SharePoint Training
sharepoint training
sharepoint training

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SharePoint can be the key to productive collaboration, communication, and cutting-edge management within

your business. At SYNERGY, we believe that getting the most out of SharePoint requires a user training

strategy and, as luck would have it, SharePoint Training is one of our

core SharePoint solution​ offerings.

We offer SharePoint training classes for a wide range of audiences including end users/information workers, IT/IS staff, design and development professionals, and everyone in between.

Global Training. Local Trainer.

With offices on five continents​, we can provide SharePoint training wherever you need us to. If you have multiple offices, we can provide consistent local training across your geographies.

Premium Courseware Materials

Each SharePoint training class SYNERGY offers includes a comprehensive courseware book which is a distillation of our lecture content—all the presented slides and copies of our hands-on lab exercises. You’ll find it so useful you’ll want to keep it as a handy resource after the course is complete.

Training the way you want it

We offer Private and Custom-crafted classes. Our Private classes have been designed to cover key SharePoint topics in as little as a single day. Both utilize our premium courseware materials.

Our custom-crafted option includes branded materials and class content specific to your business needs. Let us know what kind of training your business requires and we’ll provide it.

Customer focused trainers

Whether from our Private or Custom-designed classes, SYNERGY’s all-embracing goal is to make the learning process comfortable, fun, engaging and relevant to the audience. We make SharePoint relevant to you from the moment you sit down for your class.

You’ll solve real-world business problems and clearly see SharePoint’s many benefits and advantages. You’ll graduate from our instruction with skills and an inspired impression of what this powerful, multifaceted tool can do for you on a daily basis.

'Real-World’ Training team

All of our SharePoint training courses are written and taught by experienced consultants who have real-world SharePoint project experience. Each holds one or more industry-recognized certifications besides being a working professional in the subject they teach.

Usable Skills Day One

You’ll come away from your training class with skills ready to put to work, right away. This is why much of our course content is comprised of hands-on exercises that take you, click-by-click, through just the sorts of situations where you will be using SharePoint on a daily basis.

Private Classes

The ability to provide truly customized onsite training with a SharePoint trainer at your facility is something that many training companies shy away from.

At SYNERGY, we relish the opportunity to come and train your people in your environment, and train them in a way that works best for you.

Customized training - focusing on what your employees need to know about your environment. We can design a class from across our available courseware offerings or, should you choose, even design one that is completely created from the ground up just for you.

Maximum return on investment - maximum flexibility.


Information Worker - 1 Day

This 1-day class takes users who have never used SharePoint through introductory lessons on how to create and edit information in SharePoint. The course explains the purpose of SharePoint sites, how to navigate between sites and how to create and edit list items such as contacts and calendar events. The course also covers uploading and editing documents and the basic document management features of SharePoint. This course covers features that are accessible to users who are granted permissions through the standard site Members group.

  • Introduction – What Is SharePoint?
  • Navigating and Searching
  • Understanding Web Parts and Personalizing SharePoint Pages
  • Understanding Document Libraries and Lists
  • Using Workflows
  • Document Management Capabilities
  • Working With Content Offline
  • Staying Informed with Alerts
  • Content Recovery Options - Recycle Bin and Recovering Versions
  • My Site and Social Networking Features

Site Administrator - 2 Days

This course provides users who will be SharePoint 2013 site Administrators with the skills and knowledge to manage a SharePoint site and sub-sites. We provide a seasoned SharePoint trainer to show students how to create new sites and create new pages within sites as well as configuring navigation between pages within the site. The course explains how to customize the look and feel of a site using the administrative settings as well as how to manage security and information management policies for the site. This course covers features that are accessible to users who are granted permissions through the standard site Owners group.

  • Introduction - An Overview of Sites and Site Administration Role
  • Creating, Customizing and Managing Sites and Web Pages
  • Understanding Document Libraries and Lists
  • An Introduction to Document Management
  • An Introduction to Content Types
  • Managing Metadata and Information Management Policies
  • Configuring SharePoint Workflows
  • Site and List Templates
  • Managing Site Administration Settings
  • Managing Security with Permissions

Content Manager - 1 Day

The purpose of this day long course is to provide the basic skill set for the management and display of information using the Web Content Management features in SharePoint 2013. SharePoint 2013 provides a robust set of capabilities for controlling creating, formatting and publishing content. This control allows for the separation of content management and site management. A content manager can focus on ensuring accurate and timely display of information without the added responsibilities of managing sites. The Content Manager course puts in the hands of content managers the tools and capabilities to leverage the Web Content Management features of SharePoint 2013 and to align the flow and display of content with organisational requirements and business needs.

  • Introduction to Content Management
  • Using Web Content Management
  • Content Authoring (Publishing Pages)
  • Content Publishing (Workflows)
  • Working With Metadata
  • Working with App Parts and Web Parts
  • Managing Social, SEO and Analytics​

Business Integration - 2 Days

The Business Integration course is a 2 day course that provides staff with the skills necessary to implement and manage Business Intelligence within the SharePoint Server Enterprise. Professionals will learn how to leverage the powerful reporting features within SharePoint to give managers and employees key information about their business, allowing them to make faster, better decisions based on real-time business intelligence.

  • Business Integration Overview
  • Excel Services
  • Business Data Catalog
  • InfoPath Forms Services
  • Workflows

To Learn More Contact Us

Development Introduction - 2 or 5 Days

This course provides staff with an introduction to essential development topics for customizing and extending SharePoint.

The purpose of this course is to give students an introductory understanding of development technologies and approaches in SharePoint. This course is oriented towards experienced .NET developers who have experience with C#, XML, and web development. The course walks student through best practices for building SharePoint enhancements and introduces them to the tools and templates available from Microsoft and third party sources to help build solutions. Please contact us for details on course structure.

  • Overview of SharePoint Development
  • Office SharePoint Server Architecture
  • Building Web Parts
  • Packaging and Deploying Solutions
  • Server and Client Object Model
  • Data Access Methods
  • Creating Event Handlers
  • Sandbox Solutions
  • Developing Custom Workflows
  • Business Connectivity Services
  • Developing Business Intelligence

SharePoint 2013 Administrator - 3 Days

The purpose of this 3-day course is to present students with a thorough understanding of SharePoint Server 2013 configuration and administration. The course covers the fundamental features found in SharePoint Foundation as well as those that are unique to SharePoint Server.

After completing the course students will be able to:

  • Administer SharePoint Lists and Libraries
  • Create web applications and site collections
  • Configure Indexing and Search
  • Configure SharePoint security at all levels
  • Configure Social features and Communities
  • Manage workflow processing
  • Manage InfoPath Forms Services
  • Optimize farm resources​

Disaster Recovery - 1 Day

This 1-day course provides staff with an overview and detailed procedures for using the SharePoint tools to back up and restore data in the farm. The focus is on both content recovery, where only a subset of data or documents has been lost and needs to be recovered, and on disaster recover where the entire farm must be restored.

  • Overview
  • Content Recovery
  • Disaster Recovery – Backing up and Restoring Site Collections
  • Disaster Recovery – Backing up and Restoring the SharePoint Farm
  • Disaster Recovery - Backing Up and Restoring SharePoint using SQL Server
  • Disaster Recovery - Other items to back up

To Learn More Contact Us

Nintex Workflow

Site Admin - 1 Day / Admin/Developer - 2 Days

SYNERGY’s Nintex Workflow class is a comprehensive course giving the Site Administrator or workflow designer an in-depth look at workflows in SharePoint. The one day course starts with a view to understanding workflow capabilities and limitations with out-of-the-box and traditional workflow design tools and the underlying engine that drives workflow in SharePoint, but focuses on the workflow designer capabilities provided by the Nintex Workflow in creating custom workflows for your enterprise.

In addition to an overall understanding of workflows and Nintex Workflow capabilities, this course also provides skills in troubleshooting workflows, business process analysis using the built-in Nintex Workflow Web Parts, and a detailed look at the process of gathering requirements and creating custom workflows and the steps a workflow designer must take to successfully deploy workflows in their organization. It also covers governance options, installation and configuration of Nintex Workflow and associated features, and advanced capabilities targeted towards developers or more experienced workflow designers. Students will also learn how to troubleshoot and debug published workflows.

    Skills Gained

  • Understand workflows and the components of a workflow
  • Understand the out-of-the-box workflows and the limitations of OOB workflows
  • Understand the business process of creating custom workflows in the enterprise
  • Know the options and limitations for creating custom workflows
  • Understanding the capabilities and limitations of the different Nintex Workflow Licenses
  • Have a thorough understanding of the design interface of Nintex Workflow
  • Understand the capabilities and unique aspects of Nintex Workflow and how to leverage them in custom workflows
  • Understand how and where to troubleshoot workflows
  • Leveraging the Nintex Workflow Web Parts for users and SharePoint Administrators
  • Have an understanding of the uses of the actions provided by Nintex Workflow and how to customize and configure actions
  • Create reusable workflow snippets and templates, and understand how to move workflows around the SharePoint environment
  • Publishing Workflow Constants and User Defined Actions​

Nintex Forms

SYNERGY’s Nintex Forms class is a comprehensive course giving the Site Administrator, SharePoint Administrator, or Developer an in-depth class in building simple, mobile, and advanced forms using Nintex Forms. Starting with a chapter to help attendees learn about the different platforms in SharePoint for forms delivery including SharePoint List forms, InfoPath Forms and InfoPath Forms Services, and Nintex Forms, this ensures that students understand the capabilities, limitations and considerations for each of these form design options and when to use each. We cover the installation, configuration, and deployment of Nintex Forms, including Nintex Live settings in Central Administration, followed by the deployment of the Nintex Form features on web applications and site collections.

The course moves into delivering design basics and best practices for developing successful form solutions in the enterprise, including branding, look-and-feel, and considerations for optimizing user experience. This includes requirements gathering, documentation, change control, and governance considerations. Students are introduced to the design canvas and settings provided by Nintex Forms, an in-depth review of Nintex Form Controls, deployment scenarios and configuration of Forms web parts, and finally students are provided skills and information for advanced design and functionality including CSS, inline and runtime functions, rules, connecting controls, building and integrating Nintex Workflow Start and Task forms, mobile forms, and additional advanced options using JavaScript.

    Skills Gained

  • Understand the different form options including out-of-the-box forms, InfoPath Forms, and Nintex Forms in SharePoint and when to use each
  • Understand the components and capabilities of Nintex Forms
  • Understand the Nintex Forms design tool
  • Know how to customize and publish custom SharePoint List Forms
  • Understand and be able to design Nintex Workflow Start and Task Forms
  • The capability to design, customize and publish mobile accessible forms
  • Have techniques and skills to perform validation, lookups, and advanced functions​

Microsoft Office InfoPath Design - 1 Day

The purpose of this day long course is to educate course attendees on the numerous uses for InfoPath Forms in SharePoint. In addition to learning about the capabilities and limitations of InfoPath Designer, students will learn about when to use Custom List and Library Forms, how to leverage InfoPath Document Information Panels to enhance Enterprise Document Management, and how to create and use data connections to surface existing data from Line-Of-Business systems or other data repositories. Attendees will also learn about advanced Form design concepts including conditional formatting, data validation, Content Types, views, and the requirements for Forms using code-behind.

  • Overview of Microsoft Office InfoPath in SharePoint
  • Introduction to InfoPath Form Designer
  • Customizing SharePoint List Forms
  • Creating and Publishing Forms to SharePoint Forms Libraries
  • Forms and Document Management: Content Types and Document Information Panels
  • Controls, Rules, and Data Validation in InfoPath Forms
  • Creating and Using Data Connections​