Microsoft Power Automate Essentials Training

Power Automate is a core part of Microsoft 365 and provides a platform to create workflows to manage business processes through the connection of Microsoft 365 and other services.

Target Audience:

Individuals who want to develop skills in automating workflows within their organisation. It's particularly useful for those involved in IT, operations, or business processes that require the automation of repetitive tasks. This course introduces Power Automate, part of the Microsoft Power Platform, and focuses on cloud flow automation using Office 365 data sources.

• Office 365 Users: People familiar with Office 365 who are looking to automate processes across different apps and services within the Microsoft ecosystem.

• Business Analysts: Professionals responsible for improving business operations and processes will benefit from automating routine tasks.

• IT Administrators and Support Teams: Teams tasked with managing workflows or optimising operational tasks.

• Junior Developers: Those beginning their journey with Microsoft technologies and interested in low-code/no-code tools.

• Project Managers and Team Leads: Anyone looking to streamline tasks across teams, like automating approval workflows.

Important - This course has MFA Requirements. Please read this link and download the MFA app, prior to attending.

This course requires delegates to meet the following prerequisites:

• A basic understanding of Windows 10 or later versions

• Experience using a web browser

• A general knowledge of using Office 365

• Some basic knowledge of programming and HTML is useful but not essential

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

• Understand what Power Automate cloud flows are and how they work
• Build Power Automate cloud flows from templates or using Artificial Intelligence.
• Build Power Automate cloud flows from scratch (blank).
• Understand how to work with many features Power Automate offers
• Learn how to manage your Power Automate flows

Module 1 – An introduction to Power Automate

• What is Power Automate?
• Accessing Power Automate
• Power Automate architecture

Module 2 – Create Power Automate flows from templates and using Copilot

• Find and use a template
• Configuring the flow
• Running the flow
• Creating a Power Automate by using Copilot
• Formatting output using HTML

Module 3 – Creating flows from blank

• Data connections
• Triggers
• Actions
• Controls
• The Compose actions
• Expressions
• Action names, notes and comments
• Date formatting
• Using Instant triggers
• Sharing flows

Module 4 – Flow controls

• Conditions
• Apply to Each
• Switch

Module 5 – Approvals

• The approvals data connector
• Responding to approvals
• Approval dynamic content
• Formatting approvals with Markdown

Module 6 – Advanced flow techniques

• Working with variables
• Do Until
• Scope
• Moving actions
• Copy and pasting actions
• Inserting actions into a flow
• Parallel branches
• The Terminate action

Module 7

• Longer hands-on exercises to reinforce learning