SharePoint Metadata Training (On-Demand)

It’s fully self-paced and on-demand. You watch pre-recorded video lessons on your own schedule, pausing, rewinding, and replaying any segment as many times as you need – there are no scheduled sessions to attend. If you’d prefer live, instructor-led training with real-time Q&A, Greg offers live training as a separate option.

Lifetime access. Once you enroll, the course is yours to keep – no time limit, no expiration, and no need to re-enroll. You can revisit any lesson whenever you need a refresher or when Microsoft changes something in SharePoint or Microsoft 365.

Click Enroll, create an account, and complete checkout – the whole process takes about two minutes, and access is granted instantly. You can start watching lessons within seconds of enrolling, from any device with a web browser. No waiting period and no manual approval.

No. Every Academy course is built for business users, site owners, and accidental SharePoint admins – people who use SharePoint as part of their job, not as their job. No coding, developer experience, or IT background is required.

Yes. Volume licensing discounts are available for teams of 6 or more, with steeper per-seat pricing as the team grows. Volume licensing also includes centralized enrollment management, so you can add or remove team members without each person going through individual checkout. See the Volume Licensing page for details.

Yes. Closed captions are available on every video lesson and can be toggled on or off during playback. They are useful both for accessibility and for quickly scanning a lesson to find a specific topic without watching the entire segment from start to finish.

Metadata is information about your documents – like Department, Document Type, Client, or Status – stored as columns rather than buried in folder names. Instead of clicking through nested folders, you filter, sort, and group by these attributes, so the same document can be found multiple ways. The course teaches you to design and set this up.

Some foundation helps. Metadata builds on core SharePoint concepts (libraries, columns, views) covered in the Beginner and Site Owner courses. If you’re already comfortable creating libraries and views, you can start here; if not, begin with the Beginner course.

Yes. You’ll learn to create managed metadata in the SharePoint Term Store so tags stay consistent across libraries and sites – which is what makes metadata reliable at an organizational scale rather than just within one library.

Yes – that’s the central goal. You’ll learn why deep folder structures break down and how to replace them with metadata, columns, and views that make documents far easier to find. It’s the practical path from folder chaos to a system that scales.

This Metadata course covers the foundation: designing and setting up metadata, columns, and the Term Store. The Document Management course builds on that metadata foundation and goes deeper into content types and document sets. Most people take Metadata first, then move to Document Management to take their organization further.

Yes. Microsoft Copilot grounds its answers on your SharePoint content, and well-tagged, well-structured documents help it return more accurate, relevant results. The metadata techniques in this course improve findability for both your team and Copilot, so the same work pays off twice.