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Course Outline
Introduction to the Microsoft Power Platform and its objectives
- Course goals and the strategic use of Power Platform tools
- Overview of the Power Platform and the synergy between its components
Defining the processes targeted for automation
- The Core Challenge: Automating the Loan Drawdown process
Power Virtual Agents
- Introduction to Power Virtual Agents and their deployment on external websites
- Real-World Case Study - Internal and external applications of Power Virtual Agents
- Storing target documents on SharePoint for bot retrieval
- Installing the Power Virtual Agents app within Microsoft Teams
- Creating your first Power Virtual Agent/Copilot
- Navigating the Power Virtual Agents interface within Microsoft Teams
- Developing your first topic
- Implementing Variables within Topics
- Redirecting users to different topics within Power Virtual Agents
- Understanding the Call to action node and its functionality
- Concluding a Topic with a survey prior to publishing the Bot
- Publishing the Bot within Microsoft Teams
Power Automate
- Introduction to Power Automate (Cloud version) and its benefits
- Defining Manual Processes
- Comparing Power Automate Cloud vs Power Automate Desktop
- Creating your first Automated Flow
- Incorporating Conditions into your Trigger
- Adding Conditions to your Flow logic
- Leveraging Templates to create similar Flows
- Developing your first Instant Cloud Flow using an Excel Spreadsheet
- Creating an Automated Approval process using Forms & Approvals within Teams
Power Apps
- Introduction to Power Apps and its potential applications
- Scenarios where Power Apps is the appropriate solution
- Overview of the Power Apps Canvas
- Power Apps Templates - Best practices and pitfalls to avoid
- Building your first App and the initial “Welcome Screen”
- Integrating ChatGPT with PowerApps for formula generation
- Connecting to your first Data Source - ProjectList on SharePoint!
- Adding your first “Button” in Power Apps
- Developing the main screen of your App, the “UpdateTasks” screen
- Connecting to your second Data Source
- Applying Filters within Power Apps
- Implementing a Gallery in Power Apps for the first time
- Creating your first variable in Power Apps
- Adding your Third & Final Data Source
- Filtering Gallery items
- Enhancing the gallery with additional controls
- Using Patch to save data back to SharePoint
- Verifying results after Submitting the Tasks
- Adding a Hidden Toggle to control the Patch Function filtering
- Applying conditions/filters to the Patch operation
- Checking results after applying filters to the Patch Function
- Developing the Final Screen - The “Success Screen”
- Publishing your App
Additional Material: Enabling photo uploads in the App
- Integrating the camera control and adding a SharePoint column for storage
Additional Material: Connecting the App to Power BI for automated emails
- Linking SharePoint data to Power BI
- Configuring tables in Power BI and Publishing the Report to Power BI Service
- Generating the Power BI Query for Power Automate integration
- Implementing the “Run a Query Against a Dataset” action and building the flow
- Utilizing Power BI table columns within your Power Automate flow
- Constructing a fully automated flow scheduled to run every 2 weeks
- Formatting the table for optimal visual presentation in emails
Additional Material: Integrating Power Automate with Power Virtual Agents
- Using Power Automate to retrieve and send data from SharePoint to the user
- Using Power Automate to save user data to an Excel spreadsheet
Summary and Recommended Next Steps
Requirements
Target Audience for this Course:
- Business Analysts: Professionals aiming to automate routine workflows and processes, interested in developing custom applications without extensive coding expertise, and seeking to enhance data visualization and reporting capabilities.
- IT Professionals: Individuals looking to optimize business operations through automation, keen on seamless integration of various systems and services, and eager to support their organization's digital transformation goals.
- Entrepreneurs and Small Business Owners: Leaders aiming to implement cost-effective solutions for managing business processes, interested in leveraging technology for competitive advantage, and focused on improving customer engagement and operational efficiency.
- Students and Graduates: Aspiring technologists looking to gain skills in high-demand areas, seeking to add practical, hands-on experience with industry-standard tools to their resumes, and aiming to build a solid foundation in low-code/no-code development.
- Project Managers: Managers seeking to enhance project workflows and task management, interested in automating repetitive tasks to allow for greater strategic focus, and looking to equip their teams with efficient tools for improved collaboration and productivity.
- HR Professionals: Specialists aiming to automate HR processes such as onboarding, leave management, and employee feedback, interested in creating custom applications for employee data and analytics, and focused on enhancing the overall employee experience through effective digital solutions.
- Automation and App Development Enthusiasts: Individuals passionate about learning how to automate tasks and build applications without deep coding knowledge, eager to explore the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and looking to solve real-world problems with practical, easily implemented solutions.
7 Hours
Testimonials (3)
Practical and hands on labs on report developmemt using Power BI The labs were excellent and the trainer offered very good hands on sessions
Sinzala Sichaanji - Bank of Zambia
Course - Mastering Power Platform: Power Apps, Power Automate, DataVerse, Power BI, and Power Virtual Agents
We did quite complex examples, so we could get a feeling of how the real work with Power Automate Desktop can look like in the real world scenario.
Michal Strnad - MicroNova AG
Course - Microsoft Flow/Power Automate
Dynamic, adaptive, and informative
