Microsoft Forms, Power Automate & Power BI

Highlights: o Learn to start creating Forms and surveys that can collect data o See options for collecting the responses in Excel or writing to a SharePoint List o See how a Workflow can run when a new form is submitted and enable notification emails to be sent, as well as other template flows o Create a simple report on data using Power BI o Best Practice for working with colleagues on Solutions using the above tools NB. The course is generally ½ day on Forms, 1 day on Power Automate, and finishing with a

Description

Overview of the Office 365 Tools

Some business scenarios and options for collecting and using and reporting on data, both from internal and external users

Microsoft Forms

Understand what Microsoft Forms is used for and what it is capable of

Types of Form - Surveys vs Quiz and differences

Using Microsoft Forms from Microsoft Teams for internal users

Design a basic Microsoft Form and types of questions

Add a branching rule within a form

Understand how Forms data is stored

View responses and export to Excel

Ways to access the responses submitted

Export the Forms data to Excel

The Power Platform, Power Automate and Power BI

Understand the concept of Power Platform and its components

Understand what Microsoft Power Automate is used for

Understand what Microsoft Power BI is used for

Power Automate Flows

Access Microsoft Power Automate and understand the concept of a Flow

Explore pre-built Templates and Create a Flow from a Template

Understand connections to sources such as Microsoft Forms, SharePoint or Teams

Identify triggers and actions in a Cloud Flow

Prepare a basic Cloud Flow from blank

Test a basic Cloud Flows and identify the results

Understanding Conditions, Expressions and Dynamic data in a Flow

Formatting and email with a link to a document or SP list item

Introduction to Power BI

Access Power BI (Cloud and Desktop) and understand what Power BI is capable of

Connect Power BI to a data source

Filter a data source in Power BI

Summarise and present data in a Power BI report

Prepare and publish Reports and create a Dashboard in Power BI

Best Practices and Hints and Tips

Sharing and collaborating on solutions with your colleagues

Using service accounts and Groups to provide resilience in case of staff moves

Import and Export of Flows

Prerequisites

This is an introduction to the topics but is suitable for delegates with experience using Microsoft 365 and is suitable for those who will be responsible for collecting, using and reporting on data from internal and external users.

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£1,100.00 (£1,320.00 incl. VAT). Learn to create surveys, quizzes, and how to customise forms to gather the information you need. See how Power Automate integrates with Forms to trigger emails, notifications, Planner tasks, and adding responses to SharePoint lists. Target Student This course is for individuals who need to gather information from surveys or assess someone’s knowledge of a subject. It is also for an individual who needs to work with the responses.

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