ΠΕΡΙΓΡΑΦΗ

Microsoft Power Automate for End Users delivers an instructor-led product showcase for Microsoft Flow from start to finish in an engaging and practical way. Flow is a diverse product, turning business processes into automated, consistent and visual workflows. Flow is designed to interweave the various products in Office 365 as well as connect to other on-premises and web-based solutions.

Microsoft PowerApps will give you the confidence to select the right actions and workflow logic for your business workflows. This course delivers an instructor-led breakdown of Microsoft PowerApps. Students will be taught how to design, test and publish new apps that work with a variety of data sources. We will take users through a selection of well-crafted lessons to help them build new applications for their business.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

Upon completion of this course the participants will :

For MS Power Automate for End Users

• Understand when to use Flow
• Describe the components of Flow and their correct use
• How to create and edit Flows
• Benefits of Flow
• Integration with Flow

For PowerrApps

• Understand when to use PowerApps
• Describe the components of PowerApps and their correct use
• Create PowerApps from exsiting data sources
• Brand PowerApps
• Customise PowerApps beyond just using the automated wizards
• Connect to a range of data sources from Excel to Azure SQL
• Understand the difference between canvas apps and model-driven apps
• Integrate PowerApps with other Office 365 systems - including Teams and SharePoint Online
• Administer and Maintain PowerApps

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

The intended audience for Microsoft Power Automate for End Users would be those who have been using Office 365 for some time and are now looking at optimizing their existing business processes and designing new ones.

The  Microsoft PowerApps class has something for everything, from beginners who wish to customize their data entry forms in SharePoint right up to advanced users who need to use advanced formulas to deliver more bespoke actions to their apps.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Topics

COURSE TOPICS (Microsoft Power Automate for End Users)

Module 1: An Introduction to PowerApps

Let’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

What is Microsoft Flow?

The benefits of automation

How to get to Flow

Lab : Setup your tenant

Setup Office 365

Download Course Files

Customise your App Launcher

Create accounts for colleagues

After completing this module, students will be able to:

Know what Microsoft Flow is

The Benefits of using Flow to automate processes

How to access a flow

Module 2: Getting Started with Flow

We 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

Using Flow templates

Navigating in Flow

Editing a Flow

Publish and trigger a Flow

Turn off or delete a Flow

Lab : Building processes in Office 365

Create a Team with a channel

Build an absence business process

Testing the absence process

Optional: Create Feedback Form

Optional: Flow to Notify of Bad Ratings

Optional: Test your Form and Flow

After completing this module, students will be able to:

How to use Flow templates

How to navigate around Flow

How to edit Flows

How to publish and trigger Flows

How to turn off or delete Flows

Module 3: Flow logic

Decision 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

Adding conditions

Designing switches

Using apply to each

Configuring do until logic

Adding a scope

Lab : Scheduling documentation reviews

Setup a policy library in SharePoint

Design a policy review schedule

Testing the policy review process

Optional: Notify if a file nears review

After completing this module, students will be able to:

How to add condtions in a flow

How to design switches for a flow

How to use apply to each

How to configure do until logic

How to add a scope

Module 4: Integration

Businesses will often user 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

Standard and premium connectors

Connecting to web services

Using Flow with on-premises data

Lab : Using Flow and SQL to Review Sales

Create a new orders list

Designing the price check process

Testing the price check process

Optional: Update with managers

After completing this module, students will be able to:

How to use Standard and Premium connectors

How to connect to web services

How to using Flow with on-premises data

Module 5: The mobile app

Flow 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

Downloading the mobile app

Signing in and account management

Building and managing Flows

Creating buttons

Feeds and approvals

Lab : Optional: Using the flow mobile app

Setting up the Flow mobile app

Create a new flow in the mobile app

Using flow buttons in the app

Uninstall the flow mobile app

After completing this module, students will be able to:

How to download the mobile app

How to sign into the mobile app

How to build and manage flows in the mobile app

How to create buttons in the mobile app

How to feed and use approvals in the mobile app

Module 6: Administration and maintenance

In 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

Maintaining a Flow

View history and analytics

Sharing a Flow

Export and import Flows

Office 365 administration for Flow

Environments

Data policies

Data integration

Lab : Maintaining your flows

Share a flow with a colleague

Disabling an active flow

Deleting a flow

After completing this module, students will be able to:

How to matain a flow

How to view history and analytics for a flow

How to share a flow

How to export and import flows

How to administrate a flow in Office 365

How to use data policies in a flow

How to use data integration in a flow

COURSE TOPICS (Microsoft PowerApps)

Module 1: An Introduction to PowerApps

Let's get started with an introduction to Microsoft PowerApps. Traditionally building customised solutions for a business involved using a coding language to build an application from scratch. Typically, these solutions could often only be used within the business, making external use of the application a large hurdle to overcome. With PowerApps we can now not only easily build solutions, but we can also share them with users in our business. Deployment takes seconds and you could by testing your own app on your phone in no time. This module will overview the features of PowerApps, its benefits to a business and the variety of ways you can build and access your apps on different devices.

Lessons

What is PowerApps?

The benefits of apps

How to get PowerApps

Canvas Apps and Model-Driven Apps

License Options and Costs

Discover PowerApps with Templates

Lab : Introduction to PowerApps

Try the Cost Estimator App

Download and Review App Design

Sample App of your choice

After completing this module, students will be able to:

Describe when PowerApps should be used

Know how to access PowerApps

Make design decisions based on PowerApps licenses

Understand that there are two type of app

Be able to use sample apps

Module 2: Getting Started with PowerApps

To begin our journey through the PowerApps product, we will begin by looking at some of the templates that are available to view and edit. Microsoft's templates are a good starting point to discover what the product is capable off and how it can be achieved. We will also take the chance to have a tour of the editor so that students are familiar with the interface that they will be using over the two-day course. We will then build our first app from a static data source, showing students how to test their changes in the app instantly without the need to publish. We will also discuss how to configure your apps settings and how to access the app once it has been saved and shared.

Lessons

Building a new app from a data source

Add, edit and remove controls

Intro to Formulas

Testing an app

App Settings

Publish and Share Apps

Version History and Restore

 PowerApps Mobile App

Lab : Getting Started

Create App from an existing Data Source

Publish and Share

View an app on your mobile device

After completing this module, students will be able to:

Build a useful app using wizards in minutes

Make simple changes to existing apps

Know how formulas are used in PowerApps

Be able to test an app before it is shared

Restore a previous version of an app in the event of a problem

Use the mobile app to cosume an app

Module 3: Branding and Media

In our next module, we will look at the options available to designers that allow them to implement their business branding. Not only will this deal with the aesthetics of your app, it will also introduce time-saving tips to help keep your branding consistent. We will also be discussing how to embed media into your app which can be useful if you are planning on an app that might promote video content.

Lessons

Less is more

Duplicate Screens

Fonts

Screen Colours and Matching Colours

Screen Backgrounds

Buttons and Icons

Hide on Timer

Size and Alignment by reference

Show and Hide on Timer

Lab : Branding and Media

Backgrounds and icons

Import Class Data from Excel

Duplicate Screen

After completing this module, students will be able to:

Customise apps backgrounds with images and colour

Add images and logos to an app

Use times to show and hide controls

Align and size controls

Module 4: PowerApps Controls

So far in the course, we would have covered the basics of adding, editing and removing controls from our applications. The drive behind this module is to provide more depth on the categories of controls which can be used on a form. Your instructor will take you through each control and discuss its purpose and configuration. Tackling the wide selection of controls will help students recognise when to use the right control.

Lessons

Text Controls for Data Entry and Display

Controls - Drop downs, combo box, date picker, radio button and more

Forms - Add and edit data in underlying data sources quickly

Charts - present information in pie, line and bar charts

Lab : Build Apps from Blank

Create an App from the blank template

Add Controls to collect and display data

Add Formulas to allow the controls to interact

After completing this module, students will be able to:

Use a wide range of controls to give users the best data entry experience

Edit control properties

Use formulas to all multiple controls to interact with each other Present information using charts

Module 5: Data Sources and Logic

To help maintain and view essential business information, organisations often have a diverse selection of locations to keep different types of data. This could range from databases to file storage locations. PowerApps offers connections to a wide selection of data sources. We will show students to build their PowerApps to bring in data from a variety of sources as well as how they can utilise the common data source, a storage location unique to PowerApps.

Lessons

Data Storage and Services

How do I decide which database to use?

Connect to on-premises data - Gateway

What is Delegation?

Specific Data Examples

Displaying Data

Lab : Data Source and Logic

SharePoint List connect to App

Flow to collect tweets to SharePoint

Display Tweets in PowerApps using the Twitter service

Create a reply screen in PowerApps

After completing this module, students will be able to:

Connect to many data source including cloud and on premises

Understand the financial costs of working with different datasources

Understand which data sources can work with large amount of data

Display data using controls

Module 6: Model-Driven Apps

Module one to five discussed how to work with the original type of PowerApp known as a Canvas App, Microsoft have now introduced a second type of app known as a model-driven app. Model driven apps involve a different development process to canvas apps. We will review this development process during this module.

Model-Driven apps can be quicker to build than canvas apps, but they are less customisable and typically have a higher cost, knowing which type of app to use is not always a simple decision, we will show you the pros and cons of each.

Lessons

What is a model-driven app?

Where will my data be stored?

How do create a model-driven app

Canvas vs model-driven summary

Lab : Model-Driven App

Switch to Model-Driven mode in PowerApps

Navigate the Model-Drive app interface

Test a Sample App

Edit the Sample App

After completing this module, students will be able to:

Describe the difference between a canvas app and a model-driven app

Access model-driven apps

Edit model-driven apps

Module 7: PowerApp Integration

PowerApps is designed to easily connect to other business systems to read and update information. In this module we will discuss some simple ways to integrate PowerApps with key Office 365 systems including Teams, SharePoint Online and Flow. The result, is the ability to use a combination of systems to create solutions for a variety of business requirements.

Lessons

Embed PowerApps in Teams

Embed PowerApps in SharePoint Online

Start a Flow from a PowerApp

Lab : PowerApp Integration

Embed your app in MicrosoftTeams

Embed your app in SharePoint Online

After completing this module, students will be able to:

Know how to make PowerApps available for users via Teams and SharePoint Online

Understand the benefits of using PowerApps with Flow

Module 8: Administration and Maintenance of PowerApps

In our last module for Microsoft PowerApps, we will be looking at how a business can manage their existing apps. This could be using analytics to discover usage trends. We will discover how to export and import apps, so they can be reused in other locations. Finally, we will discuss how Office 365 administrators can shape the PowerApps experience with high-level settings that help ensure data segregation and security.

Lessons

Identify which users have been using PowerApps

Reuse an app in another location (move from testing or development to production)

Review app usage

Prevent a user from using PowerApps

Manage environments

Lab : Administration and Maintenance

Export an app for use in another location

Review current PowerApp users in your test environment

After completing this module, students will be able to:

Identify who is using PowerApps in your organization

Prevent specific users from using the PowerApps service

Reuse or move existing apps