Power Automate Training (Tutor-led Online Courses)

Description

This two-day, hands-on Power Automate training course covers a wide range of topics, including creating button and approval workflows, setting up recurring processes, integrating Power Automate with Power BI and Power Apps, and securely connecting to on-premises data. Participants will also learn advanced techniques such as adaptive cards, modular workflow design, error handling, and leveraging control structures to build robust and scalable automation solutions. By the end of this course, you’ll have the skills and confidence to create, test, and deploy effective workflows tailored to your organization’s needs.

Learning Objectives for Power Automate Introduction Course

• Understand the key components of Power Automate and its ecosystem, including triggers, actions, and connectors.
• Navigate and customize templates for common workflows such as file management and communication automation.
• Use the Power Automate mobile app to manage, edit, and trigger flows on the go.
• Create and enhance button and approval workflows, adding conditional logic and branching to optimize processes.
• Set up recurring workflows and advanced control structures to automate repetitive or complex tasks.
• Integrate Power Automate with Power BI and Power Apps for dynamic, cross-platform automation.
• Securely connect to on-premises data and troubleshoot connectivity issues.
• Design adaptive cards and modular workflows to streamline communication and enhance scalability.
• Apply advanced expressions and error-handling strategies to build robust workflows.
• Develop reusable, scalable automation solutions to support business needs.

Course Outline

Introduction to Power Automate

• The Purpose and Benefits of Workflow Automation
• What is Power Automate?
• Understanding the Flow Lifecycle
• Key Components: Triggers, Actions, and Connectors
• Overview of the Power Automate Ecosystem (Desktop, Cloud, Mobile)

Using Power Automate Templates

• Navigating the Power Automate Template Library
• Editing and Personalizing Templates
• Templates for File Management and Sharing
• Templates for Communication Automation (Email, Teams, etc.)
• Best Practices for Adopting Templates

Using the Power Automate Mobile App

• Setting Up and Exploring the Mobile Interface
• Managing and Editing Flows via Mobile
• Creating and Using Button Flows from Mobile Devices
• Monitoring Activity and Notifications
• Leveraging QR Code Integration for Quick Access

Button Flows

• Creating Your First Button Flow
• Adding Conditional Logic to Button Flows
• Triggering External Notifications with Button Flows
• Advanced Use Cases for Button Flows (e.g., IFTTT-like Automation)

Approval Flows

• Understanding Approval Workflows
• Designing an Approval Flow Step-by-Step
• Managing Multi-Step Approvals
• Adding Conditions and Branching Logic to Approvals
• Tracking Approval Statuses and Notifications
• Advanced Scenarios: Parallel Approvals and Escalations

Recurrence

• Automating Repetitive Tasks with Recurrence
• Summary
• The Fundamentals of Recurring Flows
• Scheduling Flows for Daily, Weekly, or Monthly Execution
• Creating Dynamic Recurrence Schedules
• Real-Time vs. Delayed Execution in Recurring Flows
• Monitoring and Debugging Recurring Flows

Control Structures

• Introducing Conditions, Loops, and Branching
• Creating “If-Else” Logic in Flows
• Using Loops: Do Until and Apply to Each
• Adding Parallel Branching for Simultaneous Tasks
• Nested Conditions for Complex Scenarios

Connecting to On-Premises Data

• Installing and Configuring the On-Premises Data Gateway
• Connecting to On-Premises Databases and File Systems
• Setting Up Secure Connections for Data Syncing
• Managing Gateway Permissions and Sharing
• Troubleshooting On-Premises Connections

Power BI Integration

• Triggering Workflows from Power BI Alerts
• Automating Data Updates in Power BI Datasets
• Leveraging Power Query for Data Transformation
• Building Real-Time Dashboards with Power Automate and Power BI
• Advanced Use Cases: Predictive Analytics Integration

Adaptive Cards

• What are Adaptive Cards and Why Use Them?
• Designing Cards with the Adaptive Cards Designer
• Embedding Adaptive Cards in Microsoft Teams
• Dynamic Data Binding in Adaptive Cards
• Best Practices for Adaptive Card Interactivity

Power Apps Integration

• Triggering Flows from Power Apps
• Passing Parameters and Capturing Data in Flows
• Building a Two-Way Integration Between Power Apps and Power Automate
• Real-World Scenarios for Power Apps and Power Automate Integration
• Debugging and Optimizing Combined Workflows

Functions and Expressions

• The Anatomy of a Function
• Writing Basic and Advanced Expressions
• Functions for String, Date, and Numeric Manipulation
• Using Expressions in Triggers and Actions
• Debugging and Testing Expressions

Error Handling

• Common Error Types in Power Automate
• Setting Up Error Notifications and Alerts
• Implementing Try-Catch Logic with Scope Actions
• Debugging Flows Using Run History
• Preventing Errors Through Flow Design Best Practices

Creating Modular Solutions

• Designing Parent and Child Flows
• Packaging Workflows in Solutions for Easy Deployment
• Sharing and Collaborating on Modular Flows
• Advanced Solution Management and Governance
• Real-World Examples of Modular Flow Architecture