Automate Equipment Ordering Prep Process with Power Automate

Offered By
In this Free Guided Project, you will:

Create a SharePoint site and list

Create Power Automate flows

Showcase this hands-on experience in an interview

1.5 hours
Beginner-friendly
No download needed
Split-screen video
English
Desktop only

In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment. This project can help you turn the boring, repetitive business process into a quick solution with just a few clicks. In this 1-hour long guided project, you will learn to create a SharePoint list and set up Power Automate flows for the following process: when an employee of your imaginary company wants a new piece of equipment, they will create a request in SharePoint and if it exceeds a certain amount of money, the general manager must approve it. At the end of the month, all requests are collected into an HTML table and sent via email to the department in charge of ordering the equipment, and the person who made the request receives an email that their request has been approved and the equipment will be ordered. Since this project uses SharePoint (an Office 365 service) and Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription. In the video at the beginning of the project you will be given instructions on how to sign up for both. Let’s get started with automating manual, time-consuming business processes!

Requirements

At least 1 year of business experience and being familiar with Excel formulas

Skills you will develop

  • Power Automate

  • SharePoint

  • Business Process Automation

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Create a SharePoint Site

  2. Create a SharePoint List

  3. Create an Automated flow that handles approval requests

  4. Create a Scheduled flow that collects approved requests

  5. Test the flow and check the results

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.