Automate Equipment Ordering Prep Process with Power Automate
In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment.
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- Level Beginner
- Duration 3 hours
- Course by Coursera
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In large companies there are usually many requests for new equipment on a monthly basis, and it takes a lot of steps before an employee gets the wanted piece of equipment. This project can help you turn the boring, repetitive business process into a quick solution with just a few clicks. In this 1-hour long guided project, you will learn to create a SharePoint list and set up Power Automate flows for the following process: when an employee of your imaginary company wants a new piece of equipment, they will create a request in SharePoint and if it exceeds a certain amount of money, the general manager must approve it. At the end of the month, all requests are collected into an HTML table and sent via email to the department in charge of ordering the equipment, and the person who made the request receives an email that their request has been approved and the equipment will be ordered. Since this project uses SharePoint (an Office 365 service) and Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription. In the video at the beginning of the project you will be given instructions on how to sign up for both. Let's get started with automating manual, time-consuming business processes!Modules
Your Learning Journey
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- Assess Your Knowledge
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Labs
- Automate Equipment Ordering Prep Process with Power Automate
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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 the potential of automation with the "Automate Equipment Ordering Prep Process with Power Automate" course, designed to streamline your workflow in large organizations. This 1-hour guided project focuses on transforming the tedious task of managing equipment requests into a swift, efficient process using Power Automate and SharePoint. You'll learn how to create a SharePoint list and establish Power Automate flows to handle equipment requests seamlessly. Key features include automated approvals for high-cost items by the general manager and monthly summaries sent directly to the procurement department, ensuring transparency and efficiency. Participants will also receive notifications upon approval, expediting the ordering process. Ideal for beginners in personal development, this course requires a Microsoft account and a Microsoft 365 Developer Program subscription, with easy-to-follow setup instructions provided at the start. Offered by Coursera, this free course empowers you to automate manual, repetitive tasks, enhancing productivity with just a few clicks. Join now and revolutionize your business processes!
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