Microsoft Power Automate Workshop

1 Day

Description

Microsoft Power Automation (formerly Microsoft Flow) is an automation tool in Office 365 that empowers users to automate tasks and processes without writing code. For example, you can use Power Automation to automatically save email attachments to OneDrive or SharePoint. Need a process to approve leave requests? Use Power Automation!

Students will learn how and why to use Microsoft Power Automation. We will begin by creating Flows from one of the hundreds of available templates and then customizing the Flow to meet their specific requirements. Then, we’ll cover how to create totally customized Flow from scratch. Exercises will lead students through creating Flows with a variety of “connectors” including SharePoint, Microsoft Forms, Excel and Outlook/Exchange. Lab exercises will also demonstrate how to automate common tasks such as sending emails or kicking off a business process when a specific event takes place such as receiving an email or when a new SharePoint list item is created.

One of the most popular Power Automation features is the ability to process approvals. Students will learn how to create a simple approval process. Then, they build on that knowledge by creating approval Flows check to verify that an approver is not “out of the office” before assigning an approval to them as well as sending reminder emails to the approver.

Finally, students will extend their Power Automation knowledge with an introduction to using Flow expressions.

This class is designed for End Users (team members, project members) and Power Users who are new to Power Automation with little to no experience.

Audience

  • End Users
  • Site Owners
  • Information Managers
  • Project Managers
  • Team Supervisors
  • Any person who needs to create process Flows to improve efficiency
  • Anyone who uses SharePoint Online to automate Flows

In This Course You Will Learn How To:

  • Create Flows from a template
  • Create a Flow from scratch
  • Create approval Flows
  • Create “button” Flows
  • Debug Flows
  • Add additional owners to a Flow
  • Use Microsoft Forms with Power Automation
  • Use SharePoint with Power Automation
  • Use Excel with Power Automation
  • Use Outlook/Exchange with Power Automation

Upcoming Classes

Virtual Classroom Live
December 06, 2021

$600.00
1 Day    11:30 am EST - 7:30 pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

Part 1: Overview of Power Automation and Flow Capabilities

  1. Power Automation capabilities
  2. Introduction to the Flow Design environment
  3. Types of Flows
    • Automated
    • Instant
    • Scheduled
  4. Basic Components of a Flow
    • Connections
    • Triggers
    • Actions
    • Conditions
    • Loops
  1. Flow templates
  2. Flow Integration with SharePoint
  3. Flow Licensing

Lab: Creating a Flow from a Template

  1. Create a Flow that sends an Email when a new SharePoint list item is added from a template
  2. Modify the template email text
  3. View run history

Part 2: Creating Flows

  1. Creating a new Flow
  2. Selection of a trigger
  3. Selection of actions
  4. Connection Information
  5. Naming and Saving a Flow
  6. Running the Flow
  7. Editing a Flow and re-running
  8. “Debugging” Flows

Lab: Creating a Flow

  1. Create a Flow that performs the following actions:
    • Creates a SharePoint list item when a new Form is submitted
    • Sends an email
  1. Create a Flow that does the following:
    • Runs once a day
    • Retrieves items form a SharePoint list of projects
    • Updates the SharePoint list if the item is overdue

Part 3: Creating Approval Flows

  1. Overview of Flow approval capabilities
  2. Approval center
  3. Types of approvals
    • Simple
    • Sequential
    • Parallel
  4. Responding to an approval request

Lab: Creation of an Approval Flow

  1. Select the “for a selected document” trigger and a SharePoint document library
  2. Start an approval proves on the selected document
  3. Update document metadata based on the approval outcome

Part 4: Using Variables and Expressions

  1. Using variables
    • Types of variables
    • How and when to use variables
  2. Flow Expressions
    • Expressions overview
    • Expression categories (String, Math, Date/Time, additional)
    • Expression syntax

Lab: Using Expressions

  1. Using Expressions in Actions
  2. Using expressions with variables
  3. Using expressions in conditions
  4. Using Expressions in emails
  5. Nested expressions

Part 5: Team Flows

  1. Adding additional owners to a Flow
    • Implications of adding additional Owners
  2. Adding run-only users

Lab:

  1. Add an additional user to a Flow
    • Verify that Flow now appears under Team Flows
  2. Share a “for a selected document” Flow with the SharePoint library
    • Verify that other users can see and execute the Flow

Upcoming Classes

Virtual Classroom Live
December 06, 2021

$600.00
1 Day    11:30 am EST - 7:30 pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date