Build and manage sites in SharePoint 2013 with no code solutions

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Business Users training to build powerful SharePoint 2013 solutions with no custom development


Power Users and Business Managers who are responsible for managing Collaboration, Document Management and Social Networking solutions in SharePoint 2013, either in the Office 365 environment or in an on-premises environment.


Hands On


4 days (8 hours/day)

Lab Exercises
Module 1

Introduction to SharePoint 2013

  1. Getting started with SharePoint 2013
  2. Differences between Office 365 versus On-premises environment
  3. End User, Content Manager and Site Administrator overview
  4. SharePoint as central repository for Information for Web Content Management, Team Collaboration, Search, Social Computing, Workflows and Business Intelligence
  5. Understanding SharePoint 2013 Composed Looks
  1. Create Team Sites and user interfaces
  2. Play with Lists, Document Libraries and Picture Libraries
  3. Customize Site navigation, branding and appearance using Composed Looks
Module 2

Working with Lists and Libraries

  1. Concepts of Lists and Libraries
  2. Out of box Lists and Libraries
  3. List Templates
  1. Add and modify contents in Lists and Libraries
  2. Play with Default and Custom Views
  3. Sort and Filter Contents
  4. Connect List to Microsoft Outlook
Module 3

Working with documents in SharePoint 2013

  1. Introduction to Document Library
  2. Item properties
  3. Document Management Features
    1. Document ID
    2. Document Sets
    3. Content Organizer
  4. Document approval workflow
  1. Customize document library using site columns and content types
  2. Create document library that supports document sets
  3. Integration with SkyDrive Pro
Module 4

Creating and Managing Content Types

  1. Introduction to Content Types as functional components to group metadata, workflows and document templates
  2. Content Type Hub
  3. Document Sets
  1. Creating Content Types
  2. Content Type Settings
  3. Deploying Content Types
  4. Configuring Content Type Syndication
Module 5

Document Lifecycle Management

  1. Introduction to Lifecycle Management
  2. Introduction to Governance
  3. The content organizer
  4. Overview of Records Center
  1. Configure Information Management Policy settings
  2. Create Document Disposition workflow
Module 6

Enterprise Content Management

  1. What is ECM
  2. SharePoint as ECM platform
  3. Managed Metadata Service and Term sets
  4. Records Management in SharePoint 2013
  5. eDiscovery Center
  1. Create New Term Sets using the Metadata Manager
  2. Create New Term Sets using the Metadata Manager
  3. Create and Configure an eDiscovery Site
Module 7

Finding Contents

  1. SharePoint 2013 search platform
  2. Introduction to Search Service and understanding crawl rules
  3. Managed properties
  4. Keyword Query Language (KQL) primer
  5. Understanding Result sources and result types
  1. Configure Search service
  2. Create content sources and crawl rules
  3. Executing Queries using KQL
  4. Execute Queries using Managed Properties
  5. Creating Custom Query Rules and Result Types
  6. Customize the Refinement Panel
Module 8

Creating Forms using InfoPath 2013

  1. Getting started with InfoPath 2013
  2. Integration with SharePoint 2013 Forms Library
  3. Understanding Rules and Controls
  4. Publish InfoPath Forms to Forms Library
  1. Create InfoPath Form
  2. Create Secondary Connections
  3. Create Reusable InfoPath Form
  4. Connect custom SharePoint Designer Workflows to InfoPath Forms
Module 9

SharePoint 2013 Workflow

  1. What is Workflows - Why and where we use it
  2. Workflow Tasks
  3. Understanding Workflow settings
  4. Deploying and reusing Custom Workflow Logic
  1. Creating and deploying Workflows
  2. Configure Workflow settings
  3. Create Workflow with Stages, Loop and Task assignment
  4. Creating Workflow from Microsoft Visio 2013
  5. Extending Workflow from Microsoft SharePoint Designer 2013
Module 10

SharePoint 2013 Site Customization

  1. Understanding elements of Site Collections like Sites, Basic Pages, and Web Pages
  2. Introduction to SharePoint Designer 2013
  3. Understanding customization
  4. Overview of master pages
  5. Adding Pages to SharePoint site
  6. Adding and Modifying Web Parts
  7. Navigational Components of SharePoint 2013 sites
  1. Getting started with SharePoint Designer 2013
  2. Create Custom Master Page
  3. Create simple Workflow
  4. Connect to external data and show in SharePoint lists
  5. Customize the appearance of SharePoint page using CSS
  6. Creating Site Templates
Module 11

SharePoint 2013 Permission and Security

  1. Authentication and Authorization
  2. Security in SharePoint 2010
  3. Permission, Permission Levels and SharePoint Groups
  4. Breaking Permission Inheritance
  5. SharePoint Security Best Practices
  1. Create 3 SharePoint Groups for 3 levels of access
  2. Manage user access to SharePoint sites
  3. Unique permission for different sub sites by breaking permission inheritance
  4. Check user permissions
Module 12

Adding and Configuring Apps

  1. SharePoint Marketplace Apps model
  2. On premise apps
  3. Using List and Library Apps
  4. Understanding List Templates
  1. Configure advanced List and Library settings
  2. Create List Templates
  3. Using Apps available in Internet Marketplace
Module 13

Publishing Sites in SharePoint

  1. Introducing the Publishing Site
  2. Site Collection Images and Reusable Content
  3. Metadata driven Navigation
  4. Topic Pages, Content Pages and Page Layouts
  5. Cross-site Publishing using a Product Catalog
  6. Implementing Channels and Renditions
  1. Creating a new Publishing Portal Site
  2. Use Page and Site Templates
  3. Working with Design Manager
  4. Create a SharePoint 2013 Composed Look
  5. Create Pages and configure Metadata driven Navigation
  6. Develop a Custom Page Layout
Module 14

Social Networking, User Profiles and MySites in SharePoint 2013

  1. Introduction to Social Networking
  2. Understanding the User Profile Service
  3. Exploring SharePoint 2013 MySites
  4. The Organizational Chart
  5. News Feed
  6. Tags and Notes
  7. Following People, Sites and Documents
  8. Find People in organization
  9. Expertise Finder
  10. Personalize page views through Audience targeting
  1. Extend User Profiles with Custom Properties
  2. Audience Targeting
  3. Getting around SharePoint 2013 MySites
  4. Follow People, Sites and Documents
  5. Managing My Site, My Newsfeed/Activity Feeds, Tags, Notes and Ratings
  6. Tag Clouds, Social Bookmarking, Wiki and Blog Sites
  7. Customize MySite Look and Feel
Module 15

Business Connectivity Services

  1. BCS Architecture
  2. External Content Types
  3. Understanding oData Data Sources
  1. Create External Content Types
  2. Create External List from an External Content Type
  3. Display External data from Line of Business Application
  4. Add a Business Data column to a Document Library
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