Microsoft Power Automate Training Course

This course is intended for anyone who wants to learn how to automate tasks using Microsoft Power Automate. It is especially beneficial for:

• Business users who want to automate repetitive tasks
• IT professionals who want to automate IT processes
• Developers who want to extend Power Automate with custom code

Basic understanding of computer concepts and familiarity with cloud-based applications is recommended.

Section 1: Power Automate Cloud Flows

This section focuses on automating tasks and processes across various applications and services using the online workflow service. You will learn to synchronize files, collect data, and generate notifications without writing code.

Module 1: Create and Manage Cloud Flows

This introductory module teaches users to create, run, and debug cloud flows.

• Introduction to Cloud Flows: Understand that cloud flows are digital workflows that automate tasks across applications and services.
• Building Blocks of a Flow: Define the core interconnected components:
  • Triggers: The starting point of a flow, defining the event or condition that initiates the workflow. Trigger types include Automated (initiated by events like a new email), Instant (manually started by a user), and Scheduled (initiated at a predetermined time or interval, using a recurrence trigger).
  • Actions: The core steps that perform specific tasks, such as data operations, file management, emails, approvals, or notifications.
  • Conditions: Decision points that determine the flow’s path based on specific criteria, allowing for branching.
• Creating and Managing Flows: Learn the typical steps: choose a trigger, add actions, configure conditions, and test the flow.
• Integration: Explore Microsoft Dataverse triggers and actions, such as adding, modifying, deleting, or listing rows.

Module 2: Flow Logic

This module focuses on setting up and managing flow controls, expressions, data parsing, and exception handling within cloud flows.

• Configuring Flow Control: Learn how to manage flow logic, including the configuration of loops.
• Expressions and Data Types: Configure expressions and understand dynamic content, data types, and formats. This includes working effectively with dates.
• Handling Complex Data: Implement data objects and learn what can be done with arrays, such as using Apply to Each, filtering, and converting lists to strings.
• Exception and Error Handling: Configure timeout and retry policies. Create exception handling blocks (e.g., using a Try – Catch – Finally approach) to manage system and business errors.

Module 3: Advanced Flow Scenarios

In this module, you will implement sophisticated business processes and logic using advanced flow techniques and Microsoft AI.

• Advanced Flow Techniques: Learn to create and use child cloud flows, including passing in and returning data.
• Performance and Execution: Configure concurrency (e.g., Run for Each Item in Parallel) and filter conditions. Understand asynchronous actions and the Wait Until pattern.
• Integration: Perform actions by calling external APIs and configure cloud flow actions to run Microsoft Office Scripts.
• AI Implementation: Identify Microsoft AI options for processing documents and data, including configuring document processing using AI Builder. Understand the use cases for the Document Automation Toolkit.

Module 4: Deploy and Monitor

This module covers how to implement Power Automate cloud flows into a production environment and oversee their performance and efficiency.

• Deployment Management: Manage configurations effectively by using environment variables.
• Testing and Validation: Learn effective testing methods, including using the Power Automate Checker and testing with real example data or previous run data.
• Troubleshooting: Identify and troubleshoot common cloud flow issues, such as triggers not firing and slow running flows, and learn how to fix flow failures.

Section 2: Power Automate Desktop Flows

This section focuses on using the Power Automate for desktop platform to create workflows that interact with software on your local machine, enabling Robotic Process Automation (RPA).

Module 1: Create and Manage Desktop Flows

This module introduces the platform's core components and features for desktop automation.

• Platform Components: Explore the two main components: the console (used to select environments, manage flows, and create new ones) and the flow designer (used for building the workflow).
• Core Skills: Learn how to create, edit, run, rename, and delete desktop flows using the console.
• Flow Creation Methods: Understand the two options for creating a desktop flow and learn to use the desktop recorder to automate repetitive actions.
• Designer Overview: Familiarize yourself with the flow designer, including the toolbar, action pane, workplace, and input/output variables.

Module 2: Desktop Flow Logic

This module teaches you to build flow logic using actions, variables, and control structures.

• Variables and Data: Learn how to create and use variables, understand variable data types (including Lists and Datatables), and manage input/output and sensitive variables.
• Control Flow: Use conditionals (e.g., If group of actions), loops (Simple, For each, Loop Condition), and flow control actions to shape the flow logic.
• Structuring Flows: Use subflows to compartmentalize and reuse sections of a flow.
• Testing and Debugging: Understand the testing and debugging features available within the flow designer.

Module 3: Automating Desktop Applications

Learn how to configure desktop flows to interact with local application user interfaces (UIs).

• UI Element Interaction: Understand how Power Automate uses UI elements to interact with desktop application UIs and windows.
• Configuration: Configure and use UI elements via the flow designer’s UI elements tab or directly from an action’s properties.
• Selectors: Learn about UI Element Selectors, selector criteria, and text-based selectors to accurately target elements.
• Actions: Utilize UI/Windows actions to interact with windows or elements within them, as well as mouse and keyboard actions.

Module 4: Automating Web Applications

This module provides automation solutions for web applications, which are integral to most companies' technological infrastructure.

• Browser Automation: Learn how to configure and use browser automation actions supported across major browsers.
• Web Interaction: Configure actions to launch, close, and handle browsers, web pages, and forms.
• Data Extraction: Learn how to extract data from web pages, including handling scenarios with multiple pages.
• Advanced Techniques: Explore options for direct web access and scripting.

Module 5: Advanced Flow Scenarios

Explore advanced actions and exception handling for desktop flows.

• Robust Error Management: Understand and deploy robust exception handling, including how to configure retry on error and handle errors for groups of actions.
• File and Folder Operations: Learn how to work with Folder and File actions.
• Excel Automation: Master actions to launch, save, close, read from, and write to Excel files, as well as manage worksheets.
• Email Automation: Understand options for automating web mail services, Outlook, and Exchange Servers.
• Other Actions: Explore powerful Text handling actions, Date/Time actions, and actions related to Optical Character Recognition (OCR).

Module 6: Deploy and Monitor

This final module covers the basics of how desktop flows can be deployed and monitored.

• Deployment: Understand how to deploy desktop flows to other environments and users.
• Monitoring: Explore various options for monitoring desktop flow activity, errors, the status of your machines, and current runs

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