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Duration 7 hours
Course Outline
Introduction to the Microsoft Power Platform: Purpose and Scope
- Defining the course objectives and the application of Power Platform tools
- Overview of the Power Platform and the synergy between its components
Contextualizing the Automation Challenges
- The Core Task: Automating the Loan Drawdown Process
Module 1: Power Virtual Agents
- Understanding Power Virtual Agents and their external deployment on websites
- Real-World Case Study: Internal and external applications of Power Virtual Agents
- Preparing the bot’s document repository in SharePoint
- Installing the Power Virtual Agents app within Microsoft Teams
- Creating your initial Power Virtual Agent or Copilot
- Navigating the Power Virtual Agents interface within Microsoft Teams
- Developing the first conversation topic
- Implementing variables within topics
- Managing redirects to other topics in Power Virtual Agents
- Understanding and applying the Call to Action node
- Concluding the topic with a pre-publication survey
- Publishing the bot to Microsoft Teams
Module 2: Power Automate
- Introduction to Power Automate (Cloud) and its benefits
- Identifying manual processes for automation
- Distinguishing between Power Automate Cloud and Power Automate Desktop
- Constructing the first automated flow
- Incorporating conditions into triggers
- Adding conditional logic within flows
- Leveraging templates to create similar workflows
- Building an instant cloud flow using Excel spreadsheets
- Establishing an automated approval process using Forms and Approvals in Teams
Module 3: Power Apps
- Understanding Power Apps and its utility
- Criteria for considering Power Apps
- Exploring the Power Apps Canvas environment
- Best practices: The do’s and don’ts of using Power Apps templates
- Building the first app and the “Welcome Screen”
- Utilizing ChatGPT to assist with Power Apps formulas
- Connecting to the first data source: ProjectList in SharePoint
- Adding the first button control to the app
- Designing the main “UpdateTasks” screen
- Integrating a second data source
- Applying filters within Power Apps
- Introducing the Gallery control in Power Apps
- Creating the first variable in Power Apps
- Connecting the third and final data source
- Filtering the gallery contents
- Expanding gallery functionality with additional controls
- Using the Patch function to save data back to SharePoint
- Verifying results after task submission
- Implementing a hidden toggle to filter the Patch function
- Applying conditions and filters in the Patch function
- Reviewing results after applying filters to the Patch function
- Creating the final “Success Screen”
- Publishing the application
Advanced Topic: Integrating Photo Capabilities
- Adding camera controls to the app and configuring SharePoint columns for data storage
Advanced Topic: Automating Reporting with Power BI
- Connecting SharePoint data to Power BI
- Setting up tables in Power BI and publishing reports to the Power BI Service
- Generating Power BI queries for Power Automate integration
- Implementing the “Run a Query Against a Dataset” action in Power Automate flows
- Utilizing Power BI table columns within Power Automate flows
- Building a dynamic automated flow for bi-weekly execution
- Formatting tables for visual appeal in email outputs
Advanced Topic: Power Automate Integration with Power Virtual Agents
- Using Power Automate to retrieve data from SharePoint lists for user interaction
- Saving user-provided data to Excel spreadsheets via Power Automate
Conclusion and Future Learning Paths
Requirements
Target Audience for This Course:
- Business Analysts: Individuals aiming to automate routine procedures and workflows, interested in building custom applications without extensive coding expertise, and seeking to enhance data visualization and reporting functionalities.
- IT Professionals: Professionals looking to optimize business operations through automation, desiring seamless integration of diverse systems and services, and eager to support their organization’s digital transformation efforts.
- Entrepreneurs and Small Business Owners: Decision-makers focused on developing cost-effective solutions for business process management, interested in leveraging technology for competitive advantage, and aiming to improve customer engagement and operational efficiency.
- Students and Graduates: Learners aspiring to acquire skills in high-demand technology sectors, looking to add practical, hands-on experience with industry-standard tools to their resumes, and wishing to establish a strong foundation in low-code and no-code development.
- Project Managers: Managers seeking to refine project workflows and task management, interested in automating repetitive duties to focus on strategic planning, and aiming to equip teams with efficient tools for enhanced collaboration and productivity.
- HR Professionals: Practitioners aiming to automate HR processes such as onboarding, leave management, and employee feedback, interested in developing custom applications for employee data and analytics, and looking to elevate the overall employee experience through efficient digital solutions.
- Individuals Interested in Automation and App Development: Enthusiasts eager to learn task automation and application creation without deep coding knowledge, keen to explore the potential of Power Virtual Agents, Power Automate, and Power Apps, and looking to address real-world challenges with practical, easy-to-implement solutions.
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
