This course is designed for site owners, power users, developers and information workers who are leveraging SharePoint in Microsoft® 365 across their organization as a focal point for applications development and data integration, for multiple use cases including:

• Tailoring the SharePoint user experience to custom requirements
• Integrating data from multiple sources into SharePoint and building canvas apps
• Creating automation and collaboration flows with Power Automate
• Integrating Power BI reports

SharePoint is a deeply integrated platform that empowers collaborative work environments and unifies the core set of Microsoft® 365 online tools into a single experience for teams and consumers of information. SharePoint enables organizations and business units of all sizes to increase the efficiency of their information intake processes and accelerate team productivity in day-to-day tasks.

This two-day instructor-led course introduces participants to the key elements of the Microsoft® 365 Power Platform, and how they can be integrated to create a unified experience for teams in SharePoint. Topics will include an overview of SharePoint, managing external data, creating apps and flows using Power Apps and Power Automate, and integrating Power BI reports into SharePoint pages and making this content accessible to teams.

SharePoint Overview

• What is SharePoint (vs. OneDrive)?
• Ways to Create a SharePoint Site
• Understand Team Sites vs. Communication Sites
• Understand the Modern vs. Classic Experience
• Understand Microsoft® 365 and SharePoint Identity and Access Management
• Understand SharePoint Site Permissions
• Understand Power Apps, Power Automate and Power BI Requirements and licensing for Microsoft® 365
• Customize default SharePoint forms with Power Apps

Connecting to and Managing External Data

• Understand the Business Connectivity Service
• Generate Sample Data
• Work with External Data
• Create External Content Types
• Create Lists Using External Data

Creating Power Apps

• Define and Understand Canvas Apps
• Create an App from a SharePoint List
• Navigate App Screens
• Customize the Default Gallery
• Customize Display and Edit Forms
• Work with Cards
• Customize Cards
• Customize Search and Filter Functions
• Implement Drop-Downs
• Implement Power Fx Functions and Data Validation
• Visualize Data with Charts

Managing Power Apps

• Manage Power Apps in Environments
• Manage Privileges for Canvas Apps and SharePoint Forms
• Manage Availability of Apps
• Export App Packages
• Delete an App

Creating Flows with Power Automate

• Define and Understand the Types of Power Automate Flows
• Create a Flow from a SharePoint Template
• Work with Classic and New Designer
• Configure Triggers and Connectors
• Configure Actions
• Configure Conditions
• Work with Dynamic Content and Expressions
• Work with Filter Queries
• Configure Error Handling
• Configure Additional Branches
• Configure Loops
• Configure Wait Conditions
• Test a Flow

Managing Power Automate Flows

• Monitor and Manage Flows in Environments
• Manage Flow Security
• Export Flows
• Interact with Flows in the Mobile App
• Delete a Flow

Integrating SharePoint and Power BI Reports

• Prepare a Power BI Report
• Connect a Power BI Report to SharePoint data
• Publish a Power BI Report
• Manage Access to Power BI Reports

Upon completion of this course, you will be able to:

• customize SharePoint forms
• connect SharePoint to external data
• create Canvas apps from SharePoint data
• customize apps and implement business integration scenarios
• share apps on multiple devices and platforms
• manage and secure apps
• create and manage approval flows from SharePoint data and events
• create and manage complex flows with Power Automate
• integrate Power BI reports into SharePoint site content