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Upcoming events (2)
Microsoft’s Power Platform comprises Power Apps, Power Automate, Power BI, and Power Virtual Agents. Each of these tools can be integrated into Microsoft Teams, bringing their functionality into the space where you spend most of your working day. In this session, we’ll take a look at the ways in which the Power Platform works within Teams to help you achieve your business goals. We’ll cover Power Automate approvals and automations for Teams, Power Apps and Dataverse for Teams, Power Virtual Agents chatbots in Teams, and the Power BI Teams personal app.
Technical Evangelist at Lightning Tools. Co-Founder of NLightning. Flow Pro Show co-host. SharePoint/M365 enthusiast/speaker. Nomad (paused). Microsoft Business Applications MVP.
Sandy Ussia is a Microsoft Business Applications MVP, focused on the Power Platform. She’s been working in the SharePoint space since 2007, and has presented sessions at many events around the world over the years. Sandy co-founded NLightning in 2020, which provides personalized coaching around Power Platform and other M365 topics. She is also Technical Evangelist for Lightning Tools, a SharePoint product ISV based in the UK. Sandy is currently based in Naples, Florida, on a pause from her digital nomad lifestyle of the past 6 years.
The link to the event: https://bit.ly/3F8Y6ps
Content: Now that the workforce is trending towards remote/hybrid, paper pushing approval processes are out. How do we accommodate for our users outside of the office walls? How do we keep record of something that isn’t best served in an email or Teams chat? (Think PTO request, new hire setup, annual policy review, etc.) Approvals are a versatile M365 component that streamline the signoff process but there are many things to consider before making your approval process electronic. First, before thinking about the technology, a discovery conversation is necessary to construct an efficient, repeatable process and we will touch on the main points for this. Next, we will examine the four pillars of the Approval lifecycle:
1. Creation of the task – will OOTB Approvals suffice or do we need to design our own custom process with Power Automate?
2. Format the notification – how will we let our approvers know they have a deliverable? The most popular options include email and/or adaptive cards and we will cover the major differences in formatting.
3. Monitor items in progress – how do we see active Approvals? Do we need to build in reminders for our task?
4. Document the results - how do we share the results of our Approval and more importantly, record the outcome?
Lastly, we’ll cover some common requests i.e. assign to a group, dual control, and limitations of Approvals and how they affect design of the overall process.
Bio: Heidi Jordan
SharePoint Solutions Specialist, High Plains Technology
Heidi Jordan has dedicated 13 years to developing solutions using a combination of SharePoint, forms and workflow – in both SharePoint On-Premises and SharePoint Online. Specializing in no-code design, she is passionate about implementing custom solutions that satisfy both business and end-user needs. Her background includes, but is not limited to SharePoint sites/administration, SharePoint Designer Custom Workflows, InfoPath Forms, Power Apps and Power Automate.
The link to the event: https://bit.ly/3l02UFR