- Understand the Power Platform landscape
- Connect Excel data to Power Automate, Power Apps, and Power BI
- Identify automation opportunities worth building
- Set up trigger-based flows from Excel tables
- Send automated Teams or Outlook notifications
- Use Office Scripts and Power Fx to process data dynamically
- Connect Excel workbooks to Power BI Desktop
- Build visuals that update in real time
- Publish and share reports securely within your organization
- Turn Excel lists into mobile-ready data entry forms
- Understand how Dataverse fits into Power Apps and the Power Platform
- Build a simple team expense tracker app using Excel as the data source
- Understand intents, entities, and variables
- Connect Copilot Studio bots to Excel or Power Automate flows
- Build a basic “Ask Excel” chatbot that retrieves or summarizes spreadsheet data
- Integrate Power Platform components for a complete workflow
- Apply governance and sharing best practices
- Plan next steps to grow into a Power Platform champion