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Microsoft SharePoint Designer 2013 for Site Administrators

This course is designed to give you the knowledge needed to create sites, lists, libraries, content types and manage users and groups using SharePoint Designer.

You will use your knowledge of SharePoint management to utilise SharePoint Designer's tools to create and manage your SharePoint system.

Target audience
This course is aimed at end users, knowledge workers and managers who have the responsibility to create and maintain SharePoint Sites. This course is not aimed at a technical audience but end users will appreciate some technical background information


Learning Objectives

  • Open sites in SharePoint Designer and use the application's interface
  • Create sites, and create list and library apps
  • Add metadata columns and create custom lists
  • Create and list and site templates
  • Work with site columns and content types
  • Create user groups and managing permissions
  • Work with Business Connectivity Services
  • Control user access to SharePoint Designer


  • A basic understanding of Windows XP, Vista, Windows 7 or Windows 8.
  • Experience using Internet Explorer or an equivalent browser.
  • Have knowledge of using SharePoint as a Site Owner or Site Collection Administrator.
  • Has an understanding of what is expected of them by their organisation in the creation of sites, lists, libraries and the management of site users.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Course Content

Module 1 - Getting Started With SharePoint Designer 2013

  • What is SharePoint Designer?
  • Connecting SharePoint Designer to SharePoint sites
  • The SharePoint Designer interface
  • Customising SharePoint Designer: Customising the Quick Access toolbar; Customising the ribbon

Module 2 - Creating Sites using SharePoint Designer

  • Create new subsites using SharePoint Designer
  • Manage site properties

Module 2 - Creating Lists and Library Apps Using SharePoint Designer

  • Create List Apps
  • Create Library Apps
  • Working with List and Library App Settings
  • Hiding List and Library Apps

Module 3 - Adding Metadata Columns and Creating Custom Lists

  • Adding metadata columns to existing List and Library Apps
  • Using Lookup and Calculated Columns
  • Adding Column Validation
  • Creating Custom Lists
  • Creating Lists from Spreadsheet Data

Module 4 - List and Site Templates

  • Creating List Templates
  • Creating Site Templates

Module 5 - Working with Site Columns and Content Types

  • Creating Site Columns
  • Adding Site columns to lists and library apps
  • Understanding Content Types
  • Content Type Hierarchy
  • Creating new Content Types

Module 6 - Creating User Groups and Managing Permissions

  • Securable Elements
  • Define Your Site Community
  • Users and Groups
  • Default SharePoint Groups
  • Custom Groups
  • Managing Users in a Group
  • Permissions
  • Permission Inheritance
  • Securable Objects
  • Permission Tips

Module 7 - Using Business Connectivity Services

  • What are Business Connectivity Services
  • Creating an External Content Type
  • Configuring Business Data Connectivity Services
  • Creating the External Content Type List
  • Using Business Data Columns
  • Adding Actions
  • Creating External Content Type Associations
  • Working with BCS Data Offline

Module 8 - User Access to SharePoint Designer

  • Permission Levels
  • Setting User Access to SharePoint Designer for Site Owners and Designers

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