Use Power Automate & SharePoint to Automate Invoice Sending

提供方
在此指導項目中,您將:

Use SharePoint for storing invoices and customers data

Create Power Automate flow for invoice sending automation

1.5 hours
初級
無需下載
分屏視頻
英語(English)
僅限桌面

Each company must produce invoices for their services and each invoice must be delivered to the client. Most companies have employees who are doing both tasks manually, first they create an invoice and then they send it by email to the customer. As with most other repetitive tasks, we can use Power Automate and SharePoint to automate one of those 2 tasks and that is, sending invoices by email. We just need to set up some rules, set up a SharePoint site as our data source and implement a Power Automate flow which will handle the process. In this 40-minutes long guided project, “Use Power Automate & SharePoint to Automate Invoice Sending”, you will create a SharePoint site and list, set up a document library and create a Power Automate flow which will automate the sending of invoices to the customers. Of course, you can allow other colleagues to access and use this SharePoint site so they will be able to use your implementation as well. In the end, you won’t need to send emails to the customers manually, all you will have to do is create an invoice, name it correctly and upload it to the SharePoint document library and the Power Automate flow will do the rest. Since this project uses Office 365 services like SharePoint and Power Apps (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription account. In the video at the beginning of the project you will be given instructions on how to sign up for both.

您要培養的技能

  • Automatization of sending documents by email

  • Creating Power Automate flow

  • Automatization of a business process

分步進行學習

在與您的工作區一起在分屏中播放的視頻中,您的授課教師將指導您完成每個步驟:

  1. Project introduction

  2. Create a SharePoint site and list

  3. Set up a SharePoint list and document library

  4. Create a Power Automate flow for getting customer information

  5. Update the Power Automate flow to send invoice and update SharePoint

指導項目工作原理

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常見問題

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指導項目授課教師是特定領域的專家,他們在項目的技能、工具或領域方面經驗豐富,並且熱衷於分享自己的知識以影響全球數百萬的學生。

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指導項目不提供助學金。

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您可在頁面頂部點按此指導項目的經驗級別,查看任何知識先決條件。對於指導項目的每個級別,您的授課教師會逐步為您提供指導。

是,您可以在瀏覽器的雲桌面中獲得完成指導項目所需的一切。

您可以直接在瀏覽器中於分屏環境下完成任務,以此從做中學。在屏幕的左側,您將在工作空間中完成任務。在屏幕的右側,您將看到有授課教師逐步指導您完成項目。