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[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

44 learners

  • omas
SharePoint
MS-Office
Business Productivity

Reviews from Early Learners

What you will learn!

  • 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

2,361

Learners

241

Reviews

161

Answers

4.5

Rating

43

Courses

반갑습니다! Microsoft 365 전문가 "오마스"입니다.
Microsoft 365 전문가가 여러분이 보다 쉽게 스마트하게 업무를 할 수 있도록 돕겠습니다. 

오마스의 강사를 소개합니다!!
 

고현정 강사
Microsoft MVP (Microsoft 365 Apps&Services, 2016 ~ 현재)

 

운영 Blog & Café

 

YouTube

 

저서 

  • Microsoft 365 Business for Users & Admins

  • Office 365를 활용한 My Smart Work 오마스

  • Office 365 뚝딱 시리즈 1. 협업을 위한 SharePoint Site 만들기

  • Office 365 뚝딱 시리즈 2. 전문가 도움 없이 현업 담당자가 바로 업무에 적용하는 BI  

  • Office 365 뚝딱 시리즈 3. 기초부터 활용까지 한 번에! 비즈니스용 OneDrive

  • Office 365 뚝딱 시리즈 4. 우리 회사에서 필요한 모바일 앱 만들기 PowerApps

  • Office 365 in 중소기업 오피스 365를 활용한 마이 스마트워크

  • 원노트 2016 활용! - 기본편 

  • 원노트 2016 활용! - 활용편

  • 여자 직장인, 이것만은 절대 하지 마라! 유쾌하게 뒤집어 생각해보는 직장생활 성공법

 

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

그 외 자격

  • 프레젠테이션 스피치 1급 (한국직업능력검정협회, 고용노동부)

  • CS 강사 1급 (한국직업능력검정협회, 산업통상자원부)

  • 이러닝 최고 컨설턴트 (한국U러닝연합회)

  • e러닝 지도사 2급 (한국U러닝 연합회)

  • 전자계산 교원자격증 (교육부장관)

  • 평생교육사 2급 (서울문화예술대학교)

Curriculum

All

12 lectures ∙ (2hr 3min)

Published: 
Last updated: 

Reviews

All

3 reviews

4.7

3 reviews

  • ogsung.hyun님의 프로필 이미지
    ogsung.hyun

    Reviews 1

    Average Rating 5.0

    5

    92% enrolled

    MS List 이해하는데 많은 도움이 되었습니다. 그리고 질문에 답변도 해주셔서 감사합니다.

    • 오마스
      Instructor

      도움이 되셨다니 정말 기쁘네요~ :) List로 많은 일들이 편리해지시길!!!

  • 이호준님의 프로필 이미지
    이호준

    Reviews 1

    Average Rating 5.0

    5

    83% enrolled

    너무 많은 도움이 되었습니다. MS 365 쓰면 중견기업까지는 내부에 쓸데없는개발 필요 없을정도로 좋은데 구조 이해하기가 너무 힘들어서 포기했었는데 강의내용도 좋고, 답변도 너무 잘 해주셔서 큰 도움이되었습니다.

    • 오마스
      Instructor

      도움이 되셨다니 정말 기쁩니다! 😊 저희가 교육하며 늘 말씀 드리는 "쓸데없는 개발이 필요 없다"를 정확하게 캐치하신 것도 정말 기분 좋네요!! 배우신 것을 토대로 또 회사에 필요한 시스템을 만들어 정말 스마트하게 일하시길 바랄게요~ 🙏

  • missing7809님의 프로필 이미지
    missing7809

    Reviews 7

    Average Rating 4.0

    4

    83% enrolled

    $42.90

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