Power Automate - Intermediate

Pre-requisites

Participants should have some experience of SharePoint and a grasp of business processes or workflows (maybe from other environments or from SharePoint Designer workflows).

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. • Office 365 Overview • Microsoft Power Platform Overview • How Office 365 and the Power Platform can be integrated to work together

Get Started with Power Automate

Learn how users can leverage Power Automate to improve business efficiency and productivity. Power Automate overview • The value Power Automate brings • Scale automation efficiently • Example: A purchase order approval • The three types of flows you can create with Power Automate • Add artificial intelligence to your flow without writing code • Power Automate in action - Walkthrough

Getting Started with Flows

Getting started with Flows - How to build an automated solution • 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

Important concepts in Microsoft Power Automate

Triggers Actions Conditional Logic • Working with Triggers • Trigger or run the flow: When Something Changes On a schedule On a Button press • Scheduled flows • Exercise 1: Build a scheduled flow • Button flows • Exercise 2: Build a button flow

Flow Logic, Conditions and Approvals

Working With Actions and Connections Types of Connectors Working with SharePoint Adding Conditions o If Logic o Designing switches o Using apply to each o Configuring do until logic o Adding a scope Approval flows • Optional Exercise 3: Build an approval flow

Working with SharePoint documents and libraries

Library settings Columns, metadata and views 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

Integration

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 web services • Using Flow with on-premises data • Dynamics 365 • Environments, Solutions and Dataverse (CDS) Exercise 1 – Dataverse

The mobile app (optional exercises)

Flow has a corresponding mobile app that can be used to leverage many features of Flow. You can access any approvals that have been sent to you by Flow and approve or reject decisions. • Downloading the mobile app • Signing in and account management • Building and managing Flows • Creating buttons • Feeds and approvals

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

• Service Accounts for executing Flows • Import and Exporting a Flow • Performance • Troubleshooting Flows • Exception Handling • String manipulation and parsing strings • Parent and Child Flows • Planning a business process and choosing the tools to use to solve customer problems