Course Outline

Introduction to Microsoft Power Automate

  • What is Power Automate?
  • What versions are available and where you can use Power Automate.
  • Cloud (online) and desktop workflows
  • What benefits will you get from automation?
  • Low-Code and No-Code workflows

Modes of workflows

  • Automated flows and flow triggers (triggers)
  • Cyclic flows and schedule handling
  • Instant flows - user-triggered actions
  • Power Automate in Office 365 applications

Working with Microsoft Power Automate

  • Getting started with Power Automate
  • Navigating through the application
  • Automating based on a template
  • Workflow from scratch, step by step
  • Creating a cloud-based workflow using the Data Service Connector
  • Editing workflows
  • Publishing and launching flows
  • Enabling and disabling a workflow

Workflows in Office 365 applications

  • Integration with Office 365
  • Online flow in Sharepoint 365
  • Workflows that support Outlook 365 mail
  • Automation support in OneDrive for Business
  • Workflows in the Forms application
  • Connecting to Web services
  • Creating a flow for Dataverse service

SharePoint 365 workflows

  • Handling lists and libraries of documents
  • Approval and versioning of files
  • Managing document workflows
  • Working with the Teams application
  • Approval of tasks in the Teams application

Automation in practice

  • Data connectors in Power Platform: standard and premium
  • Adding a trigger
  • Adding actions
  • Conditional code execution: IF and SWITCH functions
  • Working with lists: apply to each functionality
  • Programming loop: the Do / Until logic
  • Expressions and variables
  • Data operations: processing data in Power Query
  • Functions in expressions: strings, numbers and time

Administration and maintenance of flows

  • Management of flows
  • Flow maintenance
  • Viewing performance history, analyzing performance and diagnosing errors
  • Sharing workflows: exporting and importing workflows
  • Workflow environment
  • Data security policy
  • Data integration

Power Automate mobile application - optional module

  • Downloading and installing the mobile app
  • Logging in to your Office 365 profile
  • Creating and managing workflows
  • Working with the app

Power Automate desktop workflows - optional module

  • Setting up the Power Automate Desktop application
  • Creating and directly activating a flow.
  • Flow activation modes: trigger, schedule and others.
  • Management, monitoring of flows.
  • Designer of desktop flows: Configuring actions and action window. Workspace management. Variable management and variable window.
  • Properties of data types and variables. Automating user interface elements

Requirements

A general-purpose training course aimed at people involved in processing and analyzing large amounts of data, analysts, accountants, as well as software developers and testers. The training topics include working with SQL Server.

 14 Hours

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