Enterprise Content Management Training and Tutorials

Stay productive wherever you are by learning how to get the most out of SharePoint. This weekly series provides tips you can implement to help you share content, collaborate, and more.

Learn how to use LinkedIn Sales Navigator in conjunction with Salesforce to build workflows that sync data between the systems.

Become a Salesforce admin. Learn how to administer Salesforce accounts, permissions, campaigns, and reports for your organization.

Learn how to create, stylize, and distribute web surveys through SharePoint.

Use Salesforce and the Nonprofit Success Pack (NPSP), free for nonprofits, to expertly manage donations, grants, and volunteers.

Expand the reach of your data and reports by exploring options for getting your data out of Microsoft Access, and making it easier to share with others. Learn how to leverage web-friendly data formats and connect to a hosted Microsoft Azure database.

The integration between LinkedIn Sales Navigator and Dynamics 365 now includes data syncing. This course covers the process for setting up the integration.

Learn how databases work and how you can start designing one of your own.

Learn the no-code way to create powerful browser-based SharePoint apps that let users view and enter data from many sources: Access, Excel, and even SharePoint lists!

This course provides a framework to help CTOs, CIOs, and business leaders learn how to engage with the necessary people, processes, and technologies for effective IT strategy implementation.

Discover how to integrate the document and content management system of SharePoint with the customer relationship management tool Dynamics 365 to create a comprehensive enterprise management solution.

Learn how to manage social selling with Salesforce. Build a network of customers and contacts by listening and sharing on social media.

Get started with Workplace by Facebook, an app that allows you to use familiar social media tools to facilitate collaboration and communication with coworkers.

Access your existing SharePoint applications wherever you go by creating a PowerApp. Learn how to access the lists and workflows you've built in SharePoint on a mobile device or in a browser.

Learn to leverage the cloud-based help desk solution from Salesforce, Service Cloud, for customer service. Find out how to automate cases and assignments and build a knowledge base.

Learn how to leverage the CRM side of Microsoft Dynamics 365 for sales. Find out how to track customers, market to leads, and create detailed reports for your entire sales team.

Learn how to use Confluence, the desktop and cloud-based project management software, to organize and share business information.

Learn how to move documents, spreadsheets, presentations, and files from Google Drive to SharePoint. Explore some best practices, and learn how Microsoft OneDrive plays a role in this migration.

Improve how you set up and manage your accounts and contacts in Salesforce. Learn about parent accounts, data structure, workflows, validation rules, and more.

Learn how to leverage PowerApps Studio to turn an Excel workbook into a simple app that can be used on a mobile device or in a browser.

Learn about advanced FileMaker 16 features and techniques that can help you take your custom apps to the next level.

Learn how to use FileMaker Go 16, the app that allows you to run your FileMaker custom apps on iOS devices. Discover how to navigate the FileMaker Go 16 interface, design custom apps, use container fields, and more.

Learn how to design and build custom apps with FileMaker 16. Find out how to create tables and fields, design layouts that display your data in a smart way, and more.

Learn how to make the switch to SharePoint 2016. Discover how to avoid migration pitfalls, plan and complete your migration, verify that your migration was a success, and more.

Learn about Salesforce Leads: what leads are for, how to define and design the layout of the field in the record, and how to map the lead to a conversion workflow that suits the need of your organization.

Learn how to manage your Salesforce Opportunities by setting up the record fields and applied workflows to meet the needs of your organization.

Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.

Learn how to use Nintex to create a workflow, add workflow actions and branches, monitor workflows, and make forms.

Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.

Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.

Discover how to use PowerApps and Microsoft Flow to create mobile apps and custom workflows without needing to write a single line of code.

Learn how to ensure your data science stories engage your stakeholders and drives results.

Learn how to power your business with Microsoft Dynamics 365, Business edition. This course shows how to create and edit records, print reports, manage vendor info, create invoices, manage sales interactions, apply customer payments, reconcile accounts, and more.

Enhance your ability to ask critical questions that help your data science team make better discoveries and evaluate data. Learn about the key components of critical reasoning and how to run question meetings, organize your questions into question trees, and more.

In this course, Gini von Courter covers the basics of Microsoft Flow. She explains how to use templates to create social media, notification, and event flows, as well as how to install and use the Microsoft Flow app. Gini also demonstrates how to create a flow from scratch.

Libraries and lists too long for practical use? Optimize SharePoint to increase the speed and efficiency of viewing and analyzing large lists.

Implement SharePoint correctly from the start. Learn how to plan and design a SharePoint 2016 implementation.

Explore the Conductor add-in included with SharePoint Lightning Tools—an easy way to access SharePoint lists and libraries across sites so you can find information faster.

Get an introduction to data science designed for people who aren't planning on being full-time data scientists. Learn the basics of gathering and analyzing big data.

Learn to hire, foster, and manage data science teams that produce deeper insights and more effective reports and visualizations.

Learn how to manage records in SharePoint and become more compliant. Find out how to create a centralized repository, secure confidential files, discover and hold records for litigation, and more.

Get your first look at Dynamics 365, the cloud-based CRM and ERP tool from Microsoft.

Tracking all of your customer information and interactions in one place is possible with a CRM tool. This course shows you how to start using Salesforce for your customer relationship management needs. Learn how to create accounts, add contacts, convert leads into opportunities, run reports, and more.

Streamline your customer service operations with Microsoft Dynamics. This course shows you how to use the essential features of this CRM, including the interactive service hub. Learn how to create and manage cases, escalate issues, manage contacts, document resolutions, and more.

Personalize experiences with clients, engage intelligently with prospects, and have meaningful follow-ups with your leads by using Microsoft Dynamics. This course demonstrates how to leverage the essential features of this CRM platform, including how to manage customer information, track leads, create action items, build workflows, and more. The features for sales teams and customer services teams are reviewed in this course, including managing contacts and resolving cases.

Learn how to put a data governance program in place at your organization, to help ensure the consistent quality, availability, integrity, and usability of your data.

Learn how to manage enterprise-level Project Server projects using Project Web App 2013.

Get information governance training to implement an IG program at your organization. Learn fundamental information governance definitions, concepts, principles, strategies, and best practices.

Learn how to craft better queries—the key to finding raw data and transforming it into something usable—in Access 2016.

Get new SharePoint tips and tricks from SharePoint consultant and trainer Mark Abdelnour.