Training course

Microsoft Forms, SharePoint and Power Automate Essentials

This course covers how Forms, SharePoint and Power Automate integrate into data collection and storage solutions in Office 365.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Prerequisites

  • Delegates should be comfortable using M365 Office apps

Included

  • Comprehensive course materials and exercises

Course content Back to top

  1. Microsoft Forms
    Discuss the role and purpose of Microsoft Forms

    Group Forms
    Differentiate between the types of forms available for use

    Creating Forms
    Create a basic form using Microsoft Forms
    Question types and Properties
    Explain the purpose of branching and describe when to use it
    Explain how to set rules and parameters

    Sharing Forms
    Explain the different ways to share a form
    Customize a Microsoft Form using the “Themes” feature
    Collecting Form Data
    Explain how to gather, view, and share information collected
    Save Form Data into Excel
    Process to store Form data in SharePoint
  2. Microsoft SharePoint
    Accessing and Navigating SharePoint Team Sites
    Access SharePoint Sites
    Navigate SharePoint Sites

    Working with Documents, Content, and Libraries
    Upload Documents
    Document Management
    Version Control
    Document Metadata
    Search for Documents and Files

    Working with Lists
    Create a Custom List to store items
    Add List Items
    Modify List Items
    List Metadata
    Configure List Views
    Filter and Group with List Views
    Exporting List Data

    Configuring Your SharePoint Access
    Ensuring users can access Site Libraries & Lists
    Controlling Site Settings
    Site Security Groups
  3. Microsoft Power Automate
    Introduction to Power Automate
    What is Microsoft Power Automate?
    The benefits of automation
    How to get to Power Automate

    Getting Started with Power Automate
    Using Power Automate templates
    Navigating in Power Automate
    Editing a Flow in Power Automate
    Publish and trigger a Flow
    Turn off or delete a Flow

    Power Automate logic
    Adding conditions
    Designing switches
    Using apply to each
    Configuring do until logic
    Adding a scope
    Approvals Processing

    Administration and maintenance
    Maintaining a Flow
    View history and analytics
    Sharing a Flow *
    Export and import Flows
    Office 365 administration for Power Automate
    Environments
    Data policies
    Data integration
    Workshop
    Collecting Form submission into SharePoint
    Viewing SharePoint Data and Files
    Starting Approval process
    Email Notifications
    Feeds and approvals
    Distributing and Testing process

    * Additional Licenses may be required

Training a team?

Run this course privately, on your dates

  • Virtual These courses can be attended from anywhere.
  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.

What delegates say Back to top

“Very good”
A.W., Watmos

Which part of the course did you find particularly valuable

“All of it”
A.W., Watmos

Any other comments or recommendations

“I would recommend this course to many more colleagues”
S., Carveti Partnership, Excel Level 3

Following this training what are you going to do differently

“Use Excel more often for valuable shortcuts to tasks that would otherwise take me a long time.”
J., Excel Level 2

Following this training what are you going to do differently

“I will definitely approach new projects in a more logical and efficient way.”
R.M., Iamproperty, Adobe After Effects Advanced
“Really informative, gave a good insight of how powerpoint can help to explain different ideas”
R., Redefining PowerPoint Design Create and Present with Impact
“It’s improved my overall perception of Power BI, and has given me a good foundation to explore further, as well as hopefully help others.”
C.B., Px Limited, Microsoft Power BI Desktop

Which part of the course did you find particularly valuable

“How it was very interactive, using the software rather than just watching the trainer is much more useful”
H.S., Durham County Council, Microsoft Power BI Desktop

Please contact us to discuss your Microsoft Forms, SharePoint and Power Automate Essentials course, we have many solutions available to ensure you receive the best training possible.

Your Microsoft Forms course can be delivered online or in-person. You can choose your learning path and delivery style. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Microsoft Forms, SharePoint and Power Automate Essentials course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Microsoft Forms, please contact us to book a place or get a quote for your Microsoft Forms, SharePoint and Power Automate Essentials course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:14:51 PM