Flow / Power Automate - Discover the “Build Space” Tutorial
Discover the "build space" where your automation ideas become reality. Explore the intuitive and flexible power automate construction space to create custom flows. Choose from automated, instant, or scheduled flows, add actions, and configure triggers. Learn to handle complex scenarios and express your needs for modification. Dive deeper into each aspect to become an automation expert. #automation #PowerAutomate #tutorial
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Understand the Specifics and Requirements of Desktop Flows
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The Power Automate Mobile App
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Understand the Concept of Variables and Loops in Power Automate
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Familiarize Yourself with the Different Types of Flows
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Discover the Power Automate Home Interface
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Add Conditional “IF” Actions in Power Automate
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Create automatic reminders
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Answering a scheduling poll
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Create a scheduling poll
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Discovering the interface
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Creating compartments to organise tasks
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Enrich tasks content
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Creating the project tasks
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Use the scheduling poll dashboard
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Deleting a task, a compartment or a plan
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Creating a project
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Advanced tasks
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Manage the most important tasks
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Planner Tasks in To Do
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Planner and transverse applications
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Add dates and deadlines to your tasks
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Organize your daily tasks
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Save, publish, and share
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Outlook tasks in To Do
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Create a new task in To Do
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Manage Your Working Time in MyAnalytics
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Intro to Microsoft To Do Interface
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Schedule sending emails in Outlook
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Create and share to-do lists with others
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Setting delegates
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Save Automatically an attachment
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What is Microsoft To Do?
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Automate Teams notifications
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Customising the interface
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Manage permissions
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Temporarily turn off notifications
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Displaying the progress of your plan
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Manage your availabilities
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Fill in your work schedules in Outlook
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Clutter
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Create and share lists with others
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Extensions
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Save, publish, and share
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Manage Requests of Holidays and Leaves of Absences
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Understanding the new interface
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Intro to Microsoft To Do on Mobile
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Publish your Booking page
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Remove a member from a group
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Check your day planning
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Shift and its imbrication with Teams
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Create a meeting in the group calendar
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The mobile App with Teams
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Redefine privacy for highly secure meetings
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Rank your custom lists into groups
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Immersive Reader
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The Outlook tasks in To Do
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Add dates and deadlines to your tasks
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Quickly find your files
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Pin your important files
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Install Office on your smartphone
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Progressive Web Apps
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Manage the most important tasks
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Organize your daily tasks
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Create video chapters
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Virtual Appointments
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Overall view of your licences and subscription
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Planner Tasks in To Do
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Create a new task in To Do
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Rank your custom lists into groups
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Break up lengthy surveys and quizzes into sections
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Preparing for time away from the office
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Harnessing Advanced Options in Your Loop
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View events
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Creating your new workspace
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Exchange and Communicate Using Discussions in Loop
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What is Microsoft Loop ?
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Search and tag people with “@”
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Use Connectors to Receive Notifications
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Use the filter pane in a library
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Filter Your Document Display
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Transforming Your Section into a Component and Collaborating
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Organize Your Messages with Rules
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Use Document History or Restore a Document to a Previous Version
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Use Documents in a Synchronized Library Folder
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Use Recycle Bins to Restore Documents
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Retrieve Data from a Web Page and Include it in Excel
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Manage Storage Space
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Grant delegate access in Microsoft 365 administration
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Create an Approval Flow with Power Automate
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Discover the Meaning of OneDrive Icons
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Power and Manage OneDrive
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Create a Desktop Flow with Power Automate from a Template
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Create an Automated Flow with Power Automate
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Create your reservation page for appointment booking (Bookings)
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Access Power Automate for the Web
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Set Your Work Hours in Outlook
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Use the Meeting Dashboard
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Create a Simple Flow with AI Copilot
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Manage new message notifications
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Create different types of events
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Presentation and introduction to the calendar
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Create an appointment or meeting
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Create a Meeting Poll
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Create a Flow Based on a Template with Power Automate
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Create a task or reminder
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Create a task from a message
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Recall or replace an e-mail message
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Change the default font of your emails
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Create an Email Template
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Understand the Benefits of Power Automate
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Manage Views
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Send Automatic Out-of-Office Replies
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Use the Scheduling Assistant
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Excel: Link Excel Scripts and Power Automate Flows
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Add Conditional “Switch” Actions in Power Automate
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Organizing OneNote with Copilot
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Use a Shared Mailbox
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Calendar Delegation Setup
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Automate Routine Actions
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Mailbox Delegation Setup
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Create and Manage Appointments in Delegated Calendars
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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View Other Calendars
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Use Categories
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Clean Up Your Inbox
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Understand the Specifics and Requirements of Desktop Flows
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The Power Automate Mobile App
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Use Conversation View
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Streamline Note-Taking with OneNote and Outlook
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Delay Email Delivery
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Understand the Concept of Variables and Loops in Power Automate
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Manipulate Dynamic Content with Power FX
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Respond to invitations as a delegate
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Familiarize Yourself with the Different Types of Flows
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Display Three Time Zones
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Discover the Power Automate Home Interface
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Easily Sort Your Mails
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Respect Your Colleagues' Off Hours (Viva Insights)
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Leverage Variables with Power FX in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Objectifs :
This tutorial aims to guide users through the construction space of Power Automate, enabling them to transform their automation ideas into practical workflows. It covers the steps to create a flow, configure actions, and test the flow for operational efficiency.
Chapitres :
-
Introduction to Power Automate
Welcome to this tutorial where we will explore the construction space of Power Automate. This platform allows you to turn your automation ideas into reality, thanks to its completely redesigned interface. -
Creating a New Flow
To start, open Power Automate and click on 'Create' to initiate a new flow. You will encounter several options: automated flow, instant flow, or scheduled flow. Choose the one that best fits your needs. -
Setting Up Your Flow
After selecting the type of flow, you will be prompted to enter a name for it and choose a trigger associated with the relevant application or action. Remember, the trigger is the event that starts your flow, such as receiving an email or uploading a file to a shared space. -
The Construction Screen
Next, you will be taken to the construction screen, which serves as your canvas for automation. Here, you can use the plus button to add actions that will build your flow. These actions are the steps your flow will execute after being triggered. -
Configuring Actions
You can add as many actions as necessary, configuring them according to your specific needs. To access the configuration of different actions or triggers, simply click on the concerned block and fill in the various parameters as required in the left pane. Pay attention to the details when configuring each action. -
Adding Logic to Your Flow
In addition to actions, you can also add logical conditions or loops to handle more complex scenarios, which will be covered in future tutorials. -
Finalizing Your Flow
Once your flow is configured and finalized, remember to rename it if necessary and save it. Check for any inconsistencies or incorrect parameters, making the needed modifications to ensure your flow is operational. Finally, test it to see if it works as expected. -
Utilizing the Copilot Pane
On the right side, a copilot pane is available for you to express your needs for modification or addition of elements. This feature will be covered in another tutorial. -
Exploring Power Automate
The Power Automate construction space is intuitive and flexible, allowing for complete customization of your flows. Feel free to experiment with different configurations to find the best solution for your needs. -
Looking Ahead
In the upcoming tutorials, we will delve deeper into each aspect of Power Automate to help you become an automation expert.
FAQ :
What is Power Automate?
Power Automate is a cloud-based service that enables users to create automated workflows between various applications and services, helping to streamline processes and improve efficiency.
How do I create a flow in Power Automate?
To create a flow, open Power Automate, click on 'Create', choose the type of flow you need (automated, instant, or scheduled), enter a name, select a trigger, and then add actions to build your flow.
What types of flows can I create?
You can create three types of flows: Automated Flows, which run automatically based on triggers; Instant Flows, which are triggered manually; and Scheduled Flows, which run at specified times.
What is a trigger in Power Automate?
A trigger is an event that initiates a flow. For example, it could be receiving an email or uploading a file to a shared location.
Can I add conditions to my flow?
Yes, you can add logical conditions to your flow to execute different actions based on whether certain criteria are met.
What should I do if my flow doesn't work as expected?
If your flow doesn't work as anticipated, check for inconsistencies or incorrect parameters, make necessary modifications, and test it again.
What is the Copilot Pane?
The Copilot Pane is a feature in Power Automate that helps users express their needs for modifications or additions to their flows.
Quelques cas d'usages :
Automating Email Notifications
A marketing team can use Power Automate to create an automated flow that sends email notifications to team members whenever a new lead is added to their CRM system. This ensures timely communication and follow-up.
File Management in Shared Spaces
An IT department can set up a scheduled flow that automatically organizes files uploaded to a shared drive by moving them to designated folders based on their type or date. This improves file management and accessibility.
Data Collection from Forms
A project manager can create an instant flow that collects responses from an online form and compiles them into a spreadsheet. This streamlines data collection and analysis for project updates.
Social Media Monitoring
A social media manager can set up an automated flow that monitors mentions of their brand on social media platforms and sends alerts to the team for immediate response. This helps in managing brand reputation effectively.
Customer Support Automation
A customer support team can create a flow that automatically assigns incoming support tickets to team members based on their availability and expertise, ensuring efficient handling of customer inquiries.
Glossaire :
Power Automate
A cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, collect data, and more.
Flow
A flow is an automated workflow created in Power Automate that consists of a series of actions triggered by a specific event.
Trigger
An event that starts a flow. Examples include receiving an email or uploading a file.
Automated Flow
A type of flow that runs automatically based on a trigger without user intervention.
Instant Flow
A type of flow that is triggered manually by the user, allowing immediate execution of actions.
Scheduled Flow
A type of flow that runs at specified times or intervals, allowing for regular automation tasks.
Actions
The steps that a flow executes after being triggered. Users can add multiple actions to a flow.
Logical Conditions
Statements that allow the flow to execute different actions based on whether certain conditions are met.
Loops
A programming construct that repeats a set of actions multiple times until a specified condition is met.
Copilot Pane
A feature in Power Automate that assists users in modifying or adding elements to their flows.