for Business.
  • Familiarity with general IT practices, including using PowerShell and managing Office 365.
  • Knowledge of basic networking concepts such as DNS and IP configurations that can relate to SharePoint Online.
  • Experience with Windows operating systems, and understanding how they interact with online services.
  • Awareness of the concept of cloud-based service management.
  • Prior exposure to or experience with managing end-user devices and apps.
  • An understanding of authentication and authorization practices, particularly relating to Microsoft 365.
  • Basic knowledge of mobile device management and alternative operating systems (Android and macOS).

Please note that these prerequisites are intended to ensure that you have a foundational level of knowledge that will help you to more effectively engage with the course content. The course is designed to build on this existing knowledge, providing you with a deeper understanding of how to manage SharePoint and OneDrive in Microsoft 365.


Target Audience for MS-040T00: Manage SharePoint and OneDrive in Microsoft 365

The MS-040T00 course is designed for professionals managing SharePoint and OneDrive in Microsoft 365, focusing on configuration, security, and search capabilities.


  • IT Administrators
  • SharePoint Site Collection Administrators
  • SharePoint Site Owners
  • SharePoint Power Users
  • Office 365 Administrators
  • Systems Engineers
  • Network Managers
  • Information Managers
  • Solution Architects who work with SharePoint and OneDrive environments
  • Compliance Officers managing document security and data governance
  • IT Support Technicians providing end-user support for SharePoint and OneDrive
  • IT Professionals looking to enhance their knowledge in Microsoft 365 collaboration tools
  • Enterprise Content Management Professionals
  • Business Analysts involved in SharePoint-based solutions
  • Project Managers overseeing SharePoint projects
  • SharePoint Developers seeking to understand the out-of-the-box features for better solution design


Learning Objectives - What you will Learn in this MS-040T00: Manage SharePoint and OneDrive in Microsoft 365?

Introduction to Course Learning Outcomes

The MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 course is designed to provide learners with a comprehensive understanding of configuring, managing, securing, and optimizing SharePoint and OneDrive in a Microsoft 365 environment.

Learning Objectives and Outcomes

  • Understand the structure and capabilities of SharePoint in the context of Microsoft 365 and learn to plan site configurations to meet organizational needs.
  • Gain the skills to configure SharePoint sites by setting up site collections, managing site settings, and customizing the look and feel.
  • Master the management of SharePoint sites, including site storage limits, site closure policies, and archiving.
  • Learn how to deploy OneDrive for Business, including setup for user profiles and storage, and configure OneDrive settings.
  • Acquire the ability to manage user files and collaboration in OneDrive, including data migration and synchronization.
  • Understand how to manage permissions, sharing settings, and security measures across SharePoint and OneDrive to protect organizational data.
  • Learn to manage user profiles within the SharePoint ecosystem, ensuring proper integration with other Microsoft 365 services.
  • Understand how to manage and deploy apps within SharePoint to enhance productivity and user engagement.
  • Plan and configure Managed Metadata Service, creating term sets and terms for organizational content categorization.
  • Develop knowledge on planning and configuring Business Connectivity Services (BCS) to access and manage external data.
  • Understand the principles of planning an effective search strategy in SharePoint, and learn how to configure search settings and capabilities.

Technical Topic Explanation

Data governance

Data governance is the management framework used to ensure that data across an organization is accurate, available, consistent, and secure. It involves setting policies, procedures, and responsibilities to guarantee that data is handled properly from its creation to its final disposal. This framework helps in improving data quality, supports regulatory compliance, and enhances decision-making by ensuring that stakeholders have reliable and timely information. Effective data governance allows organizations to maximize the value of their data, minimizing risks and fostering trust in the data they use for business operations.

SharePoint and OneDrive management

SharePoint and OneDrive management in Microsoft 365 involves overseeing and regulating the use and storage of data within these two platforms. SharePoint is primarily used for team collaboration, document management, and sharing within organizations. It allows teams to work together on projects, share files, and collect information through customized websites. OneDrive, on the other hand, is designed for individual storage and file sharing. It offers a personal space in the cloud to store documents, photos, and other files, accessible from anywhere. Effective management ensures these tools support productivity securely and efficiently.

Managing permissions

Managing permissions in SharePoint and OneDrive within Microsoft 365 involves controlling access and determining what users can see and do with files and folders. Permissions can be set at various levels from entire sites to specific documents. Configuring permissions accurately ensures data security and operational efficiency by allowing only the right individuals to access or modify sensitive information. This process supports collaboration while safeguarding data integrity and compliance with company policies or regulatory requirements. Proper management of these permissions is critical in maintaining streamlined workflows and preventing unauthorized access to confidential resources.

Planning and configuring Managed Metadata

Planning and configuring Managed Metadata in SharePoint involves organizing information across various SharePoint sites so users can find and use data more efficiently. It includes setting up a centralized term store to manage metadata terms and categories that are consistent across the organization. This helps in improving search capabilities and content discoverability, ensuring that users can access and manage content relevant to their needs effectively while maintaining information governance and compliance standards.

Business Connectivity Services

Business Connectivity Services (BCS) in Microsoft SharePoint enables businesses to integrate external data from various sources, such as databases, web services, or custom applications, directly into SharePoint and Office front-end solutions. This allows users to interact with external business data directly within familiar SharePoint interfaces, enhancing user productivity and data interaction without switching between applications. BCS bridges the gap between SharePoint and disparate business systems, simplifying data access, management, and storage, facilitating efficient business processes and informed decision-making.

Target Audience for MS-040T00: Manage SharePoint and OneDrive in Microsoft 365

The MS-040T00 course is designed for professionals managing SharePoint and OneDrive in Microsoft 365, focusing on configuration, security, and search capabilities.


  • IT Administrators
  • SharePoint Site Collection Administrators
  • SharePoint Site Owners
  • SharePoint Power Users
  • Office 365 Administrators
  • Systems Engineers
  • Network Managers
  • Information Managers
  • Solution Architects who work with SharePoint and OneDrive environments
  • Compliance Officers managing document security and data governance
  • IT Support Technicians providing end-user support for SharePoint and OneDrive
  • IT Professionals looking to enhance their knowledge in Microsoft 365 collaboration tools
  • Enterprise Content Management Professionals
  • Business Analysts involved in SharePoint-based solutions
  • Project Managers overseeing SharePoint projects
  • SharePoint Developers seeking to understand the out-of-the-box features for better solution design


Learning Objectives - What you will Learn in this MS-040T00: Manage SharePoint and OneDrive in Microsoft 365?

Introduction to Course Learning Outcomes

The MS-040T00: Manage SharePoint and OneDrive in Microsoft 365 course is designed to provide learners with a comprehensive understanding of configuring, managing, securing, and optimizing SharePoint and OneDrive in a Microsoft 365 environment.

Learning Objectives and Outcomes

  • Understand the structure and capabilities of SharePoint in the context of Microsoft 365 and learn to plan site configurations to meet organizational needs.
  • Gain the skills to configure SharePoint sites by setting up site collections, managing site settings, and customizing the look and feel.
  • Master the management of SharePoint sites, including site storage limits, site closure policies, and archiving.
  • Learn how to deploy OneDrive for Business, including setup for user profiles and storage, and configure OneDrive settings.
  • Acquire the ability to manage user files and collaboration in OneDrive, including data migration and synchronization.
  • Understand how to manage permissions, sharing settings, and security measures across SharePoint and OneDrive to protect organizational data.
  • Learn to manage user profiles within the SharePoint ecosystem, ensuring proper integration with other Microsoft 365 services.
  • Understand how to manage and deploy apps within SharePoint to enhance productivity and user engagement.
  • Plan and configure Managed Metadata Service, creating term sets and terms for organizational content categorization.
  • Develop knowledge on planning and configuring Business Connectivity Services (BCS) to access and manage external data.
  • Understand the principles of planning an effective search strategy in SharePoint, and learn how to configure search settings and capabilities.