Office 365 – Flow

Overview

The goal of this course is to provide you with the knowledge to work with Microsoft Flow. The course will emphasise hands-on experience, with a series of self-guided exercises integrated into the training.
You will discover how to open Flow from a browser and use it to automate and manage business processes.

This course will help you meet the following objectives:

• Understand what Flow is and how it works
• Build flows from existing or blank templates
• Understand how to work with the many features Flow offers
• Reuse Flows you have created

Objectives

Delegates will learn how to

• Understand what Flow is and how it works
• Create new Flows
• Analyse a Flow’s success through Run History and Analytics
• Work with Team Flows and Approvals
• Work with Scopes, Switch Case, Variables, Apply To Each and Parallel Branch features
• Use manual and scheduled triggers
• Use Do Until and Reuse Flows

Outline

Module 1 – What is Flow?

• Data Connectors
  • Triggers and Actions
• Logging into Flow
• Logging in as a New User
• Logging in as an Existing User
• Accessing Flow from your Office 365 Account
• The Flow Interface

Module 2 – Creating Flows

• Creating a Flow from a Template
  • Flow Templates
  • Running the Flow
  • Exercise: Create a Flow
• Creating a Flow from Blank
  • Planning a Flow
  • Planning which Data Connectors are needed
  • Planning Conditions and Actions
  • Adding a Trigger
  • Adding Actions
  • Adding Conditions
  • Adding an Email Action
    • Formatting the Email Action
    • Creating a Dynamic Hyperlink
  • Understanding a SharePoint Document URL
  • Understanding Expressions
    • Operators
    • Functions
    • Creating a Hyperlink with Expressions
• Names and Comments

Module 3 – Flow Run History and Analytics

• Viewing Run History
• Analysing an Individual Flow
• Flow Analytics

Module 4 – Team Flows

• Team Flow Features
• Creating a Team Flow
• Adding a Co-Author
• Removing a Co-Owner

Module 5 – Approvals

• Setting up a SharePoint Library
• Creating the Approval Flow

Module 6 – Additional Flow Features

• Working with Scopes
• Adding a Switch Case
• Using Variables
  • Creating Email Variables
• Adding an Apply to Each
• Creating a For Each Flow
• Adding a Parallel Branch
  • Using a Parallel Branch in a Flow
  • Creating the Parallel Branch Actions

Module 7 – Manual and Scheduled Flow Triggers

• Flow for Mobile Devices
  • Using Flow buttons
• Triggering a Flow from Power Apps Form
• Manually Triggering a Flow in SharePoint
  • Creating Flows Directly in SharePoint
  • Flow Input Parameters
  • Adding a Future time action
• Scheduled Flow triggers

Module 8 – Using Do Until

• What are Do Until Loops
• Understanding the Limitation of a Do Until Loop
• Creating a Flow using Do Loop Actions

Module 9 – Reusing Flows

• Copying an Existing Flow
• Creating a Flow Template
• Exporting as a Template
• Creating a Logic Apps Template

• Appendix A – Flow Settings and Limitations
• Appendix B – Data Loss Prevention

Prerequisites

This course requires delegates to meet the following prerequisites:

• A basic understanding of Windows 7 or later versions
• Experience using Internet Explorer or equivalent browser
• Some basic programming knowledge is useful but not essential

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.