Nintex O365 Workflow Training

Level: Intermediate

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 organizational processes. In this Nintex training course, you gain the knowledge and skills to rapidly create workflows that automate business practices. Learn Nintex best practices to maximize the effectiveness of your workflows.

Key Features of this Nintex O365 Workflow Training:

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

You Will Learn How To:

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

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals


In Class & Live, Online Training

  • 3-day instructor-led training course
  • One-on-one after course instructor coaching
  • Pay later by invoice -OR- at the time of checkout by credit card
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Standard $2745 CAD

Government $2415 CAD




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In Class & Live, Online Training

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Note: This course runs for 3 Days

  • Feb 16 - 18 9:00 AM - 4:30 PM EST New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Mar 23 - 25 9:00 AM - 4:30 PM EDT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • Apr 20 - 22 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • May 18 - 20 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Jun 22 - 24 9:00 AM - 4:30 PM EDT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

  • Jul 20 - 22 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Aug 17 - 19 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Sep 21 - 23 9:00 AM - 4:30 PM EDT Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

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Important Nintex O365 Workflow Training Information

  • Requirements

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

Nintex O365 Workflow Training Outline

  • 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 Utilize Nintex Workflows
  • Setting up the SharePoint environment

    • Building SharePoint sites
    • Configuring lists and libraries for workflow needs
  • Initializing 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
    • Modeling 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 practices

    • Optimizing 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

Team Training

Nintex O365 Workflow FAQs

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

    You will need a working knowledge of SharePoint Online.

  • 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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