Microsoft Forms, SharePoint and Power Automate Essentials

Course Overview

Prerequisites

• • Delegates should be comfortable using M365 Office apps

Course Content

• Microsoft Forms

  Discuss the role and purpose of Microsoft Forms
  
  Group Forms
  Differentiate between the types of forms available for use
  
  Creating Forms
  Create a basic form using Microsoft Forms
  Question types and Properties
  Explain the purpose of branching and describe when to use it
  Explain how to set rules and parameters
  
  Sharing Forms
  Explain the different ways to share a form
  Customize a Microsoft Form using the “Themes” feature
  Collecting Form Data
  Explain how to gather, view, and share information collected
  Save Form Data into Excel
  Process to store Form data in SharePoint
  

• Microsoft SharePoint

  Accessing and Navigating SharePoint Team Sites
  Access SharePoint Sites
  Navigate SharePoint Sites
  
  Working with Documents, Content, and Libraries
  Upload Documents
  Document Management
  Version Control
  Document Metadata
  Search for Documents and Files
  
  Working with Lists
  Create a Custom List to store items
  Add List Items
  Modify List Items
  List Metadata
  Configure List Views
  Filter and Group with List Views
  Exporting List Data
  
  Configuring Your SharePoint Access
  Ensuring users can access Site Libraries & Lists
  Controlling Site Settings
  Site Security Groups
  

• Microsoft Power Automate

  Introduction to Power Automate
  What is Microsoft Power Automate?
  The benefits of automation
  How to get to Power Automate
  
  Getting Started with Power Automate
  Using Power Automate templates
  Navigating in Power Automate
  Editing a Flow in Power Automate
  Publish and trigger a Flow
  Turn off or delete a Flow
  
  Power Automate logic
  Adding conditions
  Designing switches
  Using apply to each
  Configuring do until logic
  Adding a scope
  Approvals Processing
  
  Administration and maintenance
  Maintaining a Flow
  View history and analytics
  Sharing a Flow *
  Export and import Flows
  Office 365 administration for Power Automate
  Environments
  Data policies
  Data integration
  Workshop
  Collecting Form submission into SharePoint
  Viewing SharePoint Data and Files
  Starting Approval process
  Email Notifications
  Feeds and approvals
  Distributing and Testing process
  
  * Additional Licenses may be required
  

Included with this course

• • Comprehensive course materials and exercises