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Office 365 - Flow

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

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Learning Objectives

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

Pre-Requisites

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.

Course Content

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

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