Microsoft Power Automate Essentials: Unlocking Efficiency in Your Workflow
Embark on a transformative journey with our ‘Microsoft Power Automate Essentials’ course, tailored for those eager to revolutionize their Microsoft 365 experience. In just one day of instructor-led training, participants, even those new to Power Automate, will grasp the reins of this cloud-based powerhouse, gaining the skills needed to automate tasks seamlessly across multiple Microsoft applications.
Introduction to Power Automate
Dive into the world of Power Automate, understanding its role in automating business processes without the need for extensive coding knowledge. Explore the benefits, learn to access flows, and discover how this tool can be a game-changer.
Getting Started with Power Automate
Navigate the Power Automate landscape with ease. From using templates to customizing flows for specific business needs, participants will learn to publish, trigger, and manage workflows effortlessly.
Power Automate Logic and Mobile Integration
Uncover the core logic of Power Automate workflows, mastering conditions, switches, and apply-to-each functions. Take your newfound skills mobile, discovering the Power Automate app’s capabilities, from building and managing flows to workflow approvals on the go.
Power Automate Maintenance
Cap off your learning journey by understanding how to effectively manage flows within a business. Dive into analytics, error handling, and the collaborative aspect of sharing flows, ensuring your newfound expertise is seamlessly integrated into your professional toolkit.
Embarking on this course isn’t just about mastering Power Automate; it’s a strategic move to optimize existing business processes and design new, efficient ones. As industries evolve, those equipped with these skills will find themselves at the forefront of workplace innovation, enhancing their career trajectories. Join us, and let’s power up your Microsoft 365 experience together!
Course Details
Course Code: – ; Duration: 2 Days; Instructor-led
Microsoft Power Automate allows you to write actions that integrate multiple or single Microsoft applications in order to automate tasks. This course explores the essentials needed to start using this powerful cloud-based application, and implement either existing or new processes inside of Power Automate. The course also will cover several flows you can create to work smarter, including flows for automatically adding and removing files from SharePoint based on emails sent, converting Word docs to PDFs, and tracking working hours using the Power Automate mobile app. Upon wrapping up this course, you’ll be ready to start automating business processes in your own workflow.
Audience
This course designed for beginners who have been using Microsoft 365 for some time and are now looking at optimizing their existing business processes and designing new ones
Prerequisites
No previous experience of Microsoft Power Automate is required. Basic understanding of Microsoft 365 apps such as Excel, SharePoint
Methodology
This program will be conducted with interactive lectures, PowerPoint presentation, discussion and practical exercise.
Course Objectives
This end user course delivers an instructor-led product showcase for Microsoft Power Automate cloud automation (previously known as Microsoft Flow) from start to finish in an engaging and practical way. Microsoft Power Automate is a powerful product, turning business processes into automated always on processes and getting consistent results. This course will give you the confidence to get started selecting the right triggers, actions and Power Automate logic for your business processes.
Outlines
Module 1: An Introduction to Power Automate
Historically, automating business processes typically landed in the lap of a developer in the business, who has a good understanding of coding and the systems that they were connecting. However, more and more systems deployed to businesses are encouraging a bigger focus on end user design and management.
- Know what Power Automate is
- The Benefits of using Flow to automate processes
- How to access a Flow in Power Automate
Module 2: Getting Started with Power Automate
This module will focus on how to use templates to get started with Flow or how to use a blank template to start with no defined actions. It also will give student a tour of the editor, workflow management page and the home screen to help you navigate around the product. Next, we will start to add, edit and remove actions from our workflow template in order to customize the Flow for a specific business need. Once ready we will publish and trigger the workflow to test that it works as expected. We will finish this module by discussing how to turn a Flow on or off as well as deleting an Flow.
- How to use templates
- How to navigate around Power Automate
- How to edit Flow
- How to publish and trigger Flow
- How to turn off or delete Flow
Module 3: Power Automate logic
Power Automate logic in a workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow duration and minimizes human input. In this module, we will look at the core logic found in Flows and a practical application of each option.
- Adding conditions
- Designing switches
- Using apply to each
- Configuring do until logic
Module 4: Integration
Businesses will often user a selection of productivity tools and services beyond Microsoft 365. Marketing teams may use Facebook and Twitter whereas a sales team may use Salesforce to manage their customers. Power Automate provides connectors for popular services allowing your processes to extend beyond Microsoft 365 to other web services. Connections can even be made to on-premises servers, allowing your business systems house at the office to take part in your processes.
- Standard and premium connectors
- Connecting to web services
- Using Power Automate with on-premises data
Module 5: The mobile app
Power Automate has a corresponding mobile app that can be used to leverage many features of Power Automate. Firstly, it offers users the capability to build new flows, directly from their phone or tablet. Secondly, it can be used to manage existing flows including editing, viewing history, saving a copy, disabling and deleting flows. You can access any approvals that have been sent to you by Power Automate and approve or reject decisions. The app also supports the push notifications that can be sent to your phone or tablet from a flow. Additionally, you can even create buttons that appear in the app which allow you to trigger flows. This valuable app will be detailed in this module.
- Downloading the mobile app
- Signing in and account management
- Building and managing flows
- Creating buttons
- Feeds and approvals
Module 6: Administration and maintenance
In our last module for Microsoft Power Automate, we will be taking a look at how a business can manage their flows once they have a good uptake of the product. We will begin by discussing managing individual flows. This could be using history to discover the source of any issues and implement error handling as well as using the analytics to discover usage trends. We will discover how to share a flow which is ideal for sharing the maintenance of a flow with another colleague and how to import and export flows. Finally, we will discuss how Microsoft 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security.
- Maintaining a flow
- View history and analytics
- Sharing a flow
- Export and import flows
- Microsoft 365 administration for Power Automate
- Environments
- Data policies
- Data integration
