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