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Course Outline
What is the Microsoft Power Platform and what is its purpose?
- What is the goal of this course and how will we use the Power Platform tools?
- Introduction to the Power Platform and how the tools work collectively
Explanation of the processes we have been tasked with automating!
- The Task in Hand: Automating the Drawdown process of our Loans
Power Virtual Agents
- What is Power Virtual Agents and using them externally on websites
- Real-life case study – external and internal use cases for Power Virtual Agents
- Saving the files that we want the bot to direct users to, on SharePoint
- Downloading the Power Virtual Agents app within Microsoft Teams
- Creating our very first Power Virtual Agent/Copilot!
- Overview of the canvas in Power Virtual Agents within Microsoft Teams
- Building our first topic
- Utilising variables in topics
- Redirecting to another separate topic within Power Virtual Agents
- Touching on the Call to Action node and what it does
- Concluding with a survey within the topic before we publish the bot
- Publishing the bot within Microsoft Teams
Power Automate
- What is Power Automate (Cloud version) and how can it help us?
- What is a manual process?
- Power Automate Cloud vs Power Automate Desktop
- Building our first automated flow
- Adding conditions into your trigger
- Adding conditions into your flow
- Utilising templates to build a similar flow
- Building our first instant cloud flow using an Excel spreadsheet
- Building an automated approval process using Forms and 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 – the do's and don'ts
- Building our first app and first screen, the “Welcome Screen”
- Utilising ChatGPT with Power Apps for formulas
- Connecting to our first data source – ProjectList on SharePoint!
- Adding our first “Button” to Power Apps
- Building the main screen within 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 and 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 our results after submitting the tasks
- Adding a hidden toggle which we will use to filter the Patch function
- Using Patch with a condition or filter applied
- Checking our results after applying the filter to the Patch function
- Creating our final screen – the “Success Screen”
- Publishing your app
Additional Material: Adding the ability to include photos in the app
- Adding the camera control into the app and adding the column into SharePoint to store data
Additional Material: Connect 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 the 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 within your Power Automate flow
- Fully building the automated flow to occur every two weeks dynamically
- Formatting the table so it looks visually appealing 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 into an Excel spreadsheet from the user
Summary and next steps
Requirements
Who this course is for:
- Business Analysts: Looking to automate routine tasks and processes, interested in creating custom applications without extensive coding knowledge, and aiming to improve data visualisation and reporting capabilities.
- IT Professionals: Seeking to streamline business operations through automation, wanting to integrate different systems and services seamlessly, and desiring to support their organisation in digital transformation initiatives.
- Entrepreneurs and Small Business Owners: Aiming to develop cost-effective solutions to manage their business processes, interested in leveraging technology to gain competitive advantages, and looking to enhance customer engagement and operational efficiency.
- Students and Graduates: Aspiring to gain skills in one of the most in-demand areas of technology, looking to add practical, hands-on experience with industry-standard tools to their resume, and wanting to build a strong foundation in low-code/no-code development.
- Project Managers: Seeking to improve project workflows and task management, interested in automating repetitive tasks to focus on strategic planning, and looking to provide their teams with efficient tools for better collaboration and productivity.
- HR Professionals: Aiming to automate HR processes such as onboarding, leave management, and employee feedback, interested in creating custom applications to manage employee data and analytics, and looking to enhance the overall employee experience through efficient digital solutions.
- Anyone Interested in Automation and App Development: Enthusiastic about learning how 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
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
