Monday 9:00 AM - 5:00 PM · Room A404

Power BI Bootcamp for SharePoint Professionals

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP.

Need to create stunning dashboards from your SharePoint data?

Yes you do!

In this bootcamp, we’ll show you: • How should I approach my BI need? • What things should be considered when creating dashboards? • What are the best practices? • How much is this going to cost me to license? • What security aspects should concern me?

Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are a: • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant

If you work in these areas, you will see value: • Marketing • Information Technology • Finance • Sales • Social Media

The class assumes no prior knowledge of Power BI and Data Concepts.

What is required for this class: Install Microsoft Power BI Desktop on your laptop (recommended but not required) We'll provide an Office 365 site for you to use for exercises

In this workshop you will: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint • Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX. • Receive some guidelines on how to extract Project data in fast manner. • Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization

This workshop provides an end to end view of Power BI for SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Tuesday 9:00 AM - 5:00 PM · Room A404

Mastering Power Automate: From Requirements Gathering to Building Efficient Flows

Dive deep into the transformative capabilities of modern Power Automate with Copilot in this engaging, full-day workshop. Tailored for both newcomers seeking foundational knowledge and seasoned users looking to enhance their expertise, this session will arm you with the critical skills necessary to revolutionize business processes through effective automation. You’ll master the crucial practice of detailed requirements gathering to craft targeted automation strategies, accompanied by practical exercises in designing, building, and deploying powerful flows that boost efficiency and streamline your organizational operations.

By the end of the day, participants will not only possess hands-on skills in flow creation and deployment but will also gain a strategic perspective on utilizing automation to address unique business challenges. This workshop is designed to instill confidence and proficiency, enabling you to leverage Power Automate to its fullest, transforming everyday tasks into automated efficiencies and nurturing a culture of productivity within your team.

Join us to harness the power of automation and reshape your business operations with Power Automate, Copilot, SharePoint, and Microsoft Teams, unlocking new levels of performance and innovation.

Tuesday 9:00 AM - 12:30 PM · Room A316

Dataverse Bootcamp for M365 Makers

Dataverse, Dataverse, Dataverse… You've been hearing about it for a while but haven't checked it out yet. Now's the time. Adding Dataverse is an investment in time, skills, and licensing. Know when to engage and what to expect.

• Learn what Dataverse is and where it fits in the maker toolset.
• Cover what the differences are between Dataverse, Microsoft Lists, and other data sources and talk through some of the 'what to use when' considerations as Lists solution builders integrate with and shift to Power Platform tools.
• Get a perspective on the maker skills needed when using Dataverse and how to get started in your organization.

Using the Developer Plan, attendees will get a hands-on look at Creating Dataverse tables, relationships, forms, and more. With Dataverse as a data source, we'll also do a quick compare of model-driven vs. canvas Power Apps.

Wednesday 10:20 AM - 11:30 AM · Room A403

Power Automate 101

Power Automate is a powerful tool, used out of the box with templates or from scratch with your own ideas. Learn the basics of this cloud-based app in this session, with information on what makes a flow, how to enhance a flow with dynamic content, and get some best practices tips so you can start your Power Automate journey off on the right foot.

Wednesday 10:20 AM - 11:30 AM · Room A410

Intro to Power Apps for Microsoft Teams, SharePoint, and Lists

If you create business solutions with SharePoint lists If you surface information and solutions via Microsoft Teams or SharePoint If you're concerned with the potential complexity of Power Apps

This session will show why Power Apps canvas apps should be considered part of your toolset.

We will cover:

• Simple extensions of the SharePoint list experience with Power Apps
• How to take data from SharePoint lists to Teams and mobile experiences
• Power Apps examples that bring immediate value and set the stage for further enhancements

Wednesday 10:20 AM - 11:30 AM · Room A316

Build external-facing websites using Power Pages

Microsoft Power Pages is a secure, enterprise-grade, low-code software as a service (SaaS) platform for creating, hosting, and administering modern external-facing business websites. Power Pages provides you with rich, customizable templates, a fluid visual experience through a reimagined design studio, and a new, integrated learning hub to quickly build sites that suit your unique business needs.

We'll learn how to create powerful external-facing websites that allow users outside their organizations to sign in with a wide variety of identities, create and view data in Microsoft Dataverse, or even browse content anonymously.

Also, we'll learn to quickly create a website and customize it with pages, layout, and content.

Wednesday 11:40 AM - 12:50 PM · Room A315

Beyond Document Libraries: Unleashing Lists for Business Solutions

SharePoint Lists are one of the most powerful tools in Microsoft 365. While many organizations primarily use SharePoint for document storage, lists offer a flexible way to manage structured data, automate workflows, and build interactive business solutions—without coding.

In this beginner-friendly session, we’ll explore how SharePoint/Microsoft Lists can revolutionize the way teams track information, collaborate, and automate tasks. You'll learn:

✅ What is a SharePoint List? How it compares to Excel, Microsoft Lists, and Dataverse. ✅ When to use Lists vs. Document Libraries vs. Databases. ✅ Building lists from scratch: Columns, views, and formatting. ✅ Enhancing lists with automation: When to use alerts versus rules versus a flow. ✅ Power Apps with SharePoint Lists: Turn lists into easy-to-use forms and apps. ✅ Best practices for security and permissions to control access and prevent accidental deletions.

By the end of this session, you'll understand how to leverage Lists as a powerful, no-code business solution.

Wednesday 2:00 PM - 3:10 PM · Room A403

Better Together: Exploring the Integrations Between Microsoft Teams and Power Automate

Get ready to witness the seamless integration of Microsoft Teams and Power Automate! Microsoft Teams stands as an essential tool used daily by millions globally, serving as the cornerstone of modern business collaboration. When paired with the automation capabilities of Power Automate, Teams transcends its conventional role as a communication platform, emerging as a powerhouse for amplifying productivity and efficiency.

During this session, I'll demo a few of the key integration points: • Trigger Flows from Teams Messages: Streamline follow-up actions on a Teams message, with just the click of a button. Whether it’s creating a DevOps item or sending tasks to OneNote, see how Power Automate transforms routine tasks into efficient processes, integrated within the Teams interface. • Flows with Adaptive Cards: Embrace the versatility of Adaptive Cards in Teams to gather information from users. Replace email exchanges with a more intuitive approach to user interaction, directly within Teams messages. • Leverage Flows within the Workflows App: Explore the convenience of creating and managing Power Automate flows directly from the Workflows app embedded in Teams. • Empowerment through Flow Templates: Uncover the potential of pre-built Team and Approval templates, designed to streamline common processes. Foster consistency across your organization and significantly reduce time spent on manual data collection with these readily available automation solutions.

This session promises live demos, real-world use cases, and more.

Wednesday 2:00 PM - 3:10 PM · Room A405

Microsoft Loop: The Essential Tool for Microsoft 365 Users!

Experience unparalleled team collaboration with Microsoft Loop, the newest addition to the Microsoft 365 suite! Loop redefines teamwork by offering highly collaborative workspaces, customizable pages, and dynamic, reusable components, all seamlessly integrated within the Microsoft 365 ecosystem.

Unlock your team's full potential with Microsoft Loop. Design shared workspaces, tailor pages to fit your specific needs, and effortlessly integrate notes, task assignments, and real-time synchronized lists. This innovative app enhances productivity and ensures that your team remains synchronized and efficient.

Microsoft Loop meets teammates where they work, seamlessly integrating with Microsoft Teams, Outlook, Whiteboard, Word, and more. Plus, explore the possibilities with the brand-new Loop app! This integration facilitates easy access, sharing, and collaboration on content across various platforms, catering to your team's diverse working environments and styles.

Transform the way your team works with Microsoft Loop. Its powerful features and seamless integration make it the go-to collaboration hub for Microsoft 365 users. Dive into the future of teamwork and harness the power of Microsoft Loop today!

Wednesday 4:00 PM - 5:10 PM · Room A403

Unleash the Power of Power Automate: Automating Microsoft List Operations

Are you tired of manual and time-consuming data management in Microsoft Lists? Want to streamline your list operations and increase productivity? If so, this session is for you! Join us as we explore the power of Power Automate for Microsoft Lists. We will show you how to move and copy items between lists, including multi-select person and multi-choice values, with ease. Whether you're new to Power Automate or a seasoned user, you will leave this session with the knowledge and skills to automate your Microsoft List operations and take your productivity to the next level. Register now to unleash the power of Power Automate and streamline your Microsoft List operations!

Thursday 9:00 AM - 10:10 AM · Room A312

DAX the Easy Way: Visual Calculations in Power BI

Visual calculations empower even novice Power BI users to build new calculations from any visual inside Power BI using an Excel grid-like interface. If you can write an Excel formula, you can create DAX expressions using visual calculations.

Many new Power BI users struggle to write and create DAX calculations. Even many calculations that are more complex when writing DAX expressions can easily be created using visual calculations. For example running sums, moving averages and percent of grand totals, and more are quick and easy using the Excel-like interface.

Attend this session and take you Power BI reports to the next level using visual calculations.

Thursday 9:00 AM - 10:10 AM · Room A315

Build a Vacation Request Solution OOB

From gathering requirements to building a workflow in Power Automate, follow along as we build a solution to track and approve vacation requests. Take the information back to your office and build your own vacation request solution. The basis of this simple solution will use out-of-the box functionality in SharePoint and Power Automate.

Thursday 1:00 PM - 2:10 PM · Room A403

Get started with Adaptive Cards for Microsoft Teams using Microsoft Lists and Power Automate

Adaptive Cards are everywhere. They are an incredibly versatile way to create actionable messages in the Microsoft 365 and Power Platform ecosystem.

In this session, we will transform traditional email reminders into interactive, informative, and actionable user experiences using Adaptive Cards. We will showcase Microsoft Lists, Microsoft Teams and Power Automate using a maker approach solution development.

We hope that after this session, you'll want to integrate Adaptive Cards into every solution you build!

Thursday 1:00 PM - 2:10 PM · Room A315

Buttons in SharePoint Lists - Logic for Non-devs

In lists, formatting can be done easily, and buttons can be created using a little JSON code. Wouldn't it be nice for end users to be able to click a button on an item in a list, to set a value or run a flow, without even having to open the item? In this session, you will learn how to create a nice pretty button to quickly click to run a workflow. No menus, no panels, super simple for end users! Laura Rogers will teach you the logic used in order to assign the action that the button takes, how to set up the button's visual appearance, and its text, and how to create conditional formatting on all of these. You will even learn how to utilize Copilot to help with your code!

Thursday 2:20 PM - 3:30 PM · Room A315

Forms, Forms, and more Forms. Data gathering for the modern info worker

Microsoft List (and SharePoint) forms, Forms with Power Apps, and Microsoft Forms. Which one (or more) should you use, and when?

This session will walk through updated capabilities and options available to no-code makers and citizen developers when building solutions with forms.

Thursday 4:10 PM - 5:20 PM · Room A314

Copilot Studio in Action: Elevate ServiceNow with AI Agents

Why navigate to 10 different pages to get what you need when you can use just one ServiceNow agent? Join Lindsay in this session to learn how to build a ServiceNow-oriented Copilot Studio agent. We will start simple - asking questions that Copilot Studio then uses generative AI to crawl ServiceNow KBs and deliver you an answer to, with fallback answer sources able to be configured in Bing custom search.

But that's not enough fun, is it? We'll get into how to then help your user create an incident if they don't find the answer they are looking for, look up the status of their incidents and requests, and even escalate to your Help Desk team, all with the power of Copilot Studio and do-able with a free ServiceNow developer account to get you started.

By the end of this session, you will know the basics of Copilot Studio, using ServiceNow APIs to fetch information both with OOB connectors and custom HTTP calls, and ideas to build your very own tier one Help Desk agent.

Friday 10:20 AM - 11:30 AM · Room A403

Navigating Document Approval in SharePoint: A Practical Case Study

At a medical research non-profit, different departments rely heavily on SOP documents, or Standard Operating Procedures. These documents have to go through annual reviews that are several layers deep, in addition to needing a group approval of the final SOP. In this session, Lindsay will break down exactly how she built SOP approval processes for six different departments using just SharePoint document libraries, Power Automate, and Approvals that have served their purpose effectively and efficiently for years.

Friday 10:20 AM - 11:30 AM · Room A313

Discover the Full Potential of Microsoft Lists with Power Platform

Microsoft Lists, a core component of Microsoft 365, has been significantly enhanced through its integration with the Power Platform. In this session, we will examine three fundamental features of the Power Platform embedded within Microsoft Lists. Together, we'll explore the baked in options for the following:

Power Apps: Form Options Comparison

• Create an App: Build a canvas app directly connected to a List
• Customize Forms: Integrate Power Apps into a native List form

Power Automate: Streamline Processes with Pre-built Flows

• Content Approval: Navigate page approval processes effortlessly.
• Request Sign-off: Simplify decision-making with streamlined audit trail
• Reminder Options: Specify a date for task follow-ups

Power BI: Unlocking Insights from Data

• Visualize Lists: Quickly transform data into compelling visual narrative
• Microsoft List as a Data Source: Create refreshable reports connected directly to List data

Live demos throughout the session will illustrate practical implementations of these tools. Additionally, we'll address the pivotal question of when organizations may outgrow integrated options, along with essential licensing considerations for scaling up to advanced solutions.

Friday 12:30 PM - 1:40 PM · Room A404

Revolutionizing SharePoint Workflows with Power Automate and Copilot

In today’s fast-paced digital workplace, efficiency and automation are key to staying ahead. Join us for an exciting session where we delve into the transformative power of integrating Microsoft Copilot with SharePoint and Power Automate. Discover how Copilot’s AI capabilities can revolutionize your workflows, turning complex processes into seamless, automated tasks.

We’ll explore real-world scenarios where Copilot enhances SharePoint workflows, from automating routine approvals to managing intricate data processes. Learn how to harness the full potential of Power Automate to create intelligent, responsive workflows that adapt to your organization’s needs.

This session will feature live demonstrations, showcasing step-by-step how to build and deploy these advanced workflows. You’ll walk away with practical knowledge, best practices, and innovative ideas to implement in your own environment. Whether you’re a seasoned pro or just starting out, this session will provide valuable insights to elevate your SharePoint and Power Automate skills to the next level.

Key Takeaways:

Understand the integration of Copilot with SharePoint and Power Automate. Learn to create intelligent workflows that enhance efficiency and reduce manual tasks. Gain insights from real-world examples and live demonstrations. Discover best practices for implementing advanced automation in your organization. Join us to unlock the future of workflow automation and see how Copilot can be your co-pilot in driving productivity and innovation!

Friday 12:30 PM - 1:40 PM · Room A313

Intro to Dataverse for M365 Makers

Dataverse, Dataverse, Dataverse… You've been hearing about it for a while but haven't checked it out yet. Now's the time. Adding Dataverse is an investment in time, skills, and licensing. Know when to engage and what to expect.

• Learn what Dataverse is and where it fits in the maker toolset.
• Cover what the differences are between Dataverse, Microsoft Lists, and other data sources and talk through some of the 'what to use when' considerations as Lists solution builders integrate with and shift to Power Platform tools.
• Get a perspective on the maker skills needed when using Dataverse and how to get started in your organization.