About the course
Our Power Automate with SharePoint training course will take your existing SharePoint skills up a notch or two, building Free Flows and automation solutions to take the pain out of repetitive tasks - so you can get more done, quicker.
You'll be guided by a SharePoint expert with extensive real-world experience, through hands-on practical exercises which you'll be able to implement and extend.
We can also deliver this as a 1-day custom workshop - for instance as a higher-level overview, or or for learners with some experience of automation who want to focus on specific topics.
Instructor-led online and in-house face-to-face options are available - as part of a wider customised training programme, or as a standalone workshop, on-site at your offices or at one of many flexible meeting spaces in the UK and around the World.
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- Get to grips with Power Automate
- Create time-saving, flexible automations
- Learn to scale your solutions
- Learn Maintenance and Troubleshooting best practices
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Anyone involved creating and maintaining SharePoint solutions will benefit from this workshop, as would MS 365 power users looking to improve their automation capabilities.
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You should ideally 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.
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This Power Automate course is available for private / custom delivery for your team - as an in-house face-to-face workshop at your location of choice, or as online instructor-led training via MS Teams (or your own preferred platform).
Get in touch to find out how we can deliver tailored training which focuses on your project requirements and learning goals.
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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
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The home of SharePoint - https://www.microsoft.com/en-gb/microsoft-365/sharepoint/collaboration
SharePoint Community hub - https://techcommunity.microsoft.com/category/content_management/discussions/sharepoint_general
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