How To Build A Change Management Solution With Microsoft 365 and The Power Platform

In this comprehensive on-demand Workshop, you will learn how to build Change Management system using the Power Platform and Microsoft 365. You will learn how to use SharePoint to store a list of your changes, Power Automate to manage approvals and notifications and you'll also use Power Apps to create the user interface to manage the entire process!  

Suitable For

Beginners

Duration

5 Hours On-Demand

Format

Workshop

Presenter

Mark Stokes

Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$197.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.

What you'll learn:

  • You will learn the different approaches (pros and cons) to persisting data securely from your Power App.
  • Decide on your data structure and create the Lists to hold and manage the change data.
  • Create the user interface and navigation of your application in Power Apps.
  • Display and persist your data ensuring that users' permissions at take into account..
  • You will learn the full end to end process of creating and application, whilst considering performance and security.
  • You will learn how to utilise Power Automate efficiently for "Approvals", "Notifications", and Data-related actions.
  • Automate notifications and approvals to drive the logic of your processes in an cohesive manner.

Agenda:

Introduction to Change Management and Requirements Gathering

After a Demonstration of the final Change Management Solution, Mark will lead a discussion on how to manage the requirements phase effectively.

SharePoint Lists as your Data Store

Deciding on your data structure is incredibly important. You will learn how to store and manage your data in SharePoint.

Specifically you will learn: 

How to read and write to your datasource from Power Apps and Power Automate flows.

The security differences between using Power Automate OR the Patch Command for updating data in SharePoint.

Integrating your solution with  Power Automate

With Power Automate being your 'Process Engine', to drive Approvals, Notifications, and data updates.

Creating your Application User Interface in Power Apps

Learn how to build the complete application using Power Apps, including user forms (for adding and updating data) and also making use of permission based galleries showing items based on users permissions.

Description:

Are you tired of struggling with managing change in your organization or team? Do you wish there was a more effective way to drive successful change and improve your productivity? Look no further! Join us for an exciting workshop on building your own Power Platform Change Management Solution.

Led by Mark Stokes, this workshop is your best opportunity to experience first-hand how to build a custom change management solution using core Microsoft 365 services. You'll learn how to use SharePoint Lists, Power Automate, and Power Apps to create a comprehensive solution that streamlines your change management process.

Imagine having a solution that empowers you to plancommunicate, and execute changes in a structured and efficient manner. No more wasted time, no more confusion or resistance from employees, and no more missed deadlines or lost revenue. With the skills and knowledge you'll gain from this workshop, you'll be able to create a change management solution that is tailored to the unique needs of your organization or team.

This training includes:

  • 5 hours of training
  • Access to the Collab365 Academy
  • Workshop Resources
  • Watch on Desktop or Mobile

Thoughts from the Collab365 Team:

Let's face it, without a proper change management system, changes can go horribly wrong in several ways.

Firstly, if changes are not properly planned and communicated, employees may resist them, causing delays and even sabotage. This can lead to missed deadlines, lost revenue, and damaged customer relationships. 

Secondly, without a structured approach to managing changes, there is a risk of conflicting changes being made, leading to confusion and inconsistencies in our operations.

This Workshop is going to be a huge win / win

Not only is Mark Stokes (a world leading Power Platform expert), going to teach you how to create the bare bones of a change management system, but he's ALSO going to teach you some new tips, tricks and ways to leverage SharePoint, Power Apps and Power Automate!

Even if you don't need a Change Management System you will gain a lot of new skills you can apply to Power Platform other apps you need to develop.

Meet your workshop host:

Mark Stokes

Mark Stokes

Mark has been working in the Microsoft world his entire career, covering most aspects of project management and implementation. From humble developer background Mark has moved through SharePoint Administration, Customisation, Application Development, Project Management, Solution Architecture, financing and business management.

Mark now has a keen focus on project and solution management, coming up with the right way to solve business problems. He is a methodical Agile operator taking an MVP led approach to application design.

He was a Microsoft MVP for 4 years in office servers and services and has multiple speaking, blogging and video community contributions under his belt, as well as long time event, community organiser and contributor to Collab365.

100% Satisfaction guaranteed

100% Guaranteed

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Frequently Asked questions:

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

Can I get refund?

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Can I buy a team or multi-user pass?

Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

Can I share the videos and ebooks?

No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

Who do I contact if there's a problem?

Send us an email at hello@collab365.com and we can help. 

Can I cancel my subscription?

Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

How do I get my certifications?

If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

What is included in the Platinum Plan?

The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

  • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
  • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
  • Membership in an active community of 10,000 learners for peer support and networking.
  • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
  • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
  • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

What is not included in the Platinum Plan?

While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

  • One-on-one coaching sessions and personalized, coached training programs.*
  • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
  • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
  • External certifications or formal accreditation from third-party institutions.

*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

Tell me more about the "Build Your Intranet" Program

Availability for the 'Build Your Intranet Program' is strictly limited and allocation will be determined on a first-come, first-served basis. This promotional offer is exclusively available to purchasers of this All-Access Pass and is subject to the terms and conditions of sale. We reserve the right to modify or withdraw this offer at any time without prior notice.

I have a Platinum Plan or Lifetime, Should I Buy This?

If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

What you'll learn:

  • You will learn the different approaches (pros and cons) to persisting data securely from your Power App.
  • Decide on your data structure and create the Lists to hold and manage the change data.
  • Create the user interface and navigation of your application in Power Apps.
  • Display and persist your data ensuring that users' permissions at take into account..
  • You will learn the full end to end process of creating and application, whilst considering performance and security.
  • You will learn how to utilise Power Automate efficiently for "Approvals", "Notifications", and Data-related actions.
  • Automate notifications and approvals to drive the logic of your processes in an cohesive manner.

Agenda:

Introduction to Change Management and Requirements Gathering

After a Demonstration of the final Change Management Solution, Mark will lead a discussion on how to manage the requirements phase effectively.

SharePoint Lists as your Data Store

Deciding on your data structure is incredibly important. You will learn how to store and manage your data in SharePoint.

Specifically you will learn: 

How to read and write to your datasource from Power Apps and Power Automate flows.

The security differences between using Power Automate OR the Patch Command for updating data in SharePoint.

Integrating your solution with  Power Automate

With Power Automate being your 'Process Engine', to drive Approvals, Notifications, and data updates.

Creating your Application User Interface in Power Apps

Learn how to build the complete application using Power Apps, including user forms (for adding and updating data) and also making use of permission based galleries showing items based on users permissions.

Description:

Are you tired of struggling with managing change in your organization or team? Do you wish there was a more effective way to drive successful change and improve your productivity? Look no further! Join us for an exciting workshop on building your own Power Platform Change Management Solution.

Led by Mark Stokes, this workshop is your best opportunity to experience first-hand how to build a custom change management solution using core Microsoft 365 services. You'll learn how to use SharePoint Lists, Power Automate, and Power Apps to create a comprehensive solution that streamlines your change management process.

Imagine having a solution that empowers you to plancommunicate, and execute changes in a structured and efficient manner. No more wasted time, no more confusion or resistance from employees, and no more missed deadlines or lost revenue. With the skills and knowledge you'll gain from this workshop, you'll be able to create a change management solution that is tailored to the unique needs of your organization or team.

This training includes:

  • 5 hours of training
  • Access to the Collab365 Academy
  • Workshop Resources
  • Watch on Desktop or Mobile

Thoughts from the Collab365 Team:

Let's face it, without a proper change management system, changes can go horribly wrong in several ways.

Firstly, if changes are not properly planned and communicated, employees may resist them, causing delays and even sabotage. This can lead to missed deadlines, lost revenue, and damaged customer relationships. 

Secondly, without a structured approach to managing changes, there is a risk of conflicting changes being made, leading to confusion and inconsistencies in our operations.

This Workshop is going to be a huge win / win

Not only is Mark Stokes (a world leading Power Platform expert), going to teach you how to create the bare bones of a change management system, but he's ALSO going to teach you some new tips, tricks and ways to leverage SharePoint, Power Apps and Power Automate!

Even if you don't need a Change Management System you will gain a lot of new skills you can apply to Power Platform other apps you need to develop.

Meet your workshop host:

Mark Stokes

Mark Stokes

Mark has been working in the Microsoft world his entire career, covering most aspects of project management and implementation. From humble developer background Mark has moved through SharePoint Administration, Customisation, Application Development, Project Management, Solution Architecture, financing and business management.

Mark now has a keen focus on project and solution management, coming up with the right way to solve business problems. He is a methodical Agile operator taking an MVP led approach to application design.

He was a Microsoft MVP for 4 years in office servers and services and has multiple speaking, blogging and video community contributions under his belt, as well as long time event, community organiser and contributor to Collab365.

100% Satisfaction guaranteed

100% Guaranteed

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Frequently Asked questions:

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

Can I get refund?

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Can I buy a team or multi-user pass?

Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

Can I share the videos and ebooks?

No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

Who do I contact if there's a problem?

Send us an email at hello@collab365.com and we can help. 

Can I cancel my subscription?

Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

How do I get my certifications?

If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

What is included in the Platinum Plan?

The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

  • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
  • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
  • Membership in an active community of 10,000 learners for peer support and networking.
  • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
  • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
  • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

What is not included in the Platinum Plan?

While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

  • One-on-one coaching sessions and personalized, coached training programs.*
  • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
  • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
  • External certifications or formal accreditation from third-party institutions.

*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

Tell me more about the "Build Your Intranet" Program

Availability for the 'Build Your Intranet Program' is strictly limited and allocation will be determined on a first-come, first-served basis. This promotional offer is exclusively available to purchasers of this All-Access Pass and is subject to the terms and conditions of sale. We reserve the right to modify or withdraw this offer at any time without prior notice.

I have a Platinum Plan or Lifetime, Should I Buy This?

If you already have an active Lifetime or Platinum Plan, the event recordings are included as are the bonus items. The BYI Program is being run in partnership with another business so is not included. If you are interested in this, please contact hello@collab365.com for exclusive pricing (places are limited)

  • Personal

  • Teams

Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$197.00 USD
Or
Subscribe to all of the training in the Collab365 Academy:
Get this training plus over 450 hours of training and access to the Collab365 Academy. Learn More.