Integrate SharePoint and Power Automate

Intermediate
App Maker
Functional Consultant
Business User
Microsoft Power Platform
Power Automate

Using SharePoint and Power Automate helps you automate day-to-day tasks. This Learning Path covers approvals in SharePoint and Power Automate, best practices, connectors, and error handling within flows.

Prerequisites

  • A basic understanding of Microsoft Power Automate.
  • Familiarity with SharePoint.

Modules in this learning path

With Microsoft Power Automate, you can create emails that are sent automatically when new data is added or when existing data is updated. Additionally, you can have email metadata captured in SharePoint automatically. This module explains how you can use email actions in Power Automate with SharePoint as the data source.

Typically, a workflow process undergoes an approval step. Approvals are required from a single user or multiple users, and you need to capture the responses so that you can make decisions for the next step. Approvals are often sent as emails or notifications on your mobile devices to help make them easier to access and understand.

HTTP connectors use Representational State Transfer (REST) architecture, which allows users to interact directly with data by using web requests. Additionally, it allows flow makers to use the full potential of the web service offerings in a secure manner while still using Power Automate flows. This module will focus on the built-in and premium HTTP connectors.

Though several means of communication are available, email is often considered the primary and official method. Whether you are sending an electronic approval or attaching important documents to complete a transaction process, email is a vital tool for businesses. This module focuses on key features that can help you use Power Automate flows to enhance and secure your electronic mail.

Getting notifications when your flow has failed because of an error is critical to maintaining business continuity. Also, the notification should provide the cause of the error to help you resolve it quickly. This module will focus on how you can use Configure run after, an option that is available for flow actions, to help isolate errors. It also overviews the built-in error reports.

SharePoint includes a REST service that allows users to interact directly with SharePoint data by using web requests. This feature allows flow makers to access SharePoint offerings while still using Microsoft Power Automate flows. This module describes how the HTTP connector action can make API calls by using SharePoint REST services and can achieve tasks for unavailable flow actions.

Integration of Power Automate flows and SharePoint has resulted in an exponential growth of flows that are triggered by adding, editing, or deleting SharePoint lists or documents. Occasionally, flows fail or are stuck while running. Flows streamline repetitive tasks and paperless processes, so it's important to know how to troubleshoot failures and return flows to successful runs.