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 Duration 14 hours

Course Outline

Introduction to Microsoft Power Automate

  • Understanding the fundamentals of Power Automate.
  • Exploring available editions and deployment scenarios.
  • Distinguishing between cloud (online) and desktop workflows.
  • Evaluating the key benefits of automation.
  • Overview of Low-Code and No-Code paradigms.

Workflow Modes

  • Configuring automated flows and setting up triggers.
  • Managing cyclic flows and schedule handling.
  • Implementing instant flows for user-triggered actions.
  • Integrating Power Automate with Office 365 applications.

Practical Application of Microsoft Power Automate

  • Initial setup and getting started.
  • Navigating the application interface.
  • Automating processes using pre-built templates.
  • Building custom workflows from scratch, step by step.
  • Creating cloud-based workflows leveraging the Data Service Connector.
  • Modifying and editing existing workflows.
  • Process for publishing and launching flows.
  • Toggling workflow states (enable/disable).

Workflows within Office 365 Applications

  • Deep integration with the Office 365 suite.
  • Implementing online flows in SharePoint 365.
  • Developing workflows that support Outlook 365 email functionality.
  • Leveraging automation features in OneDrive for Business.
  • Creating workflows within the Forms application.
  • Establishing connections to web services.
  • Building flows for the Dataverse service.

SharePoint 365 Specific Workflows

  • Managing lists and document libraries.
  • Implementing file approval and version control.
  • Overseeing document workflow management.
  • Collaboration workflows involving the Teams application.
  • Task approval processes within Teams.

Automation in Practice

  • Utilizing standard and premium data connectors in Power Platform.
  • Implementing triggers effectively.
  • Adding and configuring actions.
  • Logic control using conditional execution: IF and SWITCH functions.
  • Processing list data using the 'apply to each' functionality.
  • Implementing programming loops with Do/Until logic.
  • Utilizing expressions and variables.
  • Applying functions for string, number, and time manipulation in expressions.

Flow Administration and Maintenance

  • Strategies for managing flows.
  • Best practices for flow maintenance.
  • Performance monitoring: viewing history, analyzing metrics, and diagnosing errors.
  • Workflow sharing: techniques for exporting and importing.
  • Understanding the workflow environment.

Requirements

This general-purpose course is designed for professionals involved in processing and analyzing large datasets, including analysts, accountants, software developers, and testers. The curriculum includes practical exposure to working with SQL Server.

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