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Integrate SharePoint and Power Automate

Offered By: Microsoft via Microsoft Learn

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Course Description

Overview

  • Module 1: With Microsoft Power Automate, you can create emails that are sent automatically when new data is added or when existing data is updated. Additionally, you can have email metadata captured in SharePoint automatically. This module explains how you can use email actions in Power Automate with SharePoint as the data source.

    • In this module, you will:

    • Learn about the SharePoint Connector for Power Automate.
    • Use SharePoint triggers.
    • Send emails by using Microsoft 365 Outlook.
    • Send emails by using the Mail connector.
    • Save email content to SharePoint.
  • Module 2: The Approvals connector is an out-of-the-box approval process that you can use in your Microsoft Power Automate flow. This module will focus on how you can use the Approvals connector to send email notifications to designated approvers and then record their responses.

    • In this module, you will:

    • Gain insights into the Approvals connector.
    • Discover the types of approval actions.
    • Learn how to respond to an approval.
    • Learn about the metadata that is captured from approvals.
    • Review the known issues and limits.
  • Module 3: Learn about HTTP connectors that are available in Microsoft Power Automate.

    • In this module, you will:

    • Discover the built-in and premium HTTP connectors.
    • Learn about the HTTP Webhook connector.
    • Review the HTTP with Azure AD connector.
    • Learn about the When an HTTP request is received built-in connector.
  • Module 4: Email continues to be the primary and preferred method of communication for many businesses. In some situations, emails are also received as official electronic forms of approval. This module will provide you with a list of best practices that you can follow by using Microsoft Power Automate for outgoing and incoming emails.

    • In this module, you will:

    • Monitor incoming email.
    • Send an email on behalf of someone else.
    • Format the body of an email.
    • Use the Approval connector for an approval process by using email.
    • Discover when to use attachments versus links.
  • Module 5: Learn about error handling in Microsoft Power Automate flows.

    • In this module, you will:

    • Gain insight into the settings options for flow actions.
    • Learn about the Configure run after option.
    • Use the Configure run after option to handle errors.
    • Discover Microsoft Power Automate analytics.
  • Module 6: Learn how to use HTTP actions to integrate SharePoint and Power Automate.

    • In this module, you will:

    • Learn about the HTTP connection.
    • Review the SharePoint REST service.
    • Learn how to use Power Automate flow to add, edit, and delete a SharePoint list item.
    • Learn how to use Power Automate flow to send an email directly from SharePoint.
  • Module 7: Learn how to troubleshoot slow-running flows in Microsoft Power Automate.

    • In this module, you will:

    • Discover SharePoint connector limits.
    • Use the Compose and Variable actions to view data.
    • Learn about Power Automate analytics.
    • Review data policies.
    • Redesign your flows.

Syllabus

  • Module 1: Email with Power Automate
    • Introduction
    • SharePoint triggers
    • Send emails by using Microsoft 365 Outlook
    • Send email by using Mail
    • Save email content to SharePoint
    • Check your knowledge
    • Summary
  • Module 2: Automate an approval process in Power Automate
    • Introduction
    • Types of approval actions
    • Respond to an approval
    • Metadata from approvals
    • Known issues and limits
    • Check your knowledge
    • Summary
  • Module 3: Overview of HTTP connectors in Power Automate
    • Introduction
    • HTTP Webhook built-in connector
    • HTTP with Azure AD connector
    • When an HTTP request is received built-in connector
    • Check your knowledge
    • Summary
  • Module 4: Best practices for email in SharePoint and Power Automate
    • Introduction
    • Send on behalf of someone else
    • Format the email body
    • Approval email
    • Attachments or links
    • Check your knowledge
    • Summary
  • Module 5: Best practices for error handling in Power Automate flows
    • Introduction
    • Configure run after option
    • Power Automate analytics
    • Check your knowledge
    • Summary
  • Module 6: Integrate Power Automate with SharePoint HTTP actions
    • Introduction
    • SharePoint REST service
    • Use Power Automate to change a SharePoint list
    • Use Power Automate to send an email from SharePoint
    • Check your knowledge
    • Summary
  • Module 7: Troubleshoot slow-running flows in Power Automate
    • Introduction
    • Use the Compose and Variable actions to view data
    • Power Automate analytics
    • Microsoft Power Platform admin center
    • Redesign your flow
    • Check your knowledge
    • Summary

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