The 5-Hour Workshop That Finally Teaches You Why Microsoft Syntex Will Be A Game-Changer

Unearth the power of Microsoft Syntex in this workshop and leverage it to analyze, categorize, and automate content processing. With hands-on experiences, explore Syntex's user interface, setup, licensing, and future innovations, all guided by Microsoft MVP, Kevin. Discover how Syntex transforms content management, unlocking valuable insights without massive manual labor.

Suitable For

Beginners

Duration

5 Hours Recording

Format

Workshop

Presenter

Kevin McDonnell MVP

Key Highlights:

  • Installation: Learn how to configure your environment and get started using Microsoft Syntex.
  • Explore the Roadmap: Gain insight into potential future value you can unlock once you have Syntex.
  • Introduction: You'll see the core moving parts of Microsoft Syntex and undertstand how you might exploit them.
  • Use Cases: Know when to reach for Syntex and what it might cost.
Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$97.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.

What you'll learn:

  • The End-Users Experience: Where to look inside Microsoft Syntex and how to get to grips with what its telling you. What are the important moving parts of Syntext that you will use most frequently and where can you find the hidden gems. 
  • Understanding Licensing: What costs do you need to be aware of and how can you efficiently solve the problem of value being locked inside your documents without spending big on licences. 
  • Syntex Roadmap: Some big announcements were made at Microsoft Ignite. We will discuss some of the most important ones such as backup, restore, translation and archiving.
  • Introduction to Microsoft Syntex: What are the key features of Microsoft Syntex and how can you put them to use. 
  • Setting up Syntex: How to setup a trial in your environment and configure it to get going.
  • Content Processing: How to unlock the powerful Content/ Document analytics and processing capabilities to solve your business problems. 

Agenda:

Part 1 - Getting Started With Microsoft Syntex

  • Introduction to Microsoft Syntex (as it is today).  
  • Get started with setup - how to setup the trial of Syntex in your environment and configuring the environment.
  • Build out Content Processing - using Syntex with some sample documents (Note: This uses PnP PowerShell to help get started but it isn't needed to use the same skills with your own content).
  • Part 2 - The End-User Experience & Licensing

  • In this part, we will take a tour around Syntex to fully understand it from an end-users point of view.
  • We will also discuss dreaded "L word". We will learn about the licensing needs for model builders, administrators and end users
  • The exciting future - an overview of the announcements for Microsoft Syntex from Ignite 2022 including translation, backup/restore and archival
  • Description:

    An LMS Is So Much More Than A Simple List Of Courses And An Attendee.

    When you consider the Power Platform, you may think it's only suitable for quite simple applications. When you buy off the shelf software (and pay a LOT for it) you do so because you believe you have more complex requirements that mean you need something 'more'. But what if all it takes is a little experimentation and some easy to gain new skills?

    This workshop will prove that you don't need to reach for the finance team immediately when you want to solve a business problem.

    Using our BLUE model (Build it, learn it, Use it, Enhance it), you'll quickly create a cost effective prototype, gain new skills in the Power Platform, be able to take your solution for a test drive in your own time and help make a decision on whether its something you want to enhance further. This 5 hour investment will pay you back in spades with what you'll learn from the experience.

    What Can you use Microsoft Syntex for?

    • Accounts (Invoices, Reciepts, etc) - With the ability to extract customer details, dates and amounts, you can catagorise all your documents, as well as automate the related business processing ensuring all steps are taken at the right time.
    • Order Processing - Simply uploading an order document into SharePoint either manually or via OCR (optical character recognition) could be the trigger to automate you order processing.
    • Automatically Create Documents - Remove the repetition involved in Creating multiple similar documents by using templates and auto populating with data from other files or data sources. 
    • Contract Renewals - Automatically remind your teams of dates held within any documents e.g Contract Renewals, Training Renewals and Review Dates.

    This training includes:

    • 5 hours of training
    • Access to the Collab365 Academy
    • Workshop Resources
    • Watch on Desktop or Mobile

    Thoughts from the Collab365 Team:

    "Knowing we can deploy an automated "librarian" & "document analyst" as one, is likely to be a huge game changer!"

    If - like us - you have a huge array of different content (videos and documents), knowing that you can analyse meta data, add tags, potentially re-route and update only certain parts of your library without having to manually check or build complex solutions, could be a game changer.

    Firstly, Syntex can analyse your content, looking for key pieces of information inside and associated to each item

    Secondly, you can perform complex interactions, cataloguing and re-routing all within an intuitive interface using MS Syntex. (and a WHOLE LOT more...)
    One thing we didn't want to do however is buy into a 'one trick pony' that could only catalogue our document metadata.

    We wanted a tool that could pull in data, arrange, add to and complement our SharePoint information with sources outside of SharePoint. For example using OCR to digest our invoices and more.

    Microsoft Syntex allows us to do this and unlock a whole lot MORE besides.
    If you are keen to know more about "how to solve a problem like content" in your organisation, this workshop is a must see.

    100% Satisfaction guaranteed

    100% Guaranteed

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Meet your workshop host:

    Kevin McDonnell MVP

    Kevin McDonnell MVP

    From dev to PM, SharePoint farm owner to analyst, Kevin has done it all and has the hair (or lack of) to prove it.

    Having started in the world of Financial Services with delivering solutions on Microsoft technologies to help staff collaborate and be more productive, Kevin jumped the fence a few years ago to the consultancy side.

    He has always loved to share and is a Microsoft MVP in Microsoft 365 Apps and Services, Viva Explorer and co-hosts the weekly modern workplace podcast GreyHatBeardPrincess in between his day job as a Practice Lead for Modern Workplace at CPS.

    Frequently Asked questions:

    Can I get an invoice?

    As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

    Can I get refund?

    We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

    As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

    Can I buy a team or multi-user pass?

    Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

    Can I share the videos and ebooks?

    No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

    Who do I contact if there's a problem?

    Send us an email at hello@collab365.com and we can help. 

    Can I cancel my subscription?

    Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

    How do I get my certifications?

    If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

    What is included in the Platinum Plan?

    The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

    • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
    • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
    • Membership in an active community of 10,000 learners for peer support and networking.
    • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
    • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
    • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

    What is not included in the Platinum Plan?

    While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

    • One-on-one coaching sessions and personalized, coached training programs.*
    • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
    • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
    • External certifications or formal accreditation from third-party institutions.

    *Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

    I have a Platinum Plan or Lifetime, Should I Buy This?

    If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

    • Personal

    • Teams

    Purchase this training only:
    Get immediate access to this training content with a one-off purchase.
    $97.00 USD
    Or
    Subscribe to all of the training in the Collab365 Academy:
    Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.