Power Automate Introduction
Learn Power Automate to create cloud flows, automate emails, approvals, data collection, and integrate Outlook, Teams, Excel, and more - no coding required.
Course overview
Duration: 1 day (6.5 hours)
This course is an introduction to Power Automate and starts to look at some of the flows you can use.
It uses the web version of Power Automate to create different types of cloud flow. In this course we will look at interactions with Outlook, Teams, Forms, Excel, SharePoint and OneDrive.
Prerequisites
Users must have an Office 365 licence with Power Automate available. During the course we will be connecting with OneDrive, Teams, Outlook, Excel and Forms so these applications need to be available. For Teams you will either need a test team to post to or someone in your organisation you can send notifications to. SharePoint is optional.
The premium Power Automate licence is not required as these features will not be covered.
Users must be computer literate with a working knowledge of Office 365, experience using Windows and web browsers. Programming knowledge is useful but not essential.
Objectives
By the end of the course you will be able to:
- Create flows using templates
- Test flows
- Amend flows
- Create new flows
- Create different types of flow
- Use different flow elements
- Create flows to interact with Outlook, Teams, OneDrive, SharePoint, Forms and Excel
- Create approval flows
Content
Power Automate
- Loading Power Automate
- Power Automate overview
- The Power Automate environment
- Different types of flow
- Using the flow workspace
Using Flow Templates
- Creating a workflow using templates
- Connecting to the flow elements
- Reviewing the flow steps
- Adding and removing flow elements
- Renaming flow elements
- Renaming flows
- Saving a flow
Testing Flows
- Using the Test Mode
- Troubleshooting
- Manual and Automatic mode
Amending Flows
- Adding flow controls
- Setting flow parameters
- Reviewing flow conditions
- Adding dynamic content
Flow Elements
- Using triggers
- Using conditions
- Using loops
Creating Different Types of Flow
- Creating Instant Cloud Flows
- Creating Automated Flows
- Creating Schedule Flows
Creating Flows to Save Data to Excel
- Collecting forms responses
- Populating Excel tables
Creating Approval Flows
- Collecting approval requests
- Collecting user details
- Starting the approval process
- Different types of approval
- Completing the approval process
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