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Duration 7 hours
Course Outline
What is the Microsoft Power Platform and what is its purpose?
- Objectives of the course and the strategic application of Power Platform tools.
- Introduction to the Power Platform and how its tools function collectively.
Detailed explanation of the processes selected for automation.
- The Specific Challenge: Automating the Loan Drawdown Process.
Power Virtual Agents
- Introduction to Power Virtual Agents and their external deployment on websites.
- Real-World Case Study: Internal and External Use Cases for Power Virtual Agents.
- Preparing SharePoint by storing files for bot retrieval.
- Installing the Power Virtual Agents app within Microsoft Teams.
- Creating your first Power Virtual Agent/Copilot.
- Overview of the Power Virtual Agents Canvas interface in Microsoft Teams.
- Constructing the first conversation topic.
- Implementing Variables within topics.
- Managing redirection to other topics within Power Virtual Agents.
- Understanding the Call to action node.
- Adding a post-conversation survey before publishing the Bot.
- Publishing the Bot within Microsoft Teams.
Power Automate
- Introduction to Power Automate (Cloud version) and its benefits.
- Defining a Manual Process and its limitations.
- Comparing Power Automate Cloud vs. Power Automate Desktop.
- Building your first Automated Flow.
- Incorporating Conditions into Triggers.
- Adding Conditions within the Flow logic.
- Leveraging Templates to accelerate flow creation.
- Creating a first Instant Cloud Flow using an Excel Spreadsheet.
- Establishing an Automated Approval process using Forms and Approvals within Teams.
Power Apps
- Understanding Power Apps and their potential impact.
- Criteria for considering Power Apps for your solution.
- Navigating the Power Apps Canvas interface.
- Power Apps Templates: Best practices and pitfalls.
- Building the initial App and creating the “Welcome Screen”.
- Utilizing ChatGPT to assist with Power Apps formulas.
- Connecting to the first Data Source: ProjectList on SharePoint.
- Adding the first interactive “Button” to the Power App.
- Developing the main interface, the “UpdateTasks” screen.
- Connecting a second Data Source.
- Implementing Filtering mechanisms in Power Apps.
- Introducing the use of a Gallery control in Power Apps.
- Defining your first variable in Power Apps.
- Adding the third and final Data Source.
- Applying Filters to the Gallery.
- Enhancing the gallery with additional controls.
- Using the Patch function to save data back to SharePoint.
- Verifying results after task submission.
- Implementing a Hidden Toggle to control the Patch Function.
- Applying conditions/filters within the Patch function.
- Reviewing results after applying filters to the Patch operation.
- Designing the Final Screen: The “Success Screen”.
- Publishing your completed App.
Additional Material: Enabling photo uploads within the App
- Integrating the camera control into the App and adding a SharePoint column for data storage.
Additional Material: Linking the App to Power BI for automated email generation
- Connecting SharePoint data to Power BI.
- Configuring tables in Power BI and Publishing Reports to the Power BI Service.
- Generating Power BI Queries for Power Automate integration.
- Utilizing the “Run a Query Against a Dataset” action and building the flow.
- Incorporating Power BI table columns into your Power Automate flow.
- Building a fully automated flow to execute dynamically every two weeks.
- Formatting tables for visual appeal in automated emails.
Additional Material: Integrating Power Automate with Power Virtual Agents
- Using Power Automate to retrieve and send data from a SharePoint list to users.
- Using Power Automate to save user data into an Excel spreadsheet.
Summary and Recommended Next Steps
Requirements
Target Audience:
- Business Analysts: Individuals seeking to automate routine tasks, create custom applications without extensive coding expertise, and enhance data visualization and reporting capabilities.
- IT Professionals: Those aiming to streamline business operations through automation, seamlessly integrate diverse systems and services, and support organizational digital transformation initiatives.
- Entrepreneurs and Small Business Owners: Professionals looking to develop cost-effective solutions for business process management, leverage technology for competitive advantage, and improve customer engagement and operational efficiency.
- Students and Graduates: Aspiring technologists eager to acquire skills in one of the most in-demand digital fields, add practical hands-on experience with industry-standard tools to their resumes, and build a robust foundation in low-code/no-code development.
- Project Managers: Leaders aiming to optimize project workflows and task management, automate repetitive duties to focus on strategic planning, and equip teams with efficient tools for enhanced collaboration and productivity.
- HR Professionals: Those looking to automate processes such as onboarding, leave management, and employee feedback, create custom applications for employee data analytics, and elevate the overall employee experience through efficient digital solutions.
- Automation and App Development Enthusiasts: Individuals passionate about learning to automate tasks and build applications without deep coding knowledge, keen on exploring the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and seeking practical, easy-to-implement solutions for real-world problems.
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
