SharePoint for Business Process Automation

Course Code: 1939


SharePoint for Business Process Automation

Learn how to draw the benefits of SharePoint’s robust automated business processes

Course Code : 1939
SharePoint for Business Process Automation 0 5 0



This three day SharePoint training course discusses SharePoint automation ranging from working with documentation to managing records, and from full workflow processes to task tracking. The class is perfect for learning and building on advanced SharePoint concepts.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

Schedule Classes

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 3 days

Live Virtual Classroom
Duration: 3 days

What You'll learn

  • 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


  • Definition of a Site – Why do we create new Sites?
  • Site Components revisited
  • Site Templates explained for Business Process Automation
    • Team Site
    • Project Site
    • Records Center
    • Document Center
  • Site Settings and Features
  • Creating Sites
    • Initial Settings: Title, URL, Template, and default Permissions and Navigation
    • Default layout based on template selection
    • Editing Navigation: Top Link Bar and Quick Launch
    • Site Settings
    • Tree View
  • Lab: 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
  • What are Lists?
  • Using Lists to manage Business Processes Automation
  • Available List Apps
  • Creating Apps using List templates
    • Creating common Lists from templates
    • Building a Custom List
    • Importing from Excel
  • Working with the Tasks List App
    • Parent/Child Tasks
    • Using the Timeline
    • Using the different Views
  • Working with Issue Tracking
  • Working with Key Performance Indicator (KPI) List
    • KPI from SharePoint List
    • KPI from Excel Spreadsheet
  • Advanced List Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting Lists
    • Saving as a Template
    • Enterprise Keywords
    • Using Alerts
  • Working with Views
    • Exploring existing Views
    • Creating a new View
  • Lab: Working with Lists in the SharePoint BPA Site
    • Create Lists in the SharePoint BPA Site
    • “BPA” Calendar
    • Custom “Classes” List
  • What are Libraries?
  • Using Libraries to manage document information lifecycle in the Enterprise
  • Library Architecture
    • Content Types- Documents
    • Metadata
      • Importance of Metadata
      • Folders vs. Metadata
      • Columns/Fields Types
    • Views
  • Available Library Apps
  • Creating Apps using Library templates
    • Creating a Document Library
    • Creating a Report Library
  • Using Version Control
    • Major Versions
    • Major and Minor Versions
    • Content Approval
  • Advanced Library Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting a Library
    • Saving as a Template (with content)
    • Generating a File Plan Report
  • Working with Views
    • Exploring existing Views
    • Creating a new View
  • Lab: Working with Libraries in the SharePoint BPA Site
    • Create Libraries in the SharePoint BPA Site
    • Create a Document Library
      • Upload documents and create new documents
      • Enable Version Control
      • Work with documents with Version Control
      • Create a File Plan Report
      • Create a Reports Library
      • Upload and work with reports
  • What are content types?
    • Site columns
    • Content types
    • Document sets
  • Lab: 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
  • Importance of ECM – What is ECM?
  • Folders vs. Metadata
  • Views and Metadata Navigation
    • Metadata Navigation Settings
    • Configure Hierarchies and Key Filters
  • Default Column Values
  • Information Management Policies
    • Retention
    • Auditing
    • Barcodes
    • Labels
  • In-place Record Management
    • Record Declaration Settings
    • Manual Record Declaration
  • File Plans
    • Identify Kinds of Records
    • File Plan Settings
    • Creating File Plan
  • Record Management
    • Record Center Site
      • Create Lists and Libraries
      • Adding Existing Content Types
      • Information Management Policies
    • Content Organizer
      • Content Organizer Settings
      • Create Routing Rules for Content Types
    • Document ID Service
      • Enable and Configure Use of Document IDs in a Site Collection
    • Managed Metadata
    • Managed Metadata Navigation
    • Lab: 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\
  • What is InfoPath
    • InfoPath Form Filler
    • InfoPath Form Designer
    • The Future of 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
    • Validating Data
    • Formatting Data
    • Actions
      • Query for Data or Submit to a Data Connection
      • Set a Field Value
      • Switch Views
    • Publishing InfoPath Forms
    • InfoPath Form Web Part
    • Lab: 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
  • What is SharePoint Designer?
    • History
    • Versions
    • Basic User Interface
  • Common Uses of SharePoint Designer
    • Site Creation
    • User Groups and Permissions
    • Lists and Libraries
      • Columns
      • Views
      • Content Types
    • Site Columns
    • Site Content Types
    • Workflows
  • Lab: Working with SharePoint Designer
    • SharePoint Designer Basics
  • Out-Of-The-Box Workflow
    • Approval Workflow
    • Feedback Workflow
    • Digital Signatures Workflow
    • Three State Workflow
    • Publishing Workflow
    • Disposition Workflow
  • Workflow Settings
    • Task List
    • History List
    • Adding Users to Workflows
      • Serial Workflows vs. Parallel Workflows
      • Stages
      • Due Dates
    • Duration Per Task
    • Content Approval
  • Workflow administration
    • Manually Starting a Workflow by an Authenticated User
  • Workflow Creation from the Web Browser
    • List/Library Workflows
    • Content Type Workflows
    • Site Workflows
  • Complete a Workflow Task
  • Lab: Employing Out-of-the-box Workflows
    • Creating List/Library Workflows
      • Creating an Approval Workflow
      • Creating a Feedback Workflow
    • Creating Content Type Workflows
      • Creating a Digital Signature Workflow
      • Creating a Three-State Workflow
    • Creating Site Workflows
  • 2010 Custom Workflows supported in 2013
    • Create Rules Based Workflows
      • Steps
      • Actions
      • Conditions
      • Events
    • 2013 Workflows
      • Changes from 2010 Custom Workflows
      • Create Rules Based Workflows
        • Stages
        • Actions
        • Conditions
        • Events
        • Loops
      • Lab: Creating Custom Workflow with SharePoint Designer
        • Creating a 2010 Custom Workflow
        • Creating a 2013-2016 Custom Workflow
  • Email Customization
    • Layout, Markup, and Branding
  • Creating Custom Workflow Forms
    • Modifying InfoPath Forms Used in Workflows
  • Workflows and Quick Parts
    • Creating Reusable Content in Word for use in Workflows
  • Initiation Forms
    • Collection Information from Users to Reference in Workflows
  • Workflow Variables
  • Lab: Advanced Workflow Topics
    • Email Customization
    • Creating Custom Workflow Forms
    • Workflows and Quick Parts
    • Initiation Forms with Workflow
    • Workflow Variables
  • Pages
    • Page types
    • Choosing the right page type
    • Creating pages
  • Web parts
    • What are web parts
    • Using the common Web Parts
      • Web Part properties
    • Page Design
      • Creating Pages
      • Page layout
      • Placing components on your Page
    • Lab: Customizing your BPA Site
      • Creating a new Page
      • Configuring Pages and Web Parts for BPA
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There are no prerequisites for this course. Participants would find it helpful to complete the Introduction to SharePoint for End Users course prior to taking up this course.

Who Should Attend

The course is highly recommended for –

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

Interested in this course? Let’s connect!


The course helps participants prepare for the SharePoint Business Process Automation certificate examination. The examination comprises of multiple choice and true/false questions in a web-based exam.

This certification proves you can –

  • Improve the expediency of business outcomes with SharePoint Automation
  • Streamline processes and improve organizational transparency that results in productivity gains and cost savings
  • Bring order to document and data intensive environments
  • Increase visibility to management, IT and operational teams
  • Improve and seamlessly monitor and manage back-office processes
  • Drive accountability and identify continuous improvement opportunities