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Microsoft Power Automate

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.

Duration

1 day/8 hours of instruction

Education Credits

7 PDUs

Public Classroom Pricing

$695(USD)

GSA Price: $585

Group Rate: $595

Private Group Pricing

Have a group of 5 or more students? Request special pricing for private group training today.

Download the Course Brochure

Part 1: Overview of Power Automate Capabilities

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

Part 2: Creating Flows

Creating a new Flow
Selection of a trigger
Selection of actions
Connection Information
Naming and Saving a Flow
Running the Flow
Editing a Flow and re-running
“Debugging” Flows

Lab: Creating a Flow

Create a Flow that does the following:
1. Creates a SharePoint list item when a new Form is submitted
2. Sends Teams Channel Notification
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

Overview of Flow approval capabilities
Approval center
Responding to an approval request

Lab: Creation of an Approval Flow

Use the Built-in Approval Process in SharePoint Document Libraries
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

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

Lab: Using Expressions

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

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

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