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.