Book Image

Microsoft 365 Fundamentals Guide

By : Gustavo Moraes, Douglas Romao
Book Image

Microsoft 365 Fundamentals Guide

By: Gustavo Moraes, Douglas Romao

Overview of this book

With its extensive set of tools and features for improving productivity and collaboration, Microsoft 365 is being widely adopted by organizations worldwide. This book will help not only developers but also business people and those working with information to discover tips and tricks for making the most of the apps in the Microsoft 365 suite. The Microsoft 365 Fundamentals Guide is a compendium of best practices and tips to leverage M365 apps for effective collaboration and productivity. You'll find all that you need to work efficiently with the apps in the Microsoft 365 family in this complete, quick-start guide that takes you through the Microsoft 365 apps that you can use for your everyday activities. You'll learn how to boost your personal productivity with Microsoft Delve, MyAnalytics, Outlook, and OneNote. To enhance your communication and collaboration with teams, this book shows you how to make the best use of Microsoft OneDrive, Whiteboard, SharePoint, and Microsoft Teams. You'll also be able to be on top of your tasks and your team's activities, automating routines, forms, and apps with Microsoft Planner, To-Do, Power Automate, Power Apps, and Microsoft Forms. By the end of this book, you'll have understood the purpose of each Microsoft 365 app, when and how to use it, and learned tips and tricks to achieve more with M365.
Table of Contents (18 chapters)

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...