Using Microsoft Syntex for AI Information Management in SharePoint

1h 48mIntermediate2025-05-19

Authors

Phil Gold

Senior-Level Learning and Development Professional

Course details

In this course, learn how to leverage Microsoft Syntex’s built-in AI capabilities to automate data classification and extraction from information stored in SharePoint. Building on a foundational knowledge of SharePoint Premium and licensing, instructor Philip Gold outlines practical steps for users, including activating Syntex, creating autofill columns and document models, using extractors to pinpoint valuable data, and more. He also covers more advanced topics such as content generation, automated translation, and using OCR for text extraction. This course emphasizes hands-on techniques and encourages you to seek out online resources for continued learning. By the end, you’ll be equipped with the skills you need to harness SharePoint Premium’s full potential to enhance business data management.

Learning objectives
Define the core features and licensing requirements of Microsoft Syntex.
Describe the process of creating and applying structured and unstructured document models to streamline document data extraction.
Demonstrate how to activate SharePoint Premium, set up document collections, and use extractors to target specific data within documents.
Examine different model types and advanced features like OCR and automated translation to select the best-fit tools for specific business needs.

Skills covered

SharePointEnterprise Content ManagementContent Management Systems (CMS)Personal Productivity SoftwareCloud ServicesWeb DevelopmentNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

Introduction

Use Microsoft Syntex to extract valuable business data
Caveats - Changes are inevitable

Microsoft Syntex Fundamentals

What is Microsoft Syntex
Making existing information useful
Types of document services in Syntex
Planning and creating Syntex sites and SharePoint libraries
Adding sample training files

Creating Autofill Columns in SharePoint

Creating a metadata column
Creating an AI-generated summary column
Enabling taxonomy tagging

Prebuilt Document Processing in Syntex

Exploring the different prebuilt models
Planning for your processing models
Creating a prebuilt invoice model

Structured Document Processing

Benefits of creating a custom structured document model
Creating a new structured document model and labeling fields
Using tables in structured processing models
Create collections and add training documents
Tag information fields in the document collections
Training, testing, and publishing your model

Unstructured (Single Class) Document Processing

Creating an unstructured model and labeling example files
Create and test your classifier explanation
Create your first extractor and label files
Create extractor explanations
Using patterns in extractor explanations
Using proximity in extractor explanations
Using regular expressions
Applying the model to a library

AI-Assisted Content Assembly in SharePoint

Create a modern template in SharePoint
Map template fields to library columns
Generate documents using the modern template
Create conditional sections in templates

Emerging and Specialized Syntex Features

Creating AI agents in Syntex
Using image tagging in Syntex
Using Syntex for document translation
Using Syntex for optical character recognition (OCR)
Capturing eSignatures with Syntex

Conclusion

Syntex in action - Recap and resources