Category Archives: Workflows

Microsoft Loop Rules and Power Automate

Microsoft Loop is a versatile tool for task management and collaboration within Microsoft 365. It allows for the creation of dynamic tables and lists, which can be shared and edited in real-time. Integration with Power Automate enables the automation of tasks based on conditional rules, enhancing workflow efficiency and communication.

Read more

Unlock the Power of Automation: Free Power Automate Training!

Learn about digital transformation and automation with the Free Power Automate Week from March 25-30, 2024. Discover how Power Automate can boost productivity and creativity, learn to create and manage workflows, and connect to various apps and services. Enjoy self-paced videos, step-by-step labs, and quizzes to enhance your skills. Sign up now and transform the way you work.

Read more

Move SharePoint Designer Workflows to Power Automate

SharePoint Designer has been the go-to tool for creating workflows in SharePoint for many years. However, Microsoft has been phasing out support for SharePoint Designer. This means that it’s time to move your old SharePoint Designer workflows to Microsoft Power Automate.

Read more

Live Online August Class

August 22-26, 2022, I’ll be teaching my advanced online class!  Come join me and learn… Advanced Power Apps and Power Automate (two deep-dive courses all in one week) SharePoint is near and dear to my heart, so this course is geared towards SharePoint people. Learn how to build forms and automate business processes in this 5 day immersive course, held

Read more

Action Button in Lists: Set Column Value

SharePoint Lists / Microsoft Lists have a capability that allows you to add a button to a row, which when clicked will set the value of one or more columns in that row.  For example, a “Complete Task” button, when clicked, could set the a status column in a row to “Completed” and set a person field called “Completed by” to the current user’s name.  All of this can be done without the need for any kind of workflow or flow.  You’ll also learn the logic of how to create a button that only shows for a certain person.

I’ll also show you a way to kick off a flow, without the flow panel popping out and without the user having to click to run the flow in multiple dialog boxes.

Read more

Live Online- Advanced Power Apps & Power Automate in November

November 8-12, 2021, I’ll be teaching my live online class!  Come join me and learn advanced Power Apps and Power Automate (two deep-dive courses all in one week).  SharePoint is near and dear to my heart, so this course is geared towards SharePoint people. Learn how to build forms and automate business processes in this 5 day immersive course!  We

Read more

Employee Onboarding in Microsoft 365

When it comes to automating business solutions in Microsoft 365, one of the most common solutions that my customers have asked for over the past 15 years, is an “employee onboarding” solution.  I wrote an old blog post back in 2014 about this, and even did a series on my Youtube channel, of a way to build an example employee

Read more
« Older Entries