Training Course

Microsoft Forms, SharePoint and Power Automate Essentials

PDF
1 Day

Course Overview

This course covers how Forms, SharePoint and Power Automate integrate into data collection and storage solutions in Office 365.

Course Prerequisites

    • Delegates should be comfortable using M365 Office apps

Included with this course

    • Comprehensive course materials and exercises

Course Content

  • Microsoft Forms

    Discuss the role and purpose of Microsoft Forms

    Group Forms
    Differentiate between the types of forms available for use

    Creating Forms
    Create a basic form using Microsoft Forms
    Question types and Properties
    Explain the purpose of branching and describe when to use it
    Explain how to set rules and parameters

    Sharing Forms
    Explain the different ways to share a form
    Customize a Microsoft Form using the “Themes” feature
    Collecting Form Data
    Explain how to gather, view, and share information collected
    Save Form Data into Excel
    Process to store Form data in SharePoint

  • Microsoft SharePoint

    Accessing and Navigating SharePoint Team Sites
    Access SharePoint Sites
    Navigate SharePoint Sites

    Working with Documents, Content, and Libraries
    Upload Documents
    Document Management
    Version Control
    Document Metadata
    Search for Documents and Files

    Working with Lists
    Create a Custom List to store items
    Add List Items
    Modify List Items
    List Metadata
    Configure List Views
    Filter and Group with List Views
    Exporting List Data

    Configuring Your SharePoint Access
    Ensuring users can access Site Libraries & Lists
    Controlling Site Settings
    Site Security Groups

  • Microsoft Power Automate

    Introduction to Power Automate
    What is Microsoft Power Automate?
    The benefits of automation
    How to get to Power Automate

    Getting Started with Power Automate
    Using Power Automate templates
    Navigating in Power Automate
    Editing a Flow in Power Automate
    Publish and trigger a Flow
    Turn off or delete a Flow

    Power Automate logic
    Adding conditions
    Designing switches
    Using apply to each
    Configuring do until logic
    Adding a scope
    Approvals Processing

    Administration and maintenance
    Maintaining a Flow
    View history and analytics
    Sharing a Flow *
    Export and import Flows
    Office 365 administration for Power Automate
    Environments
    Data policies
    Data integration
    Workshop
    Collecting Form submission into SharePoint
    Viewing SharePoint Data and Files
    Starting Approval process
    Email Notifications
    Feeds and approvals
    Distributing and Testing process

    * Additional Licenses may be required

 

Private Training

Flexible dates, location and content. All prices exclude VAT.

  • Private Courses

    Flexible dates, location and content. All prices exclude VAT.
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  • Microsoft Forms, SharePoint and Power Automate Essentials Course Options
    Virtual
    Virtual
    These courses can be attended from anywhere.
    Private
    Private
    Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Virtual Training

 

Course Reviews
Which part of the course did you find particularly valuable "All of it"

A.W. WATMOS, Microsoft Forms, SharePoint and Power Automate Essentials

"Very good"

A.W. WATMOS, Microsoft Forms, SharePoint and Power Automate Essentials

Are there any aspects of the course which you feel require improvement "No, it was really good!"

V.K. Blue Phoenix UK LTD, Excel Level 2

Any other comments or recommendations "The course has been very valuable and informative the trainer was great and went above course information to help me understand information about the software ie helped with links to my sage accounts"

B.E. Nordem Ltd, Sage Payroll

"Course is aimed at the correct level, and was clear and concise."

S.F. Nissan, VBA Essentials using Excel

"Good informative training session"

K.A. Kratos, Visio Essentials

Which part of the course did you find particularly valuable "All"

C.H. ZG Lighting UK Ltd, VBA Essentials using Excel

"Extremely useful with insights on why you use functions, not only how."

E. , Excel Level 2

 

Private Courses

Flexible dates, location and content. All prices exclude VAT.

 

Please contact us to discuss your Microsoft Forms, SharePoint and Power Automate Essentials course, we have many solutions available to ensure you receive the best training possible.
Your Microsoft Forms course can be delivered online or in-person.  You can choose your learning path and delivery style.  Learn in-person or online with our virtual classrooms.  Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Microsoft Forms, SharePoint and Power Automate Essentials course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account.  You can master Microsoft Forms, please contact us to book a place or request a quote for your Microsoft Forms, SharePoint and Power Automate Essentials course.
IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed:6/18/2025 4:31:03 PM