Microsoft Power Automate for End Users - M55268 Course Outline

(1 Day)

Overview

This course delivers an instructor-led product showcase for Microsoft Power Automate from start to finish in an engaging and practical way. Power Automate is a diverse product, turning business processes into automated, consistent and visual workPower Automates. Power Automate is designed to interweave the various products in Office 365 as well as connect to other on-premises and web-based solutions. This course will give you the confidence to select the right actions and workPower Automate logic for your business workPower Automates.

Audience Profile

The intended audience for this course would be those who have been using Office 365 for some time and are now looking at optimizing their existing business processes and designing new ones.

Prerequisites

None

At Course Completion

  • Understand when to use Power Automate
  • Describe the components of Power Automateand their correct use
  • How to create and edit Power Automates
  • Benefits of Power Automate
  • Intergration with Power Automate

Course Outline

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 workPower Automate 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 Office 365 and third-party services.

Lessons

  • What is Microsoft Power Automate?
  • The benefits of automation
  • How to get to Power Automate

  • Lab 1: Setup your tenant
  • Setup Office 365
  • Download Course Files
  • Customise your App Launcher
  • Create accounts for colleagues

After completing this module, students will be able to:

  • Know what Microsoft Power Automate is
  • The Benefits of using Power Automate to automate processes
  • How to access a Power Automate

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, workPower Automate 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 workPower Automate template in order to customise the Power Automate for a specific business need. Once ready we will publish and trigger the workPower Automate to test that it works as expected. We will finish this module by discussing how to turn a Power Automate on or off as well as deleting a Power Automate.

Lessons

  • Using Power Automate templates
  • Navigating in Power Automate
  • Editing a Power Automate
  • Publish and trigger a Power Automate
  • Turn off or delete a Power Automate

  • Lab 1: Building processes in Office 365

  • Create a Team with a channel
  • Build an absence business process
  • Testing the absence process
  • Optional: Create Feedback Form
  • Optional: Power Automate to Notify of Bad Ratings
  • Optional: Test your Form and Power Automate

After completing this module, students will be able to:

  • How to use Power Automate templates
  • How to navigate around Power Automate
  • How to edit Power Automates
  • How to publish and trigger Power Automates
  • How to turn off or delete Power Automates

Module 3: Power Automate logic

Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workPower Automate 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 workPower Automate allows existing information to push the workPower Automate down multiple paths. This often speeds up workPower Automate duration and minimizes human input. In this module, we will look at the core logic found in Power Automate and a practical application of each option.

Lessons

  • Adding conditions
  • Designing switches
  • Using apply to each
  • Configuring do until logic
  • Adding a scope

  • Lab 1: 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

After completing this module, students will be able to:

  • How to add conditions in a Power Automate
  • How to design switches for a Power Automate
  • How to use apply to each

  • How to configure do until logic
  • How to add a scope

Module 4: Integration

Businesses will often user a selection of productivity tools and services beyond Office 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 Office 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.

Lessons

  • Standard and premium connectors
  • Connecting to web services
  • Using Power Automate with on-premises data

  • Lab 1: 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

After completing this module, students will be able to:

  • How to use Standard and Premium connectors
  • How to connect to web services
  • How to 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 Power Automates, directly from their phone or tablet. Secondly, it can be used to manage existing Power Automates including editing, viewing history, saving a copy, disabling and deleting Power Automates. 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 Power Automate. Additionally, you can even create buttons that appear in the app which allow you to trigger Power Automates. This valuable app will be detailed in this module.

Lessons

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

  • Lab 1: Optional: Using the Power Automate mobile app