Sharepoint for Business Process Automation

In this course, you will learn how to use SharePoint 2013's robust automated business processes. This provides you with a deep dive into SharePoint automation ranging from working with documentation to managing records to full workflow processes and task tracking. Users who have some SharePoint knowledge will find this course perfect for learning and building on advanced SharePoint topics.

View Entire Schedule

Focus on the work that matters instead of the process of how the work gets done
Develop organizational efficiency through automation of repetitive tasks
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

Viewing outline for:

Classroom Live Outline

1. Working with Sites

Definition of a Site - Why do we create new Sites?
Site Components Revisited
Site Templates Explained for Business Process Automation
Site Settings and Features
Creating Sites

2. SharePoint Lists

What are Lists?
Using Lists to Manage Business Processes Automation
Available List Apps
Creating Apps Using List templates
Working with the Tasks List App
Working with Issue Tracking
Working with Key Performance Indicator (KPI) List
Advanced List Topics
Working with Views

3. SharePoint Libraries

What are Libraries?
Using Libraries to Manage Document Information Lifecycle in the Enterprise
Library Architecture
Available Library Apps
Creating Apps Using Library templates
Using Version Control
Advanced Library Topics
Working with Views

4. Content Types

What are Content Types?

5. Enterprise Content Management

Importance of ECM - What is ECM?
Folders vs. Metadata
Views and Metadata Navigation
Default Column Values
Information Management Policies
In-Place Record Management
File Plans
Record Management
Content Organizer
Document ID Service
Managed Metadata
Managed Metadata Navigation

6. InfoPath Form Services

What is InfoPath?
Creating List-Based InfoPath Forms
Working with Library-Based InfoPath Forms
InfoPath Page Design, Layout, and Themes
Using Tables for Advanced Layout
InfoPath Fields and Form Controls
Managing Rules
Publishing InfoPath Forms
InfoPath Form Web Part

7. Alternatives to SharePoint Forms

Nintex
K2
Formotus

8. SharePoint Designer

What is SharePoint Designer?
Common Uses of SharePoint Designer

9. Business Process Automation Using Workflow

Out-of-the-Box Workflow
Workflow Settings
Workflow Administration
Workflow Creation from the Web Browser
Complete a Workflow Task

10. Creating Custom Workflows

2010 Custom Workflows Supported in 2013
2013 Workflows

11. Advanced Workflow Topics

Email Customization
Creating Custom Workflow Forms
Workflows and Quick Parts
Initiation Forms
Workflow Variables

12. Customizing a SharePoint Environment for Business Process Automation

Pages
Web Parts
Page Design

13. Classroom Q&A

1. Working with Sites

Definition of a Site - Why do we create new Sites?
Site Components Revisited
Site Templates Explained for Business Process Automation
Site Settings and Features
Creating Sites

2. SharePoint Lists

What are Lists?
Using Lists to Manage Business Processes Automation
Available List Apps
Creating Apps Using List templates
Working with the Tasks List App
Working with Issue Tracking
Working with Key Performance Indicator (KPI) List
Advanced List Topics
Working with Views

3. SharePoint Libraries

What are Libraries?
Using Libraries to Manage Document Information Lifecycle in the Enterprise
Library Architecture
Available Library Apps
Creating Apps Using Library templates
Using Version Control
Advanced Library Topics
Working with Views

4. Content Types

What are Content Types?

5. Enterprise Content Management

Importance of ECM - What is ECM?
Folders vs. Metadata
Views and Metadata Navigation
Default Column Values
Information Management Policies
In-Place Record Management
File Plans
Record Management
Content Organizer
Document ID Service
Managed Metadata
Managed Metadata Navigation

6. InfoPath Form Services

What is InfoPath?
Creating List-Based InfoPath Forms
Working with Library-Based InfoPath Forms
InfoPath Page Design, Layout, and Themes
Using Tables for Advanced Layout
InfoPath Fields and Form Controls
Managing Rules
Publishing InfoPath Forms
InfoPath Form Web Part

7. Alternatives to SharePoint Forms

Nintex
K2
Formotus

8. SharePoint Designer

What is SharePoint Designer?
Common Uses of SharePoint Designer

9. Business Process Automation Using Workflow

Out-of-the-Box Workflow
Workflow Settings
Workflow Administration
Workflow Creation from the Web Browser
Complete a Workflow Task

10. Creating Custom Workflows

2010 Custom Workflows Supported in 2013
2013 Workflows

11. Advanced Workflow Topics

Email Customization
Creating Custom Workflow Forms
Workflows and Quick Parts
Initiation Forms
Workflow Variables

12. Customizing a SharePoint Environment for Business Process Automation

Pages
Web Parts
Page Design

13. Classroom Q&A

Viewing labs for:

Classroom Live Labs

Lab 1: Creating a Site Structure - BPA Example

Create a Site Collection Top Level Site
Default Groups and Permissions
Settings and Features
Create Child Sites - BPA Example
Simple site branding: Title, Logo, Composed Looks
Navigation

Lab 2: Working with Lists in the SharePoint BPA Site

Create Lists in the SharePoint BPA Site

Lab 3: Working with Libraries in the SharePoint BPA Site

Create Libraries in the SharePoint BPA Site

Lab 4: Working with Site Columns and Site Content Types

Create Site Columns in the SharePoint BPA Site
Create Site Content Types in the SharePoint BPA Site
Allow Management of Contents in Document Library
Explore Content Types

Lab 5: Working with Enterprise Content Management

Create Views in a Document Library
Enable Metadata Navigation in a Document Library
Enable Default Column Values in a Document Library
Enable Information Management Polices in a Document Library
Configure In-place Records Management in BPA Site
Create a File Plan
Configure Content Organizer in BPA Site
Configure Document ID Service in BPA Site
Create Managed Metadata in BPA Site
Enable Managed Metadata in a Document Library
Create and Configure Managed Metadata Navigation

Lab 6: Working with InfoPath Form Services

Create an InfoPath Form from a List
Create an InfoPath Form and Publish to a Library
InfoPath Form Web Part

Lab 7: Working with SharePoint Designer

SharePoint Designer Basics

Lab 8: Employing Out-of-the-box Workflows

Creating List/Library Workflows
Creating Content Type Workflows
Creating Site Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

Creating a 2010 Custom Workflow
Creating a 2013 Custom Workflow

Lab 10: Advanced Workflow Topics

Working with Advanced Workflow Topics

Lab 11: Customizing your BPA Site

Creating a new Page
Configuring Pages and Web Parts for BPA

Power users
Site owners
Content editors
Information managers
Site administrators
Site collection administrators
Project managers
Team supervisors

Cart () Loading...

Subtotal

Topics

Brands

Topics

Brands

Sharepoint for Business Process Automation

Classroom Live Outline

1. Working with Sites

2. SharePoint Lists

3. SharePoint Libraries

4. Content Types

5. Enterprise Content Management

6. InfoPath Form Services

7. Alternatives to SharePoint Forms

8. SharePoint Designer

9. Business Process Automation Using Workflow

10. Creating Custom Workflows

11. Advanced Workflow Topics

12. Customizing a SharePoint Environment for Business Process Automation

13. Classroom Q&A

1. Working with Sites

2. SharePoint Lists

3. SharePoint Libraries

4. Content Types

5. Enterprise Content Management

6. InfoPath Form Services

7. Alternatives to SharePoint Forms

8. SharePoint Designer

9. Business Process Automation Using Workflow

10. Creating Custom Workflows

11. Advanced Workflow Topics

12. Customizing a SharePoint Environment for Business Process Automation

13. Classroom Q&A

Classroom Live Labs

Lab 1: Creating a Site Structure - BPA Example

Lab 2: Working with Lists in the SharePoint BPA Site

Lab 3: Working with Libraries in the SharePoint BPA Site

Lab 4: Working with Site Columns and Site Content Types

Lab 5: Working with Enterprise Content Management

Lab 6: Working with InfoPath Form Services

Lab 7: Working with SharePoint Designer

Lab 8: Employing Out-of-the-box Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

Lab 10: Advanced Workflow Topics

Lab 11: Customizing your BPA Site

Lab 1: Creating a Site Structure - BPA Example

Lab 2: Working with Lists in the SharePoint BPA Site

Lab 3: Working with Libraries in the SharePoint BPA Site

Lab 4: Working with Site Columns and Site Content Types

Lab 5: Working with Enterprise Content Management

Lab 6: Working with InfoPath Form Services

Lab 7: Working with SharePoint Designer

Lab 8: Employing Out-of-the-Box Workflows

Lab 9: Creating Custom Workflow with SharePoint Designer

Lab 10: Advanced Workflow Topics

Lab 11: Customizing Your BPA Site

Course Delivery