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Power Platform Community / Forums / Power Automate / Pointers/Pitfalls with...
Power Automate
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Pointers/Pitfalls with my first project using Forms, Outlook and Lists/Excel

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I'm just starting out with Power Automate and have in mind an initial exercise.  I did a short intro course a while back and the PowerPlatform seemed quite intuitive with use of 'connectors' between many apps. I envisage using Forms, Lists and Outlook in the first instance.

 

I expect to learn by doing but still I'd like to ask the community if the following should be straightforward, I think it should be, and any pointers or pitfalls to avoid?

 

Phase One (Flow using Power Automate):

 

  1. Create a MS Form to collect fields of data from different colleagues (on project proposals)
  2. Have that data automatically populate a MS List/Excel (of 'Project Proposals)
  3. Automatically notify certain staff via MS Outlook/Teams that a form has been completed (of a project proposal) 
  4. Once that record/project proposal has been reviewed the status field can be manually changed from 'proposal' to 'approved' or 'rejected' with a date stamp
  5. Automatically that record/proposal to be deleted and/or copied to a new List/Excel (of active projects)

Phase Two (Dashboards using Power BI)

 

  1. Create reports extracting from Project List/Excel and create some visualisations 

a)  Project proposals

b)  Active Projects

c)  Gantts of project progress etc

 

2.  Connect the above to SharePoint/web sites etc

 

Many thanks

 

 

 

 

 

 

 

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I have the same question (0)
  • eric-cheng Profile Picture
    5,171 on at

    Hi @colgor ,

     

    What you have planned seems straightforward like you said.  I would use SharePoint lists rather than Excel.

     

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