Microsoft 365 Foundations for Power Automate
Duration: 3 Hours
Before building automated workflows, learners need to understand where business data lives and how Microsoft 365 applications work together. This hands-on course introduces the core Microsoft 365 services most commonly used with Power Automate, including Outlook, OneDrive, SharePoint, Teams, Forms, and Excel. By the end of this course, participants will understand the Microsoft 365 ecosystem and be prepared to create their first automated workflows.
Prerequisites: None
Understanding Microsoft 365 and Business Automation
- What is Microsoft 365?
- Understanding cloud services
- How Microsoft 365 apps connect
- What is Power Automate?
- Examples of business process automation:
- Leave requests
- Approval workflows
- Team notifications
- File management
- Data collection
Working with Files in OneDrive and SharePoint
OneDrive
- Personal file storage
- Sharing files
- Managing permissions
- Uploading and organizing documents
SharePoint
- Team document storage
- Libraries and folders
- Permissions basics
- Version history
Introduction to SharePoint Lists
- What is a SharePoint List?
- Lists versus Excel
- Common column types:
- Single line text
- Choice
- Number
- Date
- Person
- Creating views
- Editing and filtering data
Forms and Excel Foundations
Microsoft Forms
- Creating forms
- Question types
- Sharing forms
- Collecting responses
Excel for Automation
- Why tables matter
- Creating Excel tables
- Structured data
- Storing files in OneDrive and SharePoint
Power Automate Readiness Workshop
Triggers
Examples:
- New email received
- File uploaded
- Form submitted
- List item created
Actions
Examples:
- Send email
- Create task
- Update item
- Post Teams message
Connectors
Common connectors:
- Outlook
- Teams
- SharePoint
- OneDrive
- Excel
- Forms