Module 1: Introduction - 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
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
customize 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
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
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
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
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 Power Automates once they have a good uptake of the product. We
will begin by discussing managing individual Power Automates. 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 Power Automate which is ideal for sharing the maintenance of a Power
Automate with another colleague and how to import and export Power Automates.
Finally, we will discuss how Office 365 administrators can shape the Power
Automate experience with high-level settings that help ensure data segregation
and security.
Lessons:
- Maintaining a Power Automate
- View history and analytics
- Sharing a Power Automate
- Export and import Power Automates
- Office 365 administration for Power Automate
- Environments
- Data policies
- Data integration
