SharePoint Designer 2013 and Other Tools

SharePoint Designer 2013 and Other Tools


Bascom Bridge’s  Introduction to SharePoint Designer 2013 and Other Tools training course teaches students how to build powerful SharePoint 2013 business solutions without having to write any custom code. Both the SharePoint web interface and Designer 2013 are used during the training.



  • 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


All attendees must have substantial prior end-user experience with SharePoint.


All attendees receive comprehensive courseware covering all subjects in the course.


  • A SharePoint 2013 server with the following:
    • 64-bit processor with at least 4 cores
    • At least 16 GB RAM (24 GB or more RAM strongly recommended)
    • SharePoint Server 2013 installed, including a 64-bit Windows Server 2012 operating system and a SQL Server 2012 database.
  • Each student PC needs:
    • 64-bit Windows 7 or 8 with at least 4 GB RAM is recommended.
    • Microsoft Office Professional Plus 2013 (or 2010 if necessary), with the latest updates. Office Professional Plus includes InfoPath Designer and Filler. If no training on InfoPath is required, the Professional version of Office 2013 or 2010 may be used.
    • SharePoint Designer 2013 with the latest updates
    • Internet Explorer 9 or later
  • During the process of scheduling the class, we will host a conference call with you to discuss setup options.
  • For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor’s screen simultaneously with working on their own.


  • Getting Started with SharePoint 2013
    • SharePoint 2013 Overview
    • Office 365 versus SharePoint On-premises
    • Strategies for Building No Code Solutions
    • Working with Team Sites in SharePoint 2013
    • Working with Composed Looks
  • Working with Lists and Content Types
    • Working with Lists
    • Creating Site Columns
    • Designing Content Types
    • Using Content Types in Lists
  • Document Libraries and Document Sets
    • Sites, Files, Folders and Pages
    • Document Libraries
    • Document Templates
    • Wiki Page Libraries
    • Document Sets
  • Creating Custom Forms using InfoPath 2013
    • InfoPath 2013 Overview
    • Creating InfoPath Forms
    • Understanding Rules and Controls
    • Using Secondary Connections
    • Publishing InfoPath Forms to a Forms Library
    • Uploading a Reusable Info Form
  • Workflow in SharePoint 2013
    • SharePoint 2010 Workflow Architecture
    • SharePoint 2013 Workflow Architecture
    • Advantages to using SharePoint 2013 Workflows
    • Creating Workflows with SharePoint Designer
    • Deploying and Reusing Custom Workflow Logic
  • Business Connectivity Services
    • BCS Architecture
    • Creating External Content Types
    • Working with External Content Types
    • Connecting to OData Data Sources
  • Working with Enterprise Content Management and Managed Metadata
    • Managed Metadata Service
    • Creating Term Sets with Managed Metadata
    • Configuring Content Types Syndication
    • Records Management in SharePoint 2013
    • eDiscovery Center
  • Working with User Profiles and MySites
    • Understanding the User Profile Service
    • Extending User Profiles with Custom Properties
    • Exploring the SharePoint 2013 MySites
    • Sharing Documents and Content
    • Following People, Sites and Documents
  • The SharePoint 2013 Search Service
    • SharePoint 2013 Search Architecture
    • Configuring the Search Service
    • Executing Queries using KQL
    • Understanding Result Sources and Result Types
    • Creating Custom Query Rules and Result Types
  • Publishing Sites in SharePoint 2013
    • Publishing Sites in SharePoint 2010
    • Understanding Metadata-driven Navigation
    • Topic Pages, Content Pages and Page Layouts
    • Creating a Custom Brand with Designer Manager
    • Cross-site Publishing using a Product Catalog
    • Understanding Channels and Renditions
  • Using Excel Services in SharePoint 2013
    • Excel Services Architecture
    • Publishing Workbooks
    • Publishing Charts and Tables
    • Exposing Excel Tables as OData Data Sources
    • Creating Pivot Charts and Pivot Reports
  • Reporting in SharePoint Server 2013
    • SharePoint 2013 Reporting Overview
    • Understanding SQL Server Reporting Services
    • Creating SSRS Reports using Report Builder
    • Configuring SSRS Connections
    • Publishing SSS Reports to a Dashboard
  • Conclusion

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SharePoint Designer 2013 and Other Tools

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  • Course No : SHPT-300
  •  Theory : 40%
  •  Lab : 60%
  • Duration : 24 hours
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