Power Automate Advanced Training
Learn about advanced concepts in Microsoft Power Automate, and deep dive into the details of how to use it to automate your business processes, in this immersive class.
Audience: Microsoft 365 & SharePoint Power Users, InfoPath designers, Access Web App designers, form creators
Go beyond the basics of Power Automate. Ramp up your skills in this in-depth class, taught by Microsoft MVP, Laura Rogers. This is not a beginner class. A basic knowledge of the Flow interface and concepts, is necessary.
In this first module, we will go into creating blank Flows and building them from scratch. This includes an overview of the interface and options when building Flows, and concepts such as triggers, actions, conditions, and dynamic content. Flow sharing and collaboration concepts will also be covered, as well as the mobile app.
There are hundreds of available triggers in Microsoft Flow. In this module, you will learn how to use them, and we will deep dive into some specific common and important triggers. Learn about manual triggers and how initiation parameters work. This module also covers how to trigger a flow from a SharePoint list or library, how to create a flow trigger button on an item, and how to trigger a flow from Teams. Other triggers such as recurrences, Microsoft Forms, and Outlook will be demonstrated as well.
This module covers the plethora of actions and possibilities when working with SharePoint data in Microsoft Flow. After covering the common concepts such as creating SharePoint list items, you will learn the difference between the Get Item action and Get Items, and how manipulate and update data across multiple lists. You will learn how to work with SharePoint's content approval settings in Flow, how to query one or more SharePoint list items, and how to use actions that create folders and set permissions in SharePoint.
In this module, it's all about working with files in Microsoft Flow. There are many different places that files can come from, or be sent to. They can be email attachments, documents in a library or OneDrive, attachments to a list item, and much more. You will learn how to use Flow to work with file content and file names, and all of the gotchas involved in that process. We will also cover content conversion, moving files, and converting to PDF.
In this module, you will learn about your options when it comes to building approval processes. There is a Flow action called Approvals, that has a lot of built in functionality. There are also other ways that you can go about it. Send emails, assign tasks, assign planner tasks, send email with options. These various ways will be discussed, compared, and demonstrated. Learn about approval concepts such as dynamic multiple approvers, serial versus parallel, working with SharePoint content approval, and how to build a flow that sends overdue notifications.
Microsoft Flow has very powerful inherent functionality when it comes to testing and troubleshooting your Flows. In this module, you will learn what your options are, as well as the ways to test different types of Flows. Flow history, errors, and troubleshooting will be demonstrated, as well as the details on how to catch a specific error in a flow.
This module is about conditions, loops, and some more common actions. Conditions let you create IF THEN statements and various branches of a workflow. Learn about the new interface for creating complex conditions, and other related concepts, such as switches and parallel branches. With more complex workflows, it is also important to understand looping, and different types of loops, such as apply to each, and do until. In this module, you will also learn about settings that can be configured on each action, and some useful actions such as date time, schedule, and actions that format numbers and dates.
When building Flows, it is important to understand how variables are used, and how to build expressions. There are several different types of variables, and there are over twelve different actions relating to variables and other data operations. In this module, we discuss and demonstrate these, as well as how to work with arrays (lists of things) in Flows. The expression builder is covered, with examples of how it is used, and what the possibilities are. You will learn how to parse JSON, work with HTML and CSV table actions, and you will see several advanced demonstrations of how to utilize all of these more complex concepts.
Printing concepts are taught in depth in this module as well. Learn two different methods of creating a printable version of your data or form. The first version involves composing HTML, and the second involves using a Word Template action. You'll also learn how repeating tables can be added to the printout, as well as images.
In this module, learn about Environments in the Power Platform, and how to do administration of Flows and Power Apps in your organization. Reporting and analytics are covered, as well as how to create flows and Power Apps inside of solutions. You will also learn how to create a system account so that flows can be run as a different account other than the creator of the flow.
This last module exists in both the Power Apps and Power Automate advanced courses. Since it covers the integration of the two, it is duplicated across them. In this module, learn how to create a button in a Power App to trigger a flow, and how to create parameters in the flow that retrieve data from the Power App. We also cover how to set the flow up to send data back to the Power App after the button is pushed.
Intro & Flow Structure
Demo: Flow Overview & Structure
Advanced Power Automate Quiz
Button in SharePoint List to Trigger a Flow
Advanced Power Automate Quiz
Supplemental: Flow trigger for selected Teams message
Supplemental: Teams Triggers in Flows
SharePoint Actions, Get Item / Items
SharePoint folders, content approval, sharing links
SharePoint Update Item, Permissions actions
Demo: SharePoint Get Items - Overdue tasks
Demo: SharePoint Get Item
SharePoint Get Changes
Advanced Power Automate Quiz
Power Automate Module 3 Lab - IW Mentor
Working with Files
Demo: Email attachments to SharePoint item
Convert to PDF
Demo: Convert to PDF
Advanced Power Automate Quiz
Power Automate Module 4 Lab - IW Mentor
Approval Concepts & Actions
The Approvals Action
Other approvals & tasks
Working with Multiple Approvers
Get manager, overdue notifications, approval example
Approval Process Example: Project Requests
Demo: Approval Process
Advanced Power Automate Quiz
Power Automate Module 5 Lab - IW Mentor
Alternative: Power Apps Approval Panel
This is a list of everything that you get when you purchase this class.
~9 hours of training content
Class lab files to work through
A recording of the class available to you any time
Quizzes along the way
A completion certificate
Earn coins to spend in our point store
Take a look at this chart, to find the plan for you.
I've been building Flows for several months, but this course introduced many features that I had no idea existed. Good practical examples given throughout th...Read More
I've been building Flows for several months, but this course introduced many features that I had no idea existed. Good practical examples given throughout the courseRead Less
I can't wait to start using what I have learned in this course!
I can't wait to start using what I have learned in this course!Read Less
I've been (trying) to work with PowerAutomate for several months and knew there was a lot I didn't know. This course actually helped with understanding what...Read More
I've been (trying) to work with PowerAutomate for several months and knew there was a lot I didn't know. This course actually helped with understanding what I don't know and can now explore further. I learned a lot of new things, and also understand what I don't know, which helps with finding resources and asking the right questions.Read Less
This is an excellent course that provided me a quick learning curve to get me up to speed with building really complex workflows. Laura covered advanced topi...Read More
This is an excellent course that provided me a quick learning curve to get me up to speed with building really complex workflows. Laura covered advanced topics like PowerApps integration, HTML tables and expressions in much detail than any other courses that are available online.Read Less
Whether you watch PowerHour sessions or participate in online courses, Laura and her staff provide a sense of delight in what you can learn and at the same ...Read More
Whether you watch PowerHour sessions or participate in online courses, Laura and her staff provide a sense of delight in what you can learn and at the same time make it fun and lighthearted. While PowerApps and Flow can be casually approached, their real value comes by prying off the veneer and digging deep into their capabilities. This is not code, not heavy duty development, but the courses take you way beyond what you might likely pick up playing around on your own. The big head start they give you allows creation almost at once for serious app design. What I found was a remarkable ability to discover new methods with my own experimentation that would simply not have been possible without the fundamentals I learned from her. Worth every bit of the course cost, and the benefits continue with lab access after the fact. WARNING: being in a course is addictive, and you will want a PowerHour fix weekly! However, this is a very good thing, and your knowledge and skills will continue to pile up.Read Less
I found this training to be very helpful. The step by step examples were very well demonstrated. The additional support for questions was good. Additional...Read More
I found this training to be very helpful. The step by step examples were very well demonstrated. The additional support for questions was good. Additional demo with live examples for flows other than Approval Flows would be helpful. For example i was trying to learn how to do a flow for email push notifications for phase changes in a flow and had a hard time translating the approval flow to that scenario. It would have been nice to have more demo examples of variables, arrays, switches, etc... that were not related to approvals. Overall very well done.Read Less
Was very beneficial and helped me to automate several process within our SharePoint environment. Laura not only shows you the concepts, but always provides i...Read More
Was very beneficial and helped me to automate several process within our SharePoint environment. Laura not only shows you the concepts, but always provides insight as to how you can create other similar flows.Read Less
As always, my head hurts because I keep thinking of myriad ways to apply this new knowledge. Doing this as a static online course was good, though I wish I c...Read More
As always, my head hurts because I keep thinking of myriad ways to apply this new knowledge. Doing this as a static online course was good, though I wish I could have asked questions.Read Less
Thanks, the Demo is exactly what I need to do
Thanks, the Demo is exactly what I need to doRead Less
Very informative and hands on.
Very informative and hands on.Read Less
The training was excellent! Very informative and helpful.
The training was excellent! Very informative and helpful.Read Less
Great examples and clearly presented demos! Laura takes the time to explain how everything interacts and then includes tips to get the most out of those conn...Read More
Great examples and clearly presented demos! Laura takes the time to explain how everything interacts and then includes tips to get the most out of those connections. I really appreciated the "watch out" reminders for certain actions. The quizzes were tough, but they helped to solidify the information for me. I ended up going back to review things I got wrong before taking the quiz again. Well done, and well worth the investment!Read Less