Microsoft Power Automate: Introduction for Analysts 101

Description: Learn how to free your organization from mundane tasks with automated flows and robotic process automation (RPA).Use the Power Automate templates to integrate with Office/Microsoft 365, Teams and other related data sources.

Audience

For workers using Office 365 applications and would like to learn different techniques for creating, managing, and initiating automated processes or workflows.

 Prerequisites

Students should have prior experience in using Office 365. Attendees much have Power Automate Desktop installed on their computer.

 Course Outline

 Introduction to Microsoft Power Platform
What is Microsoft Power Platform?
The business value of Microsoft Power Platform
Data Connectors
Data loss prevention, compliance, privacy, accessibility
Pulling it all together

Get started with Power Automate
Introducing Power Automate

Create your first flow
Create recurring flows
Monitor incoming emails
Share flows
Troubleshoot flows

Build approval flows with Power Automate
Provide solutions to real-world scenarios.
Build an approval request
Build a flow that processes an approval request
Learn to build a flow that runs at recurring time intervals
Build a flow that accepts user input when run
Create a flow that blocks time on your calendar

Share a cloud flow with Power Automate
Share by using co-ownership
Share by using the run-only option
Use the Send a copy feature

Take your first steps with Power Automate for desktop
Introduction to Power Automate for desktop
Console overview
Flow designer overview
Create a simple flow
Create and run a simple flow

Power Automate for desktop essentials
Introduction to Power Automate for desktop development
Create a flow in the flow designer
Create conditionals and loops
Using subflows
Test and debug flows
Manage UI elements and images
Deploy exception handling

Build your first Power Automate for desktop flow
Set up the environment
Explore Power Automate for desktop
Create your first Power Automate for desktop flow
Record Power Automate for desktop actions
Edit and test recorded actions

Define input and output parameters in Power Automate
Set up in Power Automate
Define an input variable
Set input variables
Define output variables
Add UI elements and test

Integrate desktop flows with Outlook connectors in Power Automate for desktop
Setup process in Power Automate
Build a cloud flow that’s triggered in Outlook
Test your new flow

Use AI Builder to process invoice forms in Power Automate
Solution setup in Power Automate
Create a form processing flow
Add fields and collections of documents
Analyze and train a model
Integrate the model into a cloud flow

Use the Teams connector in Power Automate
Work from an existing solution in Power Automate
Create an approval solution
Integrate with an existing desktop flow
Test and run a flow

Optimize your business process with process advisor
Get familiar with process advisor
Create your first recording
Edit recordings and group actions
Analyze recordings and interpret results
Automation recommendations

Handle variables in Power Automate for desktop
Introducing variables
Create, edit, and use variables
Variable data types
Advanced data types
Input and output variables
Variable manipulation
Sensitive variables

Automate repetitive tasks using loops in Power Automate for desktop
Introduction to loops
Loop actions
Simple loop actions
For each loop actions
Loop condition actions

Excel automation in Power Automate
Launch, save, and close an Excel file
Read from an Excel document
Write to an Excel worksheet
Additional actions and features
Manage worksheets
Organize data in a spreadsheet