Use SharePoint for storing invoices and customers data
Create Power Automate flow for invoice sending automation
Showcase this hands-on experience in an interview
Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email. We just need to set up some rules, set up a SharePoint site as our data source and implement a Power Automate flow which will handle the process. In this 40-minutes long guided project, “Use Power Automate & SharePoint to Automate Invoice Sending”, you will create a SharePoint site and list, set up a document library and create a Power Automate flow which will automate the sending of invoices to the customers. Of course, you can allow other colleagues to access and use this SharePoint site so they will be able to use your implementation as well. In the end, you won’t need to send emails to the customers manually, all you will have to do is create an invoice, name it correctly and upload it to the SharePoint document library and the Power Automate flow will do the rest. Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.
At least 1 year of business experience and being familiar with Excel formulas.
Automatization of sending documents by email
Creating Power Automate flow
Automatization of a business process
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Project introduction
Create a SharePoint site and list
Set up a SharePoint list and document library
Create a Power Automate flow for getting customer information
Update the Power Automate flow to send invoice and update SharePoint
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
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.
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