How To Get Started With Power Automate

This beginner-level Workshop will teach you how to take your first steps into Power Automate. You will follow case studies based on real life businesses to not only learn Power Automate fundamentals but also learn how to solve problems you might find in your business or team.

Suitable For

Beginners

Duration

4 Hours Recording

Format

Workshop

Presenter

Jon Manderville, Coach

Purchase this training only:
Get immediate access to this training content with a one-off purchase.
$97.00 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:

  • How to get started building Power Automate Flows?
  • Learn how to capture different types of data to use within your Flows.
  • Explore how to use validation and conditions to control the process in your Flows.
  • What is Power Automate, and how can it be used to help you automate your work?
  • What are Triggers & Actions, and understand why they are essential in Power Automate?
  • Understand how to structure Flows to make them easier to support and maintain.

Agenda:

Part 1: Understand what Power Automate Is

  • An overview of 5 key services with in the Power Platform
  • No-Code/Low-code : What does this mean?
  • What is Power Automate  designed for vs Power Apps?
  • Power Automate vs Power Automate Desktop
  • What you need to access Power Automate - is it expensive?

Part 2: Learn how to use Power Automate 

  • Building Using Power Automate
  • Navigation and areas you will need to begin 
  • There are many ways to start a flow
  • A free way to experiment - the Microsoft Developer Tenant

Part 3: Create & test simple Flows from scratch

  • Triggers
  • Actions
  • Conditions
  • Checking and Testing

Part 4: Add more sophisticated logic to Flows

  • How to use a Compose
  • Dynamic Content vs Formulas
  • Some good practice: Scope and Using step naming

Part 5: Knowing when to build and when to use Templates

  • Templates
  • Expand your flow using connectors
  • linking your flow to other services within Microsoft 365

Part 6: Practice with the B.L.U.E Method and decide on your next steps

  • Building your own demos for an end of workshop 'Sprint Review'!

Description:

You'll learn Power Automate from the ground up. Starting with what it is and where it fits into the Microsoft Power Platform. You'll then explore essential topics using fictional case studies to help build your knowledge before taking on a challenge to develop your own flows.

 It's a quick fire workshop but offers a comprehensive pack of videos to watch back, which will help you build your own solutions.

This training includes:

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

Thoughts from the Collab365 Team:

Question: Do You Want to Accelerate Productivity In Your Organisation?

And have you heard of Power Automate or Microsoft 365?

In this 3 hour workshop, Jon introduces you to just how powerful Power Automate can be as a brain AND a workhorse behind improvements to processes in your business. 

You'll experience a flavour of Collab365's tried and tested B.L.U.E (build it, learn it, use it, enhance it) model to get the most from the 3-hour workshop. We believe that instead of just watching for 3 hours, encouraging you to jump onto your Microsoft 365 tenant (with your admin approval) and build some great starter flows will give you a much richer learning experience. 

The pace is quick however (there's a lot to cram in) so to help you, you'll receive the full pack of videos, along with PDF step-by-step guides to help you. You will also gain access to a dedicated Academy space where you can ask questions and get support any time.  There's lots of material to help you practice these flows in your own time.  

Before you begin, you'll get a full, in-depth tour of how the main aspects of Power Automate work, how to set them up and use them, and also some hidden tips and tricks you may not know about. 

You'll then go on to start working with examples of  :

  • How to Improve Onboarding for new team members
  • How to set up and use Approval workflows 
  • What to do to improve team collaboration and communication using Power Automate
  • And more ....

This workshop is for the beginner.

You'll learn some new terms that you may not have known about before but your Coach will take time to explain and answer any questions you might have.  

You'll also get the chance to follow along yourself and build the example flows. Our aim is to help you leave with a new confidence to go explore the options Power Automate can offer.

Would this Workshop benefit me?

If you can answer "YES!!!" to any of the questions below, you will get a lot of value from the Workshop! 

  • Are you and your team frustrated by knowing that Power Automate can help you but not knowing how to fully unlock its potential [Yes / No]
  • Do you want to massively speed up repetitive tasks [Yes / No]
  • Are you daunted by Power Automate because you think you need to be a developer or you might break something [Yes / No]
  • Do you want to build your confidence and know more about what's on offer within Power Automate [Yes / No]
  • Do you want to feel confident in building simple flows to help your team [Yes / No]
  • Would you like to know more about testing and publishing your flows [Yes / No]
  • Do you want to be able to save time without writing a line of code [Yes / No]

If you answered "Yes" to any of the above questions, scroll down below to see what we cover in the Workshop.

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.

Meet your workshop host:

Jon Manderville, Coach

Jon Manderville, Collab365 Coach

Jon is one of the original Collab365 Coaches and has helped build the Academy into what you see today.

He's passionate about the Power Platform but knows first-hand what it was like to begin fresh with this technology.

Having worked as a Scrum Master for many years, Jon is someone who spotted the potential for Microsoft 365 services to help teams visualise their results, data and processes so that they could improve all the time.

Jon's extensive business background and desire to build no-code solutions led him to start learning the Power Platform.

You'll be in good hands with Jon. His style is relaxed but inclusive and mindful that not everyone starts from the same place. So be prepared to get involved and have some fun along the way.

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.

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.
$97.00 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.