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Course Outline
What is the Microsoft Power Platform and what is its purpose?
- Course objectives and application of Power Platform tools.
- Introduction to the Power Platform and collective tool functionality.
Explanation of the automated processes we aim to implement.
- Objective: Automating the Loan Drawdown process.
Power Virtual Agents
- Understanding Power Virtual Agents and external website usage.
- Real-world case studies: External and internal use cases.
- Storing files for bot retrieval on SharePoint.
- Downloading the Power Virtual Agents app within Microsoft Teams.
- Creating your first Power Virtual Agent/Copilot.
- Overview of the Power Virtual Agents Canvas within Microsoft Teams.
- Building the initial topic.
- Utilizing Variables in Topics.
- Redirecting to separate topics within Power Virtual Agents.
- Introduction to the Call to Action node.
- Ending topics with a survey before publishing the bot.
- Publishing the bot within Microsoft Teams.
Power Automate
- Overview of Power Automate (Cloud version) and its benefits.
- Defining manual processes.
- Power Automate Cloud vs. Power Automate Desktop.
- Building the first Automated Flow.
- Adding Conditions to Triggers.
- Implementing Conditions within Flows.
- Using Templates for similar flows.
- Building an Instant Cloud Flow using an Excel Spreadsheet.
- Developing an Automated Approval process using Forms & Approvals in Teams.
Power Apps
- Overview of Power Apps and its benefits.
- When to choose Power Apps.
- Power Apps Canvas overview.
- Power Apps Templates: Best Practices.
- Creating the first App and the 'Welcome Screen'.
- Using ChatGPT with Power Apps for formula assistance.
- Connecting to the first Data Source: ProjectList on SharePoint.
- Adding the first 'Button' to Power Apps.
- Developing the main 'UpdateTasks' screen.
- Connecting the second Data Source.
- Filtering data within Power Apps.
- Utilizing Galleries in Power Apps.
- Creating variables in Power Apps.
- Connecting the third and final Data Source.
- Filtering the Gallery.
- Adding controls to the Gallery.
- Using Patch for the first time to save data back to SharePoint.
- Reviewing results after submitting Tasks.
- Adding a Hidden Toggle for filtering the Patch Function.
- Applying Patch with conditions/filters.
- Reviewing results after applying the filter to the Patch Function.
- Creating the 'Success Screen'.
- Publishing the App.
Additional Material: Enabling photo uploads in the App
- Adding the camera control and configuring SharePoint to store image data.
Additional Material: Connecting the App to Power BI for automated email generation
- 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.
- Building the dynamic automated flow to run every two weeks.
- Formatting the table for visual appeal in emails.
Additional Material: Using Power Automate within Power Virtual Agents
- Using Power Automate to return data from a SharePoint list 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, interested in developing custom applications without extensive coding expertise, 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: Those aiming to develop cost-effective solutions for managing business processes, leveraging technology to gain a competitive edge, and improving customer engagement and operational efficiency.
- Students and Graduates: Aspiring professionals eager to acquire skills in a highly sought-after technology area, add practical, hands-on experience with industry-standard tools to their resume, and build a strong foundation in low-code/no-code development.
- Project Managers: Professionals seeking to optimize project workflows and task management, automate repetitive tasks to focus on strategic planning, and provide teams with efficient tools for enhanced collaboration and productivity.
- HR Professionals: Individuals aiming to automate HR processes like onboarding, leave management, and employee feedback, create custom applications for employee data and analytics, and improve the overall employee experience through digital solutions.
- Anyone Interested in Automation and App Development: Enthusiasts keen on learning how to automate tasks and create applications without deep coding knowledge, explore the capabilities of 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
