Introduction to Microsoft 365 Forms and Power Automate

IntroductoryHalf Day3 HoursVersion 365Official CPE Provider

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.

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

6 lessons · 18 topics

1Get Started with Forms and Power Automate

Overview of Forms
Overview of Power Automate
Access Forms and Power Automate from Microsoft 365

2Create and Modify Forms

Use Different Types of Forms
Create and Delete Forms
Modify Forms

3Analyze and Report Use Forms

Check Response Data from Completed Forms
Collect Summary Information
View Details for All Form Questions

4Work with Power Automate

Create and Modify Workflows
Workflow Actions and Conditions
Use Power Automate Templates

5Manage Approvals and Tasks in Power Automate

Power Automate Approvals
Approval Options
Approval Templates

6Working Together with these Tools

Share and Collaborate using a Form
Permissions and Sharing in a Power Automate Flow
Integration with other Office 365 Apps Overview

Excel Solutions Team
Kirkwood Tower, 11757 Katy Fwy, Suite 1300, Houston, TX 77079
(713) 589-2655 · contactinfo@excelsolutionsteam.com · excelsolutionsteam.com

Official CPE Provider (TX State Board of Public Accountancy)
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