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Efficiency Best Practices for Microsoft 365

You're reading from   Efficiency Best Practices for Microsoft 365 Discover ways to improve your efficiency and save time using M365 applications

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Product type Paperback
Published in Dec 2021
Publisher Packt
ISBN-13 9781801072267
Length 350 pages
Edition 1st Edition
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Author (1):
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Dr. Nitin Paranjape Dr. Nitin Paranjape
Author Profile Icon Dr. Nitin Paranjape
Dr. Nitin Paranjape
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Table of Contents (15) Chapters Close

Preface 1. Section 1: Efficient Content Creation
2. Chapter 1: Fortunately, You're Inefficient! FREE CHAPTER 3. Chapter 2: Components of Work 4. Chapter 3: Creating Content for Effective Communication 5. Chapter 4: Intelligent Data Analysis 6. Chapter 5: Managing Files Efficiently 7. Section 2: Efficient Collaboration
8. Chapter 6: Time and Task Management 9. Chapter 7: Efficient Teamwork and Meetings 10. Section 3: Integration
11. Chapter 8: Automating Work without Programming 12. Chapter 9: Putting It All Together 13. Chapter 10: Maximizing Efficiency across the Organization 14. Other Books You May Enjoy

PA – Automation without programming

What we want is to have the trigger in one of the apps and action(s) happening in other apps. To achieve this without knowing about programming, we need someone who understands how to talk to all these apps—a coordinator. That's the job of PA.

Trigger actions across apps

PA can watch any app you specify and perform the desired actions in another app. 300+ apps work with PA.

Before we dive into PA, here are the broad steps you should use to find opportunities for automation in your business context:

  1. Think about repetitive tasks.
  2. Identify the apps involved.
  3. Go to Power Automate and check if the base app has the desired trigger.
  4. Go to the other apps and check if they have the desired actions.
  5. If yes, create a trigger and actions to automate the work.

The only thing you need to do is find the relevant triggers and actions you need, weave them together, and automate processes.

All this without...

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