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Microsoft Flow Workshop


1 Day Classroom Session   |  
1 Day Live Online
Classroom Registration
Individual:
$795.00
Group Rate:
$695.00
(per registrant, 2 or more)
GSA Individual:
$510.35
Live Online Registration
Live Online:
$795.00
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits

IIBA (CDU)

ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

PMI (PDU)

Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    7.00 PMP/PgMP Technical PDUs

7
PMI PDUs
Certification
Overview

Microsoft Flow is an automation tool which empowers users to automate tasks and processes without writing code. For example, you can use Flow to automatically save email attachments to OneDrive or SharePoint. Need a process to approve leave requests? Use Flow!

Students will learn how and why to use Microsoft Flow. We will begin by creating Flows from one of the hundreds of available templates and then customizing the Flow to meet their specific requirements. Then, we’ll cover how to create totally customized Flow from scratch. Exercises will lead students through creating Flows with a variety of “connectors” including SharePoint, Microsoft Forms, Excel and Outlook/Exchange. Lab exercises will also demonstrate how to automate common tasks such as sending emails or kicking off a business process when a specific event takes place such as receiving an email or when a new SharePoint list item is created.

One of the most popular Flow features is the ability to process approvals. Students will learn how to create a simple approval process. Then, they build on that knowledge by creating approval Flows check to verify that an approver is not “out of the office” before assigning an approval to them as well as sending reminder emails to the approver.

Finally, students will extend their Flow knowledge with an introduction to using Flow expressions.

This class is designed for End Users (team members, project members) and Power Users who are new Flow with little to no experience.

You Will:

Create Flows from a template
Create a Flow from scratch
Create approval Flows
Create “button” Flows
Debug Flows
Add additional owners to a Flow
Use Microsoft Forms with Flow
Use SharePoint with Flow
Use Excel with Flow
Use Outlook/Exchange with Flow
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Request a quote for private onsite training Request
Nov 21, 2019    8:30am – 4:30pm Live Online Register
Nov 21, 2019    8:30am – 4:30pm Raleigh, North Carolina

ASPE Training
2000 Regency Parkway
Suite 335
Cary, NC 27518
United States

Register
Dec 19, 2019    8:30am – 4:30pm Dallas, Texas

Microtek Dallas
5430 Lyndon B Johnson Fwy
Three Lincoln Centre, Suite 300
Dallas, TX 75240
United States

Register
Dec 19, 2019    9:30am – 5:30pm Live Online Register
Jan 30, 2020 – Jan 31, 2020    10:30am – 5:30pm Live Online Register
Feb 27, 2020 – Feb 28, 2020    10:30am – 5:30pm Live Online Register
Mar 23, 2020 – Mar 24, 2020    10:30am – 5:30pm Live Online Register
Apr 30, 2020 – May 1, 2020    10:30am – 5:30pm Live Online Register
May 21, 2020 – May 22, 2020    10:30am – 5:30pm Live Online Register
Jun 25, 2020 – Jun 26, 2020    10:30am – 5:30pm Live Online Register
Jul 30, 2020 – Jul 31, 2020    10:30am – 5:30pm Live Online Register
Aug 27, 2020 – Aug 28, 2020    10:30am – 5:30pm Live Online Register
Sep 24, 2020 – Sep 25, 2020    10:30am – 5:30pm Live Online Register
Oct 29, 2020 – Oct 30, 2020    10:30am – 5:30pm Live Online Register
Nov 19, 2020 – Nov 20, 2020    10:30am – 5:30pm Live Online Register
Course Outline

Part 1: Overview of Flow and Flow Capabilities

  1. Flow capabilities
  2. Introduction to the Flow Design environment
  3. Types of Flows
    • Automated
    • Instant
    • Scheduled
  4. Basic Components of a Flow
    • Connections
    • Triggers
    • Actions
    • Conditions
    • Loops
  1. Flow templates
  2. Flow Integration with SharePoint
  3. Flow Licensing

Lab: Creating a Flow from a Template

  1. Create a Flow that sends an Email when a new SharePoint list item is added from a template
  2. Modify the template email text
  3. View run history

Part 2: Creating Flows

  1. Creating a new Flow
  2. Selection of a trigger
  3. Selection of actions
  4. Connection Information
  5. Naming and Saving a Flow
  6. Running the Flow
  7. Editing a Flow and re-running
  8. “Debugging” Flows

Lab: Creating a Flow

  1. Create a Flow that performs the following actions:
    • Creates a SharePoint list item when a new Form is submitted
    • Sends an email
  1. Create a Flow that does the following:
    • Runs once a day
    • Retrieves items form a SharePoint list of projects
    • Updates the SharePoint list if the item is overdue

Part 3: Creating Approval Flows

  1. Overview of Flow approval capabilities
  2. Approval center
  3. Types of approvals
    • Simple
    • Sequential
    • Parallel
  4. Responding to an approval request

Lab: Creation of an Approval Flow

  1. Select the “for a selected document” trigger and a SharePoint document library
  2. Start an approval proves on the selected document
  3. Update document metadata based on the approval outcome

Part 4: Using Variables and Expressions

  1. Using variables
    • Types of variables
    • How and when to use variables
  2. Flow Expressions
    • Expressions overview
    • Expression categories (String, Math, Date/Time, additional)
    • Expression syntax

Lab: Using Expressions

  1. Using Expressions in Actions
  2. Using expressions with variables
  3. Using expressions in conditions
  4. Using Expressions in emails
  5. Nested expressions

Part 5: Team Flows

  1. Adding additional owners to a Flow
    • Implications of adding additional Owners
  2. Adding run-only users

Lab:

  1. Add an additional user to a Flow
    • Verify that Flow now appears under Team Flows
  2. Share a “for a selected document” Flow with the SharePoint library
    • Verify that other users can see and execute the Flow
Who should attend
  • End Users
  • Site Owners
  • Information Managers
  • Project Managers
  • Team Supervisors
  • Any person who needs to create process Flows to improve efficiency
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