Power Automate Foundations w/SharePoint Integration from Udemy

Welcome to my foundations course for those who want to start using Microsoft's Power Automate. If you have business process such as expense claim form approvals, retrieving data from SharePoint Lists or simply notifying you when documents are added to a SharePoint Library, then Power Automate is the tool of choice.

This product replaces Microsoft's Flow product and SharePoint Designer (2013) that used to create these flows for SharePoint on Premise versions. Power Automate will help you integration those same workflows with SharePoint Online.

In this course we will focus on the following topics:

Defining your Business Workflow
Learning your Platform Environment
Creating Flowcharts
Triggers, Connectors and Actions
Dynamic Content
Working With Conditions
Retrieving SharePoint Items
Using OData Syntax
Learning about Switch and Do Until
Error Handling & Scope
Working with Approvals
Power Automate Security
Interacting with Excel Online Files
Trigger Workflows with SharePoint / PowerApps

I will teach you from start to finish how to design your workflow to use the correct connections and execute the quickest action to get your process complete. Whether it is creating list items in your SharePoint to pushing a record from Excel to a SharePoint List you will learn it here.

You will also learn how to do a basic approval process to allow users to upload an expense claim and get it approved or learn a more complicated approval process workflow like an onboarding business process where a multitude of departments need to be notified and actions that are needed to be complete before the new employee can start work.

So, if you are new to Power Automate and need to learn to automate your processes, then this course and product are for you. Login to your O365 account, open your Power Automate environment (Free), login to your SharePoint Site and have access to your OneDrive - and you are ready to take this course.

What's inside

Learning objectives

Understand how to use the power automate environment
Learn what triggers to use to get your workflow process started
Determine the best connectors to use for your ogranization
Work with conditions, loop until, switch and other important controls

Learn to post data to sharepoint lists and excel files in onedrive
Work and set up an approval process
Learn about error handling and scopes.

Understand how to use the power automate environment
Learn what triggers to use to get your workflow process started
Determine the best connectors to use for your ogranization
Work with conditions, loop until, switch and other important controls
Learn to post data to sharepoint lists and excel files in onedrive
Work and set up an approval process
Learn about error handling and scopes.

Syllabus

Creating Flowcharts

Learning About Triggers

Introduction

Course & Instructor Info

Support Notes for Students

Must Do - Setting Up Your Data

Download Courses Resources & PDF Manual

Contacting the Instructor

Let's Set Some Expectations

PDF Manual & Video Correlation

Students will learn what is a workflow and the various types of flows. They will learn how to setup their environment and navigate within it.

What is Power Automate?

What is a Workflow?

Types of Workflows

Platform Setup

Understanding Your Environment

Review the Power Automation Introduction section.

Students will learn about triggers, actions and connectors along with how to use Dynamic Content and Expressions. They will start to work with conditions and look at using the built-in templates.

Understanding Connectors

Input Types

Dynamic Expressions

Creating Actions

Working with Conditions

Starting From Templates

Section 3 / Chapter 2 Exercise

Students will learn to get items from SharePoint using the ODATA Syntax. Will be introduced to working with variables, Switch, Do Until, Error Handling and working with approvals.

Get SharePoint Items

OData Syntax

Working with Variables

Condition vs Switch

Apply to Each vs Do Until

Error Handling & Scope

Working with Approvals

Power Automate Security

Section 4 / Chapter 3 Exercise

Students will learn to trigger their flows from within an Excel Online doc, automatically via a SharePoint Library or with a click of a button via their PowerApps form.

Interacting with Excel Files

Trigger Workflows with SharePoint

Trigger Workflows with PowerApps

Section 5 / Chapter 4 Exercise

Students will work on a 1-2hr project to tie together everything they have learnt into hands on exercises.

Instructor Thank You

Power Automate Project

Bonus Lecture for All My UDEMY Students

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Replaces SharePoint Designer, which may appeal to users familiar with SharePoint on-premise versions seeking to migrate workflows to SharePoint Online

Teaches skills to design workflows, use connections, and execute actions, which are essential for automating business processes

Covers topics such as triggers, connectors, actions, dynamic content, and conditions, which are fundamental concepts in Power Automate

Requires access to an O365 account, a Power Automate environment, a SharePoint site, and OneDrive, which may pose a barrier for some learners

Explores integration with Excel Online and PowerApps, which expands the possibilities for automating tasks across different Microsoft platforms

Includes a project to tie together learned concepts, offering hands-on experience that reinforces understanding and skill development

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 Power Automate Foundations w/SharePoint Integration with these activities:

Review SharePoint Basics

Show steps

Reinforce your understanding of SharePoint, as Power Automate is often used to automate SharePoint processes.

Browse courses on SharePoint

Show steps

Review SharePoint list and library concepts.
Practice creating and modifying SharePoint lists.
Familiarize yourself with SharePoint permissions.

Brush Up on Excel Online

Show steps

Strengthen your knowledge of Excel Online, as Power Automate can interact with Excel files.

Browse courses on Excel Online

Show steps

Review Excel Online's basic functions and formulas.
Practice creating and formatting tables in Excel Online.
Learn how to import and export data in Excel Online.

Read 'Microsoft Power Automate Cookbook'

Show steps

Supplement your learning with a cookbook that provides practical examples of Power Automate workflows.

View Putting Knowledge to Work on Amazon

Show steps

Obtain a copy of the 'Microsoft Power Automate Cookbook'.
Review the chapters related to SharePoint and Excel integration.
Experiment with the recipes provided in the book.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Automate a Simple SharePoint Approval Process

Show steps

Apply your knowledge by building a Power Automate flow that automates a basic approval process in SharePoint.

Show steps

Design a simple approval process for a SharePoint list item.
Create a Power Automate flow that triggers when a new item is added.
Implement the approval logic using conditions and actions.
Test the flow and refine it based on the results.

Document Your Power Automate Learning Journey

Show steps

Solidify your understanding by documenting your learning process and sharing your insights with others.

Show steps

Create a blog or online journal to document your Power Automate journey.
Write about the challenges you face and the solutions you find.
Share your learnings and insights with the Power Automate community.

Explore Advanced Power Automate Tutorials

Show steps

Deepen your expertise by exploring advanced Power Automate tutorials and learning new techniques.

Show steps

Search for advanced Power Automate tutorials online.
Follow the tutorials and implement the techniques in your own flows.
Experiment with different approaches and customize the tutorials to your needs.

Contribute to Power Automate Community Forums

Show steps

Reinforce your knowledge by helping others in the Power Automate community forums.

Show steps

Join the Power Automate community forums.
Browse the forums and identify questions you can answer.
Share your knowledge and help others solve their Power Automate problems.

Career center

Learners who complete Power Automate Foundations w/SharePoint Integration will develop knowledge and skills that may be useful to these careers:

Robotic Process Automation Developer

A robotic process automation developer creates automated solutions to streamline repetitive tasks, and this course is highly correlated. A robotic process automation developer will find this course useful to automate manual business tasks using Power Automate. This course provides hands on experience in designing workflows using triggers, connectors, conditions, and approvals, as well as error handling. The course's lessons on dynamic content, as well as Sharepoint and Excel integrations, can help an automation developer build robust systems. This course's focus on automation makes it a perfect fit for this role.

See salaries and explore the career path for Robotic Process Automation Developer

Automation Specialist

An automation specialist focuses on implementing and managing automated systems to improve business efficiency. This course in Power Automate provides a foundation for creating automated workflows. The course’s focus on triggers, actions, conditions, and error handling provides the required knowledge for an automation specialist to build reliable automated solutions. The ability to retrieve and manipulate data from SharePoint and Excel files, as taught in this course, is essential for many automation projects. This course will teach the necessary skills to design an automated system by knowing the features of Power Automate.

See salaries and explore the career path for Automation Specialist

Business Process Analyst

A business process analyst identifies areas for improvement in a company's operations and designs solutions to streamline these processes, often through automation. This course directly addresses process automation with Power Automate, offering hands-on experience in designing workflows. By understanding how to use triggers, connectors, and actions, a business process analyst can leverage Power Automate to create efficient solutions. This course teaches the methods to automate tasks such as expense approvals or document notification using features of Power Automate that this course covers. Experience with dynamic content, conditions, and approvals taught in this course are invaluable to a business process analyst.

See salaries and explore the career path for Business Process Analyst

Digital Transformation Specialist

A digital transformation specialist helps organizations adopt new technologies to improve business functions. The use of Power Automate is a core skill that this role requires, and this course teaches the fundamentals for using it. In this course, a digital transformation specialist will learn how to create workflows using triggers, connectors, and actions. They will also learn to use approvals, error handling, and conditional logic to build robust solutions. The course provides a strong base for a specialist to implement digital transformation projects using Power Automate, including integrating with SharePoint and Excel Online.

See salaries and explore the career path for Digital Transformation Specialist

SharePoint Administrator

A SharePoint administrator manages and maintains a company's SharePoint environment including integrating workflows where possible. This course is very valuable to a SharePoint administrator who wants to enhance their organization's SharePoint experience with Power Automate. A key function of this course is that it teaches methods to trigger workflows via SharePoint and to interact with SharePoint lists. The course's lessons, such as retrieving data from SharePoint, using OData syntax, and managing approvals, directly apply to administrative tasks. This course provides a strong foundation to effectively utilize the synergy between SharePoint and Power Automate.

See salaries and explore the career path for SharePoint Administrator

Workflow Consultant

A workflow consultant advises organizations on how to optimize their business processes, including how to automate with technology like Power Automate. This course helps a workflow consultant learn how to design and implement workflows, especially with its focus on using Power Automate for process automation. The course enables a consultant to understand triggers, connectors, and actions as well as dynamic content and conditional logic. A workflow consultant can use the techniques taught in this course to build effective processes. An understanding of SharePoint integration, which this course teaches, is also crucial for many business workflows that a consultant will encounter.

See salaries and explore the career path for Workflow Consultant

Cloud Solutions Engineer

A cloud solutions engineer designs, implements, and manages cloud-based solutions and often leverages automation. This course helps a cloud solutions engineer learn how to automate processes within the Microsoft cloud environment using Power Automate. This course is valuable as it covers integrations with SharePoint and Excel, which are common cloud-based tools. A cloud engineer can learn how to create automated systems using triggers, actions, and connectors to help businesses operate in the cloud. They can also use their lessons around error handling and approval processes to build reliable solutions.

See salaries and explore the career path for Cloud Solutions Engineer

Technical Support Engineer

A technical support engineer often uses automation to streamline support processes and manage systems, and this course can enable that in the Microsoft ecosystem. A key focus of this course is to create automated workflows using Power Automate. The use of triggers, actions, conditions, and error handling taught in this course can help a technical support engineer to automate common support tasks. The course also covers integrations with SharePoint and Excel, which directly apply to many support processes. The course may help a technical support engineer automate and improve their workflow. This course is a great introduction to Power Automate.

See salaries and explore the career path for Technical Support Engineer

Project Coordinator

Project coordinators use automation to help manage project timelines and tasks, and this course provides the fundamentals to do so with Power Automate. The hands-on project covered in this course can show a project coordinator how to use Power Automate to automate project workflows. The course teaches the use of triggers, connectors, and actions, which can help a project coordinator automate task management. The course's methods for setting up an approval process can also be useful for project management. By learning to use SharePoint and Excel integrations, project coordinators can improve their project workflows.

See salaries and explore the career path for Project Coordinator

Solutions Architect

A solutions architect designs and oversees the implementation of technology solutions, often involving automation. This course can help a solution architect better understand automation possibilities within the Microsoft ecosystem. The course teaches how to design workflows using Power Automate including the use of triggers, actions, and connectors. The course also covers integrations with SharePoint and Excel which can help a solutions architect in designing holistic systems. By learning about error handling, a solutions architect will be able to build robust solutions. The lessons of this course provide a foundation for a solutions architect seeking to use Power Automate.

See salaries and explore the career path for Solutions Architect

Business Intelligence Developer

A business intelligence developer creates data visualizations and reports to drive business decision-making. This course helps a business intelligence developer learn how to automate data workflows using Power Automate. The course is helpful in learning how to connect to various data sources to process and transform data automatically for reporting. The course teaches how to retrieve information from SharePoint and Excel, which are common data sources for business intelligence. The course teaches how to use triggers and actions to build workflows. This course introduces key topics for a business intelligence developer to automate time-consuming processes.

See salaries and explore the career path for Business Intelligence Developer

Office Manager

An office manager can use automation to streamline office operations, and this course may be helpful. This course teaches how to use Power Automate to automate routine office tasks, such as managing document approvals or tracking expenses. This course's lessons on integrating Power Automate with SharePoint and Excel provide crucial skills for an office manager. The course covers triggers, actions, conditions, and approvals, all of which can be used to automate many office workflows. The course provides a foundation for an office manager to enhance their operational efficiency.

See salaries and explore the career path for Office Manager

IT Support Specialist

An IT support specialist may use automation to streamline support tickets and system management. This course may be useful for an IT support specialist seeking to use Power Automate. The course provides a foundation in using Power Automate for automating common tasks such as notifications or file management. The course's exploration of triggers, actions, and connectors can help an IT support specialist automate workflows. Experience with error handling can help an IT support specialist create automated tasks that function reliably. The course's lessons on integrating Power Automate with Excel and SharePoint can help automate many office workflows.

See salaries and explore the career path for IT Support Specialist

Systems Analyst

A systems analyst evaluates and improves business systems, often employing automation, and this course may be useful for that. This course can help a systems analyst understand how Power Automate can be used to design automated processes. The course teaches how to build workflows using triggers, connectors, actions, and dynamic content, which can inform workflow recommendations. The course's focus on SharePoint integration, and the course's focus on error handling and approvals can be used to implement improvements to business systems. A systems analyst will learn how to create automated solutions.

See salaries and explore the career path for Systems Analyst

Data Analyst

Data analysts often automate the collection and processing of data, and a course on Power Automate may be useful. This course's teachings on retrieving data from SharePoint and Excel files through Power Automate can help a data analyst to automate manual data pulling. This course can help a data analyst better optimize their data processes. The course's focus on OData syntax is helpful for those working with data from SharePoint. Data analysts may find the automation skills developed in this course to be quite applicable to their workflows.

See salaries and explore the career path for Data Analyst

Power Automate Foundations w/SharePoint Integration

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