Document Management Using SharePoint Power Automate & Teams - DynamicsCon
DynamicsCon November 2024

Document Management Using SharePoint Power Automate & Teams


Vidit Gholam

Vidit Gholam

First Time DynamicsCon Presenter

Session Description

The session will be a techno functional overview and implementation of a simple document management process developed using SharePoint, Power Automate & MS Teams.
The session covers:
•SharePoint – Custom SharePoint Permissions levels to manage, Approvers, Publishers, Viewers (Content Approval & Site Customizations).
•Power Automate Flow – Power Automate flow which will be used to send the published documents for approvals to the Approvers & Email Notification to other users. (Single Flow for Multiple Document Libraries).
•MS Teams – View, Approve, Upload Documents based on user roles.

Session Track: Power Platform
Session Type: Functional
Session Category: Document Management
Content Level: Intermediate
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