Power Automate Training – Microsoft Course 55268

Historically, automating business processes typically landed in the lap of a developer in the business, who has a good understanding of coding and the systems that they were connecting. However, more and more systems deployed to businesses are encouraging a bigger focus on end user design and management. With this culture change, end users are looking to further improve their business solutions. Power Automate brings workflow design to all audiences. It offers the building blocks for lightweight or business-critical processes. In this module, students will receive an overview of Power Automate and its application to Office 365 and third-party services.

Lessons

• What is Microsoft Power Automate?
• The benefits of automation
• How to get to Power Automate

Lab 1: Setup your tenant

• Setup Office 365
• Download Course Files
• Customise your App Launcher
• Create accounts for colleagues

After completing this module, students will be able to:

• Describe what Microsoft Power Automate is
• Understand the benefits of using Power Automate to automate processes
• Access Power Automate workflows

In this module, students will learn how to use templates to get started with Power Automate as well as how to use a blank template to start with no defined actions. Once in the product, students will receive a tour of the editor, workflow management page and the home screen to help them navigate around Power Automate. Next, students will start to add, edit and remove actions from their workflow template in order to customize Power Automate for a specific business need. Once ready, students will publish and trigger the Power Automate workflow to test that it works as expected. Finally, students will see how to turn a Power Automate workflow on or off as well as how to delete a Power Automate workflow.

Lessons

• Using Power Automate templates
• Navigating in Power Automate
• Editing a Power Automat workflow
• Publish and trigger a Power Automate workflow
• Turn off or delete a Power Automate workflow

Lab 1: Building processes in Office 365

• Create a Team with a channel
• Build an absence business process
• Test the absence process
• Create a Feedback Form
• Create a Power Automate workflow to Notify of Bad Ratings
• Test the Form and Power Automate workflow

After completing this module, students will be able to:

• Use Power Automate templates
• Navigate the Power Automate workspace
• Edit Power Automate workflows
• Publish and trigger Power Automate workflows
• Turn off or delete Power Automate workflows

Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow towards its goal is dependent on how long the involved party spends on the task. This could be mitigated if the desired information is found declared elsewhere, as a document property or a form entry to name a few examples. Logic in a Power Automate workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow duration and minimizes human input. In this module, we will look at the core logic found in Power Automate and a practical application of each option.

Lessons

• Adding conditions
• Designing switches
• Using apply to each
• Configuring do until logic
• Adding a scope

Lab 1: Scheduling documentation reviews

• Setup a policy library in SharePoint
• Design a policy review schedule
• Test the policy review process
• Notify if a file nears review

After completing this module, students will be able to:

• Add condtions in a Power Automate workflow
• Design switches for a Power Automate workflow
• Use apply to each
• Configure do until logic
• Add a scope

Businesses will often use a selection of productivity tools and services beyond Office 365. Marketing teams may use Facebook and Twitter whereas a sales team may use Salesforce to manage their customers. Power Automate provides connectors for popular services allowing your processes to extend beyond Office 365 to other web services. Connections can even be made to on-premise servers, allowing your business systems housed at the office to take part in your processes.

Lessons

• Standard and premium connectors
• Connecting to web services
• Using Power Automate with on-premise data

Lab 1: Using Power Automate and SQL to Review Sales

• Create a new orders list
• Design the price check process
• Test the price check process
• Update with managers

After completing this module, students will be able to:

• Use Standard and Premium connectors
• Connect to web services
• Use Power Automate with on-premise data

Power Automate has a corresponding mobile app that can be used to leverage many features of Power Automate. It offers users the capability to build new Power Automate workflows directly from their phone or tablet. Additionally, it can be used to manage existing Power Automate workflows including editing, viewing history, saving a copy, disabling and deleting Power Automate workflows. Users can also access any approvals that have been sent to by Power Automate and approve or reject decisions. The app also supports push notifications that can be sent to your phone or tablet from a Power Automate workflow. Finally, you can even create buttons that appear in the app which allow you to trigger Power Automate workflows. This valuable app will be detailed in this module.

Lessons

• Downloading the mobile app
• Signing in and account management
• Building and managing Power Automate workflows
• Creating buttons
• Feeds and approvals

Lab 1: Using the Power Automate mobile app

• Setting up the Power Automate mobile app
• Create a new Power Automate workflow in the mobile app
• Use Power Automate buttons in the app
• Uninstall the Power Automate mobile app

After completing this module, students will be able to:

• Download the mobile app
• Sign into the mobile app
• Build and manage Power Automate workflows in the mobile app
• Create buttons in the mobile app
• Use feeds and approvals in the mobile app

In the final module of this Power Automate Training course, students will look at how a business can manage their Power Automate workflows once they are in wider use by the organization. Students will begin by learning how to manage individual Power Automate workflows. This could be using history to discover the source of any issues and implement error handling as well as using analytics to discover usage trends. Next, students will discover how to share a Power Automate workflow, and how to import and export Power Automate workflows. Finally, students will see how Office 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security.

Lessons

• Maintain a Power Automate workflow
• View history and analytics
• Share a Power Automate
• Export and import Power Automate workflows
• Office 365 administration for Power Automate
• Environments
• Data policies
• Data integration

Lab 1: Maintaining Power Automate workflows

• Share a Power Automate workflow with a colleague
• Disable an active Power Automate workflow
• Delete a Power Automate workflow

After completing this module, students will be able to:

• Maintain a Power Automate workflow
• View history and analytics for a Power Automate workflow
• Share a Power Automate workflow
• Export and import Power Automate workflows
• Administer Power Automate in Office 365
• Use data policies in Power Automate
• Use data integration in Power Automate