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Microsoft

Automate a business process using Power Automate

Microsoft via Microsoft Learn

Overview

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  • Module 1: Learn how to create simple flows to make your life easier.
  • In this module, you will:

    • Create a flow that automatically saves email attachments
    • Learn how to create a button flow to send yourself a reminder
  • Module 2: Learn how to build approval flows with Power Automate.
  • In this module, you will:

    • Create and process approval requests
    • Build a flow that runs at recurring time intervals
    • Create a business process flow with conditions
  • Module 3: Learn to build flow to manage user information.
  • In this module, you will:

    • Build a flow that uses information like locations or date
    • Build a flow accepts user input when run
    • Create a flow that stores documents
  • Module 4: Learn to build flows across multiple data sources.
  • In this module, you will:

    • Build a flow that runs when an event in Dynamics 365 occurs
    • Build a flow that uses SQL
    • Integrate Power Apps, Power Automate, and SharePoint
    • Monitor flows
  • Module 5: Tenant and environment admins use the Power Automate Admin center to manage data policies and environments for Power Automate deployments.
  • In this module, you will:

    • Learn about the Admin center
    • Learn how to import and export flows
    • Learn how to share flows
  • Module 6: Learn the basics of AI Builder usage in Microsoft Power Automate and how it can benefit your organization. 
  • In this module, you will:

    • Explore how using AI Builder in Power Automate can save you time. 
    • Learn how to use AI Builder actions in Power Automate.
    • Discover advanced AI Builder usage in Power Automate.
  • Module 7: Learn how to optimize your business process with the process advisor capability in Microsoft Power Automate.
  • In this module, you will:

    • Create your first recording.
    • Edit recordings and group actions.
    • Analyze recordings and interpret results.

Syllabus

  • Module 1: Get started with Power Automate
    • Introducing Power Automate
    • Exercise - Create your first flow
    • Exercise - Learn to use the Power Automate mobile app
    • Exercise - Create recurring flows
    • Exercise - Send an email when a tweet is posted
    • Exercise - Share flows
    • Troubleshoot flows
    • Check your knowledge
    • Summary
  • Module 2: Build approval flows with Power Automate
    • Learn to build more complex flows
    • Exercise - Build an approval request
    • Exercise - Build a flow that processes an approval request
    • Exercise - Learn to build a flow that runs at recurring time intervals
    • Exercise - Create a business process flow
    • Exercise - Create a business process flow that has conditions
    • Check your knowledge
    • Summary
  • Module 3: Build flows to manage user information
    • Introduction
    • Exercise - Build a flow that uses information like locations or date
    • Exercise - Build a flow accepts user input when run
    • Exercise - Create a flow that stores documents
    • Check your knowledge
    • Summary
  • Module 4: Build flows across multiple data sources
    • Introduction
    • Exercise - Build a flow that runs when an event in Dynamics 365 occurs
    • Exercise - Build a flow that uses SQL
    • Exercise - Integrate Power Apps, Power Automate, and SharePoint
    • Exercise - Monitor flows
    • Check your knowledge
    • Summary
  • Module 5: Use the Admin center to manage environments and data policies in Power Automate
    • Administer flows
    • Export and import flows
    • Learn how to distribute button flows
    • Check your knowledge
    • Summary
  • Module 6: Use AI Builder in Power Automate
    • Introduction to AI Builder usage in Power Automate
    • AI Builder in Power Automate saves time
    • Exercise - Use AI Builder actions in Power Automate
    • Advanced usage of AI Builder in Power Automate
    • Check your knowledge
    • Summary
  • Module 7: Optimize your business process with process advisor
    • Introduction
    • Get familiar with process advisor
    • Create your first recording
    • Edit recordings and group actions
    • Analyze recordings and interpret results
    • Automation recommendations
    • Check your knowledge
    • Summary

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