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Course Outline
Introduction to the Microsoft Power Platform and its purpose
- Course objectives and utilization of Power Platform tools
- Overview of the Power Platform and the collective functionality of its tools
Explanation of the processes targeted for automation
- Objective: Automating the Drawdown process for Loans
Power Virtual Agents
- Understanding Power Virtual Agents and their external use on websites
- Real-Life Case Study: Internal and External Use Cases for Power Virtual Agents
- Storing files for bot retrieval on SharePoint
- Installing the Power Virtual Agents app within Microsoft Teams
- Creating your first Power Virtual Agent/Copilot
- Navigating the Power Virtual Agents Canvas in Microsoft Teams
- Constructing our first topic
- Implementing Variables in Topics
- Redirecting to separate topics within Power Virtual Agents
- Understanding the Call to Action node
- Concluding a topic with a survey before publishing
- Publishing the Bot within Microsoft Teams
Power Automate
- Introduction to Power Automate (Cloud version) and its benefits
- Defining Manual Processes
- Comparison: Power Automate Cloud vs. Desktop
- Building your first Automated Flow
- Incorporating Conditions into Triggers
- Adding Conditions within Flows
- Using Templates to replicate Flows
- Developing an Instant Cloud Flow using Excel
- Creating an Automated Approval process using Forms & Approvals in Teams
Power Apps
- Introduction to Power Apps and its benefits
- When to utilize Power Apps
- Overview of Power Apps Canvas
- Best Practices and Pitfalls of Power Apps Templates
- Building the initial App and the 'Welcome Screen'
- Leveraging ChatGPT with PowerApps for formula generation
- Connecting to the first Data Source: SharePoint 'ProjectList'
- Adding the first 'Button' control to Power Apps
- Developing the main 'UpdateTasks' screen
- Connecting the second Data Source
- Implementing Filtering within Power Apps
- Utilizing Galleries in Power Apps for the first time
- Creating the first variable in Power Apps
- Connecting the third and final Data Source
- Filtering Gallery content
- Adding additional controls to the Gallery
- Using the Patch function to save data back to SharePoint
- Verifying results after Task Submission
- Implementing a Hidden Toggle to filter the Patch Function
- Applying Patch with conditions/filters
- Verifying results after applying filters to the Patch Function
- Creating the final 'Success Screen'
- Publishing the App
Additional Material: Integrating Photo Capabilities into the App
- Adding the camera control to the App and configuring the SharePoint column for data storage
Additional Material: Connecting the App to Power BI for Automated Emails
- Linking SharePoint data to Power BI
- Configuring the Power BI table and Publishing the Report to Power BI Service
- Generating the Power BI Query to connect with Power Automate
- Utilizing the 'Run a Query Against a Dataset' action in Power Automate and building the flow
- Incorporating Power BI table columns into your Power Automate flow
- Constructing the automated flow to run dynamically every two weeks
- Formatting the table for visual appeal in emails
Additional Material: Integrating Power Automate with Power Virtual Agents
- Using Power Automate to return data to the user from a SharePoint list
- Using Power Automate to save user-provided 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 capabilities.
- IT Professionals: Individuals aiming to streamline business operations through automation, integrate various systems and services seamlessly, and support organizational digital transformation efforts.
- Entrepreneurs and Small Business Owners: Those looking to develop cost-effective solutions for business processes, leverage technology for competitive advantage, and improve customer engagement and operational efficiency.
- Students and Graduates: Aspiring tech professionals seeking to gain skills in a high-demand 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 aiming to optimize project workflows and task management, automate repetitive tasks to focus on strategy, and provide teams with efficient tools for collaboration and productivity.
- HR Professionals: Individuals focused on automating HR processes like onboarding, leave management, and employee feedback, creating custom apps for employee data management, and enhancing the overall employee experience through digital solutions.
- Automation and App Development Enthusiasts: Anyone interested in learning to automate tasks and build applications without extensive coding knowledge, exploring the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and solving 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
