Microsoft 365 Training Courses

Microsoft 365 is Microsoft’s cloud based subscription service packed with your familiar Office apps (Excel, Word, PowerPoint etc.) plus other productivity tools to help organisations securely collaborate together. So, if you are migrating to Microsoft 365 why not engage our training and consulting expertise to create bespoke training packages tailored to end-user adoption. Empower your employees to make the most of this great productivity suite using SharePoint, OneDrive, Teams, Forms, Yammer, Sway, Delve, Planner and Flow.

Say goodbye to 9-5 and hello to 365.

Introduction to Microsoft Flow

1 Day

Microsoft Flow is a cloud-based app and part of the Office 365 suite. Flow allows you to connect to a range of applications to simplify the process of automating tasks without the need to learn code.

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What will you learn?

By the end of the Introduction to Microsoft Flow course, delegates will be able to:

Understand the purpose of Flow
Create a basic approval Flow
Add conditions to flows
Use the best triggers for flows
Add actions to flows
Build multi-step flows
Connect Apps to your Flow
Edit your Flows

Audience?

Users planning to implement, maintain or support the creation of automated workflows between apps and services to get notifications, synchronize files, collect data.

Course Contents

Introduction to Flow

The purpose of Flow
Why use Microsoft Flow?
What kind of tasks can Flow perform?

Flow Interface

Accessing Flow
Quick Flow Access
Suite Bar
My Flows
Team Flows
Viewing Team Flows
Approvals
Viewing approval requests
Templates
Connectors
Settings

Designing a Flow

Using the templates gallery
Editing a Flow
Building blocks of the Flow
What is a trigger?
What is an action?
Types of actions
Set up connectors
Edit the OneDrive trigger
Editing the flow
Testing the flow
Create a recurring flow
Disabling a flow
Add a condition to a flow
Connecting to Excel spreadsheet
Fixing failed flows
Create external connector
Add a condition to the flow
Use ‘apply to each action’ flows
Fixing failed flows
Watch the flow
Debug the Flow
Test the flow after debugging

Approval Flows

Flow Approvals Centre
Start approval when a new item is added to a SharePoint List
Approve/reject the request from email
Approve/reject requests from approvals centre
Types of approvals

Planning a Custom Flow

Analyse and design the solution proposal
Draw the solution proposal diagram
Determine required connectors
Check connectors

Create a Custom Flow from Scratch

Submit document for approval
Select trigger
Connect to a service
Add an action
Add a document status condition
Create ‘If yes’ action
Add second action
Update status action
Test the flow by resubmitting
Approve/Reject the document
Create a document approval flow
Document approved condition
Send an approved email
Test if document is approved
Document rejection condition
Send rejection email
Test if document is Approved/Rejected
Escalation of approval
Create document approval escalation flow
Document escalated condition

Combined Multistep Flow

Disable existing Flows
Combined Flow Plan
Create a trigger
Document rejected condition
If the document escalated condition
Send Approval/Rejection email
Team Flows
Share your Flow

Admin and Managing

Copy a Flow
Export a Flow
View connections
Delete all connections
Delete flows

Course Materials

Enliten IT will provide each delegate with a workbook and other useful reference materials where applicable. These may be either paper based or in Adobe pdf format or a combination thereof.

“Great insight into Lotus Notes. V. useful, V. good, V. interactive and personalised. Don, Michelin”Great insight into Lotus Notes.

Additional Information

Note: We only offer the Introduction to Microsoft Flow and Office 365 courses on a private in-house basis.

Contact us to discuss your training needs...