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 Duration 14 hours

Course Outline

Introduction to Microsoft Power Automate

  • Understanding Power Automate.
  • Available versions and deployment scenarios for Power Automate.
  • Cloud (online) versus desktop workflows.
  • The advantages of process automation.
  • Low-code and no-code workflow development.

Workflow Modes

  • Automated flows and flow triggers.
  • Recurring flows and schedule management.
  • Instant flows initiated by user actions.
  • Integrating Power Automate with Office 365 applications.

Operating Microsoft Power Automate

  • Getting started with the Power Automate interface.
  • Navigating the application environment.
  • Implementing automation using pre-built templates.
  • Building custom workflows from scratch, step by step.
  • Creating cloud-based workflows using Data Service Connectors.
  • Modifying and editing existing workflows.
  • Publishing and activating flows.
  • Toggling workflow status (enabling/disabling).

Workflows within Office 365 Applications

  • Integration strategies for Office 365.
  • Configuring online flows in SharePoint 365.
  • Automating Outlook 365 email processes.
  • Leveraging automation in OneDrive for Business.
  • Utilising workflows in Microsoft Forms.
  • Connecting to external web services.
  • Building flows for the Dataverse service.

SharePoint 365 Workflows

  • Managing lists and document libraries.
  • Implementing file approval and version control.
  • Overseeing document workflow management.
  • Integrating with the Microsoft Teams application.
  • Handling task approvals within Teams.

Practical Automation

  • Utilising data connectors in the Power Platform: standard and premium tiers.
  • Configuring flow triggers.
  • Implementing workflow actions.
  • Conditional logic using IF and SWITCH functions.
  • Processing lists with the "Apply to each" functionality.
  • Implementing logic loops using Do/Until structures.
  • Working with expressions and variables.
  • Expression functions for strings, numbers, and time.

Flow Administration and Maintenance

  • General flow management.
  • Ongoing flow maintenance.
  • Monitoring performance history, analysing metrics, and diagnosing errors.
  • Sharing workflows through export and import processes.
  • Managing the workflow environment.

Requirements

This general-purpose course is designed for professionals involved in processing and analysing large datasets, including analysts, accountants, software developers, and testers. The curriculum covers topics related to working with SQL Server.

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