Power Automate Foundations W/Sharepoint Integration

Automate your business workflows to connect to your SharePoint Online Lists and Document Library and your OneDrive.

What you'll learn

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.

Requirements

No computer coding is required, but logical thinking is an asset.

Ability to create flowcharts to better understand your process would be an asset.

Must have an O365 license and have Power Automate attached to your account (It's Free).

Must have access to your own SharePoint Online site and OneDrive.

Description

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 WorkflowLearning your Platform EnvironmentCreating FlowchartsTriggers, Connectors and ActionsDynamic ContentWorking With ConditionsRetrieving SharePoint ItemsUsing OData SyntaxLearning about Switch and Do UntilError Handling & ScopeWorking with ApprovalsPower Automate SecurityInteracting with Excel Online FilesTrigger Workflows with SharePoint / PowerAppsI 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!

Overview

Section 1: Introduction

Lecture 1 Course & Instructor Info

Lecture 2 Support Notes for Students

Lecture 3 Must Do - Setting Up Your Data

Lecture 4 Download Courses Resources & PDF Manual

Lecture 5 Contacting the Instructor

Lecture 6 Let's Set Some Expectations

Lecture 7 PDF Manual & Video Correlation

Section 2: Power Automate Introduction

Lecture 8 What is Power Automate?

Lecture 9 What is a Workflow?

Lecture 10 Types of Workflows

Lecture 11 Platform Setup

Lecture 12 Understanding Your Environment

Section 3: Creating Your First Workflow

Lecture 13 Creating Flowcharts

Lecture 14 Learning About Triggers

Lecture 15 Understanding Connectors

Lecture 16 Input Types

Lecture 17 Dynamic Expressions

Lecture 18 Creating Actions

Lecture 19 Working with Conditions

Lecture 20 Starting From Templates

Lecture 21 Section 3 / Chapter 2 Exercise

Section 4: A More Advanced Workflow

Lecture 22 Get SharePoint Items

Lecture 23 OData Syntax

Lecture 24 Working with Variables

Lecture 25 Condition vs Switch

Lecture 26 Apply to Each vs Do Until

Lecture 27 Error Handling & Scope

Lecture 28 Working with Approvals

Lecture 29 Power Automate Security

Lecture 30 Section 4 / Chapter 3 Exercise

Section 5: Integration with other Microsoft Apps

Lecture 31 Interacting with Excel Files

Lecture 32 Trigger Workflows with SharePoint

Lecture 33 Trigger Workflows with PowerApps

Lecture 34 Section 5 / Chapter 4 Exercise

Section 6: Power Automate Project

Lecture 35 Instructor Thank You

Lecture 36 Power Automate Project

Lecture 37 Bonus Gift for All My UDEMY Students

Anyone who needs to automate a business workflow such as approvals.,Anyone who wants to connect their processes to their SharePoint Online site or Excel Online doc.