This course runs for a duration of 2 Days.
The class will run daily from 9 AM CT to 3:45 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
Learn the business value and product capabilities of Microsoft Power Automate and Power Automate for desktop.
Audience
The course is targeted at business users who work with Office 365 applications and would like to learn different techniques for creating, managing, and initiating automated processes or workflows.
Introduction to Microsoft Power Platform
What is Microsoft Power Platform?
The business value of Microsoft Power Platform
Data Connectors
Data loss prevention, compliance, privacy, accessibility
Pulling it all together
Get started with Power Automate
Introducing Power Automate
Exercise - Create your first flow
Exercise - Create recurring flows
Exercise - Monitor incoming emails
Exercise - Share flows
Troubleshoot flows
Build approval flows with Power Automate
Provide solutions to real-world scenarios.
Exercise - Build an approval request
Exercise - Build a flow that processes an approval request
Exercise - Learn to build a flow that runs at recurring time intervals
Exercise - Build a flow that accepts user input when run
Exercise - Create a flow that blocks time on your calendar
Share a cloud flow with Power Automate
Share by using co-ownership
Share by using the run-only option
Use the Send a copy feature
Exercise - Send a copy
Solutions and sharing
Take your first steps with Power Automate for desktop
Introduction to Power Automate for desktop
Console overview
Flow designer overview
Create a simple flow
Exercise - Create and run a simple flow
Power Automate for desktop essentials
Introduction to Power Automate for desktop development
Create a flow in the flow designer
Create conditionals and loops
Using subflows
Test and debug flows
Manage UI elements and images
Deploy exception handling
Build your first Power Automate for desktop flow
Set up the environment
Explore Power Automate for desktop
Create your first Power Automate for desktop flow
Record Power Automate for desktop actions
Edit and test recorded actions
Define input and output parameters in Power Automate
Set up in Power Automate
Define an input variable
Set input variables
Define output variables
Add UI elements and test
Integrate desktop flows with Outlook connectors in Power Automate for desktop
Setup process in Power Automate
Build a cloud flow that's triggered in Outlook
Test your new flow
Use AI Builder to process invoice forms in Power Automate
Solution setup in Power Automate
Create a form processing flow
Add fields and collections of documents
Analyze and train a model
Integrate the model into a cloud flow
Use the Teams connector in Power Automate
Work from an existing solution in Power Automate
Create an approval solution
Integrate with an existing desktop flow
Test and run a flow
Optimize your business process with process advisor
Get familiar with process advisor
Create your first recording
Edit recordings and group actions
Analyze recordings and interpret results
Automation recommendations
Handle variables in Power Automate for desktop
Introducing variables
Create, edit, and use variables
Variable data types
Advanced data types
Input and output variables
Variable manipulation
Sensitive variables
Exercise - Create, access, and manipulate values
Automate repetitive tasks using loops in Power Automate for desktop
Introduction to loops
Loop actions
Simple loop actions
For each loop actions
Loop condition actions
Exercise - Loops
Excel automation in Power Automate
Launch, save, and close an Excel file
Read from an Excel document
Write to an Excel worksheet
Additional actions and features
Manage worksheets
Exercise - Organize data in a spreadsheet
Students should have prior experience in using Office 365.
