Power Automate with SharePoint Training Course

Who should attend

Anyone involved creating and maintaining SharePoint solutions. 

Prerequisites

You should have some existing experience of using SharePoint and Microsoft 365 for business activities. We can help with primer sessions and guidance - if you have any questions, please get in touch.

This SharePoint course is available for private / custom delivery for your team - face-to-face, on-site at your location of choice, or remotely via MS Teams, Zoom or your own platform - get in touch to find out how we can deliver tailored training which focuses on your project requirements and learning goals.

Introduction to Microsoft Power Platform

Learn about the components of Microsoft Power Platform, ways to connect data, and how organizations can leverage this technology to create business solutions.

Power Automate overview

• How Office 365 and the Power Platform can be integrated to work together
  • o Office 365 Overview- the Apps we can automate
  • o Microsoft Power Platform Overview
• The value Power Automate brings
• Scale automation efficiently
• Example: A purchase order approval
• Power Automate in SharePoint
• The Power Automate Home Screen
• The three types of flows you can create with Power Automate
• Power Automate in action - Walkthrough
• Module Summary

Get Started with Power Automate and Flows

Learn how users can leverage Power Automate to improve business efficiency and productivity.

Create, Run and Manage Flows

• Introduction to Automation
• Create a flow from a template
• Example Templates
• Navigating in flow
• Editing a template

Exercise: Use a template to create a Power Automate Flow

Creating a Flow from Blank

• Important concepts in Microsoft Power Automate
  • o Triggers
  • o Actions
  • o Conditional Logic
• Working with Triggers
• Trigger or run the flow:
  • o When Something Changes
  • o On a schedule
  • o On a Button press
• Scheduled flows
• · Exercise 1: Build a scheduled flow from Blank

Intro to Approvals Flows and Conditions

• Working with SharePoint
• Understanding Conditions
  • o If Logic
• Build an Approval from a Template

Flow Logic, Scope, Switch Case, Variables and Apply To Each

• Understanding Conditions
  • o If Logic
  • o Designing switches
  • o Using apply to each
  • o Configuring do until logic
  • o Adding a scope control
• Approval actions
• · Optional Exercise : Build an expenses approval flow from blank

Working with SharePoint documents and libraries

• Library settings
• Columns, metadata and views
• Power Automate Variables and Con
• Using Power Automate Date expressions

Lab: Scheduling documentation reviews

• Setup a policy library in SharePoint
• Design a policy review schedule
• Testing the policy review process
• Optional: Notify if a file nears review

Overviews of Integration and Connectors

• Working With Actions and Connections
• Types of Connectors

Businesses will often user a selection of productivity tools and services as well as those found in Office 365

• Office 365 Apps as building blocks for Workflows
• Standard and premium connectors
• Connecting to Social media and web services
• Guidance: Using Flow with on-premises data
• Dynamics 365
• Intro to Environments, Solutions and Dataverse (CDS)
• Teams vs Premium licenses

Optional Exercise (if time)  – Teams and Dataverse

Administration and maintenance

How a business can manage their Flows. We will begin by discussing managing individual Flows. How to share a Flow, and how to import and export Flows.

• Maintaining a Flow
• View history and analytics
• Sharing a Flow
• Export and import Flows
• Office 365 administration for Flow
• Environments

Lab : Maintaining your flows

Best Practice, Hints and Tips, & Troubleshooting

• Environments, Solutions and moving Flows
• Service Accounts for executing Flows
• Import and Exporting a Flow
• Performance
• Troubleshooting Flows
• Planning a business process and choosing the tools to use to solve customer problems