SharePoint end user and Power Automate workflows introduction

Course Description

A focused introduction to SharePoint and integrating with Power Automate. The course can be customised for individual client requirements.
1 Day
€450.00
 

Pre-requisites

Participants are expected to have some experience of SharePoint as an end-user. They should understand the business need for workflows and sign-off processes.

Module 1 - Recap Understand Office 365

• Introducing Office 365 and SharePoint Online
• Connect and log on to Office365 Training environment in the browser
• Navigating the Office 365 Apps
• Teams and SharePoint

Module 2 - Introduction to SharePoint

• Introducing a SharePoint Site
• Brief introduction to working with documents and pages in SharePoint
• Libraries, versions and the recycle bin
• SharePoint Pages and News

Module 3 - SharePoint Lists & Libraries

• Intro: Creating a SharePoint Team Site and Configure Lists and Libraries
• What are Libraries vs what is a List?
• Types of Library and Types of List
• Exercise:
• Create a new Document Library – Policies
• Create and Image Library
• Create an Issues List
• Customising Lists and Libraries
• Create new columns
• Sort/Filter and use Views
• Creating views
• Sort, filter and group by views
• Library & List Settings

Module 4 - Short introduction to Power Automate

• Short intro to email rules and Power Automate
• Document Libraries and the Request Sign Off workflow
o Approvals App in Teams and Outlook
• Using Power Automate Templates to:
Post a message to Teams when a new document is uploaded
• Adding Actions and testing your Flow
Send an email action
Update field action for SharePoint
Conditions and If statements
Hints and tips for Power Automate

Module 5 - SharePoint Security and Permissions

• Security Overview
• Manage User Access to SharePoint Site, Manage Office365 Groups and Users
• What Objects can we set permission on?
• SharePoint Security Best Practices

Module 6 - Search / Discover Information

• Search in SharePoint
• Search across OneDrive, Teams and Outlook
• People Search
SharePointOffice 365Power Automate