Automate Approval Process with SharePoint & Power Automate

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In this Free Guided Project, you will:

Create a SharePoint site and set up a list for storing car rental requests

Understand Power Automate concepts of trigger, action, condition and loop

Use Power Automate flows to automate business approval process for car rental requests

Showcase this hands-on experience in an interview

2 hours
Intermediate
No download needed
Split-screen video
English
Desktop only

Imagine working in a car rental company that has a manual system for keeping track of the cars that are currently rented out. Can you imagine all that paperwork and having to chase your manager across the office to approve each car rental request? Thankfully, with technology we can put many manual processes under control and automate almost everything. This intermediate-level guided project, “Automate Approval Process with SharePoint & Power Automate” is for any business professional who is looking to automate any kind of a business approval process and has some prior knowledge of Excel formulas. In this Intermediate-level guided project, you will create a SharePoint site and lists, and use Power Automate to automate approval process for car rental requests by employees. You will also make a calendar which will show when the cars are rented out, and you will learn to create flows that send reminders to the managers. What’s great about SharePoint and Power Automate is that anyone can learn to use them regardless of their educational background! Since this project uses 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, as well as how to set up SharePoint. The SharePoint set up might take up to 2 hours to complete, so please take that into account. If you are ready to make your and your colleagues' lives easier by starting to automate manual, time-consuming processes that are hard to track, then this project is for you! Let's get started!

Requirements

At least 1 year of business experience

Skills you will develop

  • Automatization of manual business process

  • Creating and Setting up SharePoint

  • Creating Power Automate flows

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. Project introduction

  2. Creating SharePoint Site

  3. Set up SharePoint List

  4. Create a Power Automate flow for automatization of a process

  5. Set up flow for sending request for approval

  6. Set up a SharePoint Calendar for tracking approval requests

  7. Create a Power Automate flow for sending reminders to managers

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

Reviews

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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.