Use Power Automate & SharePoint to Automate Invoice Sending

Offert par
Coursera Project Network
Dans ce Projet Guidé, vous :

Use SharePoint for storing invoices and customers data

Create Power Automate flow for invoice sending automation

Clock1.5 hours
BeginnerDébutant
CloudAucun téléchargement requis
VideoVidéo en écran partagé
Comment DotsAnglais
LaptopOrdinateur de bureau uniquement

Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email. We just need to set up some rules, set up a SharePoint site as our data source and implement a Power Automate flow which will handle the process. In this 40-minutes long guided project, “Use Power Automate & SharePoint to Automate Invoice Sending”, you will create a SharePoint site and list, set up a document library and create a Power Automate flow which will automate the sending of invoices to the customers. Of course, you can allow other colleagues to access and use this SharePoint site so they will be able to use your implementation as well. In the end, you won’t need to send emails to the customers manually, all you will have to do is create an invoice, name it correctly and upload it to the SharePoint document library and the Power Automate flow will do the rest. Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.

Les compétences que vous développerez

  • Automatization of sending documents by email
  • Creating Power Automate flow
  • Automatization of a business process

Apprendrez étape par étape

Votre enseignant(e) vous guidera étape par étape, grâce à une vidéo en écran partagé sur votre espace de travail :

  1. Project introduction

  2. Create a SharePoint site and list

  3. Set up a SharePoint list and document library

  4. Create a Power Automate flow for getting customer information

  5. Update the Power Automate flow to send invoice and update SharePoint

Comment fonctionnent les Projets Guidés

Votre espace de travail est un bureau cloud situé dans votre navigateur, aucun téléchargement n'est requis.

Votre enseignant(e) vous guide étape par étape dans une vidéo en écran partagé

Foire Aux Questions

Foire Aux Questions

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