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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 into 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 case of Power Virtual Agents
- Saving the files that we want the bot to locate 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 of Power Virtual Agents within Microsoft Teams
- Building out our first topic
- Utilizing Variables in Topics
- Redirecting to another separate topic within Power VIrtual Agents
- Touching on the Call to action node and what this is
- Ending with Topic with a survey 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 out our first Automated Flow
- Adding Conditions into your Trigger
- Adding in Conditions into your Flow
- Utilizing Templates to build out a similar Flow
- Building out our first Instant Cloud Flow using an Excel Spreadsheet
- Building out 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 - The Do's and Don't's
- Building out our first App and first screen the “Welcome Screen”
- Utilizing ChatGPT with PowerApps for the formula
- Connecting to our first Data Source - ProjectList on SharePoint!
- Adding our first “Button” to Power Apps
- Building out the main screen withn 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 the 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/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 in the ability to add photos in the App
- Adding the camera control into the App ad adding the column into SP 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 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 out 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 so it looks nice visually 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: Professionals aiming to automate routine tasks and processes, interested in building custom applications without extensive coding skills, and looking to enhance data visualization and reporting capabilities.
- IT Professionals: Individuals seeking to streamline business operations through automation, integrate disparate systems and services seamlessly, and support their organization’s digital transformation efforts.
- Entrepreneurs and Small Business Owners: Those aiming to develop cost-effective solutions for business process management, leveraging technology for competitive advantage, and seeking to improve customer engagement and operational efficiency.
- Students and Graduates: Aspiring professionals eager to acquire skills in a high-demand tech area, gain practical experience with industry-standard tools for their resumes, and build a strong foundation in low-code/no-code development.
- Project Managers: Professionals looking to optimize project workflows and task management, automate repetitive tasks to focus on strategic planning, and provide teams with efficient tools for improved 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 enhance the overall employee experience through digital solutions.
- Anyone Interested in Automation and App Development: Enthusiasts keen to learn task automation and app creation 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
