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You're reading from  Microsoft 365 Fundamentals Guide

Product typeBook
Published inMay 2022
PublisherPackt
ISBN-139781801070195
Edition1st Edition
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Authors (2):
Gustavo Moraes
Gustavo Moraes
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Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

Douglas Romao
Douglas Romao
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Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao

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Creating a flow

Power Automate, because of its connectors, can automate processes involving any tool that allows integration. To start using it, you only need to know some basic concepts and the process that you want to automate.

There are two ways to start your flows. The simplest is through templates. On the home page, you can find a variety of flows made by Microsoft and the entire community for a certain type of business, or even for a certain tool. To start using a template, just choose one and customize it if necessary to suit your process (see Figure 11.1).

Figure 11.1 – Power Automate home page

Another way to start your flow is from the sketch, choosing from the type of flow to each action of it. To do that, go to the Create tab from the left menu, as shown in the preceding screenshot.

Before creating your first flow, you need to know about three main Power Automate structures that are used in all flows: connectors, triggers, and actions...

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Microsoft 365 Fundamentals Guide
Published in: May 2022Publisher: PacktISBN-13: 9781801070195

Authors (2)

author image
Gustavo Moraes

Gustavo Moraes is the CEO of Trentim, a company focused on providing management methodologies and tools mainly in the Microsoft ecosystem, with a large client base in Brazil and abroad. He is an MCT (Microsoft Certified Trainer). He has been working with Microsoft technologies for over 12 years with extensive expertise in process automation, and project and task management. He is one of the leading names in the field of automation on Microsoft and Low Code platforms in Brazil. He has led many events and communities in addition to being a prominent user in the Microsoft community. Christian, married to Aline for 8 years and father of Alexia and Natasha.
Read more about Gustavo Moraes

author image
Douglas Romao

Douglas Romão has been a Microsoft Most Valuable Professional in Office Apps & Services and Business Applications since 2017. He is a Microsoft Certified Trainer and has been working with Microsoft technologies for over 15 years, focusing mainly on developing productivity and collaborative solutions. Currently, work as a Senior Solution Architect & Business Consultant within the Power Platform and Project & Portfolio Management field, leading technical communities and sharing knowledge through conferences, his YouTube channel/blog, and a podcast. Christian, father of Vicente (a 7-month-old baby boy by the time this book has been released) and married to Mariana.
Read more about Douglas Romao