Microsoft SharePoint Designer 2013


Course Description

SharePoint Designer 2013 allows for the rapid creation of SharePoint solutions in response to organizational needs. SharePoint Designer 2013 enables power users and developers to build applications and complex workflows using the Windows Azure platform. This course provides the knowledge and skills to create and automate SharePoint business solutions with SharePoint Designer 2013.

Audience Profile

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.”


Learning Objectives

  • Create a new Team Site in Central Administration
  • Learn to get around in the new App-Centric user interface
  • Create Site Columns and Content Types
  • Work with Document Libraries and Document Sets
  • Create and Deploy InfoPath Forms
  • Create Workflows in SharePoint 2013
  • Work with External Data using Business Connectivity Services
  • Use the Managed Metadata Service
  • Work with User Profiles and MySites
  • Create Custom Solutions using the SharePoint 2013 Search Service
  • Work with a SharePoint 2013 Publishing Portal
  • Use Excel Services in SharePoint 2013
  • Create SharePoint Reports using SQL Server Reporting Services


Course Outline

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


Register for Course

Available Registrations: Unlimited
The Tuition ticket is sold out. You can try another ticket or another date.



Course Code


Course Duration


Instructions Method

Instructor Led