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Microsoft

Automate processes with Robotic Process Automation and Power Automate for desktop

Microsoft via Microsoft Learn

Overview

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  • Module 1: Learn how to build a Power Automate Desktop flow.
  • In this module, you will:

    • Learn about Power Automate Desktop flows.
    • Learn how to create a new desktop flow.
    • Record actions that are performed in the desktop-based Contoso Invoicing application.
    • Perform a test run of the new desktop flow.
  • Module 2: This module defines input and output parameters for desktop flows, which will allow your flows to be more comprehensive and useful.
  • In this module, you will:

    • Create a desktop flow with predefined inputs.
    • Record actions that are performed in the desktop-based Contoso Invoicing application by using these inputs and capturing application data for output.
    • Perform a test run of a new desktop flow with a new set of inputs.
  • Module 3: Learn how to integrate desktop flows with Microsoft Outlook in Power Automate Desktop.
  • In this module, you will:

    • Create a new solution to package the complete invoice processing solution.
    • Create a new cloud flow that initiates the invoicing process through receipt of an email.
    • Integrate a desktop flow into a cloud flow.
    • Test the new cloud flow.
  • Module 4: Learn how to create cloud flows in Microsoft Power Automate Desktop.
  • In this module, you will:

    • Create a cloud flow.
    • Configure the on-premises data gateway to enable the cloud flow to run the desktop flow on your device.
    • Add the desktop flow to the new cloud flow.
    • Test the new cloud flow.
  • Module 5: Learn how to use AI Builder to process invoice forms in Microsoft Power Automate.
  • In this module, you will:

    • Build a new AI model for form processing.
    • Train the new AI model to process Contoso Invoice forms.
    • Integrate the new AI model into an existing cloud flow.
    • Test the updated cloud flow and associated AI Builder-based predictions.
  • Module 6: Learn how to use the Teams connector in Microsoft Power Automate.
  • In this module, you will:

    • Integrate a Microsoft Teams-based approval model and the associated conditional logic into an existing cloud flow.
    • Integrate the desktop flow for entering the invoice information into the approval process.
    • Integrate Microsoft Outlook-based approval/rejection notifications into the invoice process.
    • Test the end-to-end invoice processing cloud flow.
  • Module 7: Learn how to run an unattended Microsoft Power Automate Desktop flow.
  • In this module, you will:

    • Run a basic desktop flow in unattended mode.
    • Run a desktop flow and cloud flow scenario in unattended mode.
    • Learn best practices and setup for unattended desktop flows.
  • Module 8: 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: Build your first Power Automate Desktop flow
    • Introduction
    • Set up the environment
    • Explore Power Automate Desktop
    • Create your first Power Automate Desktop flow
    • Record Power Automate Desktop actions
    • Edit and test recorded actions
    • Check your knowledge
    • Summary
  • Module 2: Define input and output parameters in Power Automate
    • Introduction
    • Set up in Power Automate
    • Define an input variable
    • Set input variables
    • Define output variables
    • Add UI elements and test
    • Check your knowledge
    • Summary
  • Module 3: Integrate desktop flow with Outlook connector in Power Automate Desktop
    • Introduction
    • Setup in Power Automate
    • Build a cloud flow that is triggered in Outlook
    • Test your new flow
    • Check your knowledge
    • Summary
  • Module 4: Connect a cloud flow to a desktop flow in Power Automate Desktop
    • Introduction
    • Setup in Power Automate Desktop
    • Create a gateway connection
    • Create a new cloud flow
    • Connect your cloud and desktop flows
    • Test your new connection
    • Check your knowledge
    • Summary
  • Module 5: Use AI Builder to process invoice forms in Power Automate
    • Introduction
    • Solution setup in Power Automate
    • Create a form processing flow
    • Add fields and collections of documents
    • Analyze and train a model
    • Integrate the model into a cloud flow
    • Check your knowledge
    • Summary
  • Module 6: Use the Teams connector in Power Automate
    • Introduction
    • Work from an existing solution in Power Automate
    • Create an approval solution
    • Integrate with an existing desktop flow
    • Build in communication with Outlook
    • Test and run a flow
    • Check your knowledge
    • Summary
  • Module 7: Run a Power Automate Desktop flow in unattended mode
    • Introduction
    • Set up an unattended desktop flow
    • Create a new cloud flow that calls an existing flow in unattended mode
    • Perform a test run
    • Best practices
    • Check your knowledge
    • Summary
  • Module 8: 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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