SharePoint: Migrating from Designer to Power Automate
1h 5mIntermediate2020-02-04
Authors

April Dunnam
Microsoft Business Applications MVP, Owner of ThriveFast
Course details
Explore how to use Power Automate, formerly Microsoft Flow, the cloud-based software for creating and automating workflows and tasks. As Power Automate becomes the default tool for creating business-based automation in SharePoint, learn about how to migrate SharePoint Designer workflows to accomplish the same tasks. Instructor April Dunnam walks through the features of Power Automate while pointing out notable differences from and improvements to SharePoint Designer features and methods including the recurrence trigger, calling an API using a flow, and project approval templates.
Topics include:
- Why transition to Power Automate?
- Preparing for migration
- Licensing considerations
- Connecting to Microsoft and non-Microsoft services
- Working with templates
- Creating a project approval workflow
- Creating a recurring flow
- SharePoint REST calls
- Troubleshooting flows
- Permissions and sharing
Topics include:
- Why transition to Power Automate?
- Preparing for migration
- Licensing considerations
- Connecting to Microsoft and non-Microsoft services
- Working with templates
- Creating a project approval workflow
- Creating a recurring flow
- SharePoint REST calls
- Troubleshooting flows
- Permissions and sharing
Skills covered
Power AutomateSharePointEnterprise Content ManagementOperations ManagementCloud ServicesProject ManagementNetwork and System AdministrationCloud ComputingBusiness Analysis and StrategyMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Why move from SharePoint Designer to Power Automate
1. Prepping for Migration
- 02 - Introduction to Power Automate
- 03 - Power Automate licensing considerations
2. Components of a Flow
- 04 - Connectors
- 05 - Starting a workflow - Triggers
- 06 - Actions and conditions
- 07 - Steps, stages, and scopes
3. Templates
- 08 - Working with templates
- 09 - Setting reminders
- 10 - Requesting sign-off
- 11 - Notifications
4. Approvals and Tasks
- 12 - Power Automate approvals
- 13 - Approval options
- 14 - The approvals center
- 15 - The content approval template
5. Advanced Scenarios
- 16 - Recurring workflows
- 17 - Loops
- 18 - SharePoint REST calls
6. Troubleshooting and Sharing
- 19 - Troubleshooting flows
- 20 - Error handling
- 21 - Permissions and sharing
Conclusion
- 22 - Next steps
Related courses
- Microsoft Power Automate Essential Training
- Microsoft Power Platform Foundations
- Microsoft Power Automate RPA Developer Associate (PL-500) Cert Prep
- Power Automate Desktop: Beyond the Basics
- Cert Prep: Microsoft Power Platform App Maker (PL-100)
- Cert Prep: Power Platform Functional Consultant Associate (PL-200)
- Microsoft Power Platform Fundamentals (PL-900) Cert Prep: 5 Power Automate
- Microsoft Power Platform Fundamentals (PL-900) Cert Prep: Power Automate