Power Automate Essentials

Pre-requisites

Participants will be looking at optimising their existing business processes and designing new ones. The intended audience will have been using Microsoft 365 (Office) for some time. Basic SharePoint and HTML programming skills are helpful, but not essential.

Introduction to Microsoft Power Automate

What is Power Automate? Accessing Power Automate Power Automate architecture Using Artificial Intelligence to increase productivity

Get Started with Power Automate

Using Power Automate templates Navigating in Power Automate Editing a flow Publish and trigger a flow Turn off or delete a flow

Administration and maintenance

Maintaining a flow View history and analytics Sharing a flow Export and import flows Microsoft 365 (Office) Administration for Power Automate

Real World examples

Example One. Send an Email automatically. Explore the interface and show how to create different tasks, e.g. send a recurring email at a scheduled time. Example Two. Update an Excel Table in a SharePoint folder from a received email. Create a SharePoint site for test purposes, create an Excel workbook with a table in it, then use a filtered email trigger to update fields in the table with email information. Example Three. Save attachments from an email to a SharePoint folder Create a workflow that is triggered by an incoming email filter, use it to save multiple attachments to a SharePoint library. Example Four. Update a SharePoint List from the Body of a received Email Create a workflow that is triggered by an incoming email filter, take the fields in the body of the email and parse the data into fields, put these fields into a SharePoint List. Example Five: Update a SharePoint List based on an Excel Table Contents Create a workflow triggered by a change in an Excel workbook, use this trigger to update data records in a separate table in a master Excel workbook, insert or update records. Example Six: Update a Dashboard in Power BI using Power Automate Trigger Create a workflow that is triggered by an incoming email filter, use it to update the dataset in a published Power BI Dashboard, automatically refresh the data.