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Course Outline
What is the Microsoft Power Platform and its purpose?
- Course objectives and utilization of Power Platform tools.
- Introduction to the Power Platform and the collective functionality of its tools.
Overview of the processes designated for automation!
- Current Task: Automating the Loan Drawdown process.
Power Virtual Agents
- Understanding Power Virtual Agents and their external use on websites.
- Real-life case study: External and internal use cases for Power Virtual Agents.
- Storing files for bot reference on SharePoint.
- Installing the Power Virtual Agents application within Microsoft Teams.
- Creating your first Power Virtual Agent/Copilot.
- Overview of the Power Virtual Agents canvas within Microsoft Teams.
- Developing the initial topic.
- Applying variables within topics.
- Redirecting to separate topics within Power Virtual Agents.
- Introduction to the Call to action node.
- Concluding a topic with a survey before publishing the bot.
- Publishing the bot within Microsoft Teams.
Power Automate
- Understanding Power Automate (Cloud version) and its benefits.
- Defining manual processes.
- Comparison between Power Automate Cloud and Power Automate Desktop.
- Constructing the first automated flow.
- Incorporating conditions into triggers.
- Adding conditions within the flow.
- Leveraging templates to create similar flows.
- Developing the first instant cloud flow using an Excel spreadsheet.
- Establishing an automated approval process using Forms and Approvals within Teams.
Power Apps
- Understanding Power Apps and its utility.
- Scenarios for considering Power Apps.
- Power Apps Canvas overview.
- Power Apps Templates: Best practices and pitfalls.
- Building the first app and screen, the 'Welcome Screen.'
- Utilizing ChatGPT for PowerApps formulas.
- Connecting to the primary data source: ProjectList on SharePoint.
- Adding the initial 'Button' control to Power Apps.
- Developing the main app screen, the 'UpdateTasks' screen.
- Integrating the second data source.
- Implementing filtering within Power Apps.
- First-time use of Gallery controls in Power Apps.
- Creating the first variable in Power Apps.
- Adding the third and final data source.
- Filtering the Gallery.
- Adding additional controls to the gallery.
- First-time use of the Patch function to save data back to SharePoint.
- Verifying results after submitting tasks.
- Implementing a hidden toggle to filter the Patch function.
- Using Patch with applied conditions/filters.
- Verifying results after applying filters to the Patch function.
- Creating the final screen: The 'Success Screen.'
- Publishing the app.
Additional Material: Enabling photo uploads in the App
- Integrating the camera control into the App and adding the corresponding column in SharePoint to store the data.
Additional Material: Connecting the App to Power BI for automated email generation
- Connecting SharePoint data to Power BI.
- Configuring the table in Power BI and publishing the report to the Power BI Service.
- Generating the Power BI Query to link with Power Automate.
- Using the 'Run a Query Against a Dataset' action in Power Automate to build the flow.
- Utilizing Power BI table columns within the Power Automate flow.
- Fully developing the automated flow to execute every two weeks dynamically.
- Formatting the table for visual appeal in the email output.
Additional Material: Using Power Automate within Power Virtual Agents
- Employing 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 aiming to automate routine tasks and processes, develop custom applications with limited coding expertise, and enhance data visualization and reporting skills.
- IT Professionals: Individuals focused on optimizing business operations through automation, integrating diverse systems and services, and supporting organizational digital transformation efforts.
- Entrepreneurs and Small Business Owners: Those seeking cost-effective business process management solutions, leveraging technology for competitive advantage, and improving customer engagement and operational efficiency.
- Students and Graduates: Aspiring tech professionals eager to acquire skills in a high-demand area, gain hands-on experience with industry-standard tools, and build a strong foundation in low-code/no-code development.
- Project Managers: Professionals looking to streamline project workflows and task management, automate repetitive duties to focus on strategy, and equip teams with efficient collaboration and productivity tools.
- HR Professionals: Specialists aiming to automate HR functions like onboarding, leave management, and feedback collection, create custom apps for employee data analytics, and improve the overall employee experience through digital solutions.
- Automation and App Development Enthusiasts: Anyone interested in learning to automate tasks and build applications without deep coding knowledge, exploring Power Virtual Agents, Power Automate, and Power Apps capabilities, 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
