Flow / Power Automate - Discover the Power Automate Home Interface Tutorial
Discover the Power Automate home interface - a powerful tool with essential features for creating flows. Navigate through templates, access AI copilot, and explore learning modules. Unlock the world of automation with the standard version, and delve deeper into each aspect in the next tutorials!
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Copilot (licence) - Use Copilot with Right-Click
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Create automatic reminders
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Introducing PowerAutomate
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Save Automatically an attachment
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Automate Teams notifications
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Create a Scheduled Flow with Power Automate
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Understand the Steps to Create a Power Automate Flow
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Retrieve Data from a Web Page and Include it in Excel
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Create an Instant Flow with Power Automate
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Create an Approval Flow with Power Automate
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Create an Automated Flow with Power Automate
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Create a Desktop Flow with Power Automate from a Template
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Access Power Automate for the Web
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Create a Simple Flow with AI Copilot
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The Power Automate Mobile App
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Create a Flow Based on a Template with Power Automate
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Understand the Benefits of Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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Understand the Specifics and Requirements of Desktop Flows
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Add Conditional “Switch” Actions in Power Automate
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Familiarize Yourself with the Different Types of Flows
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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SharePoint: Automate File Movement to an Archive Library
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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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Share Power Automate Flows
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Discover the “Build Space”
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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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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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Deleting a task, a compartment or a plan
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Use the scheduling poll dashboard
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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 and transverse applications
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Planner Tasks in To Do
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Add dates and deadlines to your tasks
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Organize your daily tasks
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Outlook tasks in To Do
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Save, publish, and share
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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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Setting delegates
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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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Save Automatically an attachment
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What is Microsoft To Do?
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Automate Teams notifications
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Temporarily turn off notifications
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Customising the interface
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Manage permissions
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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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Publish your Booking page
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Understanding the new interface
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Intro to Microsoft To Do on Mobile
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Manage Requests of Holidays and Leaves of Absences
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Save, publish, and share
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Remove a member from a group
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Check your day planning
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Create a meeting in the group calendar
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Shift and its imbrication with Teams
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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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Add dates and deadlines to your tasks
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Immersive Reader
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Quickly find your files
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The Outlook tasks in To Do
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Pin your important files
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Organize your daily tasks
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Progressive Web Apps
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Install Office on your smartphone
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Manage the most important tasks
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Create video chapters
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Take ownership of the taskbar
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Virtual Appointments
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Planner Tasks in To Do
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Overall view of your licences and subscription
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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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Create a Task List or Plan with Copilot
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View events
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Edit, Delete a Share
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Leveraging OneDrive Logic in Your Loop
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Creating your new workspace
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How to Work with the Microsoft Loop Interface?
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Exchange and Communicate Using Discussions in Loop
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Generate and Organize Ideas with Copilot
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What is Microsoft Loop ?
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Search and tag people with “@”
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Enhance your pages using the "/" Command
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Use Connectors to Receive Notifications
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Use the filter pane in a library
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Manage Storage Spaces on Teams
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Pin a document to the top of a document library
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Centralize Important Events in a Single Channel Calendar
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Filter Your Document Display
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Create a Scheduled Flow with Power Automate
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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 Recycle Bins to Restore Documents
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Grant delegate access in Microsoft 365 administration
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Understand the Steps to Create a Power Automate Flow
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Send invitations or reminders with Copilot
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Use Documents in a Synchronized Library Folder
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Create your reservation page for appointment booking (Bookings)
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Retrieve Data from a Web Page and Include it in Excel
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Edit or delete an appointment, meeting or event
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Manage Storage Space
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Discover the Meaning of OneDrive Icons
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Create an Instant Flow with Power Automate
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Create an Approval Flow with Power Automate
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Sync OneDrive with a Computer
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Create an Automated Flow with Power Automate
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Synchronize Your Teams and SharePoint Files on Your Computer
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Create a Desktop Flow with Power Automate from a Template
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Power and Manage OneDrive
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Recall or replace an e-mail message
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Manage new message notifications
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Create different types of events
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Create an appointment or meeting
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Access Power Automate for the Web
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Set Your Work Hours in Outlook
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Create a Meeting Poll
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Use the Meeting Dashboard
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Create a Simple Flow with AI Copilot
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The Power Automate Mobile App
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Create a Flow Based on a Template with Power Automate
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Presentation and introduction to the calendar
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Create a task or reminder
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Create an Email Template
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Change the default font of your emails
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Create a task from a message
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Understand the Benefits of Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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Manage Views
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Send Automatic Out-of-Office Replies
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Understand the Specifics and Requirements of Desktop Flows
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Use the Scheduling Assistant
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Delay Email Delivery
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Use a Shared Mailbox
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Calendar Delegation Setup
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Organizing OneNote with Copilot
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Add Conditional “Switch” Actions in Power Automate
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Automate Routine Actions
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Mailbox Delegation Setup
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View Other Calendars
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Create and Manage Appointments in Delegated Calendars
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Familiarize Yourself with the Different Types of Flows
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Use Categories
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Use Conversation View
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Respond to invitations as a delegate
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Clean Up Your Inbox
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Display Three Time Zones
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Streamline Note-Taking with OneNote and Outlook
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SharePoint: Automate File Movement to an Archive Library
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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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Share Power Automate Flows
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Easily Sort Your Mails
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Respect Your Colleagues' Off Hours (Viva Insights)
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Discover the “Build Space”
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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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Personality and tone for a believable rendering
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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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
- 01:31
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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
- 01:26
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Generate a meeting summary with ChatGPT
- 01:24
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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
- 01:09
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Manage a call group in Teams
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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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
- 02:17
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Transfer calls with or without an announcement
- 01:38
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Manage simultaneous calls
- 01:52
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Support third-party apps during calls
- 01:53
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Add participants quickly and securely
- 01:37
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Configure call privacy and security settings
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Manage calls on hold
- 01:20
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Live transcription and generate summaries via AI
- 03:43
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Use the interface to make and receive calls
- 01:21
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Draft a Service Memo
- 02:33
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Extract Invoice Data and Generate a Pivot Table
- 03:26
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Formulate a Request for Pricing Conditions via Email
- 02:32
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Analyze a Supply Catalog Based on Needs and Budget
- 02:41
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SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
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Other Coaches
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Agents in SharePoint
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Prompt coach
- 02:49
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Modify, Share, and Install an Agent
- 01:43
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Configure a Copilot Agent
- 02:39
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Describe a copilot agent
- 01:32
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Rewrite with Copilot
- 01:21
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Analyze a video
- 01:21
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Use the Copilot pane
- 01:12
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Process text
- 01:03
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Create an insights grid
- 01:19
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Generate and manipulate an image in PowerPoint
- 01:47
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Interact with a web page with Copilot
- 00:36
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Create an image with Copilot
- 00:42
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Summarize a PDF with Copilot
- 00:41
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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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Objectifs :
This tutorial aims to familiarize users with the Power Automate home interface, highlighting its essential features and functionalities to enhance their automation skills.
Chapitres :
-
Introduction to Power Automate
Welcome to this tutorial where we will explore the Power Automate home interface together. This powerful tool may seem intimidating at first, but don’t worry; we will go through the essential features available to help you get familiar with the Power Automate environment. -
Navigating the Home Page
When you open Power Automate, you land on the home page, which features a navigation bar on the left. This navigation bar allows you to access various features of the application. -
Creating Flows
The 'Create' button, for example, enables you to create your flow in three ways: from scratch, from a template, or from a connector. Additionally, you can create a flow by expressing a need conversationally via the integrated AI tool, Copilot. All specifics related to the different types of flows are covered in dedicated tutorials. -
Utilizing Flow Templates
Flow templates are an excellent starting point to understand what you can do with Power Automate and to quickly start automating your tasks. That’s why the templates have a dedicated page in the left menu. There are many templates grouped by themes, accessible via keywords in the search bar or by publication date. -
AI Copilot Features
The input field at the top of the home page relies on AI Copilot to suggest flows based on your request. Be careful not to confuse this flow description field with the AI models section available on the left. This section offers more specific flows using AI, such as analyzing document content, translating media, extracting content, or automatically classifying items. -
Learning Resources
Still in the center of the home page, Microsoft offers learning modules and paths at the bottom of the page. You will find access to pricing options, technical documentation, and a community forum among other resources, grouped in the training menu available on the left. -
Managing Flows
Returning to the left menu, you can access your created flows and group your cloud flows, desktop flows, and shared flows. The approvals menu allows you to view approval requests received or sent, which will be covered in a dedicated chapter in our course. -
Live Assistance
A chatbot is accessible at the bottom of the left-hand menu for live assistance. These are the essentials to understand the Power Automate homepage interface. -
Licensing Information
Please note that flow templates may require an upgrade to your license with a corresponding expense. We will stick to the standard version of Power Automate, which already allows us to explore the world of automation. -
Next Steps
In the next tutorials, we will delve deeper into each aspect 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 different applications and services, allowing for task automation and data synchronization.
How do I create a flow in Power Automate?
You can create a flow in Power Automate by using the 'Create' button, which allows you to start from scratch, use a template, or connect to a service. Additionally, you can express your needs conversationally using the AI Copilot.
What are flow templates?
Flow templates are pre-designed workflows that help users quickly start automating tasks. They are categorized by themes and can be accessed through the templates page in the left menu.
What is the purpose of the navigation bar in Power Automate?
The navigation bar on the left side of the Power Automate interface provides access to various features, including creating flows, managing approvals, and accessing learning resources.
Can I get live assistance while using Power Automate?
Yes, there is a chatbot available at the bottom of the left-hand menu that provides live assistance for users navigating Power Automate.
What resources are available for learning Power Automate?
Power Automate offers learning modules, technical documentation, and access to a community forum to help users learn and troubleshoot the platform.
Quelques cas d'usages :
Automating Data Entry
A marketing team can use Power Automate to automate the process of entering data from online forms into their CRM system, reducing manual entry errors and saving time.
Approval Workflows
A project manager can set up an approval flow in Power Automate to streamline the process of getting project proposals approved by stakeholders, ensuring timely feedback and decision-making.
Email Notifications
An HR department can create a flow that sends automatic email notifications to employees when new policies are published, ensuring everyone stays informed without manual effort.
Document Management
A legal team can utilize Power Automate to automatically classify and store documents in the appropriate folders based on their content, improving organization and retrieval efficiency.
Social Media Monitoring
A social media manager can set up a flow to monitor mentions of their brand across various platforms and receive notifications in real-time, allowing for prompt engagement with customers.
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 that connects different applications and services to perform tasks automatically based on triggers and actions.
AI Copilot
An integrated AI tool within Power Automate that assists users in creating flows by suggesting actions based on user input.
Flow Templates
Pre-built workflows that users can utilize as starting points to automate tasks without having to create flows from scratch.
Navigation Bar
A menu located on the left side of the Power Automate interface that provides access to various features and functionalities of the application.
Approvals Menu
A section within Power Automate that allows users to view and manage approval requests that have been sent or received.
Learning Modules
Educational resources provided by Microsoft within Power Automate to help users learn how to use the platform effectively.
Technical Documentation
Detailed guides and manuals that provide information on how to use Power Automate, including features, functionalities, and troubleshooting.
Community Forum
An online platform where users can ask questions, share experiences, and seek help from other Power Automate users.