Module 1: An Introduction to Power Automate
Let’s get started with an introduction to Microsoft 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. With this culture change, end users are looking to further improve their business solutions. Power Automate brings workflow design to all audiences. It offers the building blocks for lightweight or business-critical processes. In this module, we cover an overview of the product and its application to Microsoft 365 and third-party services.
What is Microsoft Power Automate?
The benefits of automation
How to get to Power Automate
Lab: Setup your tenant
Module 2: Getting Started with Power Automate
We begin our discovery of Microsoft Power Automate by building our first business process. We will discuss how to use templates to get started with Power Automate or how to use a blank template to start with no defined actions. Once in the product, we will give you 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 customise 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 a flow.
Using Power Automate templates
Navigating in Power Automate
Editing a flow
Publish and trigger a flow
Turn off or delete a flow
Lab: Building processes in Microsoft 365
Create a Team with a channel
Build an absence business process
Testing the absence process
Optional: Create Feedback Form
Optional: Flow to notify of bad ratings
Optional: Test your form and flow
Module 3: Power Automate logic
Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow towards its goal is dependent on how long the involved party spends on the task. This could be mitigated if the desired information is found declared elsewhere for example, as a document property or a form entry to name a few examples. Logic in a workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow duration and minimises human input. In this module, we will look at the core logic found in Power Automate and a practical application of each option.
Lab: 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
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
Lab: 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
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
Feeds and approvals
Lab: Optional: Using the Power Automate mobile app
Setting up the Power Automate mobile app
Create a new flow in the mobile app
Using flow buttons in the app
Uninstall the Power Automate mobile app
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.
Lab: Maintaining your flows