About This Course
Organisations running on Microsoft 365 increasingly rely on SharePoint as their central hub for document management, collaboration, and business process support. Yet most teams use only a fraction of its capability, manually routing files, chasing approvals, and re-keying data across systems. Power Automate — Microsoft's cloud-based workflow engine — removes that friction by connecting SharePoint to hundreds of applications and services through intelligent, low-code automation.
This five-day Microsoft SharePoint Automation with Power Automate Training course from TrainingComplex is designed for professionals who want to move beyond basic SharePoint usage and build reliable, scalable automated solutions. Participants will explore the full lifecycle of a Power Automate flow: from triggering events in SharePoint libraries and lists, through conditional logic and parallel branching, to integration with Microsoft Teams, Outlook, Planner, and external APIs. Special emphasis is placed on document-centric processes — automated approval workflows, version control notifications, metadata tagging, and records management — which are the most common automation needs in modern enterprises.
The programme combines structured instruction with daily hands-on labs, ensuring that every concept covered in theory is immediately reinforced through guided practice on a live Microsoft 365 tenant. By the end of the week, participants will have built a portfolio of working flows they can adapt and deploy in their own organisations, along with the confidence to design new automations independently.
Whether your team is seeking to reduce administrative overhead, enforce compliance controls, accelerate approval cycles, or simply free up staff time for higher-value work, this course provides the technical foundation and practical toolkit to make SharePoint automation a competitive advantage.
Who Should Attend
- SharePoint Site Owners and Administrators responsible for managing document libraries and lists
- Business Analysts seeking to translate process requirements into automated SharePoint workflows
- IT Professionals and Microsoft 365 administrators supporting organisational productivity platforms
- Project Managers and Operations Coordinators who manage approval and review processes
- Records and Compliance Officers responsible for document governance and audit trails
- Executive Assistants and Office Managers handling high-volume document routing and sign-off
- Digital Transformation Leads driving low-code automation initiatives across their organisations
Learning Objectives
- Understand the architecture of Microsoft SharePoint and Power Automate and how they integrate within the Microsoft 365 ecosystem
- Configure and manage SharePoint lists, libraries, columns, and content types to support automated workflows
- Build automated flows triggered by SharePoint events including item creation, modification, and file uploads
- Design multi-stage approval workflows using the built-in Approval connector and adaptive cards in Microsoft Teams
- Apply conditional logic, parallel branches, loops, and expressions to handle complex real-world process scenarios
- Integrate SharePoint flows with Microsoft Outlook, Teams, Planner, OneDrive, and external services via HTTP connectors
- Automate document generation, metadata stamping, and version management within SharePoint libraries
- Implement error handling, flow monitoring, and alert mechanisms to maintain reliable automated processes
- Apply governance best practices including environment management, DLP policies, and flow ownership controls
- Export, package, and deploy flows across environments using solutions for enterprise-grade lifecycle management
Course Modules
Module 1: SharePoint and Power Automate — Platform Overview and Integration Architecture
- Microsoft 365 ecosystem: how SharePoint, Power Automate, and Power Platform fit together
- SharePoint Online architecture: sites, site collections, libraries, lists, and content types
- Power Automate interface: cloud flows, desktop flows, and process advisor overview
- Licensing considerations: which Power Automate features are available per Microsoft 365 plan
- Connectors and triggers: understanding the SharePoint connector and its event-driven model
- Setting up a development environment: accessing Power Automate, creating a personal test SharePoint site
Module 2: Structuring SharePoint for Automation — Lists, Libraries, and Metadata
- Designing lists and libraries with automation in mind: columns, views, and indexing
- Content types: creating and applying custom content types to support workflow logic
- Managed metadata and taxonomy: using term stores to drive consistent classification
- Column validation and default values: enforcing data quality at the point of entry
- Version history and check-in/check-out: leveraging native SharePoint controls in automated processes
- Document sets: grouping related files for coordinated workflow triggers
Module 3: Building Your First Automated Flow — Triggers, Actions, and Basic Logic
- Anatomy of a Power Automate flow: triggers, conditions, actions, and outputs
- SharePoint triggers: when an item is created, modified, or deleted; when a file is uploaded
- Configuring actions: get item, update item, create item, send an email notification
- Dynamic content: mapping SharePoint field values into email bodies and Teams messages
- Running and testing flows: using the flow checker, run history, and input/output inspection
- Basic error handling: configuring run-after settings and sending failure notifications
Module 4: Conditional Logic, Branching, and Looping in Complex Workflows
- Using the Condition control: if/yes/no branching based on SharePoint column values
- Switch controls: routing flow logic across multiple discrete conditions cleanly
- Apply to each loops: processing multiple items returned from a SharePoint Get Items query
- Do Until loops: waiting for a status field to reach a target value before proceeding
- Parallel branching: running simultaneous actions for performance and multi-team notification
- Nested logic: combining conditions and loops to model real multi-step business rules
Module 5: Designing Multi-Stage Approval Workflows
- The Approvals connector: creating, sending, and waiting for approval responses
- Single-stage approvals: routing a SharePoint document to one approver via email and Teams
- Sequential multi-stage approvals: chaining approvers so each stage gates the next
- Parallel approvals: requesting sign-off from multiple stakeholders simultaneously
- Custom approval forms using adaptive cards in Microsoft Teams
- Updating SharePoint status columns and audit fields based on approval outcomes
Module 6: Document Automation — Generation, Metadata Stamping, and Version Management
- Automating document creation using Word Online and SharePoint templates
- Populating document placeholders with SharePoint list data via the Word connector
- Automatically converting Word and Excel files to PDF using Power Automate
- Metadata stamping: writing approval outcomes, dates, and approver names back to SharePoint columns
- Triggering version promotions and major/minor version controls through flow actions
- Archiving and moving completed documents to archive libraries or SharePoint folders on completion
Module 7: Integrating SharePoint Flows with Microsoft 365 Applications
- Sending adaptive card notifications and action prompts to Microsoft Teams channels
- Creating and updating Planner tasks automatically from SharePoint list items
- Updating SharePoint lists from Microsoft Forms submissions via a bridging flow
- Syncing SharePoint data to Excel Online and OneDrive for reporting purposes
- Using the Outlook connector to embed approval links and document previews in emails
- Connecting SharePoint events to Microsoft To Do and Calendar for deadline management
Module 8: Connecting to External Systems — HTTP, REST APIs, and Third-Party Connectors
- Understanding HTTP requests: GET, POST, PATCH, and DELETE methods in Power Automate
- Calling external REST APIs from a flow and parsing JSON responses
- Using premium connectors: Salesforce, ServiceNow, DocuSign, and Azure services
- Webhooks: receiving data from external systems to trigger SharePoint-based flows
- Storing API credentials securely using environment variables and Azure Key Vault references
- Building a practical integration: posting SharePoint data to an external ERP or CRM system
Module 9: Governance, Data Loss Prevention, and Flow Administration
- Power Platform environments: development, test, and production environment strategy
- Data Loss Prevention (DLP) policies: restricting connector combinations to protect sensitive data
- Flow ownership and co-ownership: managing shared flows and service accounts
- Monitoring flow runs: using the admin centre analytics and run history for audit trails
- Setting up flow failure alerts and automated health-check notification flows
- Documenting flows: adding descriptions, notes, and naming conventions for maintainability
Module 10: Solutions, Deployment, and Building a Sustainable Automation Practice
- Power Platform solutions: packaging flows, environment variables, and connection references
- Exporting and importing solutions between environments for structured deployment
- Managed versus unmanaged solutions: choosing the right deployment strategy
- Version control for flows: tracking changes and rolling back using solution history
- Building an internal Centre of Excellence: governance models and community of practice
- Capstone lab: participants present and demonstrate a complete end-to-end SharePoint automation built during the week
Requirements & Prerequisites
Participants should have regular hands-on experience using Microsoft SharePoint as an end user or site owner, including working with document libraries and lists. Familiarity with Microsoft 365 applications such as Outlook and Teams is expected. No prior experience with Power Automate or coding is required, though a basic understanding of business process flows will be beneficial.
Training Methodology
- Guided platform walkthroughs on a live Microsoft 365 tenant, allowing participants to follow along in real time on their own accounts
- Hands-on lab exercises at the end of each module where participants build, test, and debug actual Power Automate flows
- Process mapping workshops in which participants diagram their own workplace approval or document workflows before automating them
- Peer review sessions where small groups inspect and critique each other's flows, identifying logic gaps and optimisation opportunities
- Scenario-based challenges presenting realistic business problems — such as a multi-department procurement approval or a contract expiry notification system — for participants to solve using skills from the day
- Template deconstruction activities where participants open and analyse pre-built Microsoft flow templates to understand design patterns
- Q&A and troubleshooting clinics providing dedicated time for participants to resolve issues specific to their organisation's SharePoint environment
Organisational Benefits
- Significant reduction in manual, repetitive administrative tasks — freeing staff for strategic, value-adding work
- Faster approval and review cycles driven by automated routing, reminders, and escalation logic
- Improved document governance and audit readiness through consistent, automated metadata and versioning controls
- Greater adoption and return on existing Microsoft 365 licences and SharePoint investments
- Stronger cross-departmental collaboration enabled by automated notifications and task assignments in Teams and Planner
- Reduced process errors and compliance risks through standardised, rule-based workflow automation
- A pipeline of internal automation champions capable of identifying and solving new workflow challenges independently
- Accelerated digital transformation at low cost, leveraging existing infrastructure rather than third-party tools
Where Is Microsoft SharePoint Automation with Power Automate Training Offered?
This course runs in-person across: Dubai, Nairobi, Zanzibar, Nakuru, Abuja, Mombasa, Johannesburg, Kigali, Riyadh, Naivasha, Lagos, Kampala, Cape Town, Accra, Pretoria, Kisumu, Dar es Salaam, Arusha, Addis Ababa, plus Live Virtual (online) cohorts. Browse live dates for your city below.
Upcoming Schedules
| Location | Format | Dates | Price |
|---|
| Dubai, United Arab Emirates |
In-Person |
5 Oct 2026 – 9 Oct 2026 |
USD 4,100 |
| Nairobi, Kenya |
In-Person |
5 Oct 2026 – 9 Oct 2026 |
KES 105,000 |
| Zanzibar, Tanzania |
In-Person |
5 Oct 2026 – 9 Oct 2026 |
USD 2,500 |
| Nakuru, Kenya |
In-Person |
12 Oct 2026 – 16 Oct 2026 |
KES 115,000 |
| Abuja, Nigeria |
In-Person |
12 Oct 2026 – 16 Oct 2026 |
USD 2,800 |
| Mombasa, Kenya |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
KES 120,000 |
| Johannesburg, South Africa |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 3,500 |
| Kigali, Rwanda |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 1,900 |
| Riyadh, Saudi Arabia |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 4,500 |
| Naivasha, Kenya |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
KES 115,000 |
| Lagos, Nigeria |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 2,500 |
| Kampala, Uganda |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 1,900 |
| Cape Town, South Africa |
In-Person |
19 Oct 2026 – 23 Oct 2026 |
USD 3,800 |
| Live Virtual |
Online |
24 Oct 2026 – 15 Nov 2026 |
KES 80,000 |
| Accra, Ghana |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 3,800 |
+237 more dates — view live schedule →
Frequently Asked Questions
Do I need coding experience to attend this course?
No coding experience is required. Power Automate is a low-code platform, and this course teaches automation through a visual, drag-and-drop interface. Basic familiarity with Microsoft 365 and SharePoint as an end user is sufficient preparation.
Will I have access to a live Microsoft 365 environment during the training?
Yes. TrainingComplex provides access to a fully configured Microsoft 365 training tenant for all in-person and virtual participants, so every lab exercise is completed on a real platform. Participants who have their own organisational accounts are also welcome to use them where permitted by their IT policies.
What certification will I receive upon completing the course?
Participants who attend the full five days and complete the course exercises receive a TrainingComplex Certificate of Completion in Microsoft SharePoint Automation with Power Automate. This course also helps participants build practical skills aligned with the Microsoft PL-900 and PL-500 certification pathways, though the Microsoft exams themselves are taken separately.
Is this course suitable for someone who has never used Power Automate before?
Yes — the course is designed for participants with solid SharePoint experience but little or no prior exposure to Power Automate. The first two modules establish all necessary foundations before progressing to more advanced automation design.
Can the flows and templates built during the course be taken back to my organisation?
Absolutely. All flows, templates, and lab assets created during the training belong to the participant. You will export your completed flows as a packaged solution file that can be imported directly into your organisation's Power Platform environment.
