Microsoft Syntex Training Course

Microsoft Syntex Training Course2023-09-19T17:28:38+01:00

Public Course Dates

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If there are no available dates listed above, please register your interest and we will contact you once a date is available to book.

Course Overview

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

  • Provide an overview of Microsoft Syntex features
  • Provide an understanding of SharePoint information architecture dependencies
  • Provide an understanding of the different Syntex models
  • Gain hands on experience building an unstructured document processing model with Microsoft Syntex
  • Understand organizational roles for Microsoft Syntex
  • Identify key support resources
  • Understand the Syntex licensing model

The course will cover the following topics

Day 1

  • Content Services in Microsoft 365 
  • Considerations for Records Managers 
  • Microsoft Syntex features 
  • Syntex model types 
  • Syntex license models 
  • Syntex Content Center 
  • Profess for working with Syntex

Day 2

  • Syntex & Information Architecture relationship
  • Syntex Assessment tool
  • Planning a model
  • Entity Extractors
  • Explanation types and templates

Day 3

  • Creating the classifier
  • Adding entity extractors
  • Training a model

Day 4

  • Model deployment
  • Monitoring a model
  • Syntex Content Query
  • Syntex Content Processing

Day 5

  • Syntex Content Assembly
  • Prebuilt models
  • Syntex license models
  • Microsoft Syntex roles


  • Understand how to use Syntex to automate content-based processes
  • Understand how to automatically classify documents and extract metadata
  • Understand the impacts for Records Management
  • Learn about scenarios and use cases for Syntex in your organization
  • Learn about the features you get with a Syntex license

Who should attend?

This course is for Knowledge/Content Managers or any staff with information management responsibilities.

Attendees might include Knowledge Management staff, Records Management staff, Information Governance Officers, Information Managers, and SharePoint practitioners.

Course Exclusions

  • AI Builder (Freeform document processing)
  • AI Builder (Structured document processing)
  • Microsoft Syntex REST API
  • PowerShell scripts
  • Power Automate integration

Suggested Follow on Courses

  • SharePoint Super User
  • SharePoint Fundamentals
  • Microsoft 365 & SharePoint Records Management
  • Microsoft 365 Information Privacy and Protection
  • Microsoft 365 Teams Information Protection


Will I get a recognised qualification?2022-08-02T14:50:04+01:00

As part of our accreditation with the CPD accreditation group, you will receive either 6, 12 or 15 CPD points for each course attended depending on the course.

The Certificate in Managing Data Protection Compliance is a qualification and is the second qualification of a suite of 3 data protection qualifications.

Do you offer any course discounts?2022-08-02T14:47:26+01:00

Yes we offer a 10% discount for the primary delegate if you book more than one person from the same organisation at the same time.


What happens if the course is cancelled?2021-01-22T14:17:37+00:00

To try to avoid cancelling face to face courses, however if the number of delegates is below 5 we will offer this a virtual course instead.

See full terms and conditions.

When will I be advised of the venue location?2022-08-02T15:09:30+01:00

Exact location are sent out via email, two weeks before the course, we would therefore advise you not to book accommodation until the venue is confirmed.

Pre-Pay Option

Don’t know what courses you’ll need to book just yet?

We offer a pre-pay option, where you can pay now and choose what courses to book later (within a year). This option is both cost efficient and speeds up the booking process. It’s really handy for large companies/organisations who have frequent training needs.

Contact us for more information. 

In-House Training

If you’re looking to book training for 6 or more people onto the same course, we are able to offer private in-house training – a cost efficient option.

Contact us for more information. 

What our clients said about the course

Loved the overall structure of the course, it was logical and completely made sense to me! Got a lot of good ideas from the Information Audit section.

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