Texas

Power Automate Track

Monday 9:00 AM - 5:00 PM · Room C

Power Apps and Power Automate (Flow) for M365/SharePoint Bootcamp

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

Wes Preston

Wes Preston

Founder and independent consultant working with platform alignment and no-code solutions with M365 and Power Apps

Work through a common business use case to see how Power Apps and Power Automate - and their Copilot capabilities - fit into your toolset extending M365, SharePoint, and Teams.

We'll start with some brief foundation info, dig in with demos, and then let you "take the wheel" walking through hands-on examples to build a solution as we work through the day building on top of Microsoft Lists.

You'll learn about the different types of Flows that can be used with Power Automate and will create basic Flows yourself. Then, see how Flows integrate with Power Apps you've built and the list data behind them. Your instructors will be there to assist throughout the day with your questions.

Attend this workshop to get a foothold with the Power Platform. Gain the skills you'll need to immediately start customizing your Microsoft 365, SharePoint, and Teams sites with Power Apps and Power Automate.

Notes and Requirements: To participate in the hands-on portion of this workshop, attendees should bring a laptop computer. Attendees who bring tablets, even with keyboards, will likely experience difficulties in successfully completing the labs.

We will be using Power Apps, Power Automate, Microsoft Lists, Teams, SharePoint and other Microsoft 365 components in our labs. Attendees may choose to use a personally owned or corporate Microsoft 365 tenant. If not, please register for a free Microsoft 365 Developer tenant prior to the workshop here: https://developer.microsoft.com/en-us/microsoft-365/dev-program

If you will be using a company-provided laptop and will not be using your corporate tenant, please verify that you are able to connect to the Microsoft 365 environment that you will be using prior to arrival.

Monday 9:00 AM - 5:00 PM · Room 7

Advanced Power Apps and Power Automate: Workarounds for Common Problems

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Spend any amount of time in the Power Platform forums and you will begin to see a lot of similar questions asked over and over again.

In this workshop we will look at some of the most common issues Citizen Developers encounter when trying to develop applications and workflows in the Power Platform. We'll examine each type of problem, analyze why they occur, and provide workarounds that you can use when you encounter them.

The workshop will be divided into two parts. In the first we'll concentrate on Power Apps and in the second we'll look at Power Automate.

Here is a general list of the overall topics we will cover: • Morning: Power Apps ○ Delegation ○ Working with Dates and Times ○ Conditional Formatting of data ○ Passing Data to and Retrieving Results from a Flow • Afternoon: Power Automate ○ Using Conditions and Switches effectively ○ Handling Loops and Parallel Branches ○ Working with Large Data Sources ○ Implementing Error Checking/Correction ○ Improving Performance

Tuesday 9:00 AM - 5:00 PM · Room B

Power Automate Multi-Stage Approval Workflows - Workshop

Amarender Peddamalku

Amarender Peddamalku

MVP | Practice Lead - Microsoft Modern Work @Perficient

In every organization there are a number of scenarios which require an Approval process. It could be Contract approvals, PTO/Leave Approvals, Event approvals and many other business processes.

In this workshop we'll learn how to design and develop Multi-Stage Approval Workflows using Power Automate. The workflow will move back and forth b/w different stages and will also learn how to restart a workflow from a given stage. We'll learn how to include Dynamic Approvers in the workflow process.

We'll also learn how to design and develop Automated escalations and Automated reminders. We'll implement timeout features in the workflows to escalate it to the next approver in the process. We will learn how to log and retain workflow history beyond what Microsoft Power Automate offers out-of-box. We'll develop a button to kick off the workflow from a SharePoint library/list.

Tuesday 9:00 AM - 12:30 PM · Room 6

Transform Daily, Mundane Repetitive Work with Robotic Process Automation

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

Automate routine tasks, eliminate the chance for errors, and free up time for more important work with robotic process automation (RPA) and Power Automate for desktop.

This workshop allows you to experience the utility of RPA and Power Automate for desktop and use out of box actions such as manipulating Excel documents as part of an end-to-end invoice processing solution.

In addition, with the Copilot feature available, building the desktop flows has become easier than ever! Hence join Daniel Christian, a Microsoft MVP and certified trainer as he walks you everything that Power Automate desktop has to offer.

Tuesday 9:00 AM - 12:30 PM · Room 7

Copilot for Power Platform : Accelerating your Development with AI

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Microsoft is adding AI support to the Power Platform low code development platforms called Copilot. You can use Copilot to help build your next App or Flow. Using Copilot you can use natural language to describe what you are trying to build. Copilot will return a suggested design for the app, flow, or Dataverse tables which you can then use. Copilot will also help you along the way by suggesting modifications to improve your formulas.

Copilot won't replace you as a Citizen Developer, but it will help you produce amazing apps and powerful flows in a fraction of the time.

Tuesday 1:30 PM - 5:00 PM · Room 6

SharePoint Data Modeling: From Requirements to Usage

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Data modeling is an essential first step in any Power Apps or Power Automate project. Power apps provides a user interface for information stored in a data source and Power Automate creates workflows that manipulate data stored in a data source based on specific events or triggers. Data modeling is difficult enough for professional developers, but it is even harder for citizen developers.

Citizen developers usually have little exposure to concepts like data normalization and often can’t use true relational databases like SQL or Dataverse because of the cost of Premium licensing. So, they are left trying to figure out how to build their flows or apps using data stored in SharePoint lists or Excel spreadsheets.

In this workshop I will show you some real-world techniques for doing data modeling. I’ll start with a typical project requirements definition and show you how to easily convert it into an Entity Relationship model. Next, I’ll show you how to map that Entity Relationship model onto a set of SharePoint lists. Once I have the lists designed, I’ll show you how to use them in a Power App and a flow.

Along the way I’ll walk you through what you need to know about using SharePoint as a data source, including:

  • What Column types work well and which ones to avoid
  • When to use (or not use) Lookup columns to create relationships between lists
  • How to plan for Security in SharePoint
  • Other Common issues

I’ll focus on SharePoint in the workshop but the techniques I teach you are also applicable for other data sources like Excel, SQL or even Dataverse.

Wednesday 11:40 AM - 12:50 PM · Room 7

Using PowerApps and Flow Together: Made for each other

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

PowerApps and Flow are both powerful tools for the citizen and professional developer. But using them together can take your application to a whole new level. In this talk we'll get you started with how to invoke a Flow from a PowerApp, how to pass information to the Flow, and how to return values back to Powerapps when the Flow completes. Along the way we'll discuss Best Practices that can make your PowerApps and Flow work more efficiently togethter. Even if you know both PowerApps and Flow this session will help you get the most out of using them together.

Wednesday 2:20 PM - 3:30 PM · Room A

Power Automate for the Absolute Beginner

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

If you have been wanting to get started creating Flows with Power Automate, this is your chance! In this session, you'll learn: What can be done with Flows How are Flows different than SharePoint Designer Workflows How to create Flows for everyday tasks such as sending automatic reminder emails How to create Flows from templates The best resources for advancing your Flow skills Where to get help And more...

Attend this demo-rich session and start creating Flows with Power Automate today!

Wednesday 4:20 PM - 5:30 PM · Room 1

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

Norm Young

Norm Young

Microsoft 365 and Power Platform solution architect | Microsoft MVP

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!

Wednesday 4:20 PM - 5:30 PM · Room 7

Develop your custom Teams Audit process with Flows

Toni Pohl

Toni Pohl

CTO atwork, Microsoft MVP

In large organizations, it is crucial to have governance for data and train users to be responsible with their data. Microsoft Teams owners are responsible for their team members and guests. We have developed a solution that starts an audit process and sends out one email to each team owner, asking for a confirmation with all members and a review and confirmation with Azure Logic Apps and the help of Microsoft Graph and Outlook. You will learn how to develop your custom Teams Audit process with Azure Logic Apps and how to create flows that can be used for approval and governance processes including the technical tools to develop your organization´s secure business processes.

Thursday 9:00 AM - 10:10 AM · Room 5

Drive your digital transformation with the Power Platform

Luc Labelle

Luc Labelle

CEO at Kabesa (MVP, MCT)

Join us in this session to learn how to create applications, automate business processes and monitor your organization’s performances using Power Apps, Power Automate and Power BI. We will perform a step-by-step demo showing how to create a mobile application, an approval flow and a Dashboard to track requests from a SharePoint list. In this session, we will work with a simple use case, based on real business requirements that all attendees can relate to.

Thursday 10:50 AM - 12:00 PM · Room A

Power Automate Desktop: How to Automate Almost Anything

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Power Automate flows can do a lot to automate repetitive tasks. But up until now they only worked if there was a pre-built connector with actions that can accomplish the task or at least an existing Application Programming Interface API that you could use to build a custom connector.

In this talk we'll look at Power Automate's entry into the world of Robotic Process Automation (RPA) called Power Automate Desktop. Using Power Automate Desktop you can automate repetitive tasks on your desktop in Windows or a Web application. Desktop flows record and play back user interface actions, like keyboard entries, mouse clicks, etc.

Desktop flows open up possibilities to automate applications that don't have a pre-built connector or an API.

Thursday 1:30 PM - 2:40 PM · Room A

Advanced workflow solutions with Power Automate

William Huneycutt

William Huneycutt

Upskill Tech

Power Automate is the evolution of workflow for SharePoint and Microsoft 365. This session is designed to showcase building flows for no code/low code solutions for personal productivity, team productivity, and enterprise business processes.

Topics include:

  • Data connectors, connections, and user accounts
  • Types of cloud flows - automatic, instant, scheduled, AI built, desktop, and process advisor
  • Flow elements - triggers, actions, and conditions
  • Building flows using templates versus starting from blank
  • Flow settings, run history, & debugging Advanced approval scenarios - escalation, delegation, and parallel approval
  • Expressions, formulas, and functions for managing data
  • Using OData to better work with larger data sets in SharePoint
  • Power Automate and SharePoint limits and boundaries
  • Real-world application, tips & tricks
  • Licensing

Using real-world examples, we will demonstrate how to design flow solutions to meet the ever-changing business requirements faced by today’s business professionals.

Thursday 3:30 PM - 4:40 PM · Room A

Unleash the Power of Power Automate: Automating Microsoft List Operations

Norm Young

Norm Young

Microsoft 365 and Power Platform solution architect | Microsoft MVP

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 3:30 PM - 4:40 PM · Room B

Bring Your SharePoint Data to Life Using Power BI!

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

Power BI can transform how your users see and interact with your SharePoint data! In this session, you'll learn tips, tricks and best practices for using SharePoint with Power BI. We'll start by discussing the "out of the box" SharePoint list integration with Power BI and Power BI licensing. Then we'll move on to importing list data into Power BI and transforming that data. Finally, we'll create and publish a Power BI report and embed that report on a SharePoint page.

Attend this session and see how Power BI can bring you SharePoint data to life!

Thursday 3:30 PM - 4:40 PM · Room 6

Hyperautomation in Procure-to-Pay: Revolutionizing Efficiency with AI Builder and Azure

Danielle Moon

Danielle Moon

Power Platform Enthusiast

In the digital age, hyperautomation has become a pivotal force in transforming business processes, and the procure-to-pay cycle is no exception. This session will guide you through the significance of hyperautomation in the procure-to-pay process, demonstrating how it not only streamlines operations but also serves as a strategic asset in enhancing financial health and operational agility.

Key Takeaways: Gain insights into the four-step process of the procure-to-pay cycle and the role of hyper automation in integrating purchasing and accounts payable systems for peak efficiency.

Understand how AI Builder and Azure are revolutionizing the procure-to-pay landscape by automating manual tasks, improving invoice processing, and ensuring data accuracy.

Explore real-world examples of hyper automation in action, showcasing the tangible benefits of reduced processing times, increased margins, and enhanced decision-making capabilities.

Session Highlights:

AI Builder's Role: Delve into how AI Builder brings Microsoft's cognitive and AI offerings to life, enabling users to create and consume AI with ease, thus optimizing business processes within the procure-to-pay cycle.

Azure's Impact: Discover the transformative potential of Azure AI, including tools that ensure secure and trustworthy generative AI applications, and how they contribute to a more efficient procure-to-pay process.

Customer Success Stories: Learn from successful implementations of hyper automation, such as the integration of Power Automate, Model-driven Apps, and Dataverse with AI Builder and Azure AI services, resulting in streamlined operations and improved financial outcomes.

This session is designed for finance professionals, procurement specialists, and technology enthusiasts looking to harness the power of AI and hyper automation to drive their organization's success. Join us to explore how AI Builder and Azure can be your allies in the journey towards a smarter, more efficient procure-to-pay process.

Friday 9:00 AM - 10:10 AM · Room B

Real World Power Automate (Cloud Flows)

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

The Power Automate Community site is a great resource for Power Automate developers. Hundreds of questions are asked and answered on the site every day. These questions are from real Flow developers who experience real world problems.

In this constantly evolving and demo-rich session, our time will be devoted to working through common questions asked and problems encountered by Flow developers and posted on the Power Automate Community site. We will explain the issues and look at each solution in detail. You'll also see how Copilot can help overcome roadblocks that you may encounter during your Flow development.

Friday 10:20 AM - 11:30 AM · Room A

Two Guys and A Copilot - The DnA Show!

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

William Huneycutt

William Huneycutt

Upskill Tech

Daniel and Andy (DnA) are two guys who work for enterprise level companies and must deal with day-to-day tasks that can be both time consuming and mundane. However, now with Copilot available across several Microsoft cloud services, these two Microsoft MVPs are finding ways to making their jobs a lot easier and, in some cases, automated.

So, join them as these two guys show share their tips and tricks with you to make your jobs easier and make you look like Copilot superstars. This session will cover both Power Platform and Microsoft 365 Copilot features.

Friday 10:20 AM - 11:30 AM · Room B

Power Automate Multi-Stage Approval Workflows

Amarender Peddamalku

Amarender Peddamalku

MVP | Practice Lead - Microsoft Modern Work @Perficient

In this session we’ll learn how to design and develop Multi-Stage Approval Workflows Using Power Automate.

We will also learn how to restart the workflow from a given stage and how to include Dynamic Approvers. We'll dig into how to design and develop Automated escalations and Automated reminders. We will also learn how to log workflow history and ways to retain the history indefinitely.

Friday 1:50 PM - 3:00 PM · Room 2

Deploying Power Platform Components: Using Solutions

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

If you work with more than one application from the Power Platform or have more than one environment then you've probably heard about Solutions. But Solutions can be a confusing concept for citizen developers. In this workshop we'll discuss the following concepts:

  • Implementing a Dev > Test > Production system
  • Exporting and Importing Apps, Flows, and Bots between environments
  • When to use Managed vs. Unmanged Solutions
  • Creating, Updating, Upgrading, and Patching Solutions
  • Using Connection References
  • Leveraging Environment Variables
  • What is a Solution Publisher
  • Understanding Solution layers and dependencies
Friday 1:50 PM - 3:00 PM · Room 5

Exploring Power Platform AI for Next-Generation Solutions

Manpreet Singh

Manpreet Singh

Architect | MVP | MCT | Author | Speaker | Blogger

In the era of digital transformation, organizations are increasingly turning to artificial intelligence (AI) to drive innovation, streamline operations, and deliver unparalleled experiences to customers and employees alike. Microsoft Power Platform AI emerges as a game-changing toolkit, empowering citizen developers and IT professionals to harness the power of AI and build intelligent solutions without the need for extensive coding expertise.

This session invites you to embark on a journey into the world of Power Platform AI, where imagination meets innovation to unlock new possibilities and drive business growth.

Attendees will dive deep into the capabilities and functionalities of Power Platform AI, in:

  • PowerPlatform
  • Power Automate
  • DataVerse
  • Power Pages
  • Power Virtual Agent (CoPilot)

Through hands-on demos, real-world use cases, and best practices, attendees will learn how Power Platform AI is transforming industries and driving innovation across diverse business domains, including sales, marketing, finance, and customer service.

Join me as we explore the limitless possibilities of Power Platform AI and discover how you can empower your organization to innovate, automate, and thrive in the AI-powered future.

Friday 1:50 PM - 3:00 PM · Room 6

Elevate Your Power Automate Workflows with Error Handling Using Adaptive Cards in Microsoft Teams

Norm Young

Norm Young

Microsoft 365 and Power Platform solution architect | Microsoft MVP

Are you tired of receiving countless error notifications from your Power Automate Flows? Do you struggle to effectively communicate errors to your team in a user-friendly manner?

If so, this session is for you! Join us as we explore the benefits of using Adaptive Cards to handle errors in Power Automate. We will show you how to create engaging and informative error notifications that can be easily viewed and acted upon within Microsoft Teams.

Say goodbye to bland and confusing error messages, and hello to a more efficient and productive team. Register now to learn how to elevate your Power Automate Flows with effective error handling using Adaptive Cards in Microsoft Teams!

X Close

Keep Up to Date on
TechCon 365 Dallas