3 hr session

Workflow on SharePoint is in an in-between stage.  SharePoint 2010, SharePoint 2013 and Flow are three related versions of the same thing. Just to keep things nice and confusing.  For the most part Microsoft Flow is a consumerized version (minimal power) compared to SharePoint 2010 workflow and SharePoint 2013 workflow.  Flow appears to be largely compatible with the underlying power of both of those as Microsoft moves its workflow engine to the Azure cloud.  

In terms of general best practice business process automation perspective, creating workflows should not be dependent on one single platform, or have its automated tasks not be able to span platforms.  The primary reason for this is that business processes are typically dependent on multiple platforms.  In other words the process is the process for how a business functions, and it is separate from the specific platforms that lie underneath it and that users in the process may utilize. 

That said, automating tasks within SharePoint/Office365 has its advantages, and this session will teach you how to use both. 

Take your time as you go through the step by step instructions provided.  The session is long, and thorough.  Our training video controller provides you with complete control over the presentation.




There is a lot of information covered, but this is the really important stuff....

SharePoint Workflow Explained

Understanding how SharePoint workflow functions, what can and can not be done.


What you will learn...

Built into SharePoint/Office365 is the ability to perform automated actions on content contained within SharePoint. It is particularly powerful for adding automated actions depending on documents and document contents.  SharePoint allows you to add rules, define routes and utilize (user) roles to create automated functions for how documents should be organized, acted upon and managed through various lifecycles depending on content and purpose.

During the first part of this session the instructor walks you through the capabilities of Microsoft SharePoint Workflow.  You will also learn how to change settings  in order to make libraries, content types and  users work in an automated work environment.

Designing Workflows

Using Microsoft SharePoint Designer (and other MS tools) to create, edit and implement SharePoint workflows.

What you will learn...

Designing workflows is heavily dependent on SharePoint Designer (a free additional tool) and Visio Professional. The kinds of workflows you can create are limited by the built in functions that SharePoint workflow can provide. The instructor will explain those functions, articulate their purpose and demonstrate various capabilities that can be built .

During the second major part of this session the instructor walks you through the creation, use  and deployment of workflows using SharePoint Designer.  You will learn how to create functional workflows, and manage them within the SharePoint/Office365 environment.

Critical Differences between SharePoint 2010 & SharePoint 2013 Workflow

Compatibility issues with SharePoint 2010 and SharePoint 2013. Differences and benefits of one over the other.

What you will learn...

There are significant differences and compatibility issues between SharePoint 2010 Workflow and SharePoint 2013 Workflow.  They impact the ease and depth of certain operations that can be performed in terms of creating an organized automated environment, as well as a controlled document environment.

During this last part of this session the instructor walks you through the differences between workflow software versions.  At the end of this session you will know all you need to know to create a streamlined, automated and well managed document and document process environment using technologies that come with SharePoint out of the box.


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Records management typically goes hand in hand with automating work processes as well as utilizing organized libraries and content type for record specification.  In fact SharePoint's record management features require the use of content types and also common workflows.

In addition, the records management component for SharePoint also performs additional document management functions (such as content organizer) valuable not just for records management but for better libraries and more powerful workflows as well.

Document management also goes hand in hand with managing documents as business records.  Here too SharePoint offers an integrated means of performing those functions, which are discussed in the third session.  Records Management with SharePoint is nearly entirely dependent on all the previous lessons, but in particular all of the items discussed in lesson 1,