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Course Outline

Overview of the Microsoft Power Platform and its organizational objectives

  • Course objectives and application of Power Platform capabilities for government operations
  • Introduction to the Power Platform ecosystem and integrated tool functionality

Identification of business processes selected for automation

  • Case Study: Automating the Loan Drawdown workflow

Power Virtual Agents

  • Introduction to Power Virtual Agents and deployment on external websites
  • Case study demonstrating internal and external implementation scenarios
  • Configuration of SharePoint repositories for bot knowledge base files
  • Installation and configuration of the Power Virtual Agents app within Microsoft Teams
  • Development of the initial Copilot assistant
  • Navigation of the Power Virtual Agents canvas within Microsoft Teams
  • Construction of primary conversation topics
  • Implementation of variables to enhance topic logic
  • directing users to distinct topics within the agent
  • Configuration of Call to Action nodes
  • Integration of survey mechanisms prior to bot publication
  • Publication of the bot through Microsoft Teams for government users

Power Automate

  • Overview of Power Automate (Cloud) and its operational benefits
  • Definition and classification of manual processes
  • Distinction between Power Automate Cloud and Power Automate Desktop
  • Development of the initial automated flow
  • integration of conditional logic within triggers
  • Implementation of conditional branches within flows
  • Utilization of pre-built templates for flow creation
  • Development of an instant cloud flow utilizing Excel data sources
  • Establishment of an automated approval workflow using Microsoft Forms and Teams Approvals

Power Apps

  • Overview of Power Apps and its operational utility
  • Criteria for selecting Power Apps as a solution
  • Introduction to Canvas apps
  • Best practices and constraints regarding Power Apps templates
  • creation of the initial application, including the Welcome Screen
  • Application of ChatGPT assistance for formula generation in Power Apps
  • connection to the primary data source: SharePoint Project List
  • Implementation of Button controls within the application interface
  • development of the primary screen, specifically the Update Tasks module
  • establishment of secondary data connections
  • Application of filtering techniques within Power Apps
  • Utilization of Gallery controls for data display
  • Declaration and management of variables within the application logic
  • integration of tertiary data sources
  • Application of filtering to Gallery displays
  • Enhancement of Gallery controls with additional interface elements
  • Utilization of the Patch function for data submission to SharePoint
  • Verification of data integrity following task submissions
  • Implementation of hidden toggle controls to manage Patch function filters
  • Application of conditional filtering within the Patch function
  • Validation of results post-application of Patch filters
  • creation of the Success confirmation screen
  • Publication and distribution of the application

Supplementary Module: Incorporating image capture capabilities into the application

  • Integration of camera controls and configuration of SharePoint columns for data storage

Supplementary Module: Integration with Power BI for automated reporting and notifications

  • Establishment of data connectivity from SharePoint to Power BI
  • Configuration of data tables and publication of reports to the Power BI Service
  • development of Power BI queries to interface with Power Automate
  • Execution of dataset queries within Power Automate flow design
  • Utilization of Power BI table columns within Power Automate workflows
  • Configuration of dynamic biweekly automated execution schedules
  • Formatting data tables for visual clarity in email reports

Supplementary Module: Integration of Power Automate within Power Virtual Agents

  • Use of Power Automate to retrieve and transmit data from SharePoint lists to users
  • Use of Power Automate to export user-provided data to Excel spreadsheets

Summary and recommended next steps

Requirements

Intended Audience:

  • Business Analysts: Professionals seeking to automate routine workflows and processes, create custom applications with limited coding requirements, and enhance data visualization and reporting functionalities for government operations.
  • IT Professionals: Individuals dedicated to streamlining operational efficiencies through automation, integrating disparate systems and services, and supporting organizational digital transformation efforts tailored for government entities.
  • Entrepreneurs and Small Business Owners: Leaders aiming to implement cost-effective management solutions, leverage technology for competitive advantage, and improve customer engagement and operational efficiency within the public sector context.
  • Students and Graduates: Aspiring professionals eager to acquire skills in high-demand technological areas, gain practical experience with industry-standard tools, and establish a robust foundation in low-code/no-code development practices applicable for government.
  • Project Managers: Practitioners focused on optimizing project workflows and task management, automating repetitive activities to prioritize strategic planning, and deploying efficient collaborative tools to enhance team productivity.
  • HR Professionals: Specialists targeting the automation of human resources functions such as onboarding, leave administration, and feedback mechanisms, utilizing custom applications for employee data analytics to improve the overall personnel experience.
  • General Learners: Individuals interested in mastering task automation and application development without extensive programming expertise, exploring capabilities within Power Virtual Agents, Power Automate, and Power Apps to address real-world challenges with practical solutions.
 7 Hours

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