Power Automate - Optimize your use

Module 2

Duration : 1 day

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

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.

Teaching method

Pedagogy based on examples, demonstrations and guided exercises.

Contents

• 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

• 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

• 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

• 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

• Discover why error management is essential
• Check that a flow is working properly
• Add error handling
• Learn how to reinforce data quality

• 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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