Nintex Workflow and Forms for Office 365 Course Overview

Nintex Workflow and Forms for Office 365 Course Overview

The Nintex Workflow and Forms for Office 365 course is designed to equip learners with the knowledge and skills necessary to create and manage workflows and forms within the Office 365 environment. This course provides an in-depth understanding of how to Automate business processes using Nintex Workflow and Forms, enabling users to efficiently manage tasks and streamline operations without the need for complex coding.

Throughout the course, participants will learn how to navigate the Nintex Workflow Designer, manage various types of workflows, utilize Workflow actions, and create Dynamic forms that are responsive across different devices. By the end of the course, learners who have completed the Nintex Forms training will be adept at Adding the Nintex app to their sites, Starting workflows manually or automatically, Handling workflow tasks, and leveraging Office 365 integrations.

With practical labs and real-world scenarios, this course is ideal for those seeking to enhance their digital automation capabilities within their organizations using Nintex solutions.

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  • Live Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To ensure you gain the maximum benefit from the Nintex Workflow and Forms for Office 365 course, the following are the minimum required prerequisites:


  • Basic understanding of Microsoft SharePoint Online and its components such as lists, libraries, and content types.
  • Familiarity with Office 365 and its suite of applications, including SharePoint Online.
  • Basic knowledge of workflow concepts and the importance of automating business processes.
  • An understanding of the role and benefits of forms in data collection and workflow processes.
  • Comfort with using web browsers for navigating and interacting with web-based interfaces.
  • No prior experience with Nintex products is required; however, any previous exposure to workflow automation tools can be beneficial.

These prerequisites are designed to ensure that you have a foundational understanding that will help you to quickly grasp the concepts taught in the Nintex Workflow and Forms for Office 365 course. Our aim is to provide you with an enriching learning experience that empowers you to leverage Nintex solutions effectively in your organization.


Target Audience for Nintex Workflow and Forms for Office 365

The Nintex Workflow and Forms for Office 365 course is designed for professionals aiming to automate business processes on SharePoint.


  • SharePoint Administrators
  • Business Analysts
  • Process Managers
  • IT Professionals involved in SharePoint-based workflow creation
  • Workflow Developers
  • Power Users in organizations using SharePoint
  • Business Process Owners
  • SharePoint Site Owners
  • Solution Architects focusing on business process automation
  • Technical Leads managing SharePoint environments
  • Office 365 Administrators


Learning Objectives - What you will Learn in this Nintex Workflow and Forms for Office 365?

Introduction to Learning Outcomes

This Nintex Workflow and Forms for Office 365 course equips students with the skills to design, deploy, and manage custom workflows and forms within SharePoint Online.

Learning Objectives and Outcomes

  • Understand the fundamentals of Nintex Workflow for Office 365 and its application in automating business processes.
  • Get hands-on experience with the Nintex Workflow Designer and learn how to create workflows without writing code.
  • Learn how to start workflows manually and automatically, and manage workflow tasks effectively.
  • Gain insights into different types of workflows, including list, library, and site workflows, and when to use each.
  • Explore a wide range of workflow actions, including Office 365 specific actions, operations, user interaction, logic and flow, and more.
  • Understand the purpose and management of workflow variables, and how they can be used to store data and pass information between actions.
  • Discover the capabilities of Nintex Forms for Office 365, including in-browser editing, conditional formatting, and support for multiple devices.
  • Create and manage custom forms for lists and libraries, and learn how to add the Forms app to a SharePoint site.
  • Learn to integrate Nintex Forms with workflows to streamline data collection and automate business processes.
  • Equip yourself with the knowledge to update and maintain workflows and forms as business requirements evolve.

Technical Topic Explanation

Nintex Workflow and Forms

Nintex Workflow and Forms is a powerful tool designed to automate processes and create online forms for business use. These forms can connect seamlessly to a company's existing workflow systems, allowing for streamlined data capture and management. The platform is user-friendly and versatile, enabling non-technical users to build custom forms and workflows without needing extensive coding knowledge. Nintex improves efficiency by automating routine tasks, which allows employees to focus on more strategic work. Nintex forms training empowers users to maximize the use of these tools, enhancing workflow management and data handling capabilities in organizations.

Office 365 environment

Office 365 is a suite of cloud-based services and applications provided by Microsoft, designed to enhance productivity in both personal and professional settings. It includes popular tools like Word, Excel, PowerPoint, and Outlook, among others. Each application is accessible online, allowing for collaboration and sharing in real-time across devices. Office 365 also offers robust security features to protect data and provides seamless updates to keep all tools current without manual intervention. This environment supports various business functions and scales according to organizational needs, making it a flexible option for enterprises of all sizes.

Automate business processes

Automating business processes involves using technology to manage and streamline repetitive tasks, ensuring more efficient operations. This can significantly reduce manual effort, leading to consistent and faster workflows. It involves tools like Nintex, where Nintex forms training enables professionals to create, manage, and deploy forms that capture and process data effectively. By learning to automate tasks, businesses can improve accuracy, save time, and enhance overall productivity, allowing employees to focus on more strategic activities rather than routine processes.

Workflow actions

Workflow actions are tasks automated within a business process management tool that streamline the handling of information and documents. These actions can include sending notifications, updating data records, or initiating other workflows. Implementing workflow actions optimizes operations, reducing manual effort and improving accuracy and speed in processes like document approvals or data entry. Tools like Nintex Forms further enhance workflows by allowing the creation of custom forms that integrate seamlessly with these actions, providing a comprehensive system for managing tasks efficiently. This integration ensures that all form data is directly linked to appropriate workflow actions, automating triggers and updates throughout the system.

Nintex Workflow Designer

Nintex Workflow Designer is a tool that simplifies the creation of automated processes within organizations. It allows users to design, customize, and implement workflow solutions without needing extensive coding knowledge. By providing a visual interface where you can drag and drop workflow components, Nintex enables you to automate tasks and streamline complex business operations efficiently. This tool is particularly popular for enhancing productivity and optimizing workflows, making it a valuable asset for businesses looking to improve their operational efficiency through automation.

Dynamic forms

Dynamic forms are interactice digital forms that adapt based on user inputs. They enable the display, hiding, or modification of fields and sections within the form depending on the data entered. This capability makes them a powerful tool for improving user experience, as they can simplify complex forms and ensure users only see relevant sections, reducing confusion and increasing completion rates. Automation platforms like Nintex utilize dynamic forms to streamline workflow integration, making them ideal for businesses looking to enhance process efficiency through tailored Nintex forms training.

Office 365 integrations

Office 365 integrations allow different apps and software to work together seamlessly within the Microsoft Office 365 suite. This enhances productivity by enabling users to access, share, and manage data between various applications like email, calendars, contacts, and business apps directly from Office 365. This integration supports streamlined workflows and communications among team members, making it easier to collaborate and perform tasks efficiently without switching between different tools. Notably, tools like Nintex Forms can be integrated to optimize data collection and automate processes directly within the Office 365 environment, improving how teams gather and utilize information.

Starting workflows manually or automatically

Starting workflows manually or automatically involves initiating a sequence of tasks in a business process. Manually starting a workflow requires a user action, like pressing a button or submitting a form. Automatically starting a workflow occurs when preset events trigger it, such as a specific time, date, or a change in data. This automation ensures tasks are performed efficiently and consistently, reducing the need for manual oversight and helping streamline operations. This capability is particularly useful in platforms that support process automation, such as using Nintex forms for creating workflows.

Handling workflow tasks

Handling workflow tasks involves managing and automating business processes to ensure efficient and consistent operations. This process includes the design, execution, and automation of workflows, where tasks, information or documents are passed from one participant to another for action, according to a set of procedural rules. Effective workflow management helps organizations reduce errors, speed up processes, and improve overall productivity. Utilizing tools like Nintex forms training can assist professionals in creating, customizing, and automating forms and workflows, further streamlining project management and operational activities.

Adding the Nintex app to their sites

Adding the Nintex app to their sites enables users to integrate powerful workflow automation directly into their SharePoint environment. Nintex Forms, a feature within this app, allows for easy creation and customization of forms to streamline data entry and collection. This integration enhances site functionality, supporting efficient business processes and improving user interaction on the platform. Training in Nintex Forms empowers users to fully leverage these tools, enhancing productivity and operational efficiency.

Target Audience for Nintex Workflow and Forms for Office 365

The Nintex Workflow and Forms for Office 365 course is designed for professionals aiming to automate business processes on SharePoint.


  • SharePoint Administrators
  • Business Analysts
  • Process Managers
  • IT Professionals involved in SharePoint-based workflow creation
  • Workflow Developers
  • Power Users in organizations using SharePoint
  • Business Process Owners
  • SharePoint Site Owners
  • Solution Architects focusing on business process automation
  • Technical Leads managing SharePoint environments
  • Office 365 Administrators


Learning Objectives - What you will Learn in this Nintex Workflow and Forms for Office 365?

Introduction to Learning Outcomes

This Nintex Workflow and Forms for Office 365 course equips students with the skills to design, deploy, and manage custom workflows and forms within SharePoint Online.

Learning Objectives and Outcomes

  • Understand the fundamentals of Nintex Workflow for Office 365 and its application in automating business processes.
  • Get hands-on experience with the Nintex Workflow Designer and learn how to create workflows without writing code.
  • Learn how to start workflows manually and automatically, and manage workflow tasks effectively.
  • Gain insights into different types of workflows, including list, library, and site workflows, and when to use each.
  • Explore a wide range of workflow actions, including Office 365 specific actions, operations, user interaction, logic and flow, and more.
  • Understand the purpose and management of workflow variables, and how they can be used to store data and pass information between actions.
  • Discover the capabilities of Nintex Forms for Office 365, including in-browser editing, conditional formatting, and support for multiple devices.
  • Create and manage custom forms for lists and libraries, and learn how to add the Forms app to a SharePoint site.
  • Learn to integrate Nintex Forms with workflows to streamline data collection and automate business processes.
  • Equip yourself with the knowledge to update and maintain workflows and forms as business requirements evolve.