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AUTOMATING TASKS USING POWER AUTOMATE

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This training topic is currently available for in-house sessions only, with a minimum requirement of 5 participants. Public program sessions are not available at the moment. The public program date will be announced when scheduled.

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INTRODUCTION FOR AUTOMATING TASKS USING POWER AUTOMATE

A starter course in Power Automate, a business process automation tool from Microsoft’s Power Platform which allows one to automate repetitive tasks.

 

TARGET PARTICIPANTS

  • Persons who face repetitive mundane tasks.
  • Preferably well-versed in Microsoft Office tools.

 

COURSE OBJECTIVES

  • Learn basic terms and concepts of Power Automate.
  • Learn to create workflows which automate web and desktop tasks.
  • Course covers the web version of Power Automate and Power Automate Desktop.

 

METHODOLOGY

The course is a hands-on workshop led by an instructor. Participants are required to achieve tasks throughout the duration of the training.

 

SETUP REQUIREMENTS

  • Browser required.
  • Go to https://go.microsoft.com/fwlink/?linkid=2102613 to download and install Power Automate before the desktop.
  • If you have two computer monitors, please use them.

 

DURATION

  • 2 days

 

COURSE CONTENT

Overview

  • The Power Platform
  • What’s Power Automate?
  • What’s automation and RPA?
  • Accessing Power Automate

 

Types of flows

  • What are cloud flows, desktop flows and business process flows?

 

Cloud flows

  • Introduction to automated flows, scheduled flows and instant flows.
  • How to create flows- starting it from blank, from a template and from a connector.
  • How to use the Templates menu to create flows.
  • Types of cards in Microsoft Teams
  • Using Adaptive Cards for Microsoft Teams

 

Lab work

  • Create a flow, adding condition(s) to the flow and testing it.

 

Lab 1

  • Creating a flow from blank- the automated cloud flow

 

Lab 2

  • Creating a flow from blank- the scheduled cloud flow

 

Lab 3

  • Creating a flow from blank- the instant cloud flow

 

Lab 4

  • Creating a flow from a template

 

Setting up SharePoint related flows

  • Start an approval when a new item is added in SharePoint
  • Searching for templates
  • Setting up the flow
  • Start an approval when a file is added to SharePoint
  • Testing the flow
  • Validating the flow in Power Automate

 

 Sharing a flow

  • Reasons for sharing flow
  • Prerequisites for sharing
  • Steps in sharing a flow
  • What can flow owners do?

 

Environments, exporting & importing

  • Environments
  • Types on environments

 

Power Automate Desktop App

  • Creating flows in Power Automate Desktop

 

Lab work

  • Create a flow, adding condition(s) to the flow and testing it.

 

Lab 5

  • Get file list and populate it into Excel

 

Lab 6

  • Basic VBA loops
  • Running a macro from Excel to achieve an Excel task

 

Lab 7

  • Send an email from Outlook

 

Lab 8

  • Extracting text from images with OCR tech
Automating Tasks Using Power Automate

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