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M365 Automate Your Business LW.pptx

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M365 Automate Your Business LW.pptx

  1. 1. Automate Your Business
  2. 2. What is Microsoft 365? Microsoft 365 is a line of subscription services designed to help you achieve more with innovative Microsoft apps, intelligent cloud services and world-class security. It’s more than just your usual apps like Word, Excel & PowerPoint. It includes a whole host of apps which can assist with: - Productivity - Time management - Team collaboration - Document storing, accessing & sharing in real-time - External communications - Device management - And so much more!
  3. 3. A quick glance at business subscription levels Business Basic Business Standard Business Premium Apps for Business
  4. 4. A quick glance at business subscription levels Business Basic Business Standard Business Premium Apps for Business
  5. 5. Is it called Office 365? No – As of Q2 2020, Office 365 has been renamed Microsoft 365. Varying subscriptions to Microsoft 365 include additional features
  6. 6. Microsoft 365
  7. 7. Microsoft 365
  8. 8. Accessing apps via your M365 hub
  9. 9. In your browser
  10. 10. Workflow automation Microsoft Lists
  11. 11. What is Microsoft Lists? Microsoft Lists is a Microsoft 365 app that helps you track information and organise work. Lists are simple, smart, and flexible, so you can stay on top of what matters most to your team. Track issues, assets, routines, contacts, inventory and more using customizable views and smart rules and alerts to keep everyone in sync. With ready-made templates, you can quickly start lists online, on our new mobile app, or with Microsoft Teams. And because it’s part of Microsoft 365, you can rely on enterprise-ready security and compliance.
  12. 12. Microsoft Lists Demo
  13. 13. Adding Power Apps, Automate and BI to your lists Power Apps – for no-code business mobile and Teams apps Power Automate - for business process automations Power BI – for visual business insights and analytics
  14. 14. Workflow automation PowerApps, PowerAutomate & PowerBI
  15. 15. What is Microsoft Power Apps? Microsoft Power Apps is a Microsoft 365 app that helps you build and integrate apps to support your business needs. Using Power Apps, you can quickly build custom business apps that connect to your data stored either in the underlying data platform (Microsoft Dataverse) or in various online and on-premises data sources Apps built using Power Apps provide rich business logic and workflow capabilities to transform your manual business operations into digital, automated processes. What's more, apps built using Power Apps have a responsive design and can run seamlessly in browser and on mobile devices
  16. 16. Microsoft Power Apps Heathrow Migration to 365: Through the low-code development of 30 apps, Heathrow employees have eliminated 75,000 pages of paperwork and reduced data entry by nearly 1,000 hours, helping the airport reduce its costs.
  17. 17. PowerApps Demonstration
  18. 18. What is Microsoft Power Automate? Microsoft Power Automate is a Microsoft 365 app that helps you to create automated flows to avoid performing repetitive tasks. Using Power Automate, you can create flows that: • Automate business processes • Send automatic reminders for past due tasks • Move business data between systems on a schedule • provide notifications when a task or list item is added or allocated You can automate repetitive manual tasks simply by recording mouse clicks, keystrokes and copy paste steps from your desktop.
  19. 19. Microsoft Power Automate You can automate repetitive manual tasks simply by recording mouse clicks, keystrokes and copy paste steps from your desktop. • Digital Touchpoints • Communication • Information • Smart Workflows
  20. 20. Power Automate Power Automate
  21. 21. Power BI Power BI
  22. 22. What is Microsoft Power BI? Microsoft Power BI is a Microsoft 365 app that helps you to analyse and visualise your business data to gain insights and inform reporting across the business Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.
  23. 23. Basic Building Blocks of Power BI • Visualisations • Datasets • Reports • Dashboards • Tiles
  24. 24. Basic Building Blocks of Power BI • Visualisations
  25. 25. Basic Building Blocks of Power BI • Datasets
  26. 26. Basic Building Blocks of Power BI • Reports
  27. 27. Basic Building Blocks of Power BI • Dashboards and Tiles
  28. 28. Power BI – pulls stats from all your ongoing spreadsheets to automatically generate management reports
  29. 29. Thank you Please complete the feedback form for this course using the QR code or this link. https://forms.office.com/r/6G0cgGKLA1

Editor's Notes

  • Tutor to briefly run thro which apps are available for which package 
  • Tutor to briefly run thro which apps are available for which package 
  • Trainer to demonstrate how to use the Microsofts Lists application.

    Open lists – office.com/ navigate to the Lists app

    Explain that lists can be created from existing templates, from existing Excel spreadsheets or blank

    For the demo, the “Work progress tracker” is a good template to use.

    Explain how to add content to lists (Note: edit in grid format can be used to quickly add data to the records. Data can also be automatically inputted from existing spreadsheets that are saved online in ONeDrive or SharePoint.)
  • From the List that we created, head to Integrations  Power Apps

    Demonstrate how to create a simple, no code app from the list

    Show how to test the app (Play button top right) and some basic editing tools (click on text, colours, etc. To adjust fonts, styles, colours, etc.)

    Explain that PowerApps can be used to aid the process with inputting and accessing data on mobile devices and within MS Teams. Great for mobile team members that are out delivering services and engaging with clients.
  • From the list that we created earlier head to “Integrate”  Power Automate

    Create a new automation and explain that there is a vast list of automations that can be utilized ,
  • No need to demonstrate as it is an extra subscription feature.

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