Automate Approval Process with SharePoint & Power Automate

提供方
在此指导项目中,您将:

Create a SharePoint site and set up a list for storing car rental requests

Understand Power Automate concepts of trigger, action, condition and loop

Use Power Automate flows to automate business approval process for car rental requests

2 hours
中级
无需下载
分屏视频
英语(English)
仅限桌面

Imagine working in a car rental company that has a manual system for keeping track of the cars that are currently rented out. Can you imagine all that paperwork and having to chase your manager across the office to approve each car rental request? Thankfully, with technology we can put many manual processes under control and automate almost everything. This intermediate-level guided project, “Automate Approval Process with SharePoint & Power Automate” is for any business professional who is looking to automate any kind of a business approval process and has some prior knowledge of Excel formulas. In this Intermediate-level guided project, you will create a SharePoint site and lists, and use Power Automate to automate approval process for car rental requests by employees. You will also make a calendar which will show when the cars are rented out, and you will learn to create flows that send reminders to the managers. What’s great about SharePoint and Power Automate is that anyone can learn to use them regardless of their educational background! Since this project uses Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription. In the video at the beginning of the project you will be given instructions on how to sign up for both, as well as how to set up SharePoint. The SharePoint set up might take up to 2 hours to complete, so please take that into account. If you are ready to make your and your colleagues' lives easier by starting to automate manual, time-consuming processes that are hard to track, then this project is for you! Let's get started!

您要培养的技能

  • Automatization of manual business process

  • Creating and Setting up SharePoint

  • Creating Power Automate flows

分步进行学习

在与您的工作区一起在分屏中播放的视频中,您的授课教师将指导您完成每个步骤:

  1. Project introduction

  2. Creating SharePoint Site

  3. Set up SharePoint List

  4. Create a Power Automate flow for automatization of a process

  5. Set up flow for sending request for approval

  6. Set up a SharePoint Calendar for tracking approval requests

  7. Create a Power Automate flow for sending reminders to managers

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