SharePoint for Business Process Automation

This three-day SharePoint training course teaches business professionals how to take advantage of SharePoint's robust automated business processes. This course is designed to provide students with a deep dive into SharePoint automation ranging from working with documentation to managing records to full workflow processes and task tracking. Users that have some SharePoint knowledge will find this class perfect for learning and building on advanced SharePoint topics. 

This class is designed for SharePoint 2013, SharePoint 2016, and SharePoint Online users. Labs are conducted in SharePoint Online.

3 days/24 hours of instruction
Education Credits
21 PDUs
21 Technical PDUs
21 PDUs
Public Classroom Pricing


GSA Price: $1585

Group Rate: $1595

Private Group Pricing

Have a group of 5 or more students? Request special pricing for private group training today.

Download the Course Brochure

Part 1: Introduction, Overview, and Class Agenda

  • What is business process automation?

Part 2: SharePoint Foundation

Part 3: Introduction to SharePoint

  • 2013, 2016, 2019 on-premises
  • SharePoint Online

Part 4: Plan Site Collections and Sites

A SharePoint Site is a collection of pages, lists, libraries, apps, configurations, features, content types, and sub-sites.

  • Sites, subsites
  • Hub sites (SharePoint Online)
  • Site templates
  • Site designs (SharePoint Online)

Part 5: SharePoint Navigation

Customize the navigation for your site to give users quick access to sites and pages.

  1. Understanding SharePoint URLs       
  2. Top link, quick launch, in-page
  3. Hub site navigation (SharePoint Online)
  4. Structural navigation
  5. Managed (Metadata) navigation

Lab: Working with site collections and sites, and navigation

Part 6: SharePoint Lists

A list in SharePoint is a collection of data that gives you and your co-workers a flexible way to organize information. Create SharePoint lists to keep track of information, including titles, descriptions, people and dates.

  • What is a list in SharePoint?
  • Create a list in SharePoint
  • Delete a list in SharePoint
  • Create a list based on a spreadsheet
  • Export to Excel from SharePoint
  • Managing lists
  • Advanced list topics

Lab: Working with SharePoint lists

Part 7: SharePoint Libraries

A document library provides a secure place to store files where you and your colleagues can find them easily, collaborate on them together, and access them from any device at any time.

  • What is a document library?
  • Create a document library in SharePoint
  • Delete a document library in SharePoint
  • Require approval of items in a site list or library
  • How does versioning work in a list or library?
  • Advanced library topics 

Lab: Working with SharePoint libraries

Part 8: Office 365 Integration

  • SharePoint apps vs. Office 365 applications
  • ​Office 365 Groups

Part 9: List and Library Views

You can create custom views of libraries and lists to organize and show items that are most important for your business process (like certain columns), to add filtering or sorting, or to have a more engaging style. You can create a personal view (that only you can see) or, if you have permission to do so, you can create a public view for everyone who uses the list to see.

  • Create, change, or delete a view of a list or library
  • Formatting list views
  • Prioritize content management tasks with attention views
  • Use filtering to modify a SharePoint view
  • What is the list and library filters pane?

Lab: Working with list and libraries views

Part 10: List, Library, and Site Columns

SharePoint columns help you group, categorize, and track information, in a list or library. A site column is a reusable column definition, or template, that you can assign to multiple lists across multiple SharePoint sites. Site columns are useful if your organization wants to establish some consistent settings across lists and libraries.

  • List and library column types and options
  • Create a column in a SharePoint list or library
  • Change the column order in a list or library
  • Create list relationships by using unique and lookup columns
  • Create a managed metadata column
  • Add an enterprise keywords column to a list or library
  • Column formatting
  • Examples of common formulas in SharePoint Lists
  • Manage large lists and libraries in SharePoint
  • Add an index to a SharePoint column

Lab: Working with columns and site columns

Part 11: Content types

A content type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint list or document library. Content types enable you to manage the settings for a category of information in a centralized, reusable way.

  • Introduction to content types
  • Default content types
  • Custom content types
  • Create or customize a site content type
  • Add columns to a content type
  • Associate a document template with a site content type
  • How inheritance works for list content types
  • Add and use a content type to a list or library
  • Document Set content type

Lab: Working with Site Columns and Site Content Types

Part 12: SharePoint Forms and Form Customization

SharePoint lists and libraries contain forms that allow users to display, edit, and add items to a list or library. You can create and customize these forms to make it easier for users to add and update items in a list or properties for a file. If the list form is part of a solution you've designed, you'll want to customize the form so that it's targeted toward the solution and collects the relevant data to support your solution. In a custom list form, you can show or hide certain fields, reorganize those fields, change the layout of the form, add formatted text and graphics, change the behavior.

Part 13: SharePoint Forms

  • Forms for SharePoint lists
  • Forms for SharePoint libraries
  • Out of the box form customization options
  • Customizing forms with SharePoint Designer

Lab: Customizing forms in SharePoint

Part 14: InfoPath forms

With Microsoft InfoPath, you can customize the forms used for creating and editing items in a SharePoint list. Using InfoPath to customize a SharePoint list form enables you to re-arrange the fields, control the layout, and apply themes and branding. Advanced InfoPath features, such as conditional formatting, can be used to dynamically show or hide sections of a form. Also, you can add dynamic behavior to the form.

  • What is InfoPath?
  • The future of InfoPath 

Part 15: Power Apps

Power Apps is a suite of apps, services, connectors and data platform that provides a rapid application development environment to build custom apps for your business needs. You can easily customize the form for a SharePoint list by opening Power Apps in a browser. You don't need to write traditional code, such as C#, or download another app, such as InfoPath.

  • Intro to Power Apps
  • Customizing SharePoint forms with Power Apps

Lab: Customizing SharePoint forms with Power Apps

Part 16: Workflow

SharePoint workflows are designed to save you time and effort, and to bring consistency and efficiency to tasks that you perform on a regular basis.

Part 17: Out-Of-The-Box Workflow

Workflows can range from collecting signatures, feedback, or approvals for a plan or document, to tracking the current status of a routine procedure.

  • Workflow templates
  • Adding a workflow
  • Workflow Status
  • Starting a workflow manually
  • Complete a Workflow Task
  • Workflow administration

Lab: Out-of-the-box Workflows

Part 18: Custom Workflows

If you need more flexibility with a built-in workflow, you can customize it further with a tool like SharePoint Designer 2013. You can also create your own original workflow from scratch. Using the Workflow Designer, you create rules that associate conditions and actions with items in SharePoint lists and libraries for SharePoint 2013, 2016, 2019, and SharePoint Online by using either the 2010 or 2013 custom workflow platforms.

  1. 2010 Custom Workflows
    1. List Workflows, Reusable List Workflows, Site Workflows
    2. Steps, Actions, Conditions, Events, Impersonation steps
    3. Workflow forms
  2. 2013 Custom Workflows
    1. Changes from 2010 Custom Workflows
    2. Create Rules Based Workflows
    3. Stages, Actions, Conditions, Events, Loops, App steps

Lab: Creating Custom Workflows with SharePoint Designer

Part 19: Power Automate (Microsoft Flow)

Power Automate (Microsoft Flow) is an online workflow service that automates actions across the most common apps and services. You can use Power Automate to automate workflows between your favorite applications and services, sync files, get notifications, collect data, and much more.

  • Intro to Power Automate (Microsoft Flow)
  • Custom workflow with Power Automate (Microsoft Flow)
  • Create a Flow from a template
  • Create a Flow from scratch

Lab: Workflow with Power Automate

Part 20: Course Q&A, Review, and Survey

The target audience for this class is experienced SharePoint users tasked with information management. The audience includes the following SharePoint roles: 

  • Power Users
  • Site Owners
  • Content Editors
  • Information Managers
  • Site Administrators
  • Site Collection Administrators 
  • Project Managers
  • Team Supervisors

This class is for SharePoint 2013, 2016, and Office 365 Users.

  • Empower users to focus on the work that matters instead of the process of how the work gets done
  • Develop organizational efficiency through automation of repetitive tasks
  • Automation contributes to a more consistent user experience
  • Save your organization time, effort and money
  • Organize, manage, and handle content consistently across your business
  • Easily track processes from beginning to end
  • Simplify user discovery of important content
  • Help enforce compliance with government and legal regulations, or internal business processes
  • Identify important information for record retention
  • Focus on real world user application

SharePoint for Business Process Automation Schedule

There are currently no scheduled classes for this course. Please contact us if you would like more information or to schedule this course for you or your company.

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