Advanced Workflow Solutions with SharePoint

Across the enterprise, teams use Microsoft SharePoint sites to collaborate on documents and share information. You want to build SharePoint solutions that improve the productivity and efficiency of your organization, but you don’t want to write code. Where do you start?

With Microsoft SharePoint Designer, you can design no-code workflow solutions that manage simple to more complex business processes in an organization. Workflows add logic to both system and human processes. Workflows for system processes might update one data source when another data source changes. Workflows for human processes might send a document, such as an expense report, to an employee's manager for approval, and, if approved, on to the accounting department for processing.

This course is designed for the Power User, Site Owner, Site Collection Administrator, and Developer who want to learn to create custom SharePoint workflow solutions using SharePoint Designer, Visual Designer, and Visio. SharePoint Online and SharePoint 2016 maintain the same functionality as SharePoint 2013 for workflows and continue to use SharePoint Designer 2013.

In this course you will:

• Use The Out-Of-The-Box Workflows.
• Explore SharePoint 2013 Designer User Interface.
• Learn Workflow Platform types available in SharePoint 2013/2016/Online
• Create a SharePoint 2010 and 2013 Workflow
• Create and Configure Stages, Steps, Actions, Conditions, and Events
• List Workflows, Reusable Workflows, and Site Workflows
• Learn Workflow Best Practices
• Create and Configure Workflow Initiation Parameters and Variables
• Use Workflow Data Sources and Lookups
• Use Workflow in Visual Designer and Visio, and 
  Microsoft Flow in Office 365

Course Outine:

1. Introduction to Business Process Automation using Workflow
A.Out-Of-The-Box Workflows
B.Workflow Settings
C.Workflow administration
D.Workflow Creation from the Web Browser
E.Complete a Workflow Task
F.Workflow Status

2. Lab 1: Using Out-of-the-box Workflows
A.Creating List/Library Workflows
B.Creating Content Type Workflows
C.Creating Site Workflows

3. Creating Custom Workflows with SharePoint Designer
A.Explore SharePoint Designer 2013 User Interface
B.Workflow Platforms available in SharePoint 2013/2016/Online
C.List Workflows, Reusable Workflows, and Site Workflows
D.SharePoint 2010 Custom Workflows
E.SharePoint 2013 Custom Workflows
F.Workflow Best Practices

4. Lab 2: Creating Custom Workflow with SharePoint Designer
A.Workflow Basics and Settings
B.Creating a 2010 Custom Workflow
C.Creating a 2013 Custom Workflow

5. Advanced Workflow Topics
A.Email Customization
B.Creating Custom Workflow Forms
C.Initiation Forms
D.Workflow Variables
E.Workflows and Quick Parts

6. LAB 3: Advanced Workflow Topics
A.Working with Advanced Workflow Topics

7. Customizing Out-Of-The-Box Workflows
A.Feedback workflow
B.Approval workflow

8. Lab 4: Modify out-Of-The-Box Approval Workflow
A.Approval workflow

10. Lab 5: Visio Workflow

11. Flow for Office 365 Workflows
A.Intro to Flow
B.Application and Service Integration with Flow
C.Creating and Administering Flow

12. Lab 6: Create a Flow
A.Building Flows
B.Managing Flows

13. Azure Workflow

Who should attend:

This course is intended for all SharePoint business professionals including:

• IT professionals
• Power users
• Site Owners
• Team leads and supervisors
• Business analysts
• Project managers
• Project leads
• Developers
• Content editors
• Information managers
• Site administrators
• Site collection administrators