Microsoft Power Automate/Flow

Power Automate Cloud Flow, provides a user friendly, no code interface for automating repetitive tasks between the various Microsoft 365 applications such as Outlook, Excel, SharePoint, Teams and more. In addition, Power Automate Cloud Flow can connect to other web-based solutions such as Azure SQL Database and 3rd party sources including on-premises. This course will give you the confidence to select the right actions and workflow logic for your business processes.

This course is designed for users wanting to reduce time spent on repetitive tasks and take control of their work flow. Those who have been using Microsoft 365 for some time and are now looking at ways to be more productive and get the various different apps to talk to each other will love this course.

No prior knowledge of Power Automate/Flow is required. It is helpful (though not required) if attendees have a basic working knowledge of:

• Excel tables
• SharePoint lists and/or document libraries
• Microsoft Teams

As we will be using Flow to connect all of the above and move information automatically from one platform to another.

We will get lots of hands on practice building various different flows using the new designer to:

• Create a calendar appointment and notify the team when a staff member calls in sick
• Create a quick evaluation form to collect feedback and get instant notification of bad ratings
• Schedule a document review process in SharePoint for policy documents that must be reviewed every six months
• Scan for rows in an Excel spreadsheet that match today’s date
• Compare orders to your product database and get an instant notification when your sales team sell a product below cost
• Create an Instant button driven flow using the mobile app

Each Flow we build will introduce you to new skills and concepts that you can transfer to any flow you build for your work. After completing this course, you will be able to:

• Explain the key components of any flow (trigger, action(s), connectors)
• Describe and use the three types of triggers available in Power Automate
• Understand the basic components of flow logic and how conditions, switches, apply to each change the logic of a flow
• Initialize and use variables within a flow
• Use Date function expressions to convert and format dates to NZ Standard time
• Edit, test and troubleshoot existing flows (and create new ones!)
• Manage flows within your organisation

We will get lots of hands on practice building various different flows using the new designer to:

• Create a calendar appointment and notify the team when a staff member calls in sick
• Create a quick evaluation form to collect feedback and get instant notification of bad ratings
• Schedule a document review process in SharePoint for policy documents that must be reviewed every six months
• Scan for rows in an Excel spreadsheet that match today’s date
• Compare orders to your product database and get an instant notification when your sales team sell a product below cost
• Create an Instant button driven flow using the mobile app

Each Flow we build will introduce you to new skills and concepts that you can transfer to any flow you build for your work. After completing this course, you will be able to:

• Explain the key components of any flow (trigger, action(s), connectors)
• Describe and use the three types of triggers available in Power Automate
• Understand the basic components of flow logic and how conditions, switches, apply to each change the logic of a flow
• Initialize and use variables within a flow
• Use Date function expressions to convert and format dates to NZ Standard time
• Edit, test and troubleshoot existing flows (and create new ones!)
• Manage flows within your organisation