Microsoft Training Icon

SharePoint for Business Process Automation

3 Days Classroom Session   |  
3 Days Live Online
Classroom Registration
Group Rate:
(per registrant, 2 or more)
GSA Individual:
Live Online Registration
Live Online:
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs

SharePoint for Business Process Automation Training Course
Download your copy of the SharePoint Business Process Automation Brochure.

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 365 users. Labs are conducted in SharePoint 2016.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

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
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Dec 9, 2019 – Dec 11, 2019    8:30am – 4:30pm Live Online Register
Jan 27, 2020 – Jan 29, 2020    8:30am – 4:30pm Live Online Register
Jan 27, 2020 – Jan 29, 2020    8:30am – 4:30pm Columbus, Ohio

The Fawcett Center
2400 Olentangy River Rd
Columbus, OH 43210
United States

Feb 24, 2020 – Feb 26, 2020    8:30am – 4:30pm Dallas, Texas

Attune, formerly Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Feb 24, 2020 – Feb 26, 2020    9:30am – 5:30pm Live Online Register
Mar 30, 2020 – Apr 1, 2020    8:30am – 4:30pm Live Online Register
Mar 30, 2020 – Apr 1, 2020    8:30am – 4:30pm Charlotte, North Carolina

Doubletree Hotel Charlotte Airport
2600 Yorkmont Road
Charlotte, NC 28208
United States

Apr 27, 2020 – Apr 29, 2020    8:30am – 4:30pm Denver, Colorado

Attune, formerly Microtek Denver
999 18th Street
Suite 300 South Tower
Denver, CO 80202
United States

Apr 27, 2020 – Apr 29, 2020    10:30am – 6:30pm Live Online Register
May 18, 2020 – May 20, 2020    8:30am – 4:30pm San Diego, California

San Diego Training and Conference Center
450 B Street
Suite 650
San Diego, CA 92101
United States

May 18, 2020 – May 20, 2020    11:30am – 7:30pm Live Online Register
Jun 22, 2020 – Jun 24, 2020    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Jun 22, 2020 – Jun 24, 2020    9:30am – 5:30pm Live Online Register
Jul 27, 2020 – Jul 29, 2020    8:30am – 4:30pm Minneapolis, Minnesota

Embassy Suites Airport
7901 34th Avenue South
Bloomington, MN 55425
United States

Jul 27, 2020 – Jul 29, 2020    9:30am – 5:30pm Live Online Register
Aug 24, 2020 – Aug 26, 2020    8:30am – 4:30pm Live Online Register
Aug 24, 2020 – Aug 26, 2020    8:30am – 4:30pm Washington, District of Columbia

Attune, Formerly Microtek-Washington, DC
1110 Vermont Avenue NW
Suite 700
Washington, DC 20005
United States

Sep 21, 2020 – Sep 23, 2020    8:30am – 4:30pm San Francisco, California

Learn IT
33 New Montgomery St.
Suite 300
San Francisco, CA 94105
United States

Sep 21, 2020 – Sep 23, 2020    11:30am – 7:30pm Live Online Register
Oct 26, 2020 – Oct 28, 2020    8:30am – 4:30pm Live Online Register
Course Outline

Part 1: Working with Sites

1. Definition of a Site – Why do we create new Sites? 
2. Site Components revisited
3. Site Templates explained for Business Process Automation

-Team Site
-Project Site
-Records Center
-Document Center

4. Site Settings and Features 
5. 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

Part 2: SharePoint Lists

1. What are Lists?
2. Using Lists to manage Business Processes Automation
3. Available List Apps
4. Creating Apps using List templates

-Creating common Lists from templates
-Building a Custom List
-Importing from Excel

5. Working with the Tasks List App

-Parent/Child Tasks
-Using the Timeline
-Using the different Views

6. Working with Issue Tracking
7. Working with Key Performance Indicator (KPI) List

-KPI from SharePoint List
-KPI from Excel Spreadsheet 

8. Advanced List Topics

-Validating a List Column
-Advanced Settings
-Deleting Lists
-Saving as a Template
-Enterprise Keywords
-Using Alerts

9. 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

Part 3: SharePoint Libraries

1. What are Libraries? 
2. Using Libraries to manage document information lifecycle in the Enterprise
3. Library Architecture

-Content Types- Documents

A. Importance of Metadata
B. Folders vs. Metadata
C. Columns/Fields Types


4. Available Library Apps
5. Creating Apps using Library templates

-Creating a Document Library
-Creating a Report Library

6. Using Version Control

-Major Versions
-Major and Minor Versions
-Content Approval

7. Advanced Library Topics 

-Validating a List Column
-Advanced Settings
-Deleting a Library
-Saving as a Template (with content)
-Generating a File Plan Report

8. 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

  1. Upload documents and create new documents
  2. Enable Version Control
  3. Work with documents with Version Control
  4. Create a File Plan Report
  5. Create a Reports Library
  6. Upload and work with reports

Part 4: Content Types

1. 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

Part 5: Enterprise Content Management

1. Importance of ECM – What is ECM?
2. Folders vs. Metadata
3. Views and Metadata Navigation

-Metadata Navigation Settings
-Configure Hierarchies and Key Filters

4. Default Column Values
5. Information Management Policies


6. In-place Record Management

-Record Declaration Settings
-Manual Record Declaration 

7. File Plans 

-Identify Kinds of Records
-File Plan Settings
-Creating File Plan

8. Record Management

-Record Center Site

A. Create Lists and Libraries
B. Adding Existing Content Types
C. Information Management Policies

9. Content Organizer

-Content Organizer Settings
-Create Routing Rules for Content Types

10. Document ID Service 

-Enable and Configure Use of Document IDs in a Site Collection

11. Managed Metadata
12. Managed Metadata Navigation

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

Part 6: InfoPath Form Services

1. What is InfoPath

-InfoPath Form Filler
-InfoPath Form Designer
-The Future of InfoPath 

2. Creating List based InfoPath forms.
3 Working with Library based InfoPath Forms.
4. InfoPath page design, layout, and themes.
5. Using tables for advanced layout.
6. InfoPath Fields and Form Controls.
7. Managing Rules

-Validating Data
-Formatting Data

A. Query for Data or Submit to a Data Connection
B. Set a Field Value
C. Switch Views

8. Publishing InfoPath Forms
9. 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

Part 7: Discussion of Alternatives to SharePoint Forms

1. Nintex
2. K2
3 Formotus

Part 8: SharePoint Designer

1. What is SharePoint Designer?

-Basic User Interface

2.Common Uses of SharePoint Designer

-Site Creation
-User Groups and Permissions
-Lists and Libraries

A. Columns
B. Views
C. Content Types

-Site Columns
-Site Content Types

Lab: Working with SharePoint Designer

-SharePoint Designer Basics

9. Business Process Automation using Workflow

1. Out-Of-The-Box Workflow

-Approval Workflow
-Feedback Workflow
-Digital Signatures Workflow
-Three State Workflow
-Publishing Workflow
-Disposition Workflow

2. Workflow Settings

-Task List
-History List
-Adding Users to Workflows

A. Serial Workflows vs. Parallel Workflows
B. Stages
C. Due Dates

-Duration Per Task
-Content Approval

3. Workflow administration

-Manually Starting a Workflow by an Authenticated User

4. Workflow Creation from the Web Browser

-List/Library Workflows
-Content Type Workflows
-Site Workflows

5. Complete a Workflow Task

Lab: Employing Out-of-the-box Workflows

-Creating List/Library Workflows

A. Creating an Approval Workflow
B. Creating a Feedback Workflow

-Creating Content Type Workflows

A. Creating a Digital Signature Workflow
B. Creating a Three-State Workflow

-Creating Site Workflows

Part 10: Creating Custom Workflows

1. 2010 Custom Workflows supported in 2013

-Create Rules Based Workflows

A. Steps
B. Actions
C. Conditions
D. Events

b. 2013 Workflows

-Changes from 2010 Custom Workflows
-Create Rules Based Workflows

A. Stages
B. Actions
C. Conditions
D. Events
E. Loops

Lab: Creating Custom Workflow with SharePoint Designer

-Creating a 2010 Custom Workflow
-Creating a 2013-2016 Custom Workflow

Part 11: Advanced Workflow Topics

1. Email Customization

-Layout, Markup, and Branding

2. Creating Custom Workflow Forms

-Modifying InfoPath Forms Used in Workflows

3. Workflows and Quick Parts

-Creating Reusable Content in Word for use in Workflows

4. Initiation Forms 

-Collection Information from Users to Reference in Workflows

5. Workflow Variables 

Lab: Advanced Workflow Topics

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

Part 12. Customizing a SharePoint Environment for Business Process Automation

1. Pages

-Page Types
-Choosing the right Page type
-Creating Pages

2. Web Parts

-What are Web Parts
-Using the common Web Parts
-Web Part properties

3. 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

Part 13: Classroom Q&A


Who should attend

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.

Bonus Materials

The SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Business Process Automation Certificate. Attendees will have the opportunity to take the SharePoint Business Process Automation Assessment at the end of class, however, the exam is not required for completion of ASPE's training course.


Although it is not mandatory, students who have completed the self-paced Introduction to SharePoint for End Users eLearning course have found it very helpful when completing this course.


Download the brochure