About
The Complete Guide to Microsoft Powerapps & Power Automate
In the world of the information worker, you will handle information that is probably stored across different software suites, like SharePoint, Salesforce, Excel file, and Access database, Typically, you would like your end-users to be able to browse and/or modify this data in a general user-friendly, and preferably mobile, way. Microsoft Power Apps allows people, without any development skills, to build applications that are mobile-friendly on top of their data. Allowing other people to use the built application to browse the data and maybe even modify it.
Requirements
- No prior knowledge of PowerApps or Flow is required
- No coding skills required
- Some knowledge of Microsoft Excel Formulas
- Willingness to learn
- A Burning Desire To Learn Microsoft Power Automate Cloud & Desktop
- No Programming Skills Required - Everything Is Drag and Drop
- A Windows 10 PC With Internet Connection (To Learn Power Automate Desktop)
- Familiarity With Microsoft Applications (Word, Excel, especially Excel Formulas) is desired but not required
- This course goes starts from the basic level, so no prerequisites are required. Come hungry to learn!
WHAT PROJECT YOU CAN BUILD?
Easily add automation to your business
Quickly automate your workflows, enable business logic to simplify tasks, and connect your processes with Microsoft Power Automate.
Create better solutions to increase productivity
Enable your users to create the solutions they need, when they need them. Create rich, interactive forms in SharePoint.
What will be the training syllabus?
Robotic automation (Powerapps)
Part I: Power Apps Fundamentals
Chapter: Introducing Power Apps
- What Are Power Apps?
- The History of Power Apps
- What Are the Key Benefits of Power Apps?
- What Data Sources Can We Use?
- Sample Apps
- Canvas Apps
- Model-Driven Apps
- Portal Apps
- How Do We Build a Power Apps Application?
- How Do Users Run Power Apps Applications?
- How Do We Write Code?
Chapter: Subscribing to Power Apps
- How to Get Power Apps
- Which Plan Do I Need to Access a Data Source?
- Subscribing to Power Apps
- Obtaining a Suitable Email Address
- What Are the Licensing Options?
- Licensing Portal and AI Builder Apps
- Accessing Power Apps via Microsoft/Office
- What Is Office?
- Microsoft: Consumer vs Business Plans
- Understanding Work Accounts and Personal Accounts
- Which Microsoft/Office Plans Include Power Apps?
- Does the Plan I Want to Buy Include Power Apps?
- Accessing Power Apps via Dynamics
- What Is Dynamics?
- How Much Does It Cost?
- Logging On to Power Apps
- Creating an App
- Overview of Other Administrative Areas
- Reviewing Our Entitlements
Chapter: Creating Your First App
- Preparing an Excel Data Source
- Creating an App
- Creating an Auto-generated App
- Creating Apps from SharePoint
- Exploring the Designer
- Running Your App
- Examining the Screens at Runtime
- Understanding the Auto-generated App
- Adding and Removing Data Sources
- Adding, Deleting, and Rearranging Screens
- Understanding How Screens Are Connected
- Understanding Forms and Cards
- Setting App Properties
- Saving and Opening Apps
Chapter: Sharing Apps
- Sharing Apps with End Users
- Specifying Owners and Users
- Creating Users
- Setting Up Security Groups
- Setting Up External Users
- Sharing App Data Sources
- Running Apps
- Installing the Mobile Player
- Understanding Environments
- Creating New Environments
- Choosing an Environment Type
- Setting Environment Permissions
- Moving Apps Between Environments and Tenants
- Exporting an App
- Importing an App
- Updating a Data Source
- Versioning Apps
- Running with Foreign Languages
Chapter: Using Formulas
- Writing Formulas
- Adding Comments
- Working with Variables
- Setting Screen Variables
- Setting Property Values from Code
- Setting Global Variables
- Working with Basic Data Types
- Working with Text
- Working with Numbers
- Working with Dates
- Conditional Statements and Logical Operations
- Calling the Switch Function
- Color Functions
- Navigation Functions
- Launching Websites and Apps
- Retrieving Start-Up Parameters
- Exiting an App
- Managing Errors
Part II: Working with Data
Chapter: Setting Up SharePoint, SQL, and More
- What’s the Best Data Source?
- Using a SharePoint Data Source
- Creating a SharePoint List
- Understanding SharePoint Special Columns
- SharePoint Conflict Management
- Connecting to a SharePoint Data Source
- Building SharePoint Forms
- SQL Server
- SQL Server Limitations
- Setting Up SQL Azure
- Managing a SQL Database
- SQL Database Views
- On-Premises Data Gateway
- Installing the Gateway
- Starting the Gateway Service
- Connecting to a Data Source
- Uninstalling a Gateway
- Other Data Sources
- Static Excel Data
- Microsoft Translator Data Source
- Microsoft MSN Weather Services
- Sending Push Notifications
Chapter: Working with Tables, Rows, and Collections
- Basic Syntax
- Overview of Collections and Functions
- Working with Collections
- Setting Up Our Demo App
- Adding a Single Row (Uniquely Identifiable)
- Updating a Single Row
- Deleting a Single Row
- Working with Data Sources
- Saving Records That Include SharePoint Lookup Values
- Retrieving Server-Generated Values
- Adding Multiple Child Rows
- Updating Multiple Rows
- Deleting Multiple Rows
- Processing Data Row by Row
- Using ForAll to Build HTML
- Grouping, Counting, and Aggregating Records
- Creating Sequences
- Counting Records
- Aggregate Maths
- Returning Min and Max Records
- Grouping and Aggregating Values
- Ungrouping Records
- Combining Rows (Union Results)
- Splitting Text into Rows
- Splitting CSV Strings
- Splitting and Concatenating Rows
- Building Comma-Separated Strings
- Getting Hashtags
Chapter: Searching and Retrieving Data
- Basic Behavior
- Understanding Delegation
- Increasing the Data Row Limit
- How Do Controls Manage Large Quantities of Data?
- Searching Data
- Basic Search Functions
- Sorting Data by Multiple Columns
- Joining Data
- Joining Records: Showing Related Records
- Search Procedures That Can Cause Difficulties
- Matching Against Lists of Data
- Checking for Nonexistence
- Matching Blank Fields
- Returning Distinct Records
- Resolving Delegation Issues
- SQL Server Views
- SharePoint Columns
Part III: Developing Canvas Apps
Chapter: Canvas App Design
- Using Screen Predefined Layouts
- Scrollable Screen Template
- Tutorial Screen Template
- Office Screen Templates
- Icons and Shapes
- Using Icons and Shapes as Buttons
- Using Themes
- Examining Sample Screen Designs
- Building a List and Details Screen
- Updating the Details Section of a Screen
- Displaying a Delete Confirmation Screen
- Building a Tab Control Screen
- Organizing Controls
- Grouping Controls
- Applying a Consistent Appearance
- Phone vs Tablet Apps
- Supporting Multiple Devices
- Designing a Responsive App
- Formulas That We Use
- Building a Responsive App
- Using the Timer Control
Chapter: Using Simple Controls
- Chapter Overview
- Building Data Structures to Support Controls
- Displaying Data
- The Label Control
- The HTML Text Control
- Displaying Phone Numbers and Email Addresses
- Using Simple Data Entry Controls
- Text Input Control
- Rich Text Control
- Radio Control
- Toggle and Checkbox Controls
- Slider Control
- Rating Control
- Working with Dates
- Date Picker Control
- Understanding Time Zones
- Saving Dates in Year-Month-Day Format
Chapter: Using Table/Record Data Controls
- Chapter Overview
- Data Entry Controls
- Drop-Down Control
- Setting Lookup Values
- Customizing the Drop-Down Display Value
- Nesting Drop-Down Controls
- Selecting Multiple Items with a Combo Box
- Data Display Controls
- List Box Control
- Displaying Tables of Data
- Working with Gallery Controls
- Choosing a Gallery Type
- Applying Layouts
- Setting Properties
- Incorporating Data Entry Controls
- Working with Forms
- Laying Out a Form
- Defining Form Columns
- Combining Forms and Patch
- Setting Form Default Values
- Resetting Form Controls
- Validating Form Values
- Retrieving Validation Rules
Part IV: Developing Model-Driven and Portal Apps
Chapter: Building a Dataverse Database
- Why Use Dataverse?
- What Are the Terms That Are Used?
- The Common Data Model
- How Much Can We Store?
- Creating a Dataverse Database
- Listing Tables
- Editing Tables
- Creating a Custom Table
- Table Settings
- Adding a New Column
- Storing Currencies
- Storing Dates
- Storing Auto numbers
- Defining Relationships
- Setting Up a One-to-Many Relationship
- Setting Up a Many-to-Many Relationship
- Setting Up a Self-Relationship
- Defining Keys
- Choices
- Creating Sets of Choices
- Defining Calculated and Rollup Columns
- Creating Calculated Columns
- Aggregating Figures with Rollup Columns
- Viewing, Editing, and Deleting Data
- Viewing Data
- Adding and Editing Data
Chapter: Developing Model-Driven Apps
- Introducing Model-Driven Apps
- Demonstration of a Basic App
- Terminology
- Creating an App
- Uploading Web Resources
- Exploring the Designer
- Setting Up Menus
- Working with Data
- Showing Lists of Data
- Creating and Editing Records
- Validating Data
- Building Dashboards
- Building Business Process Flows
- Customizing a Model-Driven App
- Embedded Canvas Apps: Overview
- Customizing Apps with JavaScript
Chapter: Building Portal Apps
- Introduction
- Pricing
- Creating a Portal
- Managing Portal Trials
- Working with the Designer
- Adding Pages
- Navigation Menus
- Designing Web Pages
- Adding Text and Images
- Adding Sections
- Managing a Portal App
- The Anatomy of a Web Page
- Understanding Page Templates
- Web Templates
- Securing a Portal
- Setting Up Login Accounts
- Configuring Authentication Providers
- Controlling Registrations
- Setting Up Web Roles
- Controlling Access to Web Pages
- Controlling Access to Dataverse
- Clearing the Cache
Chapter: Retrieving Data from Portal Apps
- Working with Data
- Creating Data Entry Pages
- Adding a New Record
- Editing a Record
- Viewing a Record
- Listing Data
- Creating Web Forms
- Creating a Dataverse Form
- Creating a Portal Web Form
- Defining Web Form Steps
- Defining Additional Steps
- Branching Form Steps
- Completing and Running Our Web Form
- Configuring Form Fields
- Validating Fields and Forms
- Setting Default Form Values
- Runtime Example
- Searching Data
- Customizing Content
- Liquid Language
- Retrieving the Current User
- Retrieving a Single Record
- Retrieving Multiple Records
- Customizing Pages with JavaScript
- Uploading JavaScript Files
- Validating Data
Part V: Enhancing Apps
Chapter: Working with Images and Media
- Choosing Where to Store Images
- Setting Up a Data Source
- Setting Up an Excel Spreadsheet
- Setting Up a Dataverse Table to Store Images
- Setting Up a SQL Server Table to Store Images
- Setting Up SharePoint
- Creating an Image App
- Using the Camera Control
- Switching Between Cameras
- Setting Brightness, Contrast, and Zoom Levels
- Storing Images in SharePoint
- Working with the Add Picture Control
- Converting Images to Text
- Viewing Data
- Building a Photo Gallery
- Model-Driven Apps
- Uploading and Viewing Images
- Canvas App Features
- Using the Pen Control
- Scanning Barcodes
- Working with Media Controls
Chapter: Storing and Retrieving Files
- Overview
- Storing Files in SharePoint
- Restricting File Types
- Connecting to Document Libraries
- Storing Files in Dataverse
- Storing Files in SQL Server
- Setting Up a SQL Server Table
- Adding and Updating a Record
- Downloading File Attachments
- Deleting a File
- Storing Files in Azure Blob Storage
- Setting Up an Azure Blob Storage Account
- Managing an Azure Blob Storage Account
- Connecting to an Azure Blob Storage Account
- Working with Model-Driven Apps
Chapter: Integrating Maps and Location Services
- Introduction to Location Services and GPS
- Longitudes and Latitudes
- Retrieving Location Details
- Introducing Signals
- Freezing the Location Details
- Obtaining Longitude and Latitude Readings
- Saving Location Details
- Switching the Signal On/Off
- Other Signals
- Displaying Maps
- Using Google Maps
- Bing Maps
- Using Azure Maps Services
- Interactive Maps
- Address Suggestion
Chapter: Charting Data
- Introduction
- Canvas Apps
- Transforming Data
- Building a Column Chart
- Building a Pie Chart
- Building a Line Chart
- Model-Driven Apps
- Using the Designer
- Displaying Charts
- Displaying Dashboards
- Customizing XML
Chapter: Adding Artificial Intelligence to Apps
- Introducing Artificial Intelligence
- What Can We Do with AI Builder?
- Prebuilt Models vs Custom Models
- Licensing
- Processing Images
- Reading Business Cards
- Recognizing Text
- Detecting Objects
- Processing Forms
- Processing Text
- Analyzing Text with Formulas
- Categorizing Text
- Extracting Entities
- Predicting Outcomes
- Using a Prediction Model
Part VI: Reusability
Chapter: Building Reusable Canvas Components
- What Can We Do with Canvas Components?
- Designing a Component
- Where to Define Components
- Creating a Component Library
- Adding Controls to a Component
- Defining Properties
- Setting Property Values
- Adding Components to Apps
- Updating a Component
- Editing a Component
- Exporting and Importing Components
- Importing and Exporting Component Libraries
Chapter: Building Reusable Code Components
- What Can We Do?
- Microsoft Samples
- Other Samples
- Quick Guide: An Overview
- Prerequisites
- Installing NPM
- Installing the NET Framework Developer Pack
- Installing the Command Line Interface (CLI)
- Installing Visual Studio Code
- Creating a Project
- Creating a PCF Project
- Examining Our Project Layout
- Adding Project References
- Developing a Control
- Defining the Control Manifest
- Writing the Code
- Style the Component with CSS
- Building a Control
- Testing a Control
- Deploying a Control
- Creating a Solution
- Building a Solution Project
- Installing a Control
- Using the Control
- Canvas App
- Model-Driven App
Part VII: Offline and Integration
Chapter: Working Offline
- What Happens Offline?
- Canvas Formulas That Enable Offline Working
- Saving and Retrieving Local Data
- Making a Canvas App Available Offline
- Setting the Data Source to a Local Collection
- Handling Offline Deletions
- Handling Offline Record Updates
- Building the Synchronization Screen
- Building the Conflict Resolution Screen
- Making Model-Driven Apps Available Offline
- Setting Up a Mobile Profile
- Running a Model-Driven App Offline
- Configuring Conflict Settings
Chapter: Creating Custom Data Connectors
- Overview of Web Services and Custom Connectors
- Overview of Steps
- Understanding How the Web Works
- Making HTTP Web Requests
- Understanding HTTP Responses
- Documenting a Web Service
- Creating a Web Service Description
- Using Postman
- Using Swagger
- Examining an Open API Document
- Creating a Custom Connector
- Using the Custom Connector
Chapter: Using Power Automate
- What Is Power Automate?
- What Can We Do with Power Automate?
- Managing and Creating Flows
- Defining Triggers
- Adding Actions
- Accepting Input Values
- Calling Flows
- From Canvas Apps
- From Model-Driven Apps
- Unattended: From a Schedule
- Reviewing Call Histories
- Working with Data
- Connecting to Data
- Filtering Data
- Working with Variables
- Manipulating Data
- Constructing HTML Tables
- Introducing Workflow Definition Language
- Applying Workflow Definition Language
- Using Output Values in Workflow Definition Language Commands
- Referring to Items in Loops
- Approving Actions
- Other Examples
- Managing Files
- Calling SQL Stored Procedures
- Returning Results from a Flow
- Accessing Flow Results from Power Apps
Part VIII: Administration
Chapter: Transferring Apps and Data
- Managing Data
- Transferring Dataverse Data with Dataflows
- Managing Dataverse Data with Excel
- Importing Data to SharePoint
- Working with SharePoint Data
- Transferring Data from Canvas Apps
- Exporting Data
- Importing Data
- Transporting Apps with Solutions
- Managing Solutions
- Using the Default Solution
- Viewing Dependencies
- Creating a Solution
- Adding Objects to a Solution
- Controlling Customizations
- Exporting a Solution
- Importing a Solution
- Understanding Solution Layers
- Creating a Patch
Chapter: Administering Security
- Securing Data Sources
- Configuring Authentication Settings
- Securing Dataverse Tables
- Securing SharePoint Lists
- Canvas App Formulas
- Creating Data Loss Prevention Policies
- Testing a DLP Policy
- Using PowerShell
- Installing Components
- Hiding the Data Source Consent Screens
- Other Useful Commands
- Hiding SharePoint Lists
- Auditing and Analytics
- Auditing App Activity
- Auditing Dataverse Record Activity
- Viewing Analytic Data
- Summary