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Microsoft 365 Fundamentals Guide

You're reading from   Microsoft 365 Fundamentals Guide Over 100 tips and tricks to help you get up and running with M365 quickly

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Product type Paperback
Published in May 2022
Publisher Packt
ISBN-13 9781801070195
Length 278 pages
Edition 1st Edition
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Authors (3):
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Mario Trentim Mario Trentim
Author Profile Icon Mario Trentim
Mario Trentim
Gustavo Moraes Gustavo Moraes
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Gustavo Moraes
Douglas Romao Douglas Romao
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Douglas Romao
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Toc

Table of Contents (18) Chapters Close

Preface 1. Chapter 1: Licensing Microsoft 365 2. Chapter 2: Organizing and Finding Information with Microsoft Delve FREE CHAPTER 3. Chapter 3: Workplace and Personal Productivity with Microsoft MyAnalytics 4. Chapter 4: Staying on Top of Emails and Calendars with Microsoft Outlook 5. Chapter 5: Taking and Sharing Notes with Microsoft OneNote 6. Chapter 6: Working from Anywhere with Microsoft OneDrive 7. Chapter 7: Collaboration and Ideation with Microsoft Whiteboard 8. Chapter 8: Microsoft SharePoint Online (SPO) 9. Chapter 9: Working Together with Microsoft Teams 10. Chapter 10: Managing Projects and Tasks with Microsoft Planner and To-Do 11. Chapter 11: Doing More with Microsoft Power Automate 12. Chapter 12: Power Apps 13. Chapter 13: Getting Information with Microsoft Forms 14. Chapter 14: Visualizing Data with Microsoft Power BI 15. Chapter 15: QuickStart Excel, Word, and PowerPoint 16. Other Books You May Enjoy Appendix

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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