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Dora Hrvoj
In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment. This project can help you turn the boring, repetitive business process into a quick solution with just a few clicks.
Read more
In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment. This project can help you turn the boring, repetitive business process into a quick solution with just a few clicks.
Read more
In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment. This project can help you turn the boring, repetitive business process into a quick solution with just a few clicks.
In this 1-hour long guided project, you will learn to create a SharePoint list and set up Power Automate flows for the following process: when an employee of your imaginary company wants a new piece of equipment, they will create a request in SharePoint and if it exceeds a certain amount of money, the general manager must approve it. At the end of the month, all requests are collected into an HTML table and sent via email to the department in charge of ordering the equipment, and the person who made the request receives an email that their request has been approved and the equipment will be ordered.
Since this project uses SharePoint (an Office 365 service) and Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription. In the video at the beginning of the project you will be given instructions on how to sign up for both.
Let’s get started with automating manual, time-consuming business processes!
Register for this course and see more details by visiting:
OpenCourser.com/course/2kpl0w/automate
What's inside
Syllabus
Project Overview
You will learn to create a SharePoint list and set up Power Automate flows for the following process: when an employee of your imaginary company wants a new piece of equipment, they will create a request in SharePoint and if it exceeds a certain amount of money, the general manager must approve it. At the end of the month, all requests are collected into an HTML table and sent via email to the department in charge of ordering the equipment, and the person who made the request receives an email that their request has been approved and the equipment will be ordered.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Tailored for business professionals who wish to enhance their productivity by automating processes in their companies
Involves hands-on practical exercises through the creation of a SharePoint list and Power Automate flows
Suitable for individuals with basic knowledge of SharePoint and Power Automate, making it accessible to a wider audience
Requires access to a Microsoft account and a Microsoft 365 Developer Program subscription, which may incur additional costs
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Automate Equipment Ordering Prep Process with Power Automate with these
activities:
Review Concepts of Data Automation and Workflow Management
Show steps
Refreshing your knowledge will ensure you have a solid foundation for the course.
Browse courses on
Data Automation
Show steps
-
Review concepts related to data automation, such as data integration, data cleansing, and data transformation.
-
Read articles, watch videos, or attend webinars on workflow management and business process automation.
Organize and Review Course Materials
Show steps
Organizing materials will help you prepare for the course by identifying areas to focus on.
Show steps
-
Gather and organize materials, such as course syllabi, lecture slides, and assignments.
-
Create folders or use a digital note-taking app to keep materials organized.
-
Review materials to identify key concepts and learning objectives.
Follow a tutorial on how to use Power Automate to automate a specific business process
Show steps
Following a tutorial will provide you with step-by-step instructions on how to use Power Automate to solve a specific problem.
Show steps
-
Find a tutorial on how to use Power Automate to automate a specific business process
-
Follow the steps in the tutorial
-
Test the automation
14 other activities
Expand to see all activities and additional details
Show all 17 activities
Review SharePoint Basics
Show steps
Reviewing SharePoint basics will help you refresh your knowledge of the platform and make it easier to understand the course material.
Browse courses on
SharePoint
Show steps
-
Read the SharePoint documentation
-
Watch a tutorial on SharePoint
-
Create a simple SharePoint site
Review Power Automate Basics
Show steps
Reviewing Power Automate basics will help you refresh your knowledge of the platform and make it easier to understand the course material.
Browse courses on
Power Automate
Show steps
-
Read the Power Automate documentation
-
Watch a tutorial on Power Automate
-
Create a simple Power Automate flow
Create a flow that sends an email when a new item is added to a SharePoint list
Show steps
Creating a flow will provide hands-on experience with the skills learned in the course.
Show steps
-
Create a SharePoint list
-
Create a flow using Power Automate
-
Configure the flow to send an email when a new item is added to the list
-
Test the flow
Follow a Tutorial on Creating a SharePoint List and Power Automate Flow
Show steps
Following a tutorial will provide you with step-by-step instructions on how to create a SharePoint list and Power Automate flow, which will help you complete the project in the course.
Show steps
-
Find a tutorial on creating a SharePoint list and Power Automate flow
-
Follow the steps in the tutorial
-
Test your SharePoint list and Power Automate flow
Follow Guided Tutorials on SharePoint and Power Automate
Show steps
Following tutorials will enhance your understanding of the tools used in the course.
Browse courses on
SharePoint
Show steps
-
Search for tutorials on SharePoint and Power Automate using keywords related to the course topic.
-
Watch and follow tutorials to learn about creating lists, setting up flows, and automating processes.
-
Practice the concepts learned in the tutorials by creating your own SharePoint list and flow.
Practice Creating SharePoint Lists and Power Automate Flows
Show steps
Practicing creating SharePoint lists and Power Automate flows will help you develop the skills you need to complete the project in the course.
Show steps
-
Create a few SharePoint lists
-
Create a few Power Automate flows
-
Test your SharePoint lists and Power Automate flows
Attend Workshops on SharePoint and Power Automate
Show steps
Workshops provide opportunities for hands-on practice and networking with experts.
Browse courses on
SharePoint
Show steps
-
Search for upcoming workshops on SharePoint and Power Automate in your area or online.
-
Register and attend workshops that align with your learning goals.
-
Actively participate in workshops, ask questions, and connect with other attendees.
Start the Project: Create a SharePoint List and Power Automate Flow
Show steps
Starting the project early will give you time to work through any challenges and ensure that you complete the project on time.
Show steps
-
Create a SharePoint list
-
Create a Power Automate flow
-
Test your SharePoint list and Power Automate flow
Create the Deliverable: Submit Your SharePoint List and Power Automate Flow
Show steps
Submitting your SharePoint list and Power Automate flow will demonstrate your understanding of the course material and your ability to complete a project.
Show steps
-
Submit your SharePoint list and Power Automate flow to the instructor
Write a blog post about how to use Power Automate to automate business processes
Show steps
Writing a blog post will help you solidify your understanding of the concepts covered in the course and share your knowledge with others.
Show steps
-
Choose a topic for your blog post
-
Research the topic
-
Write the blog post
-
Publish the blog post
Practice Creating SharePoint Lists and Flows
Show steps
Repetitive practice will reinforce your skills in creating lists and flows.
Browse courses on
SharePoint
Show steps
-
Set up different scenarios for creating SharePoint lists and flows based on the course concepts.
-
Create multiple SharePoint lists with varying settings and data structures.
-
Create automation flows to automate tasks such as email notifications, approvals, and data collection.
Create a Power Automate flow that automates a business process in your own organization
Show steps
Creating a flow for your own organization will allow you to apply the skills you learned in the course to a real-world problem.
Show steps
-
Identify a business process that could be automated
-
Design the flow
-
Implement the flow
-
Test the flow
Lead Study Groups or Tutor Peers
Show steps
Engaging with other students will solidify your understanding and enhance your communication skills.
Show steps
-
Offer to lead study groups or tutor peers who need assistance with SharePoint and Power Automate concepts.
-
Prepare materials and activities to guide study sessions.
-
Facilitate discussions, answer questions, and provide guidance to other students.
Develop an Automated Equipment Request System
Show steps
Creating a deliverable will allow you to apply the skills learned in the course to a practical project.
Show steps
-
Design a SharePoint list to capture equipment requests, including fields for employee information, equipment details, and approval status.
-
Create Power Automate flows to automate the approval process, send email notifications, and generate reports.
-
Test the system and make necessary adjustments to ensure smooth operation.
-
Deploy the system and train users on how to use it.
Review Concepts of Data Automation and Workflow Management
Show steps
Refreshing your knowledge will ensure you have a solid foundation for the course.
Browse courses on
Data Automation
Show steps
Show steps
Show steps
- Review concepts related to data automation, such as data integration, data cleansing, and data transformation.
- Read articles, watch videos, or attend webinars on workflow management and business process automation.
Organize and Review Course Materials
Show steps
Organizing materials will help you prepare for the course by identifying areas to focus on.
Show steps
Show steps
Show steps
- Gather and organize materials, such as course syllabi, lecture slides, and assignments.
- Create folders or use a digital note-taking app to keep materials organized.
- Review materials to identify key concepts and learning objectives.
Follow a tutorial on how to use Power Automate to automate a specific business process
Show steps
Following a tutorial will provide you with step-by-step instructions on how to use Power Automate to solve a specific problem.
Show steps
Show steps
Show steps
- Find a tutorial on how to use Power Automate to automate a specific business process
- Follow the steps in the tutorial
- Test the automation
14 other activities
Expand to see all activities and additional details
Show all 17 activities
Review SharePoint Basics
Show steps
Reviewing SharePoint basics will help you refresh your knowledge of the platform and make it easier to understand the course material.
Browse courses on
SharePoint
Show steps
Show steps
Show steps
- Read the SharePoint documentation
- Watch a tutorial on SharePoint
- Create a simple SharePoint site
Review Power Automate Basics
Show steps
Reviewing Power Automate basics will help you refresh your knowledge of the platform and make it easier to understand the course material.
Browse courses on
Power Automate
Show steps
Show steps
Show steps
- Read the Power Automate documentation
- Watch a tutorial on Power Automate
- Create a simple Power Automate flow
Create a flow that sends an email when a new item is added to a SharePoint list
Show steps
Creating a flow will provide hands-on experience with the skills learned in the course.
Show steps
Show steps
Show steps
- Create a SharePoint list
- Create a flow using Power Automate
- Configure the flow to send an email when a new item is added to the list
- Test the flow
Follow a Tutorial on Creating a SharePoint List and Power Automate Flow
Show steps
Following a tutorial will provide you with step-by-step instructions on how to create a SharePoint list and Power Automate flow, which will help you complete the project in the course.
Show steps
Show steps
Show steps
- Find a tutorial on creating a SharePoint list and Power Automate flow
- Follow the steps in the tutorial
- Test your SharePoint list and Power Automate flow
Follow Guided Tutorials on SharePoint and Power Automate
Show steps
Following tutorials will enhance your understanding of the tools used in the course.
Browse courses on
SharePoint
Show steps
Show steps
Show steps
- Search for tutorials on SharePoint and Power Automate using keywords related to the course topic.
- Watch and follow tutorials to learn about creating lists, setting up flows, and automating processes.
- Practice the concepts learned in the tutorials by creating your own SharePoint list and flow.
Practice Creating SharePoint Lists and Power Automate Flows
Show steps
Practicing creating SharePoint lists and Power Automate flows will help you develop the skills you need to complete the project in the course.
Show steps
Show steps
Show steps
- Create a few SharePoint lists
- Create a few Power Automate flows
- Test your SharePoint lists and Power Automate flows
Attend Workshops on SharePoint and Power Automate
Show steps
Workshops provide opportunities for hands-on practice and networking with experts.
Browse courses on
SharePoint
Show steps
Show steps
Show steps
- Search for upcoming workshops on SharePoint and Power Automate in your area or online.
- Register and attend workshops that align with your learning goals.
- Actively participate in workshops, ask questions, and connect with other attendees.
Start the Project: Create a SharePoint List and Power Automate Flow
Show steps
Starting the project early will give you time to work through any challenges and ensure that you complete the project on time.
Show steps
Show steps
Show steps
- Create a SharePoint list
- Create a Power Automate flow
- Test your SharePoint list and Power Automate flow
Create the Deliverable: Submit Your SharePoint List and Power Automate Flow
Show steps
Submitting your SharePoint list and Power Automate flow will demonstrate your understanding of the course material and your ability to complete a project.
Show steps
Show steps
Show steps
- Submit your SharePoint list and Power Automate flow to the instructor
Write a blog post about how to use Power Automate to automate business processes
Show steps
Writing a blog post will help you solidify your understanding of the concepts covered in the course and share your knowledge with others.
Show steps
Show steps
Show steps
- Choose a topic for your blog post
- Research the topic
- Write the blog post
- Publish the blog post
Practice Creating SharePoint Lists and Flows
Show steps
Repetitive practice will reinforce your skills in creating lists and flows.
Browse courses on
SharePoint
Show steps
Show steps
Show steps
- Set up different scenarios for creating SharePoint lists and flows based on the course concepts.
- Create multiple SharePoint lists with varying settings and data structures.
- Create automation flows to automate tasks such as email notifications, approvals, and data collection.
Create a Power Automate flow that automates a business process in your own organization
Show steps
Creating a flow for your own organization will allow you to apply the skills you learned in the course to a real-world problem.
Show steps
Show steps
Show steps
- Identify a business process that could be automated
- Design the flow
- Implement the flow
- Test the flow
Lead Study Groups or Tutor Peers
Show steps
Engaging with other students will solidify your understanding and enhance your communication skills.
Show steps
Show steps
Show steps
- Offer to lead study groups or tutor peers who need assistance with SharePoint and Power Automate concepts.
- Prepare materials and activities to guide study sessions.
- Facilitate discussions, answer questions, and provide guidance to other students.
Develop an Automated Equipment Request System
Show steps
Creating a deliverable will allow you to apply the skills learned in the course to a practical project.
Show steps
Show steps
Show steps
- Design a SharePoint list to capture equipment requests, including fields for employee information, equipment details, and approval status.
- Create Power Automate flows to automate the approval process, send email notifications, and generate reports.
- Test the system and make necessary adjustments to ensure smooth operation.
- Deploy the system and train users on how to use it.
Career center
Learners who complete Automate Equipment Ordering Prep Process with Power Automate will develop knowledge and skills
that may be useful to these careers:
Process Automation Specialist
Process Automation Specialist
As a process automation specialist, you will be responsible for designing and implementing automation solutions to improve efficiency and streamline processes. This course provides a solid foundation in Power Automate, a powerful tool for process automation. You will learn how to create automated workflows, integrate with other systems, and monitor and manage your automation solutions.
Project Manager
Project Manager
Power Automate has become essential for modern project managers who need to streamline processes and workflows. This course provides project managers with the skills to automate manual tasks such as equipment ordering, freeing up time for more strategic initiatives. By implementing the techniques learned in this course, project managers can increase project efficiency, reduce errors, and improve overall team productivity.
Consultant
Consultant
This course can be invaluable for consultants who want to offer automation solutions to their clients. By learning how to use Power Automate, consultants can help their clients automate repetitive tasks, streamline workflows, and improve their overall business processes. The course provides hands-on experience in creating and implementing automation solutions, making it a practical choice for consultants looking to expand their skillset.
Business Analyst
Business Analyst
Business analysts play a crucial role in identifying and improving business processes. This course provides business analysts with the skills to leverage Power Automate for process automation. By understanding how to create automated workflows, business analysts can help organizations streamline operations, reduce costs, and improve efficiency.
Information Technology Specialist
Information Technology Specialist
Information technology specialists are responsible for managing and maintaining IT systems. This course provides IT specialists with the skills to use Power Automate to automate IT tasks such as software deployment, system monitoring, and user provisioning. By automating these tasks, IT specialists can free up time to focus on more complex and strategic initiatives.
SharePoint Administrator
SharePoint Administrator
SharePoint administrators are responsible for managing and maintaining SharePoint environments. This course provides SharePoint administrators with the skills to use Power Automate to automate SharePoint tasks such as site provisioning, user management, and content management. By automating these tasks, SharePoint administrators can improve the efficiency and effectiveness of their SharePoint environments.
Data Analyst
Data Analyst
Data analysts play a vital role in analyzing data to identify trends and patterns. This course provides data analysts with the skills to use Power Automate to automate data analysis tasks such as data extraction, data cleansing, and data visualization. By automating these tasks, data analysts can save time and focus on more complex and strategic analysis.
Software Developer
Software Developer
Software developers are responsible for designing, developing, and maintaining software applications. This course provides software developers with the skills to use Power Automate to automate software development tasks such as code generation, unit testing, and deployment. By automating these tasks, software developers can improve the efficiency and quality of their software development process.
System Administrator
System Administrator
System administrators are responsible for managing and maintaining computer systems. This course provides system administrators with the skills to use Power Automate to automate system administration tasks such as server provisioning, user management, and software updates. By automating these tasks, system administrators can improve the efficiency and reliability of their systems.
Business Process Analyst
Business Process Analyst
Business process analysts are responsible for analyzing and improving business processes. This course provides business process analysts with the skills to use Power Automate to automate business processes such as order processing, customer onboarding, and financial reporting. By automating these processes, business process analysts can improve the efficiency and effectiveness of their organizations.
Quality Assurance Analyst
Quality Assurance Analyst
Quality assurance analysts are responsible for testing and ensuring the quality of software applications. This course provides quality assurance analysts with the skills to use Power Automate to automate quality assurance tasks such as test case generation, test execution, and defect tracking. By automating these tasks, quality assurance analysts can improve the efficiency and effectiveness of their testing process.
IT Manager
IT Manager
IT managers are responsible for managing and leading IT departments. This course provides IT managers with the skills to use Power Automate to automate IT management tasks such as project management, resource allocation, and budget tracking. By automating these tasks, IT managers can improve the efficiency and effectiveness of their IT departments.
Operations Manager
Operations Manager
Operations managers are responsible for managing and improving business operations. This course provides operations managers with the skills to use Power Automate to automate operational tasks such as inventory management, supply chain management, and customer service. By automating these tasks, operations managers can improve the efficiency and effectiveness of their operations.
Project Coordinator
Project Coordinator
Project coordinators are responsible for supporting project managers in the planning, execution, and completion of projects. This course provides project coordinators with the skills to use Power Automate to automate project coordination tasks such as scheduling meetings, tracking deliverables, and managing project budgets. By automating these tasks, project coordinators can improve the efficiency and effectiveness of their project management process.
Administrative Assistant
Administrative Assistant
Administrative assistants provide administrative and operational support to executives and other professionals. This course provides administrative assistants with the skills to use Power Automate to automate administrative tasks such as scheduling appointments, managing email, and creating presentations. By automating these tasks, administrative assistants can improve their efficiency and provide better support to their executives and colleagues.
For more career information including salaries, visit:
OpenCourser.com/course/2kpl0w/automate
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Automate Equipment Ordering Prep Process with Power Automate.
Save
A guide to developing Power Automate apps and solutions.
Save
A book on using Power Automate for enterprise automation. It provides advanced topics and case studies.
Save
A step-by-step guide to using Power Automate.
A general introduction to Power Automate.
A guide to using PowerShell for managing SharePoint and Office 365, including workflow automation.
Save
A free online course that provides an introduction to workflow development in SharePoint.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/2kpl0w/automate
Share
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Effort
1.5 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Dora Hrvoj
Language
English
Good to know
Tailored for business professionals who wish to enhance their productivity by automating processes in their companies
Involves hands-on practical exercises through the creation of a SharePoint list and Power Automate flows
Suitable for individuals with basic knowledge of SharePoint and Power Automate, making it accessible to a wider audience
Requires access to a Microsoft account and a Microsoft 365 Developer Program subscription, which may incur additional costs
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