CoursesMicrosoft Power Automate/ Flow (55268)Length: 1 Day Cost: $575 + GST Version: Microsoft Flow![]() ![]() ![]() Click on the dates to book online
Can't find a class in your area? Contact our sales team and request a class date. About this CourseCreate document approval workflows, eliminate the need for double data entry, set up easy alerts, and bring all your information into one place using Microsoft Power Automate. Power Automate, aka Flow, provides a user friendly, no code interface for automating repetitive administrative tasks. Free up time in your schedule so you can focus on design and innovation, and let Power Automate take care of the rest. Flow is designed to interweave the various products in Office 365 as well as connect to other on-premises and web-based solutions. This course will give you the confidence to select the right actions and workflow logic for your business workflows. AudienceThis course is designed for users wanting to reduce time spent on administrative tasks and take control of their work tasks. Those who have been using Office 365 for some time and are now looking at ways to be more productive and get the various different apps to talk to each other will love this course. Software Assurance VouchersYes, 1 Day PrerequisitesNo prior knowledge of Power Automate/Flow is required. It is helpful (though not required) if attendees have a basic working knowledge of:
As we will be using Flow to connect all of the above and move information automatically from one platform to another. At Course CompletionWe will get lots of hands on practice building various different flows to:
Each Flow we build will introduce you to new skills and concepts that you can transfer to any flow you build for your work. After completing this course, you will be able to:
Course OutlineModule 1: An Introduction to FlowLet’s get started with an introduction to Microsoft Flow. Historically, automating business processes typically landed in the lap of a developer in the business, who has a good understanding of coding and the systems that they were connecting. However, more and more systems deployed to businesses are encouraging a bigger focus on end user design and management. With this culture change, end users are looking to further improve their business solutions. Flow brings workflow design to all audiences. It offers the building blocks for lightweight or business-critical processes. In this module, we cover an overview of the product and its application to Office 365 and third-party services. Lessons
Lab 1: Setup your tenant
After completing this module, students will be able to:
Module 2: Getting Started with FlowWe begin our discovery of Microsoft Flow by building our first business process. We will discuss how to use templates to get started with Flow or how to use a blank template to start with no defined actions. Once in the product, we will give you a tour of the editor, workflow management page and the home screen to help you navigate around the product. Next, we will start to add, edit and remove actions from our workflow template in order to customise the Flow for a specific business need. Once ready we will publish and trigger the workflow to test that it works as expected. We will finish this module by discussing how to turn a Flow on or off as well as deleting a Flow. Lessons
Lab 1: Building processes in Office 365
After completing this module, students will be able to:
Module 3: Flow LogicDecision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow towards its goal is dependent on how long the involved party spends on the task. This could be mitigated if the desired information is found declared elsewhere for example, as a document property or a form entry to name a few examples. Logic in a workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow duration and minimizes human input. In this module, we will look at the core logic found in Flow and a practical application of each option. Lessons
Lab 1: Scheduling documentation reviews
After completing this module, students will be able to:
Module 4: IntegrationBusinesses will often use a selection of productivity tools and services beyond Office 365. Marketing teams may use Facebook and Twitter whereas a sales team may use Salesforce to manage their customers. Flow provides connectors for popular services allowing your processes to extend beyond Office 365 to other web services. Connections can even be made to on-premises servers, allowing your business systems house at the office to take part in your processes. Lessons
Lab 1: Using Flow and SQL to Review Sales
After completing this module, students will be able to:
Module 5: The Mobile AppFlow has a corresponding mobile app that can be used to leverage many features of Flow. Firstly, it offers users the capability to build new Flows directly from their phone or tablet. Secondly, it can be used to manage existing flows including editing, viewing history, saving a copy, disabling and deleting Flows. You can access any approvals that have been sent to you by Flow and approve or reject decisions. The app also supports the push notifications that can be sent to your phone or tablet from a Flow. Additionally, you can even create buttons that appear in the app which allow you to trigger Flows. This valuable app will be detailed in this module. Lessons
Lab 1: Optional: Using the flow mobile app
After completing this module, students will be able to:
Module 6: Administration and MaintenanceIn our last module for Microsoft Flow, we will be taking a look at how a business can manage their Flows once they have a good uptake of the product. We will begin by discussing managing individual Flows. This could be using history to discover the source of any issues and implement error handling as well as using the analytics to discover usage trends. We will discover how to share a Flow which is ideal for sharing the maintenance of a Flow with another colleague and how to import and export Flows. Finally, we will discuss how Office 365 administrators can shape the Flow experience with high-level settings that help ensure data segregation and security. Lessons
Lab 1: Maintaining your Flows
After completing this module, students will be able to:
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