SharePoint: Migrating from Designer to Power Automate

SharePoint: Migrating from Designer to Power Automate

1h 5mIntermediate2020-02-04

Authors

April Dunnam

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

Skills covered

Power AutomateSharePointEnterprise Content ManagementOperations ManagementCloud ServicesProject ManagementNetwork and System AdministrationCloud ComputingBusiness Analysis and StrategyMicrosoftDeep Dive (X:Y)

Concepts

Introduction

  • Why move from SharePoint Designer to Power Automate-

Prepping for Migration

  • Introduction to Power Automate
  • Power Automate licensing considerations

Components of a Flow

  • Connectors
  • Starting a workflow- Triggers
  • Actions and conditions
  • Steps, stages, and scopes

Templates

  • Working with templates
  • Setting reminders
  • Requesting sign-off
  • Notifications

Approvals and Tasks

  • Power Automate approvals
  • Approval options
  • The approvals center
  • The content approval template

Advanced Scenarios

  • Recurring workflows
  • Loops
  • SharePoint REST calls

Troubleshooting and Sharing

  • Troubleshooting flows
  • Error handling
  • Permissions and sharing

Conclusion

  • Next steps
40,000 Toman