TARGET AUDIENCE
The intended audience for this course 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.
PRE-REQUISITE
No previous experience of Flow is required
LEARNING OBJECTIVES
At course completion, students will be able to:
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
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
COURSE OUTLINE ::Power Automates::
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
COURSE OUTLINE ::Power Automates::
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 conditions 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
COURSE OUTLINE ::Power Automates::
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 use 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
COURSE OUTLINE ::Power Automates::
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 maintain 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
Programme scope, delivery arrangements and suitability are confirmed during enquiry.