4 Day(s)


  • Planning and architecting the site taxonomy and components
  • Storyboarding multistage workflows with Visual Designer
  • Building data-driven parallel workflows with integrated Loops
  • Integrating Line-of-Business (LOB) data with the BCS
  • Connecting to SQL Server and web services using native methods

Skills Gained

  • Build SharePoint business solutions with SharePoint Designer 2013
  • Develop workflows to automate business processes
  • Connect data to SharePoint through Business Connectivity Services
  • Incorporate JSON and relational data to integrate disparate systems
  • Customize content to create intuitive web pages that enhance the user experience


Anyone responsible for creating, building or managing SharePoint 2013 sites who wants to expand the out-of-the-box functionalities, to build custom workflows, and incorporate enterprise data sources or has basic knowledge of SharePoint site structure at the level of Course 1531, " SharePoint 2013 Technologies Introduction ".

Course Specifics

Course Outline

Customizing Sites with SharePoint Designer 2013

Planning the site structure and data apps
  • Organizing site content
  • Utilizing list and library apps
  • Designing workflow components
  • Configuring Web Parts
Standardizing processes and data
  • Defining site columns
  • Writing validation rules to enforce integrity
  • Attaching workflows to standardized data
  • Implementing content types

Building the Workflow Framework

Storyboarding with Visio
  • Incorporating Visual Designer
  • Switching between Visual Designer and sentence style
  • Migrating workflows from Visio to SharePoint Designer
  • Collaborating on workflows using Visio Services
  • Importing existing workflows from Visio 2013
Developing modular workflows
  • Creating workflow stages, steps and actions
  • Establishing business procedures with actions
  • Cycling recurring actions with loops
  • Determining execution paths with conditions
  • Organizing actions and conditions with stages

Constructing Dynamic Workflows

Adapting workflows to real-world environments
  • Porting 2010 workflows to the 2013 Azure service
  • Organizing common data using dictionaries
  • Applying core, list and utility actions
  • Executing multiple actions through parallel processes
Controlling workflows
  • Soliciting input with custom forms
  • Parameterizing actions to create adaptable processes
  • Completing actions using elevated permissions
  • Initiating workflows with Quick Steps
Managing execution
  • Recalling and rolling back in-flight workflows
  • Handling errors and logging events

Connecting and Formatting External Data

Configuring BCS to integrate LOB data
  • Centralizing security through Secure Store Services
  • Defining connections with SQL Server and web services
  • Setting up external content types
  • Excluding data with filters and parameters
Presenting information from BCS
  • Creating external lists and updating external data sources
  • Rolling up Content Query Web Parts
  • Focusing content by using Filter Web Parts
  • Editing XSL to format data display
  • Refining data sets with CAML queries

Incorporating External Data into the Workflow

Establishing connections to relational databases and JSON data sources
  • Retrieving data from SQL Server
  • Obtaining dynamic JSON
  • Consuming web services through REST and SOAP
Driving workflows with external data
  • Triggering workflows with changes, additions and conditions
  • Orchestrating business processes through data-driven actions
  • Monitoring results with subscriptions
  • Alerting users of data source changes
Migrating workflows to production
  • Creating and exporting templates
  • Packaging reusable workflows
  • Activating deployed solutions from the Gallery
  • Leveraging best practices for delivering workflows

Scripting in SharePoint Designer

Writing jQuery to customize data
  • Building a dynamic presentation with jQuery
  • Querying lists across site collections using SPServices
  • Displaying the results of a workflow
  • Adding JavaScript to the 15 Hive

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
4 1595 £1595 2018-07-16
4 2000 £2000 2017-11-17
4 2000 £2000 2017-11-13
4 2000 £2000 2017-10-23
4 2000 £2000 2017-09-19
4 2000 £2000 2017-09-18
4 2000 £2000 2017-08-30
4 2000 £2000 2017-08-07
4 2000 £2000 2017-07-17