Microsoft Power Automate: Streamline Workflows

This one-day course gives you the skills and confidence to start building automated workflows that save time and improve consistency. Learn how to trigger actions, move data, manage approvals, and connect Microsoft 365 apps like Outlook, SharePoint and Teams. You’ll discover how to build Flows from templates or from scratch - and leave ready to apply automation to real-world tasks across your team or business.

Course Objectives

By the end of this course, you will be able to:

• Understand what Microsoft Power Automate is and how it works

• Build automated Flows using templates and from scratch

• Create and customise triggers, actions, and conditions

• Integrate Power Automate with apps like SharePoint, Outlook, Teams and OneDrive

• Manage approvals, dynamic content, and flow components to streamline business processes

Who Is This Course For?

This course is ideal for:

• Microsoft 365 users looking to improve efficiency through automation

• Team leaders or admins managing repetitive or multi-step processes

• Individuals who want to explore low-code tools to reduce manual work

Prerequisites: Delegates should be familiar with Microsoft 365 applications. 

Course Outline

Understanding Power Automate

• What is Power Automate and how does it work?

• Understanding where automation fits into everyday workflows

• Tour of the Power Automate interface

• Identifying real-world opportunities for automation

Building Flows

• Creating Flows from scratch vs. using templates

• Understanding Triggers, Actions and Conditions

• Instant, scheduled, and automated Flows

• Editing, managing, and testing Flows

• Working with dynamic content

Connecting Your Apps

• Automating emails and responses in Outlook

• Moving and managing files in SharePoint and OneDrive

• Using Power Automate within Teams

• Connecting with Forms, Planner, Excel and other 365 apps

Approvals and Advanced Flow Elements

• Creating and managing approval workflows

• Working with variables and expressions

• Adding controls: switches, loops, and conditions

• Error handling and troubleshooting common issues

Reflections and Planning

• Recap of key automation concepts

• Discuss how you can apply what you've learned to your own processes

• Where to continue learning and exploring Power Automate