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Course Outline

Introduction to Microsoft Power Automate

  • Understanding what Power Automate is.
  • Available versions and use cases for Power Automate.
  • Distinguishing between cloud (online) and desktop workflows.
  • The benefits of automation.
  • Differences between low-code and no-code workflows.

Modes of Workflows

  • Automated flows and their triggers.
  • Scheduled flows and handling cycles.
  • Instant flows triggered by user actions.
  • Integrating Power Automate with Office 365 applications.

Working with Microsoft Power Automate

  • Getting started with Power Automate.
  • Navigating the application interface.
  • Automating processes based on templates.
  • Building a workflow from scratch, step by step.
  • Creating a cloud-based workflow using a Data Service Connector.
  • Editing existing workflows.
  • Publishing and launching flows.
  • Enabling and disabling a workflow.

Workflows in Office 365 Applications

  • Integration with the Office 365 ecosystem.
  • Implementing online flows in SharePoint 365.
  • Setting up workflows for Outlook 365 email.
  • Automation support within OneDrive for Business.
  • Workflows within the Forms application.
  • Connecting to external web services.
  • Creating a flow for the Dataverse service.

SharePoint 365 Workflows

  • Managing lists and document libraries.
  • File approval processes and versioning.
  • Managing document workflows.
  • Working with the Teams application.
  • Approving tasks within the Teams application.

Automation in Practice

  • Data connectors in the Power Platform: standard vs. premium options.
  • Adding triggers to flows.
  • Adding actions to flows.
  • Conditional execution using IF and SWITCH functions.
  • Working with lists: utilizing 'apply to each' functionality.
  • Programming loops: implementing Do/Until logic.
  • Using expressions and variables.
  • Functions in expressions: handling strings, numbers, and time.

Administration and Maintenance of Flows

  • Managing flows effectively.
  • Maintaining flows over time.
  • Viewing performance history, analyzing performance metrics, and diagnosing errors.
  • Sharing workflows: exporting and importing workflows.
  • Understanding the workflow environment.

Requirements

A general-purpose training course aimed at individuals involved in processing and analyzing large volumes of data, including analysts, accountants, software developers, and testers. The curriculum covers working with SQL Server.

 14 Hours

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