This course delivers an instructor-led product showcase for Microsoft Power Automate from start to finish in an engaging and practical way. Power Automate is a diverse product, turning business processes into automated, consistent and visual workPower Automates. Power Automate is designed to interweave the various products in Office 365 as well as connect to other on-premises and web-based solutions. This course will give you the confidence to select the right actions and workPower Automate logic for your business workPower Automates.
Audience
The intended audience for this course would be those who have been using Office 365 for some time and are now looking at optimizing their existing business processes and designing new ones.
Outline
Module 1 – An Introduction to Power Automate
- What is Microsoft Power Automate?
- The benefits of automation
- How to get to Power Automate
- Lab 1: Setup your tenant
Setup Office 365
- Download Course Files
- Customise your App Launcher
- Create accounts for colleagues
After completing this module, students will be able to:
- Know what Microsoft Power Automate is
- The Benefits of using Power Automate to automate processes
- How to access a Power Automate
- Module 2 – Getting Started with Power Automate
Using Power Automate templates
- Navigating in Power Automate
- Editing a Power Automate
- Publish and trigger a Power Automate
- Turn off or delete a Power Automate
- Lab 1: Building processes in Office 365
- Create a Team with a channel
- Build an absence business process
- Testing the absence process
- Optional: Create Feedback Form
- Optional: Power Automate to Notify of Bad Ratings
- Optional: Test your Form and Power Automate
After completing this module, students will be able to:
- How to use Power Automate templates
- How to navigate around Power Automate
- How to edit Power Automates
- How to publish and trigger Power Automates
- How to turn off or delete Power Automates
Module 3 – Power Automate Logic
- Adding conditions
- Designing switches
- Using apply to each
- Configuring do until logic
- Adding a scope
- Lab 1: Scheduling documentation reviews
- Setup a policy library in SharePoint
- Design a policy review schedule
- Testing the policy review process
- Optional: Notify if a file nears review
After completing this module, students will be able to:
- How to add condtions in a Power Automate
- How to design switches for a Power Automate
- How to use apply to each
- How to configure do until logic
- How to add a scope
Module 4 – Integration
Standard and premium connectors
- Connecting to web services
- Using Power Automate with on-premises data
- Lab 1: Using Power Automate and SQL to Review Sales
- Create a new orders list
- Designing the price check process
- Testing the price check process
- Optional: Update with managers
After completing this module, students will be able to:
- How to use Standard and Premium connectors
- How to connect to web services
- How to using Power Automate with on-premises data
Module 5 – The Mobile App
Downloading the mobile app
- Signing in and account management
- Building and managing Power Automates
- Creating buttons
Feeds and approvals
- Lab 1: Optional: Using the Power Automate mobile app
- Setting up the Power Automate mobile app
- Create a new Power Automate in the mobile app
- Using Power Automate buttons in the app
- Uninstall the Power Automate mobile app
After completing this module, students will be able to:
- How to download the mobile app
- How to sign into the mobile app
- How to build and manage Power Automates in the mobile app
- How to create buttons in the mobile app
- How to feed and use approvals in the mobile app
Module 6 – Administration and Maintenance
- Maintaining a Power Automate
- View history and analytics
- Sharing a Power Automate
- Export and import Power Automates
- Office 365 administration for Power Automate
- Environments
- Data policies
- Data integration
- Lab 1: Maintaining your Power Automates
- Share a Power Automate with a colleague
- Disabling an active Power Automate
- Deleting a Power Automate
After completing this module, students will be able to:
- How to maintain a Power Automate
- How to view history and analytics for a Power Automate
- How to share a Power Automate
- How to export and import Power Automates
- How to administrate a Power Automate in Office 365
- How to use data policies in a Power Automate
- How to use data integration in a Power Automate
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
