Learn about the business value and comprehensive product capabilities of Microsoft Power Automate and Power Automate for desktop, the leading automation platforms for modern enterprises.
Target Audience:
This course addresses business users who regularly work with Office 365 applications and want to learn varied techniques for creating, managing, and launching automated processes and workflows that enhance productivity and efficiency.
Prerequisites:
Students should have prior experience using Office 365 applications and its core features.
Course Outline:
Introduction to Microsoft Power Platform
- What is the Microsoft Power Platform, and how does it function?
- Understanding the business value that Microsoft Power Platform delivers
- Exploring data connectors and connectivity options
- Implementing data loss prevention, compliance, privacy, and accessibility standards
- Integrating all components together for comprehensive solutions
Getting Started with Power Automate
- Introduction to Power Automate capabilities and features
- Exercise: Create your first cloud flow
- Exercise: Design recurring flows for ongoing tasks
- Exercise: Monitor and respond to incoming emails automatically
- Exercise: Share flows with colleagues and team members
- Troubleshooting and resolving flow issues
Building Approval Flows with Power Automate
- Provide practical solutions to real-world business scenarios
- Exercise: Construct an approval request workflow
- Exercise: Build a flow that processes approval requests
- Exercise: Create flows that execute at recurring time intervals
- Exercise: Build flows that accept user input during execution
- Exercise: Create flows that block and reserve time on your calendar
Sharing Cloud Flows with Power Automate
- Share flows by using co-ownership for collaborative access
- Share flows using run-only permissions for limited access
- Use the send a copy feature to distribute flow templates
- Exercise: Send a copy of flows to team members
- Working with solutions and sharing strategies
Introduction to Power Automate for Desktop
- Understanding Power Automate for desktop capabilities
- Navigating the console interface
- Exploring the flow designer overview
- Creating simple automation flows
- Exercise: Create and run a simple desktop flow
Power Automate for Desktop Essentials
- Introduction to Power Automate for desktop development
- Designing flows in the flow designer
- Creating conditionals and loop structures
- Using subflows for modular automation
- Testing and debugging flows for reliability
- Managing UI elements and image recognition
- Implementing exception handling and error management
Building Your First Power Automate for Desktop Flow
- Setting up your development environment
- Exploring Power Automate for desktop features
- Creating your first desktop automation flow
- Recording actions for flow automation
- Editing and testing recorded actions
Defining Input and Output Parameters in Power Automate
- Set up and configuration in Power Automate
- Defining input variables for dynamic flows
- Setting and passing input variables
- Defining output variables for result communication
- Adding UI elements and conducting testing
Integrating Desktop Flows with Outlook Connectors in Power Automate
- Set up process and configuration
- Building cloud flows triggered by Outlook events
- Testing and validating your integrated flow
Using AI Builder to Process Invoice Forms in Power Automate
- Solution setup and configuration
- Creating form processing flows with AI Builder
- Adding fields and document collections
- Analyzing and training your AI model
- Integrating your trained model into cloud flows
Using the Teams Connector in Power Automate
- Working with existing solutions in Power Automate
- Creating approval solutions in Microsoft Teams
- Integrating with existing desktop flows
- Testing and executing your integrated flow
Optimizing Business Processes with Process Advisor
- Getting familiar with the process advisor tool
- Creating your first process recording
- Editing and grouping action sequences
- Analyzing recordings and interpreting analytics
- Receiving automation recommendations from AI
Managing Variables in Power Automate for Desktop
- Understanding variables and their importance
- Creating, editing, and utilizing variables
- Understanding variable data types and structures
- Working with advanced data types
- Using input and output variables
- Performing variable manipulation and transformation
- Managing sensitive variables securely
- Exercise: Create, access, and manipulate values
Automating Repetitive Tasks Using Loops in Power Automate for Desktop
- Understanding loop structures and their applications
- Exploring available loop actions
- Implementing simple loop actions
- Using for-each loop actions for collections
- Applying loop condition actions
- Exercise: Implementing loops in automation
Excel Automation in Power Automate
- Launching, saving, and closing Excel files programmatically
- Reading data from Excel documents
- Writing data to Excel worksheets
- Exploring additional actions and features
- Managing worksheets and workbook structure
- Exercise: Organizing and manipulating data in spreadsheets
