Microsoft Power Automate Intermediate

Learn how to use Power Automate, the business value and the features available. Attendees should have basic experience of SharePoint and a grasp of their own business processes or workflows (maybe from other environments, manual processes or from SharePoint Designer workflows).

Content

Module 1: Introduction to Microsoft Power Automate in M365

Learn about how Microsoft Power Automate fits in the Microsoft 365 suite, ways it can connect to data, and how organizations can leverage this technology to create business solutions.

Lesson 1: Power Automate overview

• How Office 365 and the Power Platform can be integrated to work together
  • Office 365 Overview- the Apps we can automate
  • Microsoft Power Platform Overview
• The value Power Automate brings – Scale automation efficiently
• Power Automate in SharePoint, (Rules and built-in flows)
• Tour of the Power Automate Home Screen
• The three types of flows you can create with Power Automate
• Power Automate in action – Walkthrough
• Module Summary

Module 2: Get Started with Power Automate and Flows

Learn how users can leverage Power Automate to improve business efficiency and productivity, by creating and extending template Flows.

Lesson 2a: Getting started with Power Automate – Create, Run and Manage Flows

• Introduction to Automation
• Example Templates
• Create a flow from a template
• Navigating in flow
• Check, Save and Test a flow

Exercise 1: Use a template to create a Power Automate Flow

Lesson 2b: Working with Dynamic Content & Expressions

• Editing a template flow
• Working with Dynamic Content and Expressions
• Testing your Flows, and previous Flow runs

Exercise 2: Extend a Flow to use Dynamic Content

Module 3: Creating a Flow from Blank

Learn about creating your own custom flow from blank, choosing Triggers, Actions and creating clickable links in emails.

• Important concepts in Microsoft Power Automate
  • Triggers
  • Actions
  • Conditional Logic
• Working with Triggers – Trigger or run the flow:
  • When Something Changes
  • On a schedule
  • Manual start (Instant / button press style flow)
• Creating Scheduled flows

Exercise 3: Build a scheduled flow from Blank

• Building a link in an email or Teams message
• Edit a flow to include a link

Optional: Using Microsoft Forms

Learn about What is Microsoft Forms useful for, and where does Forms store it’s data? Review of new features: Creating a Forms Survey tied to Excel, Creating List Forms in SharePoint. Creating Anonymous forms for data collection from external users.

Optional End to End Challenge Exercise: An anonymous Form writing to a SP list via a Power Automate Flow

• Setup a simple Microsoft Form with 3-4 questions
• Create a List in SharePoint
• Design Flow based on the Form Response trigger
• Customise the Flow to write into the correct columns in your SP List
• Test the Flow

DAY 2

Recap, review of Day 1, and Best Practice

Discussion of possible flows people are thinking would be useful in their daily work

Best Practice, Names and Notes, Old vs New Designer

Using Copilot in Power Automate & Troubleshooting tools

Module 4 – Intro to Approval Flows and Conditions

• Approvals from a Template – Manager approval or Everyone must sign
• Working with SharePoint Document or List item triggers to start approvals
• Introduction to the Power Automate Approval Action
• Understanding Conditions
  • If Logic

Exercise: Build a custom Approval Flow from Blank

Optional exercise: Update properties to set the status to Rejected/Approved

• Understanding the Approval actions
  • Approve/Reject First to sign vs everyone must sign, and Custom status options
  • Settings: Notifications, Reassign task to another approver

Module 5 – Flow Logic, Scope, Switch Case, Variables and Apply To Each

• Understanding Conditions
  • If Logic
    • Discuss a Purchase order/ Expenses / Petty Cash approval
  • Designing Switches
  • Configuring Do until logic
  • Adding a scope control
  • Using the Terminate action
  • Using apply to each
• Optional Exercise: Build an approval document flow from blank with he help of Co-Pilot

Module 5 continued

Working with SharePoint documents and libraries

• Library settings
• Columns, metadata and views
• Variables and Compose
• Using Power FX Expressions – eg. to work with dates

DEMO: Policy Reminders – Rules vs Custom reminders

**see Optional Challenge Exercise

Module 6: Overviews of Integration and Connectors

Businesses will often user a selection of productivity tools and services as well as those found in Office 365. Connectors give access to different data sources

• 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
• What are Environments and Solutions?
• Teams vs Premium licenses

Module 7: Administration and maintenance & Troubleshooting

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. Basic Troubleshooting recap and Error handling tips

• Maintaining a Flow
• View history and the Cloud Flow Analytics
• Office 365 administration for Flow
• Environments, Solutions and moving Flows
• Troubleshooting Flows, and Run After for Error handling emails

Module 8: Best Practice, Hints and Tips, Sharing & permissions

• Sharing a Flow (Co-owner and Run-only Users)
• Service Accounts for executing Flows
• Import and Exporting a Flow
• Performance
• Planning a business process and choosing the tools to use to solve customer problems

Quick Exercise: Share Flows, Renaming, Switching flows off if not live

Optional Challenge Exercise: Scheduling document reviews & reminders

• Setup a policy library in SharePoint with a “Review Date”
• Design a policy review schedule
• Testing the policy review process
• Notify email as a file nears review