A SharePoint Customization Guide with the Tips and Tricks

The customization capabilities of SharePoint allow creating a variety of solutions adapted to the established process of your company. Solutions like intranets and portals, contract and document management systems, systems for learning management, knowledge management, ticketing and help desk can be managed.

If your company already has SharePoint in use or only consider implementing a SharePoint-based solution, then here are the benefits of customizing the platform:

  • Convenient UX and intuitive UI encourages employees to actively use SharePoint.

  • Boosts employee performance and overall business efficiency

  • Ensure smooth operating of integrated systems

  • Allows you to create a hybrid SharePoint environment


Make sure you follow best practices while customizing SharePoint. If the customization process goes wrong, you can end up with a confusing mess that is hard to put right. Follow our simple tips and tricks for designing your SharePoint Site to reach your level of suitability.


Before starting, have an objective that why you are actually changing the site. Don’t just get in and start adding and removing parts of the Site. Have a pre-plan while initiating the process. Ensure that you have the right permissions to do very much editing. Let us discuss these tips and tricks for customizations.


Page Contents

In the page editor, various functions can be carried out which include moving the position of web parts, changing the color and size of the font and other matters of rearrangement. Also, page editors can control how the title region of the page is displayed. By adding modern web parts to the page, you can have custom content on your modern pages


Design

SharePoint branding or designing covers modifying any such SharePoint features as logos, styles, colors, master pages and page layouts. This helps to create a unique look and feel and promotes corporate culture across your company.


Navigation

Simple navigation is very much important for the collaborative environment. Users should be able to access information swiftly, for any time wasted on looking for a piece of information is time that could have been spent working on it. The customization of navigation helps users to quickly access relevant information. There is a streamlined model provided by modern SharePoint sites for adding navigational elements using the browser.  


Workflow

There is a huge range of workflows that you can add to a SharePoint Site. SharePoint workflows can be used for approving SharePoint page content. When it comes to automation and workflows in SharePoint then Power Automate is the one-stop solution. You can trigger the flows by SharePoint actions or by performing actions within SharePoint like updating an item. 


Custom Forms

Customized forms for surveys, quizzes and polls can be created using PowerApps or Microsoft Forms based on your requirements. PowerApps are able to leverage SharePoint data in multiple ways like creating a custom form from SharePoint list, creating a custom SharePoint list view, or as a standalone app that uses SharePoint as its data source. 


Remember, while editing a SharePoint Site, you can have a lot of unintended consequences. If you’re not sure what you’re doing, consult with the SharePoint Customization expert.

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