Book Image

Workflow Automation with Microsoft Power Automate

By : Aaron Guilmette
Book Image

Workflow Automation with Microsoft Power Automate

By: Aaron Guilmette

Overview of this book

Microsoft Power Automate is a workflow automation solution included in Microsoft 365. This book explores the core concepts of workflow automation, such as working with connectors, triggers, and actions, along with their practical implementation in automating business tasks and simplifying digital processes to boost enterprise productivity.
Table of Contents (22 chapters)
1
Section 1 - What is Power Automate?
3
Section 2 - Basic Flow Concepts
10
Section 3 - Intermediate Flow Concepts
18
Section 4 - Administering the Power Automate Environment

Creating a basic form

The Forms application is relatively straightforward to use. In this section, we'll create a basic form to collect user information. To create the form, follow these steps:

  1. Launch the Forms application by navigating to https://forms.office.com and signing in.
  2. If this is your first time signing into Forms, click the Create a new form button on the splash page. If you've logged into Forms previously, you can click the New Form button on the dashboard:
  1. Click the title area (Untitled form) text box and enter a name for the form, such as Customer Survey:

  1. Click + Add new to add a new item:
  1. Select the Text option:
  1. Enter the value CompanyName. You can enter something more descriptive if desired, but make sure it is easily identifiable as the company name value:
  1. Repeat steps 4-6, adding fields for FirstName, LastName, JobTitle, Mail, and TelephoneNumber:

  1. In your browser's URL bar, select the value for FormID (after FormID=) and copy it to...