TARGET AUDIENCE
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.
PRE-REQUISITE
No previous experience of Flow is required.
LEARNING OUTCOME
At the end of the course, students will be able to:
Understand when to use Power Automate
Describe the components of Power Automate and their correct use.
How to create and edit Power Automates
Benefits of Power Automate
Integration with Power Automate
COURSE OUTLINE::Power Automate::
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 work
Power 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, work Power
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 work Power Automate template in order to customise the Power Automate for a specific business need. Once ready we will publish and trigger the work Power
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
COURSE OUTLINE::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 work Power 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 work Power Automate allows existing information to push the work Power Automate down multiple paths. This often speeds up work
Power 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.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.