Microsoft Power Automate

Overview

Microsoft Power Automate (formerly Microsoft Flow) is an automation tool in Microsoft 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 Automate!

Students will learn how and why to use Microsoft Power Automate. 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, Teams 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 Automate 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 Automate 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 Automate with little to no experience.

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Full course details

Course outline

Part 1: Overview of Power Automate Capabilities

  1. Power Automate capabilities
  2. Introduction to the Flow Design environment
  3. Types of Flows
    1. Automated
    2. Instant
    3. Scheduled
  4. Basic Components of a Flow
    1. Connections
    2. Triggers
    3. Actions
    4. Conditions
    5. Loops
  5. Flow templates
  6. Flow Integration with SharePoint
  7. Sharing Flows with Other Users
  8. Power Automate Licensing

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 does the following:
    1. Creates a SharePoint list item when a new Form is submitted
    2. Sends Teams Channel Notification
  2. Create a Flow that does the following:
    1. Runs on a set schedule
    2. Retrieves items from a SharePoint list
    3. Updates the SharePoint item

Part 3: Creating Approval Flows

  1. Overview of Flow approval capabilities
  2. Approval center
  3. Responding to an approval request

Lab: Creation of an Approval Flow

  1. Use the Built-in Approval Process in SharePoint Document Libraries
  2. Create a custom Approval Process Flow
    1. Create a manual flow for a selected SharePoint Document
    2. Create an Approval Process using Approvals
    3. Update document metadata based on the approval outcome

Part 4: Using Variables and Expressions

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

Lab: Using Expressions

  1. Build a custom work flow
    1. Using Variables and Expressions to transform data
    2. Calculate and format date and time data
    3. Create Documents with values of variables calculated in the flow
    4. Convert Word Documents to Sharepoint
    5. Email completed PDF documents to users
Audience / prerequisites
  • 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 class you will learn how to
  • Create Flows from a template
  • Create a Flow from scratch
  • Create approval Flows
  • Create “Push Button” Flows
  • Debug Flows
  • Add additional owners to a Flow
  • Use Microsoft Forms with Power Automate
  • Use SharePoint with Power Automate
  • Integrate Teams with Power Automate
  • Use Outlook/Exchange with Power Automate

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