Power Automate Foundations w/SharePoint Integration
What you'll learn
- Understand how to use the Power Automate Environment
- Learn what triggers to use to get your workflow process started
- Determine the best connectors to use for your ogranization
- Work with Conditions, Loop Until, Switch and other important controls
- Learn to post data to SharePoint Lists and Excel files in OneDrive
- Work and set up an approval process
- Learn about Error Handling and Scopes.
- No computer coding is required, but logical thinking is an asset.
- Ability to create flowcharts to better understand your process would be an asset.
- Must have an O365 license and have Power Automate attached to your account (It's Free).
- Must have access to your own SharePoint Online site and OneDrive.
Welcome to my foundations course for those who want to start using Microsoft's Power Automate. If you have business process such as expense claim form approvals, retrieving data from SharePoint Lists or simply notifying you when documents are added to a SharePoint Library, then Power Automate is the tool of choice.
This product replaces Microsoft's Flow product and SharePoint Designer (2013) that used to create these flows for SharePoint on Premise versions. Power Automate will help you integration those same workflows with SharePoint Online.
In this course we will focus on the following topics:
Defining your Business Workflow
Learning your Platform Environment
Triggers, Connectors and Actions
Working With Conditions
Retrieving SharePoint Items
Using OData Syntax
Learning about Switch and Do Until
Error Handling & Scope
Working with Approvals
Power Automate Security
Interacting with Excel Online Files
Trigger Workflows with SharePoint / PowerApps
I will teach you from start to finish how to design your workflow to use the correct connections and execute the quickest action to get your process complete. Whether it is creating list items in your SharePoint to pushing a record from Excel to a SharePoint List you will learn it here.
You will also learn how to do a basic approval process to allow users to upload an expense claim and get it approved or learn a more complicated approval process workflow like an onboarding business process where a multitude of departments need to be notified and actions that are needed to be complete before the new employee can start work.
So, if you are new to Power Automate and need to learn to automate your processes, then this course and product are for you. Login to your O365 account, open your Power Automate environment (Free), login to your SharePoint Site and have access to your OneDrive - and you are ready to take this course!
Who this course is for:
- Anyone who needs to automate a business workflow such as approvals.
- Anyone who wants to connect their processes to their SharePoint Online site or Excel Online doc.
Having over 25 years of Microsoft training under my belt, I am well versed in Microsoft products and have delivered and developed Microsoft courses for corporate giant Suncor Energy and currently technical education institutes across western Canada. I am also well versed in MS Power BI, DAX, PowerApps, Power Automate and SharePoint Administration.
I have created and released NAIT's first Power Platform certificate program being released in November 2022. I bring extensive knowledge of end user Microsoft applications and their integration to our every day office lives. I love to empower my students and help them take their knowledge to the next level in any course to make them feel confident in the workplace.
I have been instructing Microsoft products since 1997 and have developed course content since 2013 by writing manuals for all the courses I instruct today. From the Power line of products (Power BI, PowerApps, Power Automate) to SharePoint Online to Access Databases I can teach you and your employees in any environment.
From classroom instruction to virtual training to course video content, I offer you hands on training and skills development for all levels of these products and because I write my own content (manuals) for these products I can maintain their accuracy and keep them current with all the changes that Microsoft pushes out.
I am glad to be a part of your educational journey and I hope my course(s) give you the confidence you need to use the products at your employment to your fullest potential.
Thank you once again and I will see you on the other side.