Power Automate lets you create and automate workflows and tasks. In this training course, you'll learn how to automate your repetitive tasks and make your business processes more efficient. |
Audience | This course is designed for users who want to learn how to automate business processes using Power Automate. |
Prerequisites | - Get a PowrPlatform developer environment
- Have the Power Automate desktop application
- Understanding of the Microsoft 365 ecosystem and applications is an asset
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Objectives | - Learn the possibilities of Power Automate;
- Understand environment management;
- Identify automation possibilities;
- Create flows from scratch;
- Understand the different triggers;
- Use approval actions and conditions;
- Use templates to create your flows;
- Create Power Automate buttons;
- Maintain control over your flows;
- Troubleshoot your flows.
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Teaching method | Pedagogy based on examples, demonstrations and guided exercises. |
Contents | Chapter 1: Discovering how automation works - Discover what you can do with Power Automate
- Understand the components that make up Power Automate
- Identify Power Automate-related technologies
- Understand the different ways of automating
- Understanding Power Platform environments
- Understand connections to services
- Identify the different licensing modes
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Chapter 2: Using connectors - Discover connectors and their options
- Understand the issues involved in connecting to web services
- Identify when to use the local data gateway
- Using data loss prevention strategies
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Chapter 3: Creating flows from scratch - Discovering cloud flow triggers
- Create your first cloud flow
- Use dynamic data fields
- Receive SMS and e-mail notifications
- Perform file operations with feeds
- Create recurring cloud feeds
- Working with approval requests
- Using conditional actions
- Create database-driven cloud flows
- Integrating Power Apps, Power Automate and SharePoint
- Testing your cloud flow
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Chapter 4: Creating feeds from templates - Capture e-mail attachments
- Modify the trigger and test changes
- Post a message in Teams when a task is completed
- Using a task to trigger a flow
- Start an approval on documents
- Start an approval from a Forms form
- Working with approval actions
- Creating a Yes/No condition
- Testing your form
- Modifying the flow and applying changes
- Approvals in Power Automate
- Moving documents according to metadata
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Chapter 5: Error handling in automation - Discover why error management is essential
- Check that a flow is working properly
- Add error handling
- Learn how to reinforce data quality
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Chapter 6: Managing your Power Automate workflows - Discover Power Automate options
- Learn how to share a feed
- Learn how to copy a feed
- Analyze the use of Power Automate services
- Solving problems
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