Introduction to Microsoft 365 Forms and Power Automate
Collect information with Microsoft Forms, then let Power Automate act on it for you. Build forms, analyze responses, and connect the two so a submission can trigger approvals and automated workflows - no code required.
Scheduled dates
This course is available for private and onsite training - delivered for your team anywhere in the U.S., or virtually on your schedule. You can also ask us to add it to the public calendar, or let us know you’re interested and we’ll reach out when a date is set.
Course objective
In this webinar, students will become familiar with the use of Forms and Power Automate in a web-based environment, as well as how to create/modify interactive forms and workflows. Learn how to share results and details from forms and generate different reports. Collaborate with other Office 365 Applications through workflows using Power Automate.
Prerequisites
To ensure success, each student should have a general knowledge of Windows, web browsing, and Microsoft Office concepts, but not required.
Course outline
- Overview of Forms
- Overview of Power Automate
- Access Forms and Power Automate from Microsoft 365
- Use Different Types of Forms
- Create and Delete Forms
- Modify Forms
- Check Response Data from Completed Forms
- Collect Summary Information
- View Details for All Form Questions
- Create and Modify Workflows
- Workflow Actions and Conditions
- Use Power Automate Templates
- Power Automate Approvals
- Approval Options
- Approval Templates
- Share and Collaborate using a Form
- Permissions and Sharing in a Power Automate Flow
- Integration with other Office 365 Apps Overview