PowerApps Training – Build Custom Forms & Automate Workflows (M365 Standard)

Pre-Requisites Software & Access

Participants must have access to:

• Microsoft 365 Business Standard or Premium
• PowerApps (Canvas app)
• Power Automate
• SharePoint Online
• OneDrive for Business
• Word Online (Business)
• (Optional) Excel Online or Power BI Desktop

Learning Outcomes / Benefits

Empower participants to digitize manual forms, automate follow-ups, and simplify reporting using Microsoft PowerApps, SharePoint, and Power Automate — no coding required.

Key Content

Module 1: Introduction & Setup

• What is PowerApps & Power Automate
• Common use cases: digital forms, approvals, checklists, tracking
• Create basic SharePoint lists for Form submissions and Action tracker
• PowerApps and Power Automate interface walkthrough

Module 2: Create Custom Forms in PowerApps

• Build a custom form (e.g., feedback, request, checklist)
• Add dropdowns, toggles, text fields, attachments, signature
• Connect form to SharePoint
• Submit and view records

Module 3: Email Notifications

• Use Power Automate to send email when form is submitted
• Include form details in the email body
• Add conditions (e.g., notify manager if urgent)
• Customize subject, recipients, and message

Module 4: Action Tracker Automation

• Create SharePoint list for tracking actions (Title, Description, Person-in-Charge, Due Date, Status)
• Add “Action Required?” toggle to the form
• Use Power Automate to auto-create action item when needed and auto-email person-in-charge with task details

Module 5: Auto Report Generation

• Design a Word template (stored in OneDrive)
• Use Power Automate to fill the template with form data, convert it to PDF, and save to SharePoint and/or email it

Module 6: Mobile Access, Testing & Wrap-up

• Install and test PowerApps on a smartphone
• Submit form, check report, receive email
• Tips for deployment, versioning, and user access
• Q&A and next steps

Target Audience

Department Executives, Admins, Team Leaders, Managers, Business Process Owners, Quality, HR, IT, Maintenance, Safety personnel, and anyone handling forms, checklists, approvals, or internal tracking.

Methodology

This stimulating program will maximize understanding and learning through lectures and practical activities.