CRMUG Texas (Houston) Power Automate Workshop

When:  Jan 15, 2020 from 10:00 AM to 2:00 PM (CT)
Associated with  US - Texas (Houston) – CRM
You are invited to join us for Power Automate Academy training at the Houston MTC on January 15th at 10:00am. This session is for end users to learn how to use Power Automate effectively. Learn how to use automated workflows to automate your business needs. This 4 hour training session will include hands on labs and lunch. Check out the agenda below for more details.

Agenda
10:00 am -  Introduction & Welcome
10:10 am - What is Flow
10:20 am - Setting up flow
10:30 am - Flow Lab 1: Solutions & Using CDS Triggers
        o   Creating Records
        o   Updating Records
        o   Updating Child Records
        o   Listing Records
11:30 am Flow Lab 2: Scheduled Flows
        o   Sending Weekly Report Summary
        o   Checking for Closed Cases & Sending an Email report
12:00 pm Lunch
12:30 pm Flow Lab 3: Shared Outlook Inbox to Leads
1:00 pm Flow Lab 4: SharePoint & D365 CE
1:30 pm Flow Lab 5: Approval Flows

Location

RSM Office
1330 Post Oak Blvd. #2400
Houston, TX 77056

Contact

Mark Suchman
713-315-5766
markcsuchman@gmail.com