Course 55268: Microsoft Power Automate
Instructor Led Training
Why Microsoft Automate?
Have you been using Office 365 for a while and are looking to optimize and automate your business processes?
This course has been specifically designed to cater to your very need. This short course will prove its worth almost instantly. Not only that, this course taking up only one day, will not only not take up a lot of your time but will also guarantee results in your search for optimization and automation of your business.
This one-day instructor led course provides a compelling and practical demonstration of Microsoft Automate from start to end. Microsoft Automate is a diverse product, turning business processes into automated, consistent and visual workflows.
Microsoft Automate is intended to link the different Office 365 products as well as other on-premises and web based solutions.
This training will instill confidence in you as you choose the appropriate actions and workflow logic for your business’s processes.
Let’s get started with an introduction to Microsoft 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. 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 Office 365 and third-party services.
- What is Microsoft Automate?
- The benefits of automation
- How to get to Automate
Lab : Setup your tenant
- Setup Office 365
- Download Course Files
- Customise your App Launcher
- Create accounts for colleagues
We begin our discovery of Microsoft Automate by building our first business process. We will discuss how to use templates to get started with 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, 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 customise 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 it.
- How to use Automate templates
- How to navigate in Automate
- How to edit a flow
- How to publish and trigger a flow
- How to turn off or delete a flow
Lab : Building processes in Office 365
- Create a Team with a channel
- Build an absence business process
- Testing the absence process
- Optional: Create Feedback Form
- Optional: Flow to Notify of Bad Ratings
- Optional: Test your Form and Flow
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 Microsoft Automate and a practical application of each option.
- How to add conditions
- How to design switches
- Using apply to each
- How to configure “do until logic”
- How to add a scope
Lab : 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
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. 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.
- How to use Standard and Premium connectors
- How to connect to web services
- How to use Automate with on-premises data
Lab : Using 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
Microsoft Automate has a corresponding mobile app that can be used to leverage many features of Microsoft Automate. 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 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.
- 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
Lab : Optional: Using the Automate mobile app
- Setting up the Automate mobile app
- Create a new flow in the mobile app
- Using flow buttons in the app
- Uninstall the Automate mobile app
In the final module for Microsoft 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 Office 365 administrators can shape the Automate experience with high-level settings that help ensure data segregation and security.
- How to matain 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 Office 365
- How to use data policies in a flow
- How to use data integration in a flow
Lab : Maintaining your flows
- Share a flow with a colleague
- Disabling an active flow
- Deleting a flow