Microsoft 365 Power Automate - Beginner

Explore the Microsoft 365 Power Automate interface, navigate the changing home page and navigation pane, and learn to start a flow from templates or from scratch using key terminology.

Learn three types of Power Automate flows: automated, instant, and scheduled—driven by events or manual triggers, then played back to automate business steps with connectors.

Explore connectors in Microsoft 365 Power Automate, including built-in, standard, and premium types, how they connect to data sources, and find and manage them for consumer and business accounts.

Explore starting a flow from a template in Microsoft 365 Power Automate, selecting automated or scheduled triggers, configuring permissions, and using the flow designer and flow checker.

Create a flow from blank in Microsoft 365 Power Automate by selecting scheduled, instant, or automatic flows and exploring connectors, triggers, and actions with OneDrive for business and Excel online.

Build your first flow in Power Automate, exploring triggers, actions, and conditions with an automated cloud flow using a SharePoint list, approvals, and notifications.

Explore adding and configuring triggers in automated cloud flows, using the when an item is created trigger, and understand advanced options like limit columns by view for SharePoint.

Learn how to add and configure actions in Power Automate, including sending an email and creating an approval, and rearrange steps to refine your flow even without advanced diagramming.

Configure an action in Power Automate by creating an approval, updating the correct SharePoint item, and using dynamic content and the ID to target the right row.

Master dynamic content in Microsoft 365 Power Automate by pulling live data, including manager names, request types, and created dates, and use it to populate emails and subjects.

Learn how to save a flow and use the flow checker to spot errors. Rename flows in the design screen and manage saving, testing, undo/redo, and comments.

Learn to use the condition action to route flows by request type (PTO, sick leave) using dynamic content, adding actions like email and approval.

Use the apply to each action to process multiple items, precede with a get action, filter for missing region data, and email the creator with a link.

Learn to control workflow with the switch action in Power Automate to handle multiple conditions without nested ifs. Map cases like PTO, sick leave, and bereavement, with a default else.

Explore a cursory tour of SharePoint actions in Power Automate, focusing on libraries and lists, with quick demos of move folders, update file properties, and deleting items after dates.

Learn how to pause a workflow with delay and delay until actions in Microsoft 365 Power Automate, including using switch controls, setting days, and typing dates for conditional timing.

Explore outlook actions in microsoft 365 power automate, including sending emails with options and creating calendar events with start and stop times and time zone handling.

Explore OneDrive for business operations in Power Automate by building an instant cloud flow to move, copy, and delete files, enabling archiving and backups.

Explore O365 users actions in Power Automate to retrieve manager details, user photos, and other Active Directory data via a flow, using UPN and related fields.

Discover how to use variables in Power Automate: initialize and set a value, such as start date minus seven, then reuse it to drive actions like email reminders.

Explore approvals in Power Automate with SharePoint, covering start-and-wait for approval and the create-and-wait pattern within an automated cloud flow for a time-off request.

Configure an approval in Microsoft 365 Power Automate by selecting an approval option, adding recipients, and composing details with dynamic content and a link to the item.

Explore the back end of a Power Automate flow by testing an approval action triggered by a new time-off request, and see approvals surface in email with SharePoint data.

Advance a pending approval in Microsoft 365 Power Automate by choosing an outcome, confirming, and using a condition to update the item only when the outcome equals approve.

Explore flow settings and options in Microsoft 365 Power Automate, review run history, status, type, owners, and connections; use the edit button to modify flows and prepare for sharing.

Learn the difference between turning off (disabling) a flow and permanently deleting it in Microsoft 365 Power Automate, including impacts on triggers, connections, permissions, and recoverability.

Share a flow with other users by using the share button, assign owners, and control who can create, read, update, delete, and change metadata.

Export a flow from a sandbox as a zip package, import it into a target environment, and use the flow checker to verify mirroring and perform tests.

Explore flexible workflows with multiple conditions or switches guided by business policies, use approvals to involve humans, and leverage connectors to automate actions and adapt to new triggers and versions.