Highlights
- Learn to start creating Forms and surveys that can collect data
- See how Workflows can run when a new form is submitted and enable notification emails to be sent
- See options for collecting the responses in Excel or writing to a SharePoint List
- Create a simple report on data using Power BI
A short video from Flows in Power Automate Training Course.
Course Details
Overview of the Office 365 Tools
- Some business scenarios and options for collecting and using and reporting on data, both from internal and external users
Microsoft Forms
- Understand what Microsoft Forms is used for and what is capable of
- Types of Form - Surveys vs Quiz and differences
- Using Microsoft Forms from Microsoft Teams for internal users
- Design a basic Microsoft Form and types of questions
- Add a branching rule within a form
- Understand how Forms data is stored
- View responses and export to Excel
- Ways to access the responses submitted
- Export the Forms data to Excel
The Power Platform & Power Automate and Power BI
- Understand the concept of Power Platform and its components
- Understand what Microsoft Power Automate is used for
- Understand what Microsoft Power BI is used for
Power Automate Flow
- Access Microsoft Power Automate and understand the concept of a Flow
- Explore pre-built Templates and Create a Flow from a Template
- Understand connections to sources such as Microsoft Forms, SharePoint or Teams
- Configure connections to sources such as Microsoft Forms
- Identify and add triggers to a Cloud Flow
- Prepare a basic Cloud Flow with a condition
- Test a basic Cloud Flow and identify the results
- Understanding Conditions and Dynamic data in a Flow
Export to Power BI
- Access Power BI (Cloud and Desktop) and understand what Power BI is capable of
- Connect Power BI to a data source
- Filter a data source in Power BI
- Summarise and present data in a Power BI component
- Prepare and publish Reports and Dashboards from Power BI
What are Desktop Flows vs Cloud Flows
What are Desktop Flows vs Cloud Flows
• Exercise: Setting up a Trial Tenancy and Trial RPA per user plan
• About the Power Automate Desktop App and the machine runtime app
• Explore Power Automate for desktop
• Explore Flows - Create, save and run a simple Flow
• How to add Actions and Record Actions in a desktop flow
• Exercise: Create a Desktop Flow and Record some steps
• Review and Edit the recorded actions and Test your Flow
• Define input and output parameters in Power Automate
• Overview - How a Cloud Flow can call a Desktop flow
• Review: What might you automate in the cloud vs what might be automated from a desktop flow
Who should attend
People who are looking to use the Office365 tools to collect data and store / process that data using Power Automate, SharePoint Lists and Power BI reports.
This course gives an introduction to the tools and creates a simple worked example so you can see how the different components can work together
Feedback
4.8 out of 5 average
“ loved the course and learning about the possibilities that we could implement into the service. Ruth is a knowledgeable, approachable friendly instructor, willing to answer questions and help with queries. I have learnt a lot and have plenty to take away for further learning and experimenting ”
E. W. – ICT Technical Officer June 22
