SharePoint 2010 and 2013 Training - Critical Path Training

Creating No-Code SharePoint Designer Solutions for SharePoint 2010


This intensive 4-day course demonstrates how to make the most out of Microsoft SharePoint Foundation 2010 (SPF2010 formerly known as Windows SharePoint Services or WSS 3.0) and SharePoint Server 2010 (SPS2010) without having to engage in any custom development. You will be shown how to create business solution using nothing more than the browser and Microsoft Office SharePoint Designer 2010 (SPD). The course is designed to give you hands-on experience with the most valuable functionality of SharePoint Server 2010.


The course will first walk you through the new SharePoint 2010 user interface and feature enhancements and then move on to an overview of SharePoint Designer 2010. Students will then learn how to create and customize content using SharePoint Designer 2010.


Microsoft has dramatically improved SharePoint Designer 2010 so power users can create robust and interactive pages using things like the new XSLT List View Web Part, improved editing controls for the powerful Data View Web Part and improved workflow authoring capabilities. Students will learn how to create robust solutions using these new capabilities as well as using InfoPath 2010 to create interactive and advanced form solutions.


Students will also learn how to create content-centric solutions using SharePoint Server’s Web Content Management (WCM) and Enterprise Content Management (ECM) capabilities as well as consume and interact with data that resides in external systems using the new Business Connectivity Services (BCS) capacities.
In addition, the course will also guide students how to create offline SharePoint Server 2010 solutions using SharePoint Workspace 2010.

Student Prerequisites

Attendees should have experience with the Internet Explorer and Office Products such as Word, Excel and Outlook. Previous experience with SharePoint (any version) is ideal but not required.

Class Schedule

Class runs daily from 9 AM to 5 PM.
Lecture Schedule:

Day 1: Modules 1-3
Day 2: Modules 4-6
Day 3: Modules 7-9
Day 4: Modules 10-11

Detailed Class Agenda

Module 1 - Creating & Customizing SharePoint 2010 Sites

Microsoft has made big investments into SharePoint 2010 to make it a robust platform that can quickly respond to business needs. In this module, you will get a whirlwind tour of how to get around the SharePoint 2010 environment and gain an understanding of the different components that combine together to make up this platform.

  •     Overview of Microsoft SharePoint Foundation vs. SharePoint Server 2010
  •     Getting Around in Central Administration & Site Settings
  •     Team sites and collaboration
  •     The server ribbon
  •     Editing a Site’s home page
  •     Adding and customizing Web Parts
  •     Survey of included Site Templates

Module 2 - Introduction to SharePoint Designer 2010

SharePoint Designer 2010 is the recommended application to make customizations and build powerful solutions on top of SharePoint 2010. You will learn how and where SharePoint Designer fits into the big picture in accordance with related SharePoint technologies. You will also understand how to navigate around the SharePoint Designer environment and discover what each piece does.

  •     Overview of SharePoint Designer 2010 Feature Set
  •     Exploring a Team Site with  SharePoint Designer 2010
  •     Modifying a Team Site’s Master Page
  •     Adding a custom action
  •     SharePoint Designer 2010 Security Settings

Module 3 - Creating and Customizing Content

SharePoint Designer 2010 can be used to create the SharePoint site structure and manage its content. Creating Content types, site columns, web part pages, web parts, and managing site security can all be accomplished using this application. This module shows how a site administrator can create components much more quickly and efficiently using SharePoint Designer as opposed to using the browser.

  •     Adding Pages to a Site
  •     Standard Pages vs. Web Part Pages vs. Wiki Pages
  •     Creating a List with SharePoint Designer 2010
  •     Customizing navigation in a Team Site
  •     Creating Document Libraries and Document Templates
  •     Creating Site Columns and Content Types with SharePoint Designer 2010

Module 4 - XSLT Web Part and the Data View Web Part

Working with and collaborating on data is an essential part of SharePoint 2010. To facilitate the collaboration, Lists and Libraries are utilized heavily in SharePoint. SharePoint Designer 2010 can be used to customize the view of that data to conform to user needs. Aside from manipulating the presentation of SharePoint data, SharePoint Designer can also make connections to and present data from external data sources such as databases and web services. In this module, you will learn how to use SharePoint Designer to work with internal and external data sources.

  •     Customizing pages with XsltListView Web Part  with SharePoint Designer 2010
  •     Condition Formatting with XsltListView Web Part with SharePoint Designer 2010
  •     Display XML data and database tables using Data Form Web Part with SharePoint Designer 2010

Module 5 - InfoPath 2010 and Forms Services

Finally, you can make your goals of going paperless a reality! Microsoft Office InfoPath 2010 and SharePoint Server 2010 together provide a powerful platform for working with electronic forms. In this module, you will see how you can build robust electronic forms with data validation and conditional logic using InfoPath 2010 and then publish them easily to SharePoint Server 2010 to be filled out by the users using just an internet browser.

  •     Understanding the Scope and Purpose of InfoPath 2010
  •     Working with the InfoPath Forms Designer
  •     Forms Libraries and User Published Forms
  •     Forms Services and Browser-Rendered Forms

Module 6 - Creating Workflows with SharePoint Designer 2010

One of the extremely powerful features in SharePoint Designer 2010 is the ability to create dynamic and reusable Workflows. SharePoint Designer’s workflows let you design powerful multi-step workflows from scratch or to build upon the out-of-the-box reusable workflows. You can even create your workflow in Visio 2010 and then import it within SharePoint Designer 2010. In addition to all that, you can customize your workflow input forms using InfoPath 2010. In this module, you will learn all about SharePoint Designer Workflow’s and their integration with Visio and InfoPath.

  •     Motivation For Workflows To Automate Business Processes
  •     Understanding Various Types Of Workflows: Site, List, Content Type & Reusable
  •     The  SharePoint Designer 2010 Workflow Task Editor
  •     Modeling A Workflow With Visio 2010
  •     Importing A Visio 2010 Workflow Into SharePoint Designer 2010
  •     Customizing Workflow Input Forms

Module 7 - Best Practices in Template Design and Reuse with SharePoint Designer 2010

SharePoint Designer 2010 is a very powerful tool with many more capabilities than previous versions. With this power comes the responsibility of making sure that the right changes are being made and that they are being done with reuse in mind. In this module you’ll learn how to best utilize SharePoint Designer 2010 and how to properly integrate it into your environment.

  •     Reusable Artifacts: Site Columns, Content Types, Lists
  •     List Templates and Site Templates
  •     Packaging Site Components with SharePoint Designer 2010

Module 8 - Web Content Management

SharePoint 2007 was Microsoft’s first foray into Web Content Management (WCM) on the SharePoint platform. In SharePoint 2010 Microsoft improved the WCM offering in many ways, In this module you’ll see how to leverage SharePoint Server 2010 WCM to create content-centric sites as well as how to create a custom look and feel experience

  •     Overview of Publishing Site Functionality
  •     Creating and Approving Publishing pages
  •     Integrating Master Pages and custom CSS files
  •     Creating Custom Page Layouts
  •     Customizing the Workflow Behind the Publishing Approval Process

Module 9 - Enterprise Content Management

Microsoft’s approach to ECM is to encourage more people to participate in ECM solutions as well as provide the tools for records managers to manage and analyze the large quantities of content. In this module you will learn about Microsoft’s ECM strategy within SharePoint Server 2010. You will also see how you can leverage SharePoint Server 2010 to create robust content-centric solutions using Web Content Management.

  •     Enterprise Metadata & Taxonomies
  •     Creating and exploiting term sets
  •     In-Place Records Management
  •     Document Sets
  •     Unique Document IDs

Module 10 - Leveraging External Data in SharePoint 2010 with Business Connectivity Services

Microsoft first introduced the concept of the Business Data Catalog (BDC) in SharePoint 2007 to consume data from external sources. In SharePoint 2010 Microsoft improved on this platform by adding the ability to read/write data to these external systems as well as expand on the available data sources by adding a new concept: the .NET Connector. In this module you’ll learn how to use SharePoint Designer 2010 to integrate your SharePoint environment with external Line of Business Data to create robust business solutions.

  •     Overview of options to leverage external data in SharePoint Server 2010
  •     Overview of External Content Types (ECT)
  •     Using SharePoint Designer 2010 to customize ECTs
  •     Using ECTs in external lists
  •     Using ECTs in search solutions

Module 11 - Creating Offline Solutions with SharePoint Workspace 2010

Working with SharePoint offline is a powerful feature that is made available with the use of SharePoint Workspace 2010 (formerly called Groove). Using Workspace 2010, site users can continue to contribute and collaborate easily while they are not connected to the site online. Once back online, the changes automatically synchronize back to SharePoint online. You will learn how to setup a SharePoint Workspace to take advantage of this powerful feature.

  •     Overview and introduction to SharePoint Workspace 2010
  •     Taking SharePoint site’s content offline with SharePoint Workspace
  •     Customizing SharePoint Workspace

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