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Course Outline
What is the Microsoft Power Platform and what is its purpose?
- Course objectives and how we will utilize Power Platform tools.
- Introduction to the Power Platform and the collective functionality of its tools.
Explanation of the processes we have been tasked with automating!
- The Task in Hand: Automating the Drawdown process of our Loans.
Power Virtual Agents
- Understanding Power Virtual Agents and their external use on websites.
- Real-Life Case Study: External and Internal use cases of Power Virtual Agents.
- Saving files for the bot to locate and share with users on SharePoint.
- Downloading the Power Virtual Agents app within Microsoft Teams.
- Creating our first Power Virtual Agent/Copilot!
- Overview of the Power Virtual Agents canvas within Microsoft Teams.
- Building our first topic.
- Utilizing Variables in Topics.
- Redirecting to a separate topic within Power Virtual Agents.
- Exploring the Call to Action node.
- Concluding with a survey before publishing the Bot.
- Publishing the Bot within Microsoft Teams.
Power Automate
- What is Power Automate (Cloud version) and how can it help us?
- Understanding Manual Processes.
- Power Automate Cloud vs. Power Automate Desktop.
- Building our first Automated Flow.
- Adding Conditions to your Trigger.
- Adding Conditions within your Flow.
- Utilizing Templates to build similar Flows.
- Building our first Instant Cloud Flow using an Excel Spreadsheet.
- Building an Automated Approval process using Forms & Approvals within Teams.
Power Apps
- What is Power Apps and how can it help us?
- When to consider Power Apps.
- Power Apps Canvas.
- Power Apps Templates: Do's and Don'ts.
- Building our first App and the initial "Welcome Screen".
- Utilizing ChatGPT with Power Apps for formula assistance.
- Connecting to our first Data Source - ProjectList on SharePoint!
- Adding our first "Button" to Power Apps.
- Building the main screen of our App, the "UpdateTasks" screen.
- Connecting our second Data Source.
- Filtering within Power Apps.
- Using a Gallery within Power Apps for the first time.
- Creating our first variable in Power Apps.
- Adding our Third & Final Data Source.
- Filtering our Gallery.
- Adding more controls to our gallery.
- Using Patch for the first time to save data back to SharePoint.
- Checking results after Submitting the Tasks.
- Adding a Hidden Toggle to filter the Patch Function.
- Using Patch with conditions/filters applied.
- Checking results after applying filters to the Patch Function.
- Creating our Final Screen - The "Success Screen".
- Publishing your App.
Additional Material: Adding the ability to add photos in the App.
- Adding the camera control into the App and adding the column into SP to store data.
Additional Material: Connecting the App to Power BI to generate automated emails.
- Connecting your data from SharePoint to Power BI.
- Setting up your table in Power BI and Publishing the Report to Power BI Service.
- Generating the Power BI Query to connect to Power Automate.
- "Run a Query Against a Dataset" action in Power Automate and Building the flow.
- Using the columns in the table in Power BI in your Power Automate flow.
- Fully building out the automated flow to occur every 2 weeks dynamically.
- Formatting the table for better visual appearance in the email.
Additional Material: Using Power Automate within Power Virtual Agents.
- Using Power Automate to send data back to the user from a SharePoint list.
- Using Power Automate to save data down in an Excel spreadsheet from the user.
Summary and Next Steps.
Requirements
Who this course is for:
- Business Analysts: Those seeking to automate routine tasks and processes, interested in creating custom applications without extensive coding knowledge, and aiming to enhance data visualization and reporting capabilities.
- IT Professionals: Individuals looking to streamline business operations through automation, integrate disparate systems and services seamlessly, and support organizational digital transformation initiatives.
- Entrepreneurs and Small Business Owners: Aimed at developing cost-effective solutions for business process management, leveraging technology for competitive advantage, and enhancing customer engagement and operational efficiency.
- Students and Graduates: Aspiring to acquire skills in a highly sought-after technology domain, add practical, hands-on experience with industry-standard tools to their resumes, and build a strong foundation in low-code/no-code development.
- Project Managers: Seeking to improve project workflows and task management, automate repetitive tasks to focus on strategic planning, and provide teams with efficient tools for better collaboration and productivity.
- HR Professionals: Aiming to automate HR processes such as onboarding, leave management, and employee feedback, create custom applications for employee data and analytics, and enhance the overall employee experience through efficient digital solutions.
- Anyone Interested in Automation and App Development: Enthusiastic about learning to automate tasks and create applications without deep coding knowledge, keen to explore the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and looking to solve real-world problems with practical, easy-to-implement solutions.
7 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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
