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Getting Started
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- The Configuration Guide for Employee Training Management on SharePoint online
- The Configuration Guide to Event Management on SharePoint
- How do I configure Permissions for Employee Training Management on SharePoint Online?
- How do I configure Permissions for Event Management on SharePoint online?
- How do I configure E-Mail settings in SharePoint Online with a user account?
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User Guide
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Events
- How to Create Recurring Events in SharePoint
- How-to: Group multiple events to enable single enrollment for all sessions
- How to: Promote and Share Events with the Copy Link Feature
- How to: Create events in draft mode & cancel events and enrollments in one click
- How to Enable External Organizers for Events in Sapiens Event Management
- How to specify external users as organizers, facilitators, and other contacts in an event form using a contact list
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Courses & Quizzes
- Configure a SCORM Cloud Account & Upload SCORM files on your SharePoint Site
- How to: Add New Achievement Options (No-Shows, Not-Achieved, Cancelled)
- How to create Self-paced Training & use our Complete Course Button webpart (Add quiz, track time, etc.)
- How to add a Quiz on SharePoint Online using Microsoft Forms
- How to: Use Microsoft 365 learning pathways in an Employee Training Management site
- How to: Create course pages with the Employee Training Management App
- Checking course completion using an anonymous quiz
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Enrollments
- How to: Copy existing enrollments from one event to the other with the Copy Enrollments option
- How to restrict the number of enrollment per user (covering the same topic/course)
- How to: Enroll Microsoft 365 groups and distribution lists
- How to: Request information upon enrollment
- How do I confirm attendance after an event?
- How to: Allow external users to enroll to events on SharePoint
- Manually managing RSVP responses in the enrollment list
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E-Mail
- How to: Send e-mail notifications or Outlook calendar invitations and prevent e-mail updates to be sent to attendees
- How to: Send additional e-mail notifications and create reusable email templates
- How to: Send an e-mail notification when you enroll users in a course
- How do I Forward RSVP status replies to an e-mail address
- Curriculum notification behavior and available workarounds
- Customizing Automatic Email Notifications per Event in Sapiens
- Exchange Mailbox: Use a User Mailbox Instead of a Shared Mailbox
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Teams
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Views, Forms & Pages
- Modify and apply changes to a Template Page (of an event, course,topic...)
- How to: Use our Landing Pages Samples
- How to: show events on multiple SharePoint websites (e.g. your intranet, company news, etc.)
- How to: Promote events to specific target audiences only
- How-to: Editing forms for events, topics, courses, etc.,
- How to: Hide an event until a specific date
- How to: Personalize list views and create a Calendar View in SharePoint Online
- How to: Create customizable event pages On your SharePoint site
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Reporting
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Time Zones, Regions & Languages
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Power Automate & Power Apps
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Installation, Updates & Uninstall
- How to add Event Management to SharePoint online
- How to add Employee Training Management to SharePoint Online
- How to add Employee Training Management to my Microsoft 365 Environment
- How to add Event Management to my Microsoft 365 environment
- Update the SharePoint|sapiens Apps
- Entra ID App-Permissions requested by Sapiens Apps
- How do I upgrade from SharePoint Add-in to Microsoft 365 App
- Employee Training Management in Microsoft Teams
- Event Management in Microsoft Teams
- Update Event Management app on all sites in the tenant using PowerShell
- How to Remove the SharePoint|sapiens App from your SharePoint Site
- Change Log and Release Notes for SharePoint|sapiens Apps
- Manual steps after the Sharegate migration
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Troubleshooting & Known Issues
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- Troubleshooting: Users Do Not Receive Email Invitations/Notifications
- What can I do if emails sent from SharePoint|sapiens Apps get lost in Junk Mail?
- Troubleshooting - Exchange Room Not Receiving Meeting Requests
- Troubleshooting: Meeting Response (RSVP) Not Updated in Enrollment View
- Troubleshooting: Re‑authorizing the Email Account
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- Articles coming soon
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Retention & Recovery
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License
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- Articles coming soon
Applies to Event Management & Employee Training Management
How-to: report using MS Excel and Power BI
In this article, you will learn more on how you can connect MS Excel and Power BI to your records in SharePoint Online. You can use data from your Employee Training Management or Event Management SharePoint site to create meaningful reports and easy-to-read diagrams with MS Excel and Power BI.
How does it work?
All your records (enrollments, achievements, courses, events, etc.) can be synchronized with MS Excel or Power BI. You can use diagrams, charts, filters, etc. to analyze your data and share the report as a spreadsheet or publish the Power BI report to a SharePoint website to make it available to the relevant departments.
See it live
What you need for the implementation
Our Employee Training Management and Event Management app are fully integrated into SharePoint and Microsoft 365 and you can use the following M365 apps to build your reports.
In this case:
- SharePoint|sapiens App
- MS Excel or Power BI/Power BI Desktop
We hope it helps you analyze and report on your data. Feel free to contact us via email at support@sharepointsapiens.com if you have any questions. We are happy to assist you.
In this article