Microsoft Forms Data in Power BI Training course

Highlights

Learn to start creating Forms and surveys that can collect data
See how Workflows can run when a new form is submitted and enable notification emails to be sent
See options for collecting the responses in Excel or writing to a SharePoint List
Create a simple report on data using Power BI

A short video from Flows in Power Automate Training Course.

Course Details

Overview of the Office 365 Tools

Some business scenarios and options for collecting and using and reporting on data, both from internal and external users

Microsoft Forms

Understand what Microsoft Forms is used for and what is capable of
Types of Form - Surveys vs Quiz and differences
Using Microsoft Forms from Microsoft Teams for internal users
Design a basic Microsoft Form and types of questions
Add a branching rule within a form
Understand how Forms data is stored
View responses and export to Excel
Ways to access the responses submitted
Export the Forms data to Excel

The Power Platform & Power Automate and Power BI

Understand the concept of Power Platform and its components
Understand what Microsoft Power Automate is used for
Understand what Microsoft Power BI is used for

Power Automate Flow

Access Microsoft Power Automate and understand the concept of a Flow
Explore pre-built Templates and Create a Flow from a Template
Understand connections to sources such as Microsoft Forms, SharePoint or Teams
Configure connections to sources such as Microsoft Forms
Identify and add triggers to a Cloud Flow
Prepare a basic Cloud Flow with a condition
Test a basic Cloud Flow and identify the results
Understanding Conditions and Dynamic data in a Flow

Export to Power BI

Access Power BI (Cloud and Desktop) and understand what Power BI is capable of
Connect Power BI to a data source
Filter a data source in Power BI
Summarise and present data in a Power BI component
Prepare and publish Reports and Dashboards from Power BI

What are Desktop Flows vs Cloud Flows

What are Desktop Flows vs Cloud Flows
•   Exercise: Setting up a Trial Tenancy and Trial RPA per user plan
•   About the Power Automate Desktop App and the machine runtime app
•   Explore Power Automate for desktop
•   Explore Flows - Create, save and run a simple Flow
•   How to add Actions and Record Actions in a desktop flow
•   Exercise: Create a Desktop Flow and Record some steps
•   Review and Edit the recorded actions and Test your Flow
•   Define input and output parameters in Power Automate
•   Overview - How a Cloud Flow can call a Desktop flow
•   Review: What might you automate in the cloud vs what might be automated from a desktop flow

Who should attend

People who are looking to use the Office365 tools to collect data and store / process that data using Power Automate, SharePoint Lists and Power BI reports.

This course gives an introduction to the tools and creates a simple worked example so you can see how the different components can work together

Feedback

4.8 out of 5 average

“ loved the course and learning about the possibilities that we could implement into the service. Ruth is a knowledgeable, approachable friendly instructor, willing to answer questions and help with queries. I have learnt a lot and have plenty to take away for further learning and experimenting ”

E. W. – ICT Technical Officer June 22

Certification

Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.

More about this course

Our Microsoft Power Automate training allows you to learn how to integrate with other applications or services by means of connectors. ... In this way data is “moved” from one application to another. Share and access data. With the help of connectors data is easily moved from one application to another.

FAQs

Our Power Automate training portfolio includes courses for beginners through to advanced users. Topics include creating cloud flows, approval workflows, connectors, Power Automate Desktop (RPA), integration with Microsoft 365 and SharePoint, advanced workflow design, and Power Platform development. Courses are available for individuals and corporate teams.

The best course depends on your experience and objectives: New to Power Automate? Start with an introductory course covering cloud flows, triggers, actions and connectors. Already building flows? Choose an intermediate or advanced course to learn approvals, variables, expressions, error handling and more complex workflow design. Looking at wider business automation? A Power Platform course covers Power Automate alongside Power Apps, Dataverse, Power BI and AI Builder. Interested in AI-powered automation? Consider a course combining Power Automate with AI services and modern automation tools.

Power Automate courses are suitable for business users, analysts, administrators, project managers, Microsoft 365 users, IT professionals and anyone responsible for improving business processes through automation. Some advanced courses are also aimed at developers and Power Platform specialists.

No. Most Power Automate courses do not require programming knowledge. The platform is designed for low-code automation, allowing users to build workflows using visual tools. More advanced courses introduce expressions, variables and advanced logic, but traditional software development experience is not usually required.

Yes. Organisations frequently choose private Power Automate training to help teams automate repetitive tasks, improve business processes and increase productivity. Corporate courses can be customised to match your Microsoft 365 environment, existing workflows and business objectives.

Learning outcomes vary by course but typically include creating cloud flows, working with triggers and actions, using connectors, building approval workflows, automating Microsoft 365 tasks, handling errors, integrating with SharePoint and Dataverse, and following best practices for workflow design and maintenance.

Yes. Power Automate integrates with Microsoft 365, SharePoint, Teams, Outlook, Excel, Power Apps, Dataverse, Power BI and hundreds of Microsoft and third-party connectors. Some courses also explore AI Builder and wider Power Platform capabilities.

Yes. The courses include instructor-led demonstrations and hands-on exercises where participants build real workflows, automate business processes and solve practical workplace scenarios rather than only learning theory.

Yes. Private courses can be tailored to your business processes, Microsoft 365 environment, industry and existing automation requirements. Training can focus on the topics and scenarios most relevant to your team.