Microsoft Power Platform Foundations with Dynamics 365 Integration Training Course

This instructor-led, live training in Mexico (online or onsite) is aimed at business analysts who wish to automate workflows and tasks with Microsoft Flow/Power Automate.

By the end of this training, participants will be able to:

• Create business applications without needing any developer experience.
• Manage and analyze flows for business solutions.
• Create flows, define triggers, add actions, and set conditions.

This instructor-led, live training in Mexico (online or onsite) is designed for business professionals, managers, developers, and data analysts who wish to adopt, implement, integrate, and manage Microsoft Power Platform components and features within their organizations.

Upon completion of this training, participants will be capable of:

• Developing simple applications using Power Apps to create custom solutions tailored to everyday business requirements.
• Automating workflow processes via Power Automate (formerly Microsoft Flow) to reduce manual and repetitive tasks.
• Designing data reports and dashboards with Power BI to generate insightful business analytics.
• Constructing chatbots using Power Virtual Agents to automate and address common customer inquiries and issues.

This course provides a foundational understanding of Power Virtual Agents, Power Automate, and Power Apps, while also offering a high-level introduction to Power BI. The curriculum is centered around a real-world workflow I previously handled manually for a former employer. We will construct a Power App using Microsoft Power Apps to monitor tasks related to homes under construction, storing the data on SharePoint for simplicity. Additionally, we will leverage Power Virtual Agents to guide users on enabling bots within Microsoft Teams, directing them to essential documents like loan agreements, budgets, and sales contracts that may be dispersed across various SharePoint sites. I believe these bots have significant potential for HR and IT teams, particularly in managing repetitive inquiries. Furthermore, the course demonstrates how to configure simple flows in Power Automate to save attachments from specific senders (in our example, bank-organized unit inspections) and create other basic flows that capture data from Microsoft Forms on SharePoint. We will also build fully automated processes using the Approvals app within Microsoft Teams. After completing the app, bot, and flow, the final step involves creating a straightforward Power BI report. We will use Power Automate to send a snapshot of the table containing the most recently completed tasks to a designated recipient (the bank in this scenario) every two weeks. This report will include the completion dates and budget amounts for those tasks, all collected within the app. This course is designed to be high-level. I encourage all learners to use ChatGPT for more technical aspects, such as coding elements or formulas in Power Apps. However, this topic is also covered in the course, where I demonstrate how to effectively utilize ChatGPT to assist with Power Apps formulas.

This instructor-led live training in Mexico assists users from beginner to intermediate levels in mastering the Microsoft Power Platform. Through a hands-on lab environment, participants will construct custom apps, automate workflows, and apply governance best practices using Power Apps and Power Automate.

This instructor-led, live training in Mexico (online or onsite) is aimed at intermediate-level IT professionals who wish to use Power Platform to effectively automate processes and enhance data insights.

By the end of this training, participants will be able to:

• Develop and customize applications using Power Apps.
• Manage and analyze data with Dataverse and Power BI.
• Automate complex processes with Power Automate.
• Design and deploy intelligent chatbots using Power Virtual Agents.
• Integrate and optimize workflows across the Power Platform suite.