Power Automate: Introduction for End Users

Overview Microsoft Power Automate enables seamless automation of workflows, reducing manual effort and improving efficiency across business operations. This course provides a hands-on introduction to Power Automate, covering cloud-based and desktop automation, data integration, and real-world solutions. Participants will learn to create automated flows, streamline approval processes, integrate with Microsoft 365 applications like Outlook and Teams, and leverage AI Builder for intelligent document processing. _ By gaining practical experience in building and managing automated workflows, participants will be able to optimize everyday tasks, enhance collaboration, and drive greater consistency in business processes. Whether automating approvals, managing emails, or integrating with existing tools, this course equips learners with the skills to create impactful automation solutions. Audience Profile The course is targeted at business users who work with Office 365 applications and would like to learn different techniques for creating, managing, and initiating automated processes or workflows. Prerequisites Students should have prior experience using Office 365. Course Outline Get Started with Power Automate • Introducing Power Automate • Create your first flow • Troubleshoot flows • Lab 1: Create cloud flows Create tables in Dataverse • Introduction o Microsoft Dataverse • Table characteristics • Table relationships • Dataverse logic and security • Dataverse auditing • Dual-write vs virtual tables • Lab 2: Data model Build approval flows with Power Automate • Provide solutions to real-world scenarios • Lab 3: SharePoint • Lab 4: Approval flow Build flows to manage user information • Introduction • Lab 5: Button flow Power Automate's deep integration across multiple data sources • Introduction • Lab 6: Scheduled flow • Lab 7: Trigger filters Power Automate for desktop essentials • Introduction to Power Automate for desktop development • Create a flow in the flow designer • Create conditionals and loops • Using subflows • Test and debug flows • Manage UI elements and images • Deploy exception handling • Create your first Power Automate for desktop flow • Record Power Automate for desktop actions • Lab 8: Build your first desktop flow Define input and output parameters in Power Automate • Set up in Power Automate • Define an input variable • Set input variables • Define output variables • Lab 9: Define input and output parameters Automating Desktop Applications • Automating Desktop Applications • Working with UI Elements • Window Handling and Element Interaction • Mouse and Keyboard Actions • Lab 10: Add UI Elements Integrate desktop flows with Outlook connectors in Power Automate for desktop • Setup process in Power Automate • Build a cloud flow that's triggered in Outlook • Test your new flow • Lab 11: Desktop flows with Outlook connector Use AI Builder to process invoice forms in Power Automate • Solution setup in Power Automate • Create a form processing flow • Add fields and collections of documents • Analyze and train a model • Integrate the model into a cloud flow • Lab 12: Use AI Builder to process invoice forms Use the Teams connector in Power Automate • Work from an existing solution in Power Automate • Create an approval solution • Integrate with an existing desktop flow • Test and run a flow • Lab 13: Use the Teams connector in Power Automate