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Workflow Automation With Microsoft Power Automate

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1K views

Workflow Automation With Microsoft Power Automate

Uploaded by

Harikrishna
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC

Address: 103 Pasteur, Dist.1, HCMC


Tel: 08 38245819; 38239761
Email: [email protected]
Let’s Reach For Excellence! Website: www.tdt-tanduc.com; www.tanducits.com

Workflow Automation with Microsoft Power Automate


Duration: 03 days

Microsoft Power Automate (formerly Flow) is a workflow automation tool built into
Microsoft 365 to help businesses and users to automate repetitive tasks or trigger
business processes without user intervention.

If you are new to Microsoft Power Automate, this book will give you a comprehensive
introduction to help you to get up to speed with automating business processes in no
time. Complete with hands-on tutorials, projects, and self-assessment questions, this
easy-to-follow guide will show you how to configure automation workflows for
business processes between hundreds of Microsoft and third-party applications. Once
you understand how to use connectors, triggers, and actions to automate business
processes, you’ll get to grips with managing user inputs, documents, approvals, and
database storage using efficient flow controls. This Power Automate book explains key
concepts and takes you through creating your own flows step by step.

By the end of the book, you’ll have learned how to use Microsoft Power Automate to
replace repetitive tasks with business workflow automation technology.
Microsoft Power Automate

AT COURSE COMPLETION
By the end of the course, you’ll have learned how to use Microsoft Power Automate to replace
repetitive tasks with business workflow automation technology.
COURSE OUTLINE

Section 1 - What is Power Automate?


Chapter 1: Introducing Power Automate
What is Power Automate?
Choosing what to automate
Reviewing general terminology
Business process
Workflow
REST
Learning Power Automate terminology
Flow
Connectors
Triggers
Actions
Branching
Conditions
Common Data Service
Gateways
Steps
Templates

Section 2 - Basic Flow Concepts


Chapter 1: Getting Started with Power Automate
Logging in to Power Automate
End user web portal interface
Mobile app interface
Admin interface
Creating your first flow
Understanding the flow components
Creating and executing the flow

Chapter 2: Working with Email


Learning about email connectors and actions
Working with email
Receiving email

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Microsoft Power Automate

Handling attachments
Creating the flow
Verifying completion
Sending email
Chapter 3: Copying Files
Learning about file connectors and actions
Working with files
Copying files to SharePoint
Verifying the results with the test flow
Verifying the results manually
Publishing files to Dropbox
Verifying the results
Chapter 4: Creating Button Flows
Learning about button flows
Creating a button flow to email a manager
Executing a button flow
Chapter 5: Generating Push Notifications
Learning about push notifications
Configuring a notification for emails from your manager
Introducing conditions
Creating the flow
Reviewing a notification

Chapter 6: Working with Team Flows


Understanding team flows
Sharing a flow with your team
Sharing a flow with run-only permissions
Managing team flows

Section 3 - Intermediate Flow Concepts

Chapter 1: Working with Conditions


Understanding condition operators
Using expressions and multiple conditions
Adding multiple conditions
Adding condition groups

Chapter 2: Getting Started with Approvals


Understanding Common Data Service
Creating an approval flow

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Microsoft Power Automate

Creating a SharePoint site and list


Creating an approval
Adding calendar events and notifications
Starting the flow
Responding to approvals

Chapter 3: Working with Multiple Approvals


Working with sequential approvals
Working with parallel approvals
Working with advanced scenarios
Mixed approval types
Everyone must approve
Creating a basic sequential approval
Configuring prerequisites
Creating the flow
Creating the trigger
Creating the first-stage approval
Creating the second-stage approval
Completing the flow
Testing the flow
Exploring further options

Chapter 4: Posting Approvals to Teams


Understanding the flow
Configuring prerequisites
A SharePoint site
Flow user bot for Teams
Configuring an approval flow to use Teams
Getting the request's information
Creating the approval
Returning the response
Testing the flow
Requesting the approval
Approving the request
Reviewing the response

Chapter 5: Using a Database


Understanding database connectors, triggers, and actions
Triggers
Actions
Adding database content

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Microsoft Power Automate

Creating a server
Creating a database
Creating a database table
Creating a connection to a database
Adding content to a database
Creating the flow
Executing the flow
Verifying the flow
Reviewing the run history
Reviewing the SQL data

Chapter 6: Working with Microsoft Forms


Understanding the Forms connector triggers and actions
Triggers
Actions
Creating a basic form
Processing a form with Power Automate
Testing the flow
Verifying the result
Reviewing the run history
Reviewing the SQL data

Chapter 7: Accepting User Input


Understanding the user input options
Creating a flow that uses all input types
Configuring the prerequisites
Creating the flow
Executing the flow
Verifying the flow execution

Section 4 - Administering the Power Automate Environment

Chapter 1: Exporting, Importing, and Distributing Flows


Exporting a flow
Importing a flow
Distributing a flow
Sending a flow via Power Automate
Publishing a flow to the template gallery

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Microsoft Power Automate

Chapter 2: Monitoring and


Troubleshooting Flows
Monitoring flows
Viewing a run history
Resubmitting a flow
Reviewing email error reports
Resolving authentication errors
Examining detailed errors with the
flow checker
Understanding error codes
Finding additional resources

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