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EIEIO / AUTOMATION & EMERGING TECHNOLOGY

Microsoft Flow

Course outline

1 day

Duration

1 day

Description

During the course, we will create flows with the following services: Approvals workflow Dropbox Excel spreadsheets Google calendar Office 365 Calendar Office 365 Outlook Office 365 Users OneDrive SharePoint Online

Course Outline

Introduction to Flow

Purpose

  • What does Microsoft Flow do?
  • Why Microsoft Flow?
  • What can it do?
  • What can’t it do?
  • License Types

Flow interface

  • How to log in
  • My Flows
  • Approvals
  • Templates
  • Connectors
  • Setting

Designing a Flow

  • Where to start
  • In the middle…
  • Where to end

Types of Flows

  • What is a personal flow?
  • When would I use one?
  • What is a team Flow?
  • When would I use a team Flow?

Elements of a Flow

  • What are connectors?
  • Common types of connectors
  • What is a trigger?
  • Common types of triggers
  • What is an action?
  • Common types of actions

Create a Flow from the gallery of templates

  • Accessing the gallery
  • What’s in the gallery?

Editing a Flow

  • Name
  • Actions
  • Conditions
  • Steps

Managing a Flow

  • Testing a Flow
  • Sharing a Flow
  • Deleting a Flow
  • Monitoring Flows

Create a basic approval Flow

  • What is approval Flow?
  • Choosing the right template
  • Types of approval Flows

Many small Flows vs. one long Flow

  • Advantages of a long Flow
  • Disadvantages of a long Flow
  • Advantages of many small Flows
  • Disadvantages of many small Flows

Create Flow from scratch

  • Designing your Flow
  • Before you start
  • Best practice principles
  • Things to consider
  • What are you trying to achieve?
  • What should trigger a Flow?
  • What actions do you need?
  • What conditions do you need?
  • Choosing a trigger
  • Adding actions
  • Adding conditions
  • Testing the flow

Flow admin centre

  • Introduction to environments
  • Choosing the right environment

During the course, we will create flows with the following services:

  • Approvals workflow
  • Dropbox
  • Excel spreadsheets
  • Google calendar
  • Office 365 Calendar
  • Office 365 Outlook
  • Office 365 Users
  • OneDrive
  • SharePoint Online

Programme scope, delivery arrangements and suitability are confirmed during enquiry.