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Course Outline
What is the Microsoft Power Platform and what is its purpose?
- The objective of this course and how we will utilize the Power Platform tools for government.
- Introduction to the Power Platform and an overview of how the tools work together for government operations.
Explanation of the processes we have been tasked with automating for government.
- The Task at Hand: Automating the Drawdown process of our Loans for government.
Power Virtual Agents
- What is Power Virtual Agents and how to use them externally on websites for government services.
- Real-life case study - External and internal use cases of Power Virtual Agents in a government setting.
- Saving the files that we want the bot to locate users to, on SharePoint for government.
- Downloading the Power Virtual Agents app within Microsoft Teams for government.
- Creating our first Power Virtual Agent/Copilot for government use.
- Overview of the Canvas of Power Virtual Agents within Microsoft Teams for government.
- Building out our first topic for government applications.
- Utilizing variables in topics for enhanced functionality in government processes.
- Redirecting to another separate topic within Power Virtual Agents for government.
- Exploring the Call to action node and its purpose for government services.
- Ending a topic with a survey before publishing the bot for government use.
- Publishing the bot within Microsoft Teams for government operations.
Power Automate
- What is Power Automate (Cloud version) and how it can assist in government processes.
- Understanding manual processes in a government context.
- Comparing Power Automate Cloud with Power Automate Desktop for government use.
- Building out our first automated flow for government operations.
- Adding conditions into your trigger for enhanced automation in government.
- Incorporating conditions into your flow for more complex government processes.
- Utilizing templates to build similar flows for government tasks.
- Building out our first instant cloud flow using an Excel spreadsheet for government data management.
- Constructing an automated approval process using forms and approvals within Teams for government.
Power Apps
- What is Power Apps and how it can benefit government operations.
- When to consider using Power Apps in a government context.
- Overview of the Power Apps Canvas for government applications.
- Best practices and considerations when using Power Apps templates for government.
- Building out our first app and creating the “Welcome Screen” for government use.
- Utilizing ChatGPT with PowerApps to create formulas for government data processing.
- Connecting to our first data source - ProjectList on SharePoint for government.
- Adding our first “Button” to Power Apps for government functionality.
- Building out the main screen of our app, the “UpdateTasks” screen for government tasks.
- Connecting our second data source for enhanced government applications.
- Filtering within Power Apps for efficient government data management.
- Using a gallery in Power Apps for the first time for government data visualization.
- Creating our first variable in Power Apps for dynamic government processes.
- Adding our third and final data source for comprehensive government applications.
- Filtering our gallery to refine government data presentation.
- Adding more controls to our gallery for enhanced government user experience.
- Using Patch for the first time to save data back to SharePoint for government record-keeping.
- Checking our results after submitting tasks in a government context.
- Adding a hidden toggle to filter the Patch function for government data accuracy.
- Using Patch with conditions/filters applied for precise government data management.
- Checking our results after applying filters to the Patch function in a government setting.
- Creating our final screen - The “Success Screen” for government user feedback.
- Publishing your app for government use.
Additional Material: Adding the ability to add photos in the App for government data collection.
- Adding the camera control into the App and adding a column into SharePoint to store data for government.
Additional Material: Connecting the App to Power BI to generate automated emails for government communication.
- Connecting your data from SharePoint to Power BI for government reporting.
- Setting up your table in Power BI and publishing the report to the Power BI Service for government use.
- Generating the Power BI Query to connect to Power Automate for government automation.
- Using the “Run a Query Against a Dataset” action in Power Automate and building out the flow for government processes.
- Utilizing columns in the table in Power BI in your Power Automate flow for government data integration.
- Fully building out the automated flow to occur every 2 weeks dynamically for government operations.
- Formatting the table so it looks visually appealing in the email for government communication.
Additional Material: Using Power Automate within Power Virtual Agents for enhanced government services.
- Using Power Automate to send data back to the user from a SharePoint list for government interactions.
- Using Power Automate to save data in an Excel spreadsheet from the user for government record-keeping.
Summary and Next Steps
Requirements
Who This Course Is For:
- Business Analysts: Seeking to automate routine tasks and processes, interested in developing custom applications without extensive coding knowledge, and aiming to enhance data visualization and reporting capabilities.
- IT Professionals: Looking to streamline business operations through automation, desiring seamless integration of different systems and services, and supporting their organization's digital transformation initiatives.
- Entrepreneurs and Small Business Owners: Aiming to develop cost-effective solutions for managing business processes, interested in leveraging technology to gain competitive advantages, and enhancing customer engagement and operational efficiency.
- Students and Graduates: Aspiring to acquire skills in high-demand areas of technology, seeking to add practical, hands-on experience with industry-standard tools to their resumes, and building a strong foundation in low-code/no-code development.
- Project Managers: Seeking to improve project workflows and task management, interested in automating repetitive tasks to focus on strategic planning, and providing their teams with efficient tools for better collaboration and productivity.
- HR Professionals: Aiming to automate HR processes such as onboarding, leave management, and employee feedback, interested in creating custom applications to manage employee data and analytics, and enhancing the overall employee experience through efficient digital solutions.
- Anyone Interested in Automation and App Development: Enthusiastic about learning how to automate tasks and create applications without deep coding knowledge, keen to explore the capabilities of Power Virtual Agents, Power Automate, and Power Apps, and looking to solve real-world problems with practical, easy-to-implement solutions for government and other sectors.
7 Hours
Testimonials (2)
I thought the trainer was really engaging and was very quick on his feet to answer questions that were related to our work and really tailored the teaching towards our needs and went above and beyond to meet them. I could not recommend Shaun enough!
Tom King - Complete Coherence
Course - Microsoft Power Platform Fundamentals
I really admire Trainer's patience for all the people who were asking him to repeat something 4-5 times. I also believe that he has great knowledge about the topic, but like said above, we didn't spend enough time on this. Moreover, it was good it was hands-on training, where we could practice in real time what we're taught, but again, I'd like to know more about the PowerApps, not about SharePoint, as I'm really familiar with that one, and if I wanted to learn more, I'd probably just choose a training for the SharePoint, not PowerApps.
