[SharePoint] Creating a remittance request system for our company with Microsoft List

Through hands-on practice of creating a remittance request system for our company using a List in SharePoint, we will learn to understand List and create various systems necessary for our company.

(4.7) 3 reviews

45 learners

Level Intermediate

Course period Unlimited

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Reviews from Early Learners

Reviews from Early Learners

4.7

5.0

이호준

83% enrolled

It was very helpful. MS 365 is good enough that even mid-sized companies don't need to do any unnecessary internal development, but I gave up because it was too hard to understand the structure. The lecture content was good, and the answers were very helpful.

5.0

ogsung.hyun

92% enrolled

It helped me a lot in understanding MS List. And thank you for answering my questions.

What you will gain after the course

  • Structure of a Microsoft List (SharePoint List)

  • Overview of the remittance request system created with List

  • Create a Site for List

  • Create a Microsoft List

  • Design of a remittance request system

  • Create a business partner management list

  • Create a remittance request list

  • Setting up the list and entering data

  • Conditional Formatting

  • Share Site

  • Teams Integration with Teams

  • Automate advance notifications

  • Set up notification rules for new requests and status changes

  • List Data Analysis through BI

  • Create a remittance request using the Mobile App

  • Apply search filters to the search list

Work Less, Do More
Create and use the system you need yourself.


Learn Microsoft Lists through Practice
Welcome to the lecture!

Via Microsoft List in SharePoint
Creating a remittance request system 👩‍🔧

There's likely a vast amount of data , including customer support schedules, support results lists, product or inventory lists, customer address books, checklists for specific projects or events, employee KPIs and task management lists, and even things like field work management, vacation management, business trip reports, and expense reports. How does your company and team manage all of this?


Are you struggling to manage your database, website, and maintain it with Excel alone? While this approach may be necessary for large-scale projects, it's often unnecessary. However, many people experience numerous inconveniences because Excel is the only viable alternative.
Even with a system in place, significant time and money are still being spent. Microsoft List is the solution to these challenges.

Microsoft List is a service that adds additional features and a more user-friendly separate service to the existing SharePoint List app, making it possible to use SharePoint lists more intuitively.

In this lecture, we'll create a remittance request system for our company using Microsoft List. Through hands-on practice, we'll gain a deeper understanding of List and be able to create various systems needed by our company in the future. I'm learning.


Learn things like this 📚

1. Create a site using SharePoint to create a remittance request system.
2. Create a list of business partners and remittance requests on the site created through Lists.
3. Set up and configure the created List to make it easy to use.
4. Integrate your remittance request list so it can be used in Teams.
5. Automate payment reminders, new request notifications, and more.
6. Submit a request through the mobile app.
7. View the remittance request data analyzed in BI.

Microsoft List Overview → Microsoft List Templates and Use Cases → Overview of a Remittance Request System Created with Lists → Creating a SharePoint Site → Designing a Remittance Request System → Creating a List (Managing Business Partners, Remittance Requests) → Setting Up a List → Additional Configuration and Sharing of the Remittance Request System → Additional Utilization (Teams Integration, Power Automate, Power Apps, Power BI)


What you need for the lecture ✒️


  • SharePoint Online license (included with Microsoft 365 Business Basic license or higher)
  • A Microsoft 365 Business or Enterprise trial license that includes SharePoint Online
  • SharePoint creation permissions
  • PC with internet access
  • headset or speakers

Preview Q&A 💬

Q. Do I need to purchase a license to attend the lecture?

No, you can practice with a free license (Business Standard trial or higher). If you're worried about setting up an actual company account, you can try setting up various settings with a trial version first and then apply it to your company!

Q. Do I need any prior knowledge to take the course?

No prior knowledge is required, but if you're already using SharePoint, you'll understand it much faster. Therefore, it's a good idea to first take the course on creating collaborative sites with SharePoint!

Q. Do I need permission to attend the lecture?

Anyone can create a site, unless your company's administrator has specifically blocked the creation of SharePoint sites. Log into SharePoint first to check if you can create a site. You should see the Create Site button, as shown below.


Introducing the knowledge sharer 🙋‍♀️


Recommended for
these people

Who is this course right for?

  • For those of you who are curious about Microsoft Lists

  • Anyone who wants to create a system that suits their company with Microsoft Lists

  • For those who want to list data through Microsoft Lists

  • Anyone who wants to create a remittance request system for their company

Need to know before starting?

  • No! Anyone can do it if they follow along slowly!

Hello
This is omas

2,631

Learners

294

Reviews

165

Answers

4.6

Rating

47

Courses

Nice to meet you! We are "Omas", Microsoft 365 experts.
As Microsoft 365 experts, we will help you work more easily and smartly.

Introducing Omas's instructors!!

Instructor Hyunjung Ko
Microsoft MVP (Microsoft 365 Apps & Services, 2016 – Present)

 

Official Blog & Café

 

YouTube

 

Books 

  • Microsoft 365 Business for Users & Admins

  • OMAS: My Smart Work using Office 365

  • Office 365 Quick Guide Series 1. Creating a SharePoint Site for Collaboration

  • Office 365 Quick & Easy Series 2. BI that business users can apply to work immediately without expert help

  • Office 365 Quick & Easy Series 3. From Basics to Advanced All at Once! OneDrive for Business

  • Office 365 Quick Series 4. Creating mobile apps your company needs: PowerApps

  • Office 365 in SMBs: My Smart Work using Office 365

  • Using OneNote 2016! - Basic Edition

  • OneNote 2016 Utilization! - Advanced Guide

  • Female office workers, never do this! A cheerful look at how to succeed in your professional life by thinking outside the box.

 

Recognitions

  • MS-102 - Microsoft 365 Certified: Administrator Expert

  • MS-100 - Microsoft 365 Identity and Services

  • Teams Meetings and Meeting Rooms Technical Assessment

  • MS-700 - Microsoft 365 Certified: Teams Administrator Associate

  • MS-900 - Microsoft 365 Certified: Fundamentals

  • AZ-104 - MS Azure Administrator Associate

  • AZ-900 - Microsoft Certified: Azure Fundamentals

  • SC-900 - Microsoft Certified: Security, Compliance, and Identity Fundamentals

  • PL-900 - Microsoft Certified: Power Platform Fundamentals

  • Exam 347: Enabling Office 365 Services

  • Microsoft Office Specialist Word 2016 Expert

  • Microsoft Office Specialist PowerPoint 2016 Core

  • Certificate of Qualification. Presentation Speech 1st  Level

Other Qualifications

  • Presentation Speech Level 1 (Korea Vocational Skills Certification Association, Ministry of Employment and Labor)

  • CS Instructor Level 1 (Korea Vocational Competency Assessment Association, Ministry of Trade, Industry and Energy)

  • e-Learning Senior Consultant (Korea U-Learning Association)

  • e-Learning Instructor Level 2 (Korea U-Learning Association)

  • Computer Science Teacher Certificate (Minister of Education)

  • Lifelong Education Specialist Level 2 (Seoul University of Buddhism and Culture)

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Curriculum

All

12 lectures ∙ (2hr 3min)

Published: 
Last updated: 

Reviews

All

3 reviews

4.7

3 reviews

  • hlct9939521님의 프로필 이미지
    hlct9939521

    Reviews 1

    Average Rating 5.0

    5

    83% enrolled

    It was very helpful. MS 365 is good enough that even mid-sized companies don't need to do any unnecessary internal development, but I gave up because it was too hard to understand the structure. The lecture content was good, and the answers were very helpful.

    • omas
      Instructor

      I'm so glad it was helpful! 😊 I'm so glad you caught the exact point we always say during our training, "There's no need for useless development"!! I hope you'll create a system that your company needs based on what you've learned and work really smartly~🙏

  • ogsunghyun7557님의 프로필 이미지
    ogsunghyun7557

    Reviews 1

    Average Rating 5.0

    5

    92% enrolled

    It helped me a lot in understanding MS List. And thank you for answering my questions.

    • omas
      Instructor

      I'm so glad it was helpful~ :) I hope List makes many things more convenient!!!

  • missing7809님의 프로필 이미지
    missing7809

    Reviews 7

    Average Rating 4.0

    4

    83% enrolled

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