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Microsoft Power Automate: Introduction for End Users

Discover how to create, manage, and automate processes or workflows using Microsoft Power Automate and Power Automate for desktops in this comprehensive course designed for business users.

  • All levels
  • 18 and older
  • $795
  • 2 Park Ave, New York, NY & Virtually Online
  • 13 hours & 30 minutes over 2 sessions

Start Dates (1)

  • $795
  • ONLC Grand Central Station @ 2 Park Ave 20th Fl, New York, NY 10016
  • 13 hours & 30 minutes over 2 sessions
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  • Thu, Apr 25 at 10:00am - 4:45pm
  • Fri, Apr 26 at 10:00am - 4:45pm
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Class Description

Description

What you'll learn in this microsoft training:

Learn the business value and product capabilities of Microsoft Power Automate and Power Automate for desktop.

Audience

The course is targeted at business users who work with 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.

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
  • Exercise - Create your first flow
  • Exercise - Create recurring flows
  • Exercise - Monitor incoming emails
  • Exercise - Share flows
  • Troubleshoot flows

Build approval flows with Power Automate

  • Provide solutions to real-world scenarios.
  • Exercise - Build an approval request
  • Exercise - Build a flow that processes an approval request
  • Exercise - Learn to build a flow that runs at recurring time intervals
  • Exercise - Build a flow that accepts user input when run
  • Exercise - 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
  • Exercise - Send a copy
  • Solutions and sharing

Take your first steps with Power Automate for desktop

  • Introduction to Power Automate for desktop
  • Console overview
  • Flow designer overview
  • Create a simple flow
  • Exercise - 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
  • Exercise - Create, access, and manipulate values

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
  • Exercise - Loops

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
  • Exercise - Organize data in a spreadsheet

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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