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Microsoft

Automate a business process using Power Automate

Microsoft via Microsoft Learn

Overview

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  • Learn how to create simple flows to make your life easier.

    In this module, you will:

    • Create a flow that automatically saves email attachments.
    • Learn how to create a button flow to send yourself a reminder.
  • Learn how to build approval flows with Power Automate.

    This module explains how to:

    • Create and process approval requests.
    • Build a flow that runs at recurring time intervals.
    • Create a business process flow with conditions.
  • Learn to build flows to manage user information.

    This module explains how to:

    • Build a flow that uses information like locations or date.
    • Build a flow accepts user input when run.
    • Create a flow that blocks time on a calendar.
  • Learn to build flows across multiple data sources.

    This module explains how to:

    • Build a flow that uses Dataverse.
    • Build a flow that uses SQL.
    • Integrate Power Apps, Power Automate, and SharePoint.
    • Monitor flows.
  • Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.

    This module explains the concepts:

    • The Admin center
    • Importing and exporting flows
    • Sharing flows
  • Learn the basics of AI Builder usage in Microsoft Power Automate and how it can benefit your organization.

    This module explains the concepts:

    • How using AI Builder in Power Automate can save you time.
    • How to use AI Builder actions in Power Automate.
    • Advanced AI Builder usage in Power Automate.
  • Learn how to optimize your business process with the process advisor capability in Microsoft Power Automate.

    This module explains how to:

    • Create your first recording.
    • Edit recordings and group actions.
    • Analyze recordings and interpret results.

Syllabus

  • Get started with Power Automate
    • Introducing Power Automate
    • Create your first flow
    • Exercise - Create recurring flows
    • Exercise - Monitor incoming emails
    • Exercise - Share flows
    • Troubleshoot flows
    • Module assessment
    • Summary
  • Build approval flows with Power Automate
    • Provide solutions to real-world scenarios.
    • Simulation - Build an Approval Request
    • Simulation - Create a Business Process Flow
    • Simulation - Create a Business Process Flow That Has Conditions
    • Check your knowledge
    • Summary
  • Build flows to manage user information
    • Introduction
    • Exercise - Build a flow that uses information like locations or date
    • Exercise - Build a flow accepts user input when run
    • Exercise - Create a flow that blocks time on your calendar
    • Check your knowledge
    • Summary
  • Power Automate's deep integration across multiple data sources
    • Introduction
    • Exercise - Build a flow that runs when an event in Dynamics 365 occurs
    • Exercise - Build a flow that uses SQL
    • Exercise - Integrate Power Apps, Power Automate, and SharePoint
    • Exercise - Monitor flows
    • Check your knowledge
    • Summary
  • Use the Admin center to manage environments and data policies in Power Automate
    • Administer flows
    • Export and import flows
    • Learn how to distribute button flows
    • Module assessment
    • Summary
  • Use AI Builder in Power Automate
    • Introduction to AI Builder usage in Power Automate
    • AI Builder in Power Automate saves time
    • Exercise - Create a flow to route Helpdesk requests to different mailboxes based on language
    • Exercise - Use AI Builder actions in Power Automate
    • Advanced usage of AI Builder in Power Automate
    • Check your knowledge
    • Summary
  • Optimize your business process with process advisor
    • Introduction
    • Get familiar with process advisor
    • Create your first recording
    • Edit recordings and group actions
    • Analyze recordings and interpret results
    • Automation recommendations
    • Check your knowledge
    • Summary

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