The goal of this course is to provide you with the knowledge to work with Microsoft Flow. The course will emphasise hands-on experience, with a series of self-guided exercises integrated into the training. You will discover how to open Flow from a browser and use it to automate and manage business processes.

This course will help you meet the following objectives:

  • Understand what Flow is and how it works
  • Build flows from existing or blank templates
  • Understand how to work with the many features Flow offers
  • Reuse Flows you have created

This course requires delegates to meet the following prerequisites:

  • A basic understanding of Windows 7 or later versions
  • Experience using Internet Explorer or equivalent browser
  • A general knowledge of using Office 365
  • Some basic programming knowledge is useful but not essential
  • General knowledge of HTML and CSS would also be useful but again is not essential.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Delegates will learn how to

  • Understand what Flow is and how it works
  • Create new Flows
  • Analyse a Flow’s success through Run History and Analytics
  • Work with Team Flows and Approvals
  • Work with Scopes, Switch Case, Variables, Apply To Each and Parallel Branch features
  • Use manual and scheduled triggers
  • Use Do Until and Reuse Flows

Module 1 – What is Flow?

  • Available Flow Plans
  • Data Connectors
  • Logging into Flow
  • Logging in as a New User
  • Logging in as an Existing User
  • Accessing Flow from your Office 365 Account

Module 2 – Creating a Flow from a Template

  • Flow Templates
  • Running the Flow
  • Managing your Flows

Module 3 – Creating a Flow from Blank

  • Planning a Flow
  • Plan which Data Connectors are Needed
  • Plan Triggers, Actions and Controls
  • Adding Actions
  • Adding Conditions
  • Adding Multiple Conditions
  • Add an Email Action
  • Formatting the Email Action
  • Creating a Dynamic Hyperlink
  • Understanding a SharePoint Document URL
  • Understanding Expressions
  • Operators
  • Functions
  • Creating a Hyperlink with Expressions
  • Names and Comments

Module 4 – Flow Run History and Analytics

  • Viewing Run History
  • Analysing an Individual Flow
  • Flow Analytics

Module 5 – Approvals

  • Setting up a SharePoint Library
  • Creating the Approval Flow

Module 6 – Team Flows

  • Team Flow Features
  • Adding Individual Users as Co-Owners to a Team Flow
  • Removing an Individual Co-Owner
  • Adding a SharePoint List or Library as an Owner
  • Removing a SharePoint List as a Co-Owner

Module 7 – Working with Scopes

Module 8 – Add a Switch Case

  • Creating a SharePoint Task List

Module 9 – Using Variables

  • Creating Email Variables

Module 10 – Add an Apply to Each

  • Creating the SharePoint Lists
  • Creating a For Each Flow
  • Limitations to Get Items Actions
  • Add the Apply to Each Step

Module 11 – Add a Parallel Branch

  • Using a Parallel Branch in a Flow
  • Setting up the Excel File
  • Creating the Parallel Branch Actions
  • Working with Data Operations
  • Adding Data Operations to Flow

Module 12 – Manually Triggering a Flow in SharePoint

  • Creating an Approvals Library
  • Creating Flows Directly in SharePoint
  • Creating a Custom For Selected Item Flow for a Library
  • Editing the Flow to Work Specifically with Document Libraries
  • Flow Input Parameters
  • Creating Input Parameters
  • Completing the Approval Flow
  • Adding the Variable and Switch Case Actions
  • Add a Future Time Action
  • Adding an Approval Action and Outcomes
  • Adding a Parallel Branch to Send a Reminder Email
  • Testing the Flow

Module 13 – Triggering a Flow from PowerApps Form

  • Creating the Relevant Apps in SharePoint
  • Creating a PowerApp Flow
  • Creating the PowerApp List Form
  • Configuring the PowerApp Form
  • Adding a Button to Run the Flow
  • Saving and Publishing the PowerApp Form

Module 14 – The Flow Mobile App

  • Installing the Flow App
  • The Flow App Interface
  • Creating New Flows
  • Modifying an Existing Flow in the Mobile App
  • Creating a Button Flow

Module 15 – Scheduled Flows

  • Using the Schedule Recurrence Trigger
  • Manually Testing a Flow
  • Other Scheduling Actions

Module 16 – Using Do Until

  • Setting Up a Do Until Loop
  • Creating a Flow using Do Loop Actions
  • Creating the Onboarding List
  • Creating the Do Loop Flow
  • Adding Email Actions to the Do Until Controls

Module 17 – Saving and Reusing Flows

  • Saving a Flow
  • Reusing a Flow
  • Creating an Exportable Zip Package
  • Importing a Zip Package
  • Creating an Exportable JSON Package
  • Creating a Flow Template

Appendix A – Flow Settings and Limitations

  • Request Limits
  • Timeout
  • Message Size
  • Retry Policy
  • Run Duration and Retention
  • Looping and Debatching Limits
  • Definition Limits

Appendix B – Flow Plans

Appendix C – Functions in Flow