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Microsoft Power Automate: Advanced Business Automation

Microsoft Power Automate: Advanced Business Automation

1h 7mIntermediate2022-08-30

Authors

Phil Gold

Phil Gold

Senior-Level Learning and Development Professional

Course details

In this advanced course, Phil Gold walks through several time-saving automations that use Microsoft Power Automate Flows to solve common business tasks, including Flows triggered by specific events, scheduled Flows that occur at set times, and instant Flows that can be triggered as needed, even from mobile devices. Phil takes a pragmatic approach to the tool to create automated routines that provide improved data collection and sharing abilities, quick ways to boost personal productivity, better methods of notifying team members and managers of important events, and more. Starting with Power Automate supplied templates, Phil shows learners how to construct effective and powerful Flows. Phil also takes time to point out places where templates don’t work as planned and how to modify them to get the desired outcomes.

Skills covered

DynamicsSharePoint OnlinePower AutomateBusiness IntelligenceData ScienceBusiness Analysis and StrategyMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

  • 01 - Save time with Power Automate
  • 02 - Get the most out of Power Automate

1. Automate Data Collection with Power Automate

  • 03 - Save attachments in SharePoint and edit Excel
  • 04 - Save new email attachments to Box
  • 05 - Instantly upload photos to SharePoint
  • 06 - How to add a SharePoint list item

2. Boosting Personal Productivity

  • 07 - Create a 10-minute reminder
  • 08 - Block your calendar for one hour
  • 09 - Save a Teams message to a OneNote notebook

3. Keeping Informed of Changes

  • 10 - Receive an email for SharePoint changes
  • 11 - Be notified when SharePoint items need attention
  • 12 - Simple SharePoint automation with Rules

4. Getting Approvals in SharePoint

  • 13 - Request approval for new SharePoint list items
  • 14 - Request approval for new SharePoint library files
  • 15 - Request manager approval in SharePoint

5. Working with Others

  • 16 - Notify Microsoft Teams of changes in SharePoint
  • 17 - Notify Microsoft Teams if a new task is added to Planner
  • 18 - Notify email in Microsoft Teams

Conclusion

  • 19 - Do even more with Power Automate

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