LegalCloud

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About Course

What Will You Learn?

  • By the end of this course, you will be able to:
  • Understand the key concepts and benefits of process automation.
  • Set up and configure SharePoint and Teams sites as automation hubs.
  • Create and enhance workflows using Power Automate.
  • Design and customise forms for data collection with Microsoft Forms.
  • Build and customize apps using Power Apps.
  • Manage data efficiently with SharePoint Lists and Libraries.
  • Integrate AI capabilities into your workflows using AI Builder.
  • Combine multiple tools to create comprehensive automation solutions.
  • Ensure security and compliance in automated processes.
  • Implement a complete automation solution for a selected workflow.

Course Content

Introduction to Process Automation
This module introduces the key concepts and benefits of process automation. Participants will learn how automation can enhance efficiency and compliance within their departments.

  • Understanding Process Automation
    02:09
  • Overview of Automation Tools
    09:19
  • Case Study: Automating Document Management in a Legal Department
    01:49
  • Practical Exercise Assignment: Identify a potential automation opportunity in your current workflows.

Setting Up SharePoint and Teams Sites
This module covers the setup of SharePoint and Teams sites, which will serve as the hub for automations. Participants will learn about different SharePoint site types and how to configure a SharePoint-connected Teams site.

Getting Started with Power Automate
This module introduces Power Automate and guides participants through creating and enhancing workflows. Participants will learn to connect to various data sources and add conditions and actions to their workflows.

Using Microsoft Forms for Data Collection
This module covers the creation and customization of Microsoft Forms for data collection. Participants will learn to automate form responses and trigger workflows based on form submissions.

Building Custom Apps with Power Apps
This module introduces Power Apps and guides participants through building and customising apps. Participants will learn to add functionality and integrate their apps with other Microsoft tools.

Integrating AI Capabilities with AI Builder
This module introduces AI Builder and its capabilities within the Power Platform. Participants will learn to implement AI solutions to enhance their workflows.

Course Review and Final Project
The final module provides a comprehensive review of key concepts and lessons from the course. Participants will complete a final project, creating a detailed automation solution for a selected workflow.

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