Use Power Automate & SharePoint to Automate Invoice Sending
Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email.
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- Level Foundation
- المدة 1 ساعات hours
- الطبع بواسطة Coursera Project Network
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Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email. We just need to set up some rules, set up a SharePoint site as our data source and implement a Power Automate flow which will handle the process. In this 40-minutes long guided project, “Use Power Automate & SharePoint to Automate Invoice Sending”, you will create a SharePoint site and list, set up a document library and create a Power Automate flow which will automate the sending of invoices to the customers. Of course, you can allow other colleagues to access and use this SharePoint site so they will be able to use your implementation as well. In the end, you won’t need to send emails to the customers manually, all you will have to do is create an invoice, name it correctly and upload it to the SharePoint document library and the Power Automate flow will do the rest. Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.الوحدات
Your Learning Journey
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Assignment
- Assess Your Knowledge
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Labs
- Use Power Automate & SharePoint to Automate Invoice Sending
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- Setting Up the Microsoft 365 Developer Program Account
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- Project Overview
- Guided Project Prerequisite Video Introduction
Auto Summary
Unlock efficiency with "Use Power Automate & SharePoint to Automate Invoice Sending." This beginner-friendly, 40-minute guided project by Coursera empowers you to automate invoice emails using Power Automate and SharePoint. Ideal for personal development, you'll learn to set up a SharePoint site, document library, and Power Automate flow, eliminating manual email tasks. Access to Microsoft 365 Developer Program is required, with sign-up guidance provided. Perfect for professionals looking to streamline processes. Enjoy free access to enhance your productivity!
Daniel Gregurić