SharePoint 2013 - Introduction, Using SharePoint with Excel and Access, Team, Web Page
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COURSE COST: $495.00

COURSE TIMES: 9:00am - 4:30pm

Printable version of this course


In this course you will learn foundation skills such as navigating a SharePoint site, working with documents and information in lists and libraries, and creating and editing webpages

You will learn how to create and manage SharePoint sites, and how to make lists and libraries work for you.

You will learn social capabilities such as newsfeeds, community sites, blogs, and wikis as well as drills into search functionality and discovering information and people.

You will learn how to use the business process features, such as tasks and workflows.

You will cover using SharePoint with Microsoft Excel and Microsoft Office Access, the power of business intelligence, and using SharePoint with Microsoft Office Outlook and Microsoft Lync as well as drills into the content management capabilities of SharePoint 2013.



*Course Cost listed does not include the cost of courseware. Course is subject to a minimum enrollment to run. If the minimum is not met the class may run as a virtual class. If you have any questions, please contact us ( or 207-775-0244).


Introducing SharePoint 2013
What is SharePoint 2013, Team collaboration and sharing
SharePoint user permissions
Office integration with SharePoint
SharePoint web storefront based on Microsoft Dynamics AX
Versions of SharePoint

Navigating a SharePoint site
Navigating the home page and the SharePoint site
Understanding the site structure
Customizing the site navigation
Navigating the ribbon
Understanding app parts and Web Parts
Using the Recycle Bin

Working with documents and information in lists and libraries
Discovering default lists and libraries in a site
Creating a new list, Adding and editing list items
Creating a document library, Creating a new document
Editing documents, Uploading documents
Checking documents in and out from the document library
Working with version history
Creating a new folder in a library or a list
Adding, editing, and removing list and library columns
Sorting and filtering a list or a library
Deleting and restoring list items and documents
Setting up alerts

Working with webpages
Editing a page
Changing the layout of a page
Creating a new page, Adding links
Working with page history and versions
Using alerts, Adding app parts and Web Parts to your page
Removing a Web Part, Customizing app parts and Web Parts
Editing Web Part pages, Moving Web Parts

Creating and managing sites
Creating a site, Sharing a site
Managing site users and permissions
Creating a personal site, Changing a site's theme
Saving and using a site Managing site features
Managing site content syndication
Deleting a site

Making lists and libraries work for you
Setting the name, description, and navigation
Configuring content approval and versioning for a list
Configuring versioning and required checkout for a library
Working with advanced settings for a list
Working with advanced settings for a library
Using validation settings
Setting up ratings, Working with content types
Creating a view, Managing users and permissions
Sharing a document or a folder, Granting list item permissions
Deleting and restoring a list or a library

Getting social
Using the Newsfeed hub
Starting a conversation
Using Yammer
Working with tags and notes
Creating Community sites
Managing a Community site

Working with wikis and blogs
Creating a wiki
Categorizing wiki pages
Creating an Enterprise Wiki site
Using an Enterprise Wiki site
Adding categories to Enterprise Wiki pages
Creating a blog site
Managing your blog
Creating a blog post
Adding a blog comment

Searching for information and people
Searching your SharePoint site
Using search queries
Configuring search behavior
Using Advanced Search
Setting up search alerts
Influencing the relevance rank
Customizing the search results page
Searching for people
Defining your site visibility

Managing work tasks
Creating a Project site
Working with the timeline
Creating and managing subtasks
Working with the Project Summary Web Part
Managing tasks in one place
Managing projects with SharePoint and Project Professional
Synchronizing a Tasks list with Project

Working with workflows
Automating business processes using SharePoint
Understanding the built-in workflows of SharePoint
Configuring a workflow
Working with workflows
Managing workflows
Managing workflow tasks within Outlook 2013
Terminating workflows
Removing workflows from lists and libraries
Associating workflows with content types

Using SharePoint with Excel and Access
Importing data from an Excel spreadsheet to a list in SharePoint
Exporting a SharePoint list to an Excel spreadsheet
Exporting an Excel table to a SharePoint site
Building an Access app
Creating a table in an Access app
Working with an Access app in the browser
Exporting data from an Access desktop database to a list
Importing a list
Linking to a list
Moving data from a desktop database to a list
Working offline

Working with business intelligence
Understanding SharePoint BI components
Using Excel Services
Working with data models
Creating and publishing PowerPivot dashboards
Publishing PowerPivot dashboards using Excel Web Part
Building visualizations with Power View
Creating and using Power View reports with multiple views
Displaying a Power View report in a Web Part

Using SharePoint with Outlook and Lync
Syncing your tasks with Outlook
Connecting a SharePoint Contacts list app to Outlook
Moving an Outlook contact to a SharePoint Contacts list app
Copying SharePoint contacts into Outlook
Viewing SharePoint calendars in Outlook .
Taking SharePoint content offline
Managing SharePoint alerts in Outlook
Configuring an RSS feed
Using Lync Presence with documents in libraries
Creating site mailboxes

Working with content management
Working with Document IDs
Creating Document Sets
Organizing content
Creating a Records Center
Introducing eDiscovery features, Managing records
Configuring in place records management
Creating a publishing site
Creating page layouts
Managing page layouts
Using reusable content
Using a product catalog
Defining a SharePoint site policy

SharePoint 2013 user permissions and permission levels

SharePoint 2013 features