Course Code: 9856

SharePoint 2013 - Introduction, Using SharePoint with Excel and Access, Team, Web Page

Class Dates:
1 Days
Class Time:


  • Course Overview
  • 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 Details

  • 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
  • Labs