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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Create automatic reminders
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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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Retrieve Data from a Web Page and Include it in Excel
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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 a Desktop Flow with Power Automate from a Template
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Access Power Automate for the Web
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Add Conditional “Switch” Actions in Power Automate
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Understand the Steps to Create a Power Automate Flow
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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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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Manipulate Dynamic Content with Power FX
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Understand the Specifics and Requirements of Desktop Flows
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SharePoint: Automate File Movement to an Archive Library
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Familiarize Yourself with the Different Types of Flows
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Understand the Concept of Variables and Loops in Power Automate
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Share Power Automate Flows
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The Power Automate Mobile App
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Discover the “Build Space”
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Add Conditional “IF” Actions in Power Automate
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Leverage Variables with Power FX in Power Automate
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Create automatic reminders
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Answering a scheduling poll
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Discovering the interface
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Create a scheduling poll
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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 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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Save, publish, and share
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Outlook tasks in To Do
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Manage Your Working Time in MyAnalytics
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Organize your daily tasks
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Create a new task in To Do
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Intro to Microsoft To Do Interface
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Schedule sending emails in Outlook
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Save Automatically an attachment
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Customising the interface
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Manage permissions
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Fill in your work schedules in Outlook
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What is Microsoft To Do?
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Create and share to-do lists with others
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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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Setting delegates
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Clutter
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Automate Teams notifications
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Create and share lists with others
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Manage Requests of Holidays and Leaves of Absences
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Extensions
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Intro to Microsoft To Do on Mobile
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Save, publish, and share
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Understanding the new interface
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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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Publish your Booking page
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The mobile App with Teams
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Create a meeting in the group calendar
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Rank your custom lists into groups
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Immersive Reader
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Add dates and deadlines to your tasks
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Quickly find your files
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The Outlook tasks in To Do
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Redefine privacy for highly secure meetings
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Pin your important files
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Progressive Web Apps
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Manage the most important tasks
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Install Office on your smartphone
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Take ownership of the taskbar
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Create video chapters
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Organize your daily tasks
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Planner Tasks in To Do
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Virtual Appointments
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Create a new task in To Do
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Overall view of your licences and subscription
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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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View events
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Harnessing Advanced Options in Your Loop
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Leveraging OneDrive Logic in Your Loop
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Creating your new workspace
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Exchange and Communicate Using Discussions in Loop
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How to Work with the Microsoft Loop Interface?
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What is Microsoft Loop ?
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Enhance your pages using the "/" Command
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Search and tag people with “@”
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Generate and Organize Ideas with Copilot
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Use Connectors to Receive Notifications
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Pin a document to the top of a document library
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Use the filter pane in a library
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Centralize Important Events in a Single Channel Calendar
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Manage Storage Spaces on Teams
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Filter Your Document Display
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Transforming Your Section into a Component and Collaborating
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Edit, Delete a Share
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Use Document History or Restore a Document to a Previous Version
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Organize Your Messages with Rules
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Create a Scheduled Flow with Power Automate
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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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Discover the Meaning of OneDrive Icons
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Manage Storage Space
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Edit or delete an appointment, meeting or event
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Sync OneDrive with a Computer
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Power and Manage OneDrive
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Synchronize Your Teams and SharePoint Files on Your Computer
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Retrieve Data from a Web Page and Include it in Excel
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Use the Meeting Dashboard
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Create an Approval Flow with Power Automate
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Presentation and introduction to the calendar
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Set Your Work Hours in Outlook
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Grant delegate access in Microsoft 365 administration
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Create different types of events
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Create a Desktop Flow with Power Automate from a Template
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Send invitations or reminders with Copilot
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Create an appointment or meeting
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Create an Instant Flow with Power Automate
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Create a task or reminder
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Create an Automated Flow with Power Automate
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Manage new message notifications
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Change the default font of your emails
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Create your reservation page for appointment booking (Bookings)
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Create a task from a message
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Create a Meeting Poll
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Manage Views
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Create a Simple Flow with AI Copilot
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Create an Email Template
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Use a Shared Mailbox
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Access Power Automate for the Web
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Add Conditional “Switch” Actions in Power Automate
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Recall or replace an e-mail message
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Calendar Delegation Setup
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Organizing OneNote with Copilot
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Understand the Steps to Create a Power Automate Flow
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Delay Email Delivery
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Clean Up Your Inbox
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Send Automatic Out-of-Office Replies
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Use the Scheduling Assistant
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View Other Calendars
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Excel: Link Excel Scripts and Power Automate Flows
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Create a Flow Based on a Template with Power Automate
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Use Conversation View
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Understand the Benefits of Power Automate
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Automate Routine Actions
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Create and Manage Appointments in Delegated Calendars
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Manipulate Dynamic Content with Power FX
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Understand the Specifics and Requirements of Desktop Flows
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Display Three Time Zones
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Use Categories
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Mailbox Delegation Setup
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SharePoint: Automate File Movement to an Archive Library
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Familiarize Yourself with the Different Types of Flows
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Understand the Concept of Variables and Loops in Power Automate
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Streamline Note-Taking with OneNote and Outlook
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Easily Sort Your Mails
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Share Power Automate Flows
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Respond to invitations as a delegate
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The Power Automate Mobile App
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Discover the “Build Space”
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Add Conditional “IF” Actions in Power Automate
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Leverage Variables with Power FX in Power Automate
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Respect Your Colleagues' Off Hours (Viva Insights)
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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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Modify with 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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Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 235 times
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Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 171 times
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Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 93 times
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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- Viewed 180 times
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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- Viewed 109 times
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Excel: Link Excel Scripts and Power Automate Flows
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- Viewed 103 times
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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- Viewed 253 times
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SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 89 times
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Share Power Automate Flows
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- Viewed 80 times
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Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 93 times
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Leverage Variables with Power FX in Power Automate
- 03:28
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 116 times
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Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 78 times
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Create an Approval Flow with Power Automate
- 03:10
- Viewed 185 times
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Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 354 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 164 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 158 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 134 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 102 times
-
Discover the “Build Space”
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- Viewed 78 times
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The Power Automate Mobile App
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- Viewed 78 times
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Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 88 times
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Understand the Steps to Create a Power Automate Flow
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- Viewed 109 times
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
- 01:30
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Create a Meeting Poll
- 02:48
- Viewed 137 times
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Display Three Time Zones
- 01:52
- Viewed 92 times
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View Other Calendars
- 00:50
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Open a Shared Calendar
- 01:29
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Share Your Calendar
- 01:54
- Viewed 113 times
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Use the Scheduling Assistant
- 01:42
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Use the Immersive Reader Feature
- 01:33
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Dictate Your Email to Outlook
- 01:35
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Translate Emails in Outlook
- 01:32
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Make Your Outlook Signature Accessible
- 01:12
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Add Accessible Tables and Lists
- 02:32
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Improve the Accessibility of Images in Emails
- 01:18
- Viewed 98 times
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Improve Email Accessibility
- 02:02
- Viewed 100 times
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Send Automatic Out-of-Office Replies
- 02:22
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Prepare for Time Out of Office (Viva Insights)
- 02:08
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Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
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Delay Email Delivery
- 01:10
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Use Conversation View
- 01:47
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Clean Up Your Inbox
- 01:18
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Organize Your Messages with Rules
- 02:01
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Use Categories
- 02:51
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Easily Sort Your Mails
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Automate Routine Actions
- 02:19
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Create an Email Template
- 01:40
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Create a task from a message
- 02:00
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Share a task list
- 03:10
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Create a task or reminder
- 01:50
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Task Module Overview
- 01:56
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
- 01:44
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Create different types of events
- 01:46
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Edit and customize views
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Presentation and introduction to the calendar
- 01:35
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Search options
- 01:23
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
- 02:01
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The Bcc Field in Detail
- 01:53
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Save and Print a Message
- 01:48
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Insert Elements in Emails (Tables, Charts, Images)
- 02:49
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Attach files efficiently in Outlook
- 02:20
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Process an incoming message
- 01:53
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Send an Email and Create a Draft in Outlook
- 03:10
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Organize into Folders
- 01:57
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Set Your Work Hours in Outlook
- 02:02
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Create and add a signature to messages
- 01:26
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Manage new message notifications
- 01:40
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Change the default font of your emails
- 01:05
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Manage Views
- 02:36
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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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.