About this course

Tech type Performance
Course code QAFLOW365
Duration 1 Day

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

Prerequisites

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
  • Some basic programming knowledge is useful but not essential

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

Learning Outcomes

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

Course Outline

Module 1 - What is Flow?

  • Data Connectors
    • Triggers and Actions
  • Logging into Flow
  • Logging in as a New User
  • Logging in as an Existing User
  • Accessing Flow from your Office 365 Account
  • The Flow Interface

Module 2 – Creating Flows

  • Creating a Flow from a Template
    • Flow Templates
    • Running the Flow
    • Exercise: Create a Flow
  • Creating a Flow from Blank
    • Planning a Flow
    • Planning which Data Connectors are needed
    • Planning Conditions and Actions
    • Adding a Trigger
    • Adding Actions
    • Adding Conditions
    • Adding 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 3 - Flow Run History and Analytics

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

Module 4 - Team Flows

  • Team Flow Features
  • Creating a Team Flow
  • Adding a Co-Author
  • Removing a Co-Owner

Module 5 - Approvals

  • Setting up a SharePoint Library
  • Creating the Approval Flow

Module 6 - Additional Flow Features

  • Working with Scopes
  • Adding a Switch Case
  • Using Variables
    • Creating Email Variables
  • Adding an Apply to Each
  • Creating a For Each Flow
  • Adding a Parallel Branch
    • Using a Parallel Branch in a Flow
    • Creating the Parallel Branch Actions

Module 7 - Manual and Scheduled Flow Triggers

  • Flow for Mobile Devices
    • Using Flow buttons
  • Triggering a Flow from Power Apps Form
  • Manually Triggering a Flow in SharePoint
    • Creating Flows Directly in SharePoint
    • Flow Input Parameters
    • Adding a Future time action
  • Scheduled Flow triggers

Module 8 - Using Do Until

  • What are Do Until Loops
  • Understanding the Limitation of a Do Until Loop
  • Creating a Flow using Do Loop Actions

Module 9 - Reusing Flows

  • Copying an Existing Flow
  • Creating a Flow Template
  • Exporting as a Template
  • Creating a Logic Apps Template
  • Appendix A - Flow Settings and Limitations
  • Appendix B - Data Loss Prevention
Performance

1 Day

Duration
Microsoft Office
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

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