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Course Outline
Introduction to Microsoft Power Platform and its purpose
- Course goals and application of Power Platform tools.
- Introduction to the Power Platform and tool integration.
Explanation of the automation processes
- Objective: Automating the Loan Drawdown process.
Power Virtual Agents
- Understanding Power Virtual Agents and external website usage.
- Case Study: External and Internal use cases of Power Virtual Agents.
- Storing files for the bot to reference in SharePoint.
- Downloading the Power Virtual Agents app in Microsoft Teams.
- Creating your first Power Virtual Agent/Copilot.
- Overview of the Power Virtual Agents canvas in Microsoft Teams.
- Building the first topic.
- Utilizing variables within topics.
- Redirecting to separate topics within Power Virtual Agents.
- Understanding the Call to Action node.
- Ending a topic with a survey before publishing.
- Publishing the bot in Microsoft Teams.
Power Automate
- Understanding Power Automate (Cloud version) and its benefits.
- Defining Manual Processes.
- Power Automate Cloud vs. Desktop.
- Building your first Automated Flow.
- Adding conditions to triggers.
- Adding conditions within flows.
- Using templates to create similar flows.
- Building an Instant Cloud Flow using an Excel Spreadsheet.
- Establishing an Automated Approval process using Forms and Approvals in Teams.
Power Apps
- Understanding Power Apps and its benefits.
- When to choose Power Apps.
- Power Apps Canvas.
- Power Apps Templates: Best Practices.
- Building your first app and screen ("Welcome Screen").
- Using ChatGPT to assist with Power Apps formulas.
- Connecting to the first data source: ProjectList on SharePoint.
- Adding the first "Button" to Power Apps.
- Developing the main screen ("UpdateTasks") of the app.
- Connecting the second data source.
- Filtering within Power Apps.
- Using a Gallery in Power Apps.
- Creating your first variable in Power Apps.
- Adding the third and final data source.
- Filtering the Gallery.
- Adding controls to the gallery.
- Using Patch to save data back to SharePoint.
- Verifying results after submitting tasks.
- Adding a Hidden Toggle to filter the Patch function.
- Using Patch with conditions/filters.
- Verifying results after applying filters to the Patch function.
- Creating the final screen ("Success Screen").
- Publishing your app.
Additional Material: Adding Photo Capability to the App
- Adding the camera control and column in SharePoint to store image data.
Additional Material: Connecting the App to Power BI for Automated Emails
- Connecting SharePoint data to Power BI.
- Setting up the table in Power BI and publishing the report to Power BI Service.
- Generating the Power BI Query to connect with Power Automate.
- Using the "Run a Query Against a Dataset" action in Power Automate to build the flow.
- Utilizing Power BI table columns in the Power Automate flow.
- Fully building the dynamic bi-weekly automated flow.
- Formatting the table for visual appeal in the email.
Additional Material: Using Power Automate within Power Virtual Agents
- Using Power Automate to send data from a SharePoint list back to the user.
- Using Power Automate to save user data into an Excel spreadsheet.
Summary and Next Steps
Requirements
Target Audience:
- Business Analysts: Professionals seeking to automate routine tasks and processes, create custom applications with minimal coding, and enhance data visualization and reporting.
- IT Professionals: Individuals aiming to streamline business operations through automation, seamlessly integrate systems and services, and support organizational digital transformation.
- Entrepreneurs and Small Business Owners: Those looking to develop cost-effective business process management solutions, leverage technology for competitive advantage, and improve customer engagement and operational efficiency.
- Students and Graduates: Aspiring professionals eager to gain skills in a high-demand technology area, add practical experience with industry-standard tools to their resumes, and build a strong foundation in low-code/no-code development.
- Project Managers: Professionals focused on improving project workflows and task management, automating repetitive tasks to focus on strategy, and providing teams with efficient tools for collaboration and productivity.
- HR Professionals: Those aiming to automate HR processes such as onboarding, leave management, and employee feedback, create custom applications for employee data management, and enhance the overall employee experience through digital solutions.
- Anyone Interested in Automation and App Development: Enthusiasts eager to learn how to automate tasks and build applications without deep coding knowledge, explore Power Virtual Agents, Power Automate, and Power Apps, and solve real-world problems with practical, easy-to-implement solutions.
7 Hours
Testimonials (2)
We did quite complex examples, so we could get a feeling of how the real work with Power Automate Desktop can look like in the real world scenario.
Michal Strnad - MicroNova AG
Course - Microsoft Flow/Power Automate
Dynamic, adaptive, and informative
