Microsoft Lists Training

Each course is a live, instructor-led, 2-hour online session conducted by Greg Zelfond over a web meeting (typically Microsoft Teams or Zoom). Attendees can ask questions in real time throughout the session. A recording of the session is included after the course, so attendees can rewatch and absentees can catch up.

Unlimited attendees per session – the $950 flat fee covers your entire team regardless of headcount. Most clients run sessions with 10–30 attendees, but groups as small as 3 and as large as 50+ have all worked well within the 2-hour format. Larger groups may want to coordinate the timing of questions to keep the session moving.

Most courses are delivered within one week of purchase. After checkout, email Greg with your team’s availability, and the session is typically scheduled within 2-3 business days. If you have a specific date in mind, mentioning it during purchase helps coordinate faster – sessions are confirmed first-come, first-served on Greg’s calendar.

A web browser and an internet connection. The session runs over Microsoft Teams or Zoom (your choice), so attendees just click a meeting link at the scheduled time. No software installation, no specialized hardware, no Microsoft 365 admin access required. The instructor’s screen handles all demonstrations.

Yes – attendees can ask questions during the session. While the demos use generic examples, questions about how concepts apply to your specific setup are welcome and addressed in real time. For deeper organization-specific guidance, hourly consulting ($350/hour) is a better fit for that level of customization.

This course is designed for business users and anyone planning to use Microsoft Lists – no technical background required. It’s a good fit for project managers tracking issues or assets, operations teams managing requests or onboarding, and anyone replacing Excel-based trackers with structured lists. Comfort with a web browser is the only prerequisite.

The Microsoft Lists Training covers list fundamentals, creating lists from scratch or Excel, columns and views, formatting, version history, rules and alerts, permissions, and integration with SharePoint and Teams. For SharePoint-wide site management beyond lists, the Site Owner course covers sites, pages, permissions, and navigation.

Standard live training uses generic list examples to keep the price flat at $950, and the session focuses on universal concepts. For training tailored to your specific list use cases, data models, and integrations, custom training programs are available – see the Live Training page for details on custom training pricing and scope.

No. This course focuses on what Microsoft Lists can do out of the box, without custom workflows. Instead of Power Automate, it covers the built-in rules feature, which lets you set up automatic notifications and simple if-this-then-that actions right inside a list – no flow-building required. For most teams, rules handle the everyday automation they actually need.

Microsoft Lists is a relatively new app within Microsoft 365 – what used to be called “SharePoint Lists” inside a site is now also available as a standalone Lists app. The training covers both the standalone Microsoft Lists app and lists living inside SharePoint sites, since they’re the same underlying technology with different user interfaces.