Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Overview of the Microsoft Power Platform and its purpose
- Defining the course objectives and how we will utilize Power Platform tools
- Introduction to the Power Platform ecosystem and how the components integrate
Description of the processes to be automated
- The Core Task: Automating the loan drawdown process
Power Virtual Agents
- Understanding Power Virtual Agents and their external use on websites
- Case Study: Real-world internal and external applications of Power Virtual Agents
- Storing files on SharePoint for the bot to retrieve
- Installing the Power Virtual Agents app in Microsoft Teams
- Creating your first Power Virtual Agent or Copilot
- Navigating the Power Virtual Agents canvas in Microsoft Teams
- Developing your first topic
- Implementing variables within topics
- Redirecting to separate topics within Power Virtual Agents
- Introduction to the Call to Action node and its functionality
- Incorporating a survey to conclude a topic before publishing the bot
- Publishing the bot to Microsoft Teams
Power Automate
- Overview of Power Automate (Cloud) and its benefits
- Defining manual processes
- Distinguishing between Power Automate Cloud and Power Automate Desktop
- Constructing your first automated flow
- Adding conditions to triggers
- Implementing conditions within flows
- Using templates to build similar flows
- Creating an Instant Cloud Flow using an Excel spreadsheet
- Establishing an automated approval process using Forms and Approvals in Teams
Power Apps
- Understanding Power Apps and its applications
- Determining when to utilize Power Apps
- Working with the Power Apps Canvas
- Best practices and pitfalls of Power Apps templates
- Building the first app and creating the “Welcome Screen”
- Utilizing ChatGPT to assist with Power Apps formulas
- Connecting to the first data source: ProjectList on SharePoint
- Adding a button control to Power Apps
- Constructing the main “UpdateTasks” screen within the app
- Connecting to a secondary data source
- Applying filters in Power Apps
- Introduction to Galleries in Power Apps
- Creating variables in Power Apps
- Adding the third and final data source
- Filtering gallery items
- Enhancing the gallery with additional controls
- Using the Patch function to save data to SharePoint
- Verifying results after submitting tasks
- Implementing a hidden toggle to filter the Patch function
- Applying conditions and filters to the Patch function
- Verifying results after applying filters to the Patch function
- Creating the final “Success Screen”
- Publishing the application
Supplementary Material: Enabling photo uploads in the App
- Adding a camera control to the app and configuring the SharePoint column for data storage
Supplementary Material: Integrating the App with Power BI for automated emails
- Connecting SharePoint data to Power BI
- Configuring tables in Power BI and publishing the report to Power BI Service
- Generating Power BI queries for integration with Power Automate
- Using the “Run a Query Against a Dataset” action in Power Automate to build the flow
- Leveraging Power BI table columns within Power Automate flows
- Building a fully automated flow that triggers dynamically every two weeks
- Formatting tables for visual appeal in email reports
Supplementary Material: Utilizing Power Automate within Power Virtual Agents
- Using Power Automate to retrieve data from SharePoint lists for the user
- Using Power Automate to save user-provided data to an Excel spreadsheet
Summary and Recommended Next Steps
Requirements
Who this course is for:
- Business Analysts: Individuals aiming to automate routine tasks and processes, interested in developing custom applications without extensive coding experience, and seeking to enhance data visualization and reporting capabilities.
- IT Professionals: Those looking to streamline business operations through automation, integrate systems and services seamlessly, and support their organization’s digital transformation initiatives.
- Entrepreneurs and Small Business Owners: Professionals aiming to create cost-effective solutions for managing business processes, leveraging technology for competitive advantage, and improving customer engagement and operational efficiency.
- Students and Graduates: Aspiring professionals seeking to gain skills in a high-demand technology area, add practical experience with industry-standard tools to their resumes, and build a strong foundation in low-code/no-code development.
- Project Managers: Individuals looking to improve project workflows and task management, automate repetitive tasks to focus on strategic planning, and equip their teams with efficient tools for better collaboration and productivity.
- HR Professionals: Those aiming to automate HR processes such as onboarding, leave management, and employee feedback, interested in creating custom applications for employee data and analytics, and enhancing the overall employee experience through digital solutions.
- Anyone Interested in Automation and App Development: Enthusiasts eager to learn how to automate tasks and create applications without deep coding knowledge, explore the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and solve real-world problems with practical, easy-to-implement 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
