55268: Microsoft Power Automate for End Users Courseware

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 workflows. Power Automate is designed to interweave the various products in Microsoft 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 workflow logic for your business workflows. Audience Profile The intended audience for this course would be those who have been using Microosft 365 for some time and are now looking at optimising their existing business processes and designing new ones. At Course Completion Understand when to use Power Automate Describe the components of a Flow and their correct use How to create and edit Flows Benefits of Power Automate Intergration with Power Automate Course Details Course Duration: 1 Day 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 had 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 workflow 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 Microsoft 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 Microsoft 365 Download course files Customize 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 create 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 designing Flows (Power Automates name for workflows) 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, workflow 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 workflow template in order to customize the Flow for a specific business need. Once ready we will publish and trigger the workflow to test that it works as expected. We will finish this module by discussing how to turn a Flow on or off as well as deleting a Flow. Lessons Using Flow templates Navigating in Power Automate Editing a Flow Publish and trigger a Flow Turn off or delete a Flow Lab 1: Building processes in Microsoft 365 Create a Team with a channel Build an absence business process Testing the absence process Optional: Create a feedback form Optional: Flow to notify of bad ratings Optional: Test your form and Flow After completing this module, students will be able to: How to use Flow templates How to navigate around Power Automate How to edit Flows How to publish and trigger Flows How to turn off or delete Flows Module 3: Automation logic Decision making during a business process is often a bottleneck. Waiting for decisions or information to steer the workflow 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 workflow allows existing information to push the workflow down multiple paths. This often speeds up workflow 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 Flow How to design switches for a Flow 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 Microsoft 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 Microsoft 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 the service. Firstly, it offers users the capability to build new Flows, directly from their phone or tablet. Secondly, it can be used to manage existing Flows including editing, viewing history, saving a copy, disabling and deleting Flows. 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 Flow. Additionally, you can even create buttons that appear in the app which allow you to trigger Flows. This valuable app will be detailed in this module. Lessons Downloading the mobile app Signing in and account management Building and managing Flows Creating buttons Feeds and approvals Lab 1: Optional: Using the flow mobile app Setting up the Power Automate mobile app Create a new Flow in the mobile app Using Flow buttons in the app Uninstall the Power Automate mobile app After completing this module, students will be able to: How to download the mobile app How to sign into the mobile app How to build and manage Flows in the mobile app How to create buttons in the mobile app How to feed and use approvals in the mobile app 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 Flows once they have a good uptake of the product. We will begin by discussing managing individual Flows. 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 Flow which is ideal for sharing the maintenance of a Flow with another colleague and how to import and export Flows. Finally, we will discuss how Microsoft 365 administrators can shape the Power Automate experience with high-level settings that help ensure data segregation and security. Lessons Maintaining a Flow View history and analytics Sharing a Flow Export and import Flows Microsoft 365 administration for Power Automate Environments Data policies Data integration Lab 1: Maintaining your flows Share a Flow with a colleague Disabling an active Flow Deleting a Flow After completing this module, students will be able to: How to maintain a Flow How to view history and analytics for a Flow How to share a Flow How to export and import Flows How to administrate a Flow in Microsoft 365 How to use data policies in a Flow How to use data integration in a Flow Prerequisites No previous experience of Power Automate is required