Course Outline

Introduction to Microsoft Power Automate

  • What is Power Automate?
  • Available versions and where you can use Power Automate.
  • Cloud (online) and desktop workflows.
  • The benefits of automation.
  • Low-Code and No-Code workflows.

Modes of Workflows

  • Automated flows and flow 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.
  • Creating a 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 flows in SharePoint 365.
  • Workflows supporting Outlook 365 email.
  • Automation support in OneDrive for Business.
  • Workflows in the Forms application.
  • Connecting to web services.
  • Creating a flow for the Dataverse service.

SharePoint 365 Workflows

  • Handling lists and document libraries.
  • Approval and versioning of files.
  • Managing document workflows.
  • Working with the Teams application.
  • Approving 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 loops: 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

  • Managing flows.
  • Maintaining flows.
  • 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.
  • Managing and monitoring flows.
  • Designer of desktop flows: configuring actions and action windows, workspace management, variable management, and the 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.

 14 Hours

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