Microsoft Office 365 InfoPath

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Price (exc vat): £915
PrintDURATION: 3 days
TIME: 09:30 to 16:30 GMT

Design and create InfoPath based business forms. Publish forms to a SharePoint environment, then use SharePoint to manipulate completed forms.

About Microsoft Office 365 InfoPath

Microsoft Office 365 InfoPath Forms

You will design and create Microsoft InfoPath based business forms. You will also be able to publish forms to a SharePoint environment and use SharePoint to manipulate and control completed forms.

Who should attend

Your organisation requires InfoPath forms to replace paper documents and for SharePoint administrators who need to administer forms.


You should have a knowledge of Internet Explorer 8.0 or later, and be familiar with basic Microsoft Office 365 and SharePoint functionality.

Course Includes:

  • Lunch and Refreshments – let us know if you have any special dietary needs. [Excluding London]
  • Microsoft Training Manual
  • Post course training downloads
  • Certificate on completion
  • Post course support relating to course content

Microsoft InfoPath training courses with IPSO FACTO Southampton, Hampshire

Microsoft InfoPath Consultancy

We have experienced SharePoint Consultants specialising in planning, implementation and development. Don’t end up paying twice as much as a result of using an agency instead of working directly with an IPSO FACTO SharePoint consultant.

Our SharePoint Consultants have a proven track record of providing high quality installation, customisation and training of Microsoft SharePoint for any size of business. Call us today for a free no-obligation consultation.

Aim & Objectives


Microsoft InfoPath training courses with IPSO FACTO Southampton, Hampshire

To design and create InfoPath based business forms.

Course Objectives

By the end of this course you will be able to:

  • Create InfoPath forms
  • Create Customized form layouts
  • Create and Edit form controls
  • Create Custom Views
  • Assign form Security
  • Distribute and Publish forms

Course Content

Microsoft InfoPath training courses with IPSO FACTO Southampton, Hampshire

Creating InfoPath Forms

  • Explore the User Interface
  • Planning InfoPath form environment

Customising Form Layout

  • Format a Form
  • Template Parts
  • Customise Tables
  • Insert Graphic Objects
  • Create Optional and Repeating Sections

Managing Controls

  • Data Source Concepts
  • Customize Controls
  • Bind Controls

Managing Views

  • Create Custom Views
  • Modify a View
  • Create a Print Version for a View
  • Assign User Roles to a View

Applying Security to Forms

  • Protect InfoPath Forms
  • Restrict Access to a Form
  • Set Security Zones

Working with a Database

  • Develop a Form from a Database
  • Use InfoPath Forms to Query a Database
  • Populate Controls Using a Database

Distributing Forms

  • Publish a Form Template
  • Publish a Form to Email Recipients
  • Troubleshoot Publishing Problems

Publishing forms to SharePoint

  • Forms Library
  • Forms Server
  • Activating forms
  • Forms as content types

List and Library Views

  • Default views
  • Custom views
  • Datasheet view
  • Submitting forms to an alternate library

Advanced Features

  • Cascading Drop Down Lists
  • Set Field Values
  • XPath Concepts

InfoPath Course Lab Exercises:

Creating an InfoPath Form – you will populate it using basic controls.

Object and Container Controls – you will add a repeating table and optional section to the form; then prepare a number of SharePoint libraries for the form and add a submit button, validation and conditional formatting.

Form View and Properties – you will create an additional form view and manipulate form properties.

Publishing and Using a Form – you will publish the form as a content type to a library where users can complete the form.

SharePoint Lists Forms – you will create a SharePoint task list and open the NEWITEM.ASPX form in InfoPath and customize the form.

Template Parts – you will create a re-usable template part and add it to the controls list.

Advanced Configurations – you will connect the form to the SharePoint list – use rules to set control values – publish the form – use InfoPath form web part – create cascading drop list series – connect the form to the SharePoint list – configure cascading drop down settings.

Video Testimonials

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