Course Outline
Introduction to Microsoft Power Automate
- What is Power Automate?
- What versions are available and where you can use Power Automate.
- Cloud (online) and desktop workflows
- What benefits will you get from automation?
- Low-Code and No-Code workflows
Modes of workflows
- Automated flows and flow triggers (triggers)
- Cyclic flows and schedule handling
- Instant flows - user-triggered actions
- Power Automate in Office 365 applications
Working with Microsoft Power Automate
- Getting started with Power Automate
- Navigating through the application
- Automating based on a template
- Workflow from scratch, step by step
- Creating a cloud-based workflow using the Data Service Connector
- Editing workflows
- Publishing and launching flows
- Enabling and disabling a workflow
Workflows in Office 365 applications
- Integration with Office 365
- Online flow in Sharepoint 365
- Workflows that support Outlook 365 mail
- Automation support in OneDrive for Business
- Workflows in the Forms application
- Connecting to Web services
- Creating a flow for Dataverse service
SharePoint 365 workflows
- Handling lists and libraries of documents
- Approval and versioning of files
- Managing document workflows
- Working with the Teams application
- Approval of tasks in the Teams application
Automation in practice
- Data connectors in Power Platform: standard and premium
- Adding a trigger
- Adding actions
- Conditional code execution: IF and SWITCH functions
- Working with lists: apply to each functionality
- Programming loop: the Do / Until logic
- Expressions and variables
- Data operations: processing data in Power Query
- Functions in expressions: strings, numbers and time
Administration and maintenance of flows
- Management of flows
- Flow maintenance
- Viewing performance history, analyzing performance and diagnosing errors
- Sharing workflows: exporting and importing workflows
- Workflow environment
- Data security policy
- Data integration
Power Automate mobile application - optional module
- Downloading and installing the mobile app
- Logging in to your Office 365 profile
- Creating and managing workflows
- Working with the app
Power Automate desktop workflows - optional module
- Setting up the Power Automate Desktop application
- Creating and directly activating a flow.
- Flow activation modes: trigger, schedule and others.
- Management, monitoring of flows.
- Designer of desktop flows: Configuring actions and action window. Workspace management. Variable management and variable window.
- Properties of data types and variables. Automating user interface elements
Requirements
A general-purpose training course aimed at people involved in processing and analyzing large amounts of data, analysts, accountants, as well as software developers and testers. The training topics include working with SQL Server.
Testimonials (4)
Shaun's adaptability to questions and scenarios proposed by the group.
Ethan Bennett - Sustainalytics
Course - Microsoft Power Automate
That is was very interactive, Shaun was very open to listen and answer to every question we had, in some cases he offered tips also outside the scope of the training (i.e. Power Automate desktop, Power Apps, Power Bi). Shaun as a trainer has a really natural style, it was not like "following a script and lecture" - this made the training really comfortable and not formal at all.
Aniko - Sustainalytics
Course - Microsoft Power Automate
it is really useful, i have learned a lot and it's application is unlimited
Ioana - Sustainalytics
Course - Microsoft Power Automate
That the trainer was asking from time to time about our steps, the work was split between the rooms. So, we got the chance to work in small group.