Course Outline
Module 1: An Introduction to PowerApps
Let’s begin with an introduction to Microsoft Flow. Historically, automating business processes typically fell to business developers who possessed strong coding skills and deep knowledge of connected systems. However, modern systems increasingly encourage end-users to take charge of design and management. This cultural shift empowers end-users to enhance their business solutions further. Flow brings workflow design capabilities to all users, offering building blocks for both lightweight and business-critical processes. In this module, we cover a product overview and its application to Office 365 and third-party services.
Lessons
- What is Microsoft Flow?
- The benefits of automation
- How to get to Flow
Lab : Setup your tenant
- Setup Office 365
- Download Course Files
- Customise your App Launcher
- Create accounts for colleagues
After completing this module, students will be able to:
- Understand what Microsoft Flow is
- Identify the benefits of using Flow to automate processes
- Access a flow
Module 2: Getting Started with Flow
We begin our exploration of Microsoft Flow by building our first business process. We will discuss how to use templates to get started or how to start with a blank template for undefined actions. Once inside the product, we will tour the editor, workflow management page, and home screen to help you navigate. Next, we will add, edit, and remove actions from our workflow template to customize the Flow for specific business needs. Once prepared, we will publish and trigger the workflow to test its functionality. We will conclude this module by discussing how to turn a Flow on or off and how to delete a Flow.
Lessons
- Using Flow templates
- Navigating in Flow
- Editing a Flow
- Publish and trigger a Flow
- Turn off or delete a Flow
Lab : Building processes in Office 365
- Create a Team with a channel
- Build an absence business process
- Testing the absence process
- Optional: Create Feedback Form
- Optional: Flow to Notify of Bad Ratings
- Optional: Test your Form and Flow
After completing this module, students will be able to:
- Use Flow templates
- Navigate around Flow
- Edit Flows
- Publish and trigger Flows
- Turn off or delete Flows
Module 3: Flow logic
Decision-making during a business process is often a bottleneck. Waiting for decisions or information to guide the workflow depends on how long involved parties spend on the task. This can be mitigated if desired information is declared elsewhere, such as in document properties or form entries. Logic in a workflow allows existing information to push the workflow down multiple paths, often speeding up duration and minimizing human input. In this module, we will examine the core logic in Flow and a practical application of each option.
Lessons
- Adding conditions
- Designing switches
- Using apply to each
- Configuring do until logic
- Adding a scope
Lab : Scheduling documentation reviews
- Setup a policy library in SharePoint
- Design a policy review schedule
- Testing the policy review process
- Optional: Notify if a file nears review
After completing this module, students will be able to:
- Add conditions in a flow
- Design switches for a flow
- Use apply to each
- Configure do until logic
- Add a scope
Module 4: Integration
Businesses often use a selection of productivity tools and services beyond Office 365. Marketing teams may use Facebook and Twitter, while sales teams might use Salesforce to manage customers. Flow provides connectors for popular services, allowing processes to extend beyond Office 365 to other web services. Connections can even be made to on-premises servers, allowing office-hosted business systems to participate in your processes.
Lessons
- Standard and premium connectors
- Connecting to web services
- Using Flow with on-premises data
Lab : Using Flow and SQL to Review Sales
- Create a new orders list
- Designing the price check process
- Testing the price check process
- Optional: Update with managers
After completing this module, students will be able to:
- Use Standard and Premium connectors
- Connect to web services
- Use Flow with on-premises data
Module 5: The mobile app
Flow has a corresponding mobile app that allows users to leverage many Flow features. First, it enables users to build new Flows directly from their phone or tablet. Second, it can manage existing flows, including editing, viewing history, saving copies, disabling, and deleting them. You can access any approvals sent to you by Flow and approve or reject decisions. The app supports push notifications sent from a Flow to your device. Additionally, you can create buttons in the app to trigger Flows. This valuable app is detailed in this module.
Lessons
- Downloading the mobile app
- Signing in and account management
- Building and managing Flows
- Creating buttons
- Feeds and approvals
Lab : Optional: Using the flow mobile app
- Setting up the Flow mobile app
- Create a new flow in the mobile app
- Using flow buttons in the app
- Uninstall the flow mobile app
After completing this module, students will be able to:
- Download the mobile app
- Sign into the mobile app
- Build and manage flows in the mobile app
- Create buttons in the mobile app
- Use feeds and approvals in the mobile app
Module 6: Administration and maintenance
In our final module on Microsoft Flow, we explore how a business can manage its Flows after achieving good adoption. We begin by discussing the management of individual Flows. This includes using history to identify issues, implement error handling, and using analytics to discover usage trends. We will also discover how to share a Flow, which is ideal for distributing maintenance responsibilities. Additionally, we cover importing and exporting Flows. Finally, we discuss how Office 365 administrators can shape the Flow experience with high-level settings that ensure data segregation and security.
Lessons
- Maintaining a Flow
- View history and analytics
- Sharing a Flow
- Export and import Flows
- Office 365 administration for Flow
- Environments
- Data policies
- Data integration
Lab : Maintaining your flows
- Share a flow with a colleague
- Disabling an active flow
- Deleting a flow
After completing this module, students will be able to:
- Maintain a flow
- View history and analytics for a flow
- Share a flow
- Export and import flows
- Administrating a flow in Office 365
- Use data policies in a flow
- Use data integration in a flow
Requirements
Before attending this course, students must have:
- No prior experience with Flow is required
Testimonials (2)
Thank you for the informative and wonderful course. I would also like to thank the trainer Mr. Ahmed El Gendy for delivering the information in a very smooth and understandable manner. I have benefited greatly from this course and can confidently say that I now understand all the topics and can apply them practically.
Atheer hadi aljezani - Tamkeen Technologies
Course - Windows Server 2019 Administration (authorized training course WS 011T00)
The environment is very very good
