Really good progression on Excel Levels 1-3. Was able to take a decent survey of the capability of Excel and work on target areas like V-LookUp which were of special importance to me. You can save the Manuals Work Books for reviewing and recreating lessons as practice
Process Automation for Organizations (private groups only)
Once you understand how to use connectors, triggers, and actions to automate business processes, you will be able to manage user input, documents, approvals, and data storage using efficient flow controls. This Power Automate class explains key concepts and takes you through creating your own flows step by step.
- Understand when to Use Power Automate
- Learn the Concepts of Power Automate and How to Use the interface
- How to Create and Test Power Automate flows
- How to Use Formulas and Expressions During the Flow
- Use Filter Queries to Pull Information from Related Lists
- Use Power Automate flows with SharePoint Lists and Libraries
Who should take this course?
The intended audience for this course would be those who have been using Office 365 and SharePoint for some time and are looking to automate existing business processes. The course is for technologists, system administrators, and Power users with little or no Microsoft Power Automate experience.
Prerequisites
It is highly recommended that students have SharePoint User/Owner experience prior to attending this class. Familiarity with basic Microsoft 365 services is expected.
Key Features:
- Create basic and advanced workflows for sending emails, populating SharePoint data, Teams Messages, and much more
- Manage forms, data, and approvals using flow controls
- Create flows that integrate with the Microsoft 365 system.
Training Covers These Topics:
- Understand when to Use Power Automate
- Learn the Concepts of Power Automate and How to Use the interface
- How to Create and Test Power Automate flows
- How to Use Formulas and Expressions During the Flow
- Use Filter Queries to Pull Information from Related Lists
- Use Power Automate flows with SharePoint Lists and Libraries
Outline
1. Introduction to Power Automate
2. Why Automate?
- Accuracy
- Tracking
- Speed
3. Things to Consider
- Ownership and Storage
- Changes in SharePoint
4. Power Automate Plans
5. The Power Platform Admin Center
- Environments
- Data Policies
6. Important Concepts
- The Power Automate Site
- Connectors
- Triggers
- Actions
7. Built-in Flows
- Create an App Rule
- App Reminder
8. Build a Flow
- Use the Flow Editor
- New Steps
- Troubleshoot Errors
- Share Flows
9. Modify Reminder Flows
- Edit a Flow
- Test Scheduled Flows
10. Teams Messages for New Tasks
- Start from Blank
- Dynamic and Hard-Coded Content
11. Setting Document Titles
- SharePoint Search
- Delays
- Get File Properties
12. Format Emails
- HTML in Emails
- Email Importance and Replies
13. Get Email Input on New Items
- Renaming the Title Column
- Send Emails with Options
14. Content Approval Flows for SharePoint Lists and Libraries
- Content Approval
- Approve/Reject Process
- Conditions
15. Email Links
- Create HTML Links for ease of use
16. Copy Survey Responses from Microsoft Forms
- Use Power Automate Templates
- Create Item action
17. Merging Orders into one List
- Save As
- Send a Copy
- Export and Import Flows
18. Roll Back Column Values
- Introduction to Expressions
- The Null value
- Update Item action
19. Calculate Totals in a List
- SharePoint Totals
- Expression Syntax
- Internal Names of SharePoint objects
20. Set Data based on Categories
- Get Item and Get Items actions
- Filter Query
- Dynamic Content for Choice columns
- Apply to Each Action
- Claims
21. Keep Two Lists in Sync
- Lookup Columns
- Get Item and Lookup Column
22. Contract Review Reminders
- Schedule Recurring Flow
- Filter Query for Days After Today
23. Scheduled Reports
- Get Items with Filter Query
- Variables- Initialize, Data Types, and Increments
24. New Employee Tasks
- Copy and Paste Actions
- Embed Data from SharePoint List
25. Event Reminders
- UTC and Local Times
- Expressions for Today