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Nintex O365 Workflow

In this Nintex O365 workflow training, you gain a comprehensive overview of the Nintex O365 Workflow platform. Learn to leverage the Nintex O365 Workflow platform to save time, boost productivity, and enhance your organisational processes. In this Nintex training course, you gain the knowledge and skills to rapidly create workflows that automate business practises. Learn Nintex best practises to maximise the effectiveness of your workflows.

Key Features of this Nintex O365 Workflow Training:

  • After-course instructor coaching benefit
  • After-course computing sandbox included 

Are Workflow Actions of Nintex O365 the same as Nintex with SharePoint on-premise?

Many of the Workflow actions are similar but there are differences between the 2 platforms.

Do I need to take this course if I am familiar with Nintex Forms in SharePoint 2016/2019?

Forms that are developed with the SharePoint Nintex Forms platform cannot be imported into the O365 environment. Also, there are some forms actions that are available in the on-premise environment but not available yet in the O365 environment and visa versa where there are some forms actions available in the O365 environment but not available in the on-premise environment.

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Learning Objectives

  • Build workflows with the Nintex O365 workflow platform
  • Configure Nintex actions to automate business practises
  • Convert business rules to a workflow process
  • Learn troubleshooting and best practises


  • Working knowledge of Microsoft SharePoint Online
  • Able to configure lists and libraries

What background do I need for this Nintex O365 Forms course?

You will need a working knowledge of SharePoint Online.

Course Content

Introducing Nintex Workflows

  • Defining workflows
  • Exploring Nintex workflow solutions
  • Presenting the workflow case study
  • Comparison of Nintex O365 vs Nintex with the SharePoint on-premise enviornment
  • Configuring a SharePoint Site to Utilise Nintex Workflows

Setting up the SharePoint environment

  • Building SharePoint sites
  • Configuring lists and libraries for workflow needs

Initialising the Nintex environment

  • Adding the Nintex Workflow app
  • Saving and publishing the workflow
  • Processing the workflow
  • Developing a Workflow Solution

Creating and editing workflows

  • Gathering business requirements
  • Channeling requirements into logical workflows
  • Translating requirements to Nintex actions
  • Publishing and running workflows

Constructing workflows with actions and conditions

  • Exploiting workflow actions
  • Making decisions with conditions
  • Working efficiently with parallel processes
  • Modelling business processes with the state machine
  • Iterative processing with loops
  • Starting workflows conditionally based on statuses
  • Updating SharePoint list and library items
  • Processing data with the Calculate Action
  • Managing multiple outcomes with the Flexi task

Auditing workflow processes

  • Checking the workflow history log to identify current state of the workflow

Interfacing with the Active Directory

  • Adding entries to the Active Directory
  • Updating entries in Active Directory
  • Managing Document Libraries with Workflows

Preparing SharePoint libraries for Nintex actions

  • Converting business documents to SharePoint content types
  • Creating and configuring content types

Nintex document library actions

  • Moving documents between libraries
  • Checking in and checking out documents
  • Implementing SharePoint Sites via Workflows

Streamlining processes with workflow actions

  • Concurrent business processes with parallel actions

Troubleshooting workflows

  • Reviewing workflow logs
  • Diagnosing process errors
  • Adding entries to a log file

Nintex workflow best practises

  • Optimising performance
  • Designing a logical workflow
  • Reassigning workflow tasks for a flexible workforce

Introduction to Nintex Workflow Cloud

  • Accessing content that doesn’t live in Office 365 or SharePoint

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