Microsoft Power Automate - Custom Outline For Intermediate Users

Module 1: Introduction to Microsoft Power Platform

Learn about the components of Microsoft Power Platform, ways to connect data, and how organizations can leverage this technology to create business solutions.

• Office 365 Overview
• Microsoft Power Platform Overview
• How Office 365 and the Power Platform can be integrated to work together
• Module Summary

Module 2: Get Started with Power Automate and Flows

Learn how users can leverage Power Automate to improve business efficiency and productivity.

Lesson 1: Power Automate overview

• The value Power Automate brings
• Scale automation efficiently
• Example: A purchase order approval
• The three types of flows you can create with Power Automate
• Power Automate in action – Walkthrough

Lesson 2: Getting started with Flows – How to build an automated solution

• Introduction to Automation
• Create a flow from a template
• Example Templates
• Navigating in flow
• Editing a template
• Exercise: Use a template to create a Power Automate Flow
• Important concepts in Microsoft Power Automate

• • Triggers
  • Actions
  • Conditional Logic

• Working with Triggers
• Trigger or run the flow:

• • When Something Changes
  • On a schedule
  • On a Button press

• Scheduled flows
• Exercise 1: Build a scheduled flow
• Button flows
• Exercise 2: Build a button flow

Module 3 – Flow Logic, Conditions and Approvals

• Working With Actions and Connections
• Types of Connectors
• Working with SharePoint
• Adding Conditions

• • If Logic
  • Designing switches
  • Using Apply to each
  • Configuring do until logic
  • Adding a scope

• Approval flows
• Optional Exercise 3: Build an approval flow

DAY 2

Recap, and review of Day 1

Working with SharePoint documents and libraries

• Library settings
• Columns, metadata and views

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 as well as those found in Office 365

• Office 365 Apps as building blocks for Workflows
• Standard and premium connectors
• Connecting to web services
• Using Flow with on-premises data
• Dynamics 365
• Environments, Solutions and Dataverse (CDS)

Optional Exercise – Dataverse

Module 5: The mobile app (optional exercises)

Flow has a corresponding mobile app that can be used to leverage many features of Flow. You can access any approvals that have been sent to you by Flow and approve or reject decisions.

• Downloading the mobile app
• Signing in and account management
• Building and managing Flows
• Creating buttons
• Feeds and approvals

Module 6: Administration and maintenance

How a business can manage its Flows. We will begin by discussing managing individual Flows. How to share a Flow, and how to import and export Flows.

• Maintaining a Flow
• View history and analytics
• Sharing a Flow
• Export and import Flows
• Office 365 administration for Flow
• Environments

Lab : Maintaining your flows

Module 7: Best Practice, Hints and Tips, & Troubleshooting

• Environments, Solutions and Moving Flows
• Service Accounts for executing Flows
• Import and Exporting a Flow
• Performance
• Troubleshooting Flows
• Exception Handling
• String manipulation and parsing strings
• Parent and Child Flows
• Planning a business process and choosing the tools to use to solve customer problems