Course Outline
Module 1: An Introduction to Power Automate
Let’s begin with an introduction to Microsoft Power Automate. Historically, automating business processes was typically handled by developers within the organization who possessed strong coding skills and a deep understanding of the systems being connected. However, as more systems are deployed to businesses, there is a growing emphasis on end-user design and management. Driven by this cultural shift, end users are seeking to further enhance their business solutions. Power Automate brings workflow design to all audiences, offering the building blocks for both lightweight and business-critical processes. In this module, we will cover an overview of the product and its application within Office 365 and third-party services.
Lessons
- What is Microsoft Power Automate?
- The benefits of automation
- How to access Power Automate
Lab : 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:
- Understand what Microsoft Power Automate is
- Recognize the benefits of using Power Automate to automate processes
- Know how to access a flow
Module 2: Getting Started with Power Automate
We begin our exploration of Microsoft Power Automate by building our first business process. We will discuss how to use templates to get started or how to use a blank template to begin with no predefined actions. Once inside the product, we will provide a tour of the editor, workflow management page, and home screen to help you navigate the interface. Next, we will start to add, edit, and remove actions from our workflow template to customize the Flow for specific business needs. Once ready, we will publish and trigger the workflow to test that it works as expected. We will conclude this module by discussing how to turn a Flow on or off as well as deleting a Flow.
Lessons
- Using Power Automate templates
- Navigating in Power Automate
- Editing a Flow
- Publish and trigger a Flow
- Turn off or delete a Flow
Lab : Building processes in Office 365
- Create a Team with a channel
- Build an absence business process
- Testing the absence process
- Optional: Create Feedback Form
- Optional: Flow to Notify of Bad Ratings
- Optional: Test your Form and Flow
After completing this module, students will be able to:
- Use Power Automate templates
- Navigate around Power Automate
- Edit Flows
- Publish and trigger Flows
- Turn off or delete Flows
Module 3: Flow logic
Decision-making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow towards its goal depends on how long the involved party spends on the task. This can be mitigated if the desired information is declared elsewhere, such as in a document property or a form entry. Logic in a workflow allows existing information to push the workflow down multiple paths, which often speeds up workflow duration and minimizes human input. In this module, we will look at the core logic found in Power Automate and the practical application of each option.
Lessons
- Adding conditions
- Designing switches
- Using 'Apply to each'
- Configuring 'Do until' logic
- Adding a scope
Lab : Scheduling documentation reviews
- Setup a policy library in SharePoint
- Design a policy review schedule
- Testing the policy review process
- Optional: Notify if a file nears review
After completing this module, students will be able to:
- Add conditions in a flow
- Design switches for a flow
- Use 'Apply to each'
- Configure 'Do until' logic
- Add a scope
Module 4: Integration
Businesses 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-premises servers, allowing your business systems housed at the office to participate in your processes.
Lessons
- Standard and premium connectors
- Connecting to web services
- Using Power Automate with on-premises data
Lab : Using Power Automate and SQL to Review Sales
- Create a new orders list
- Designing the price check process
- Testing the price check process
- Optional: 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-premises data
Module 5: The mobile app
Power Automate has a corresponding mobile app that allows users to leverage many features of the platform. Firstly, it offers the capability to build new Flows directly from a phone or tablet. Secondly, it can be used to manage existing flows, including editing, viewing history, saving a copy, disabling, and deleting Flows. You can access any approvals sent to you by Power Automate and approve or reject decisions. The app also supports push notifications sent from a Flow to your phone or tablet. Additionally, you can create buttons that appear in the app, allowing you to trigger Flows. This valuable app will be detailed in this module.
Lessons
- Downloading the mobile app
- Signing in and account management
- Building and managing Flows
- Creating buttons
- Feeds and approvals
Lab : Optional: Using the Flow mobile app
- Setting up the Flow mobile app
- Create a new flow in the mobile app
- Using Flow buttons in the app
- Uninstall the Flow mobile app
After completing this module, students will be able to:
- Download the mobile app
- Sign into the mobile app
- Build and manage flows in the mobile app
- Create buttons in the mobile app
- Feed and use approvals in the mobile app
Module 6: Administration and maintenance
In our final module for Microsoft Power Automate, we will look at how a business can manage their Flows once they have adopted the product. We will begin by discussing the management of individual Flows. This includes using history to discover the source of any issues and implement error handling, as well as using analytics to discover usage trends. We will discover how to share a Flow, which is ideal for sharing maintenance responsibilities with a colleague, and how to import and export Flows. Finally, we will discuss how Office 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security.
Lessons
- Maintaining a Flow
- View history and analytics
- Sharing a Flow
- Export and import Flows
- Office 365 administration for Power Automate
- Environments
- Data policies
- Data integration
Lab : Maintaining your flows
- Share a flow with a colleague
- Disabling an active flow
- Deleting a flow
After completing this module, students will be able to:
- Maintain a flow
- View history and analytics for a flow
- Share a flow
- Export and import flows
- Administrate a flow in Office 365
- Use data policies in a flow
- Use data integration in a flow
Requirements
Before attending this course, students must have:
- No prior experience with Power Automate is required
Testimonials (2)
Thank you for the informative and wonderful course. I would also like to thank the trainer Mr. Ahmed El Gendy for delivering the information in a very smooth and understandable manner. I have benefited greatly from this course and can confidently say that I now understand all the topics and can apply them practically.
Atheer hadi aljezani - Tamkeen Technologies
Course - Windows Server 2019 Administration (authorized training course WS 011T00)
The environment is very very good
