Microsoft Power Automate

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

• 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 “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