Automate SharePoint tasks and connect your apps with Allison Gonzalez. Learn triggers and actions in Power Automate, plus integrations with Teams, OneDrive, Power Apps, and Planner—governance included.
Streamline your SharePoint workflows and connect your tools so work moves on its own. In SharePoint Automation & Integration, Allison Gonzalez shows you how to turn everyday tasks—like approvals, notifications, document routing, and list updates—into simple, reliable automations. You’ll explore ready-made templates, common triggers and actions, and beginner-friendly patterns that save time without needing to write code.
Then, take SharePoint further by integrating it with the apps your team already uses. You’ll learn practical ways to connect SharePoint with Microsoft Teams, OneDrive, Power Automate, Power Apps, Forms, Planner, and more—so files, requests, and updates stay in sync across your workspace. Along the way, Allison shares governance and security tips, plus troubleshooting and maintenance basics, so your automations stay dependable as your needs grow.
Course Outline ( Free Preview)
Module 01 - Introduction
In this course module, Allison Gonzalez introduces how to transform SharePoint into a centralized hub by integrating it with Power Automate, Power BI, Teams, and Power Apps. Students will learn to automate workflows, visualize data through reports, and embed interactive apps to streamline collaboration and data management within their organization. This module is designed for those with a foundational understanding of SharePoint administration and aims to enhance efficiency by connecting multiple Microsoft tools seamlessly.
Module 02 - Automating Workflows with Power Automate
In this module, Allison introduces the power of automation within the SharePoint ecosystem, emphasizing how Power Automate can streamline repetitive, error-prone tasks to improve efficiency and governance. Students will learn the difference between automatic and manual triggers, how to select the right trigger based on business needs, and the basics of building a simple automated workflow that notifies users when a file is created in a SharePoint library. The module also covers practical steps for setting up environments, creating flows from scratch, and testing them to ensure reliable automation.
Module 03 - Connecting SharePoint to Power BI43 min.
In this module, Allison guides students through the process of connecting SharePoint lists to Power BI Desktop, emphasizing the importance of cleaning and transforming raw data using Power Query to create clear, accurate reports. Students will learn how to remove unnecessary system columns, rename fields for clarity, and ensure consistent data types to improve data quality and usability. The session sets the foundation for building interactive dashboards, which will later be published to the Power BI service and integrated back into SharePoint for comprehensive data visualization and decision-making.
Module 04 - Connecting SharePoint to Microsoft Teams9 min.
In this module, Allison explains the seamless integration between Microsoft Teams and SharePoint, highlighting how Teams manages conversations while SharePoint handles content storage and management. She emphasizes the importance of understanding this relationship for effective collaboration, governance, and user training, including best practices for embedding SharePoint content directly within Teams channels. Allison also covers key administrative responsibilities such as managing permissions, auditing usage, and leveraging tabs to enhance user experience across both platforms.
Module 05 - Embedding Power Apps in SharePoint13 min.
In this module, Allison demonstrates how Power Apps can elevate basic SharePoint list forms into dynamic, interactive applications without requiring coding skills. Students will learn to customize forms with validation, conditional logic, and integration with other Microsoft 365 services, enhancing user experience and business processes within SharePoint. The module also covers best practices for embedding Power Apps into SharePoint pages, managing app governance, and understanding licensing considerations to ensure seamless deployment and adoption.
Module 06 - Embedding Other Microsoft 365 Content8 min.
In this module, Allison demonstrates how to transform SharePoint from a simple file repository into a dynamic workspace by embedding Microsoft 365 tools like Stream, Forms, and Outlook calendars directly into SharePoint pages. She highlights best practices for integrating these web parts thoughtfully to enhance user engagement and site performance while maintaining clear organization and admin oversight. By combining these elements strategically, SharePoint becomes a centralized hub that streamlines access to videos, surveys, calendars, and other resources, improving collaboration and reducing friction for users.
Module 07 - Class Wrap Up3 min.
In this module, Allison demonstrates how to seamlessly integrate various Microsoft tools like Power Automate, Power BI, Power Apps, and Teams into your SharePoint site to create a unified and efficient user experience. The course emphasizes the importance of understanding licensing and access permissions to ensure users can view and interact with embedded content properly. By mastering these integrations, administrators can customize their SharePoint environment to enhance collaboration and data visualization across their organization.
Allison graduated from Flagler College in 2011. She has worked in management and training for tech companies for the past decade. As a Microsoft Certified Trainer, her primary focus is helping our customers learn the ins and outs of Power BI, along with Excel and Teams.
