Power Automate StepUp Challenge: Build and Customise Approval Flows

Embark on a comprehensive journey to master Microsoft 365's Power Automate and streamline your business processes. This challenge will unlock your potential to automate workflows, manage data, and integrate powerful tools, transforming you into a proficient Power User.

Collab365 Challenge

Presenter

Jon Manderville, Coach

Suitable For

Intermediate

Study Duration

2.5 Hours

What you'll gain my completing this Challenge:

  • SharePoint Integration: Understand how to effectively utilize SharePoint for data storage and management.
  • Advanced Techniques in Power Automate: Explore complex scenarios, branching, and conditional flows.
  • Teams Integration: Learn to seamlessly integrate and automate actions within Microsoft Teams.
  • Fundamentals of Power Automate: Grasp the basics and understand its role in business process automation.
  • Data Collection and Processing: Learn to efficiently collect and process data using Forms, Power Automate, and SharePoint.
  • Building and Customizing Flows: Acquire skills to create, modify, and optimize various automated workflows.

Note: This Challenge is included with the Power Automate Success Path.

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.

Description:

Embark on an engaging journey with the Power Automate StepUp Challenge, designed to take your Power Automate skills to the next level. This Challenge is a natural progression from the popular Power Automate JumpStart Challenge , but don't worry if you haven't completed it - you can still dive right in!

This engaging challenge is meticulously designed to provide an immersive learning experience in mastering Microsoft 365's Power Automate. Perfect for newcomers and IT consultants, the sessions delve deep into the practical applications of Power Automate, empowering you to automate complex business workflows with ease. From setting up data collection systems using Forms and SharePoint to creating intricate automated processes and integrating with Microsoft Teams, this challenge covers it all. Each module is crafted to build your skills progressively, ensuring a solid understanding of concepts and their real-world applications. Whether you're streamlining expense approvals or orchestrating multi-faceted organizational processes, this challenge equips you with the expertise to efficiently tackle these challenges.

Challenge Learning Modules:

Introduction to Power Automate StepUp Challenge

  • Understanding the Power Automate interface
  • Setting up a Microsoft 365 Developer Environment
  • Tips for efficient learning and progress tracking
  • Get Your Data Ready

  • Methods for data collection
  • Leveraging Forms for data input
  • Data preparation and validation techniques
  • Building the Core Flow

  • Basic principles of creating automated workflows
  • Triggering actions based on data events
  • Error handling and flow optimization
  • Customizing Approvals

  • Creating dynamic approval processes
  • Utilizing conditions and branching in workflows
  • Enhancing user interaction through customized approvals
  • Integration with SharePoint and Teams

  • SharePoint for data storage and retrieval
  • Automating SharePoint actions
  • Using Teams for workflow notifications and approvals
  • What is a Collab365 Challenge?

    Blue Certified Solution

    In many cases, our Challenges are built so that you can "learn by doing". To achieve this we follow our B.L.U.E. Framework. Learn why BLUE is a superior way to learn. Here's a summary of the 4 phases.

    step 1

    BUILD IT

    Learners conceptualise and start creating the app during the ‘Build It’ phase. They tap into the Power Platform’s capabilities to design an intuitive and user-friendly interface while meeting the task’s business requirements. This hands-on experience, right from the start, deepens their understanding of the platform and its functionalities.

    step 2

    LEARN IT

    As they move into the ‘Learn It’ stage, learners realise the platform’s intricacies, discovering functionalities they were previously unaware of. This phase provides an immediate feedback loop, allowing learners to correct misconceptions, deepen their understanding, and improve their skills.

    step 3

    USE IT

    In the ‘Use It’ phase, learners experience their creations from a user’s perspective. They test the app, identifying any flaws or usability issues. This hands-on testing and usage phase provides invaluable insights into user experience, an essential aspect of any app development process.

    step 4

    ENHANCE IT

    Finally, during the ‘Enhance It’ stage, learners refine their app based on the feedback and insights gained during testing. This iterative process simulates a real-world development cycle, reinforcing the importance of continual learning and improvement in the technology industry.

    Earn an industry-recognised certification.

    Collab365 Certification Issued in Credly

    Upon successfully completing this training, you will be awarded a prestigious Collab365 certification, issued through Credly, the leader in digital credentials. This certification serves as a testament to your newly acquired skills and your dedication to professional growth.

    The Value of a Credly Certification:

    • Global Recognition: Your Credly badge is a globally acknowledged symbol of your Power BI expertise, enhancing your professional stature on platforms like LinkedIn and beyond.
    • Digital and Shareable: Easily share your achievements across social media and professional networks, increasing your visibility to potential employers and peers.
    • Verified Skills: Each badge carries detailed, verifiable information about the skills you've mastered, adding credibility and trust to your professional profile.

    Achieving a Credly certification through our Challenges and Success Paths not only marks your mastery of valuable skills but also significantly elevates your professional presence in the digital world.

    What do I need to take the challenge?

    No Previous skills necessary

    We've built the Challenge for anyone to follow along with, so you don't need any previous skills. Being a bit 'technically minded' is really helpful but we'll give you what you need along the way.

    A Windows PC or Virtual Machine

    To follow along with the building aspects, you will need access to a browser, and the ability to download the Power Automate app from either the Microsoft, iOS or Google Play stores on your mobile device. . 

    Microsoft 365 Tenant (Optional)

    To get the most out of the Challenge, you'll want to practice building, sharing and using applications. You'll do this via the Power Platform. You can get access to Microsoft 365 including the relevant Power Platform licenses as part of a free M365 Developer Licence. There's also a very cheap paid alternative called a Microsoft Business Basics licence (around USD $5pcm). Or, you can use your own Microsoft 365 Tenant. 

    This training includes:

    • 2 hours of study
    • Access to the Collab365 Academy
    • Resource Downloads
    • Watch on Desktop or Mobile

    Meet your Trainer:

    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.

    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 "Intranet Maker Certification" Program

    Availability for the 'Intranet Maker Certification 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

    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.