- Module 1: Learn how to install required software.
In this module, you'll:
- Install the Power Automate for desktop app and the required extensions.
- Register your machine.
- Install the Contoso Invoice app.
- Module 2: Follow the steps to create your first desktop flow.
In this module, you'll:
- Get familiar with Power Automate desktop flows.
- Create a new solution.
- Create a new desktop flow.
- Record actions that are performed in the desktop-installed Contoso Invoicing application.
- Perform a test run of the new desktop flow.
- Module 3: Learn how to use input and output variables for automatic invoice entry.
In this module, you'll:
- Create a new Power Automate 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 the new desktop flow with a new set of inputs.
- Module 4: Learn how to integrate with cloud flows.
In this module, you'll:
- Create your first cloud flow.
- Set up a machine connection to enable the cloud flow to run the desktop flow on your computer.
- Add the Enter invoice with input desktop flow to the new cloud flow.
- Perform a test run of the new cloud flow that will run the desktop flow on your computer.
- Module 5: Learn how to use Outlook email to trigger desktop flows and pass inputs.
In this module, you'll:
- Create a new solution to package the end-to-end invoice processing solution.
- Create a new cloud flow that initiates the invoicing process through the receipt of an email.
- Integrate the desktop flow from Lab 2 into the cloud flow.
- Perform a test run of the new cloud flow.
- Module 6: Learn how to add an AI model to process invoice forms.
In this module, you'll:
- Build a new AI model for form processing.
- Train the new AI model to process Contoso invoice forms.
- Integrate the new AI model into the cloud flow from the module Use Outlook email to trigger desktop flows and pass inputs - Online workshop.
- Perform a test run of the updated cloud flow and the associated AI Builder-based predictions.
- Module 7: Learn how you can integrate Power Automate with Microsoft Teams for seamless approval mechanisms.
In this module, you'll:
- Integrate a Microsoft Teams-based approval model and the associated conditional logic into the invoice processing cloud flow.
- Integrate the desktop flow for entering the invoice information into the approval process.
- Integrate Outlook-based approval/rejection notifications into the invoice process.
- Perform a test of the end-to-end invoice processing cloud flow.
- Module 8: Learn how to create subflows and web automation by using Power Automate for desktop.
In this module, you'll:
- Build a Power Automate Desktop subflow to write notes into Microsoft Excel.
- Create, test, and run a process with fixed value variables.
- Build web automation by using Power Automate for desktop.
- Learn how to scrape web data and write it to Excel.
Overview
Syllabus
- Module 1: Module 1: Install required software for Power Automate: Automation - Online workshop
- Introduction
- Get Power Apps Developer Plan
- Install the Power Automate for desktop application
- Register your machine
- Install the Coffee Shop Contoso invoice app (for lab scenario use)
- Create a hosted machine with Power Automate (optional)
- Check your knowledge
- Summary
- Module 2: Module 2: Create your first desktop flow - Online workshop
- Introduction
- Exercise- Get familiar with Power Automate for desktop
- Exercise - Create your first Power Automate desktop flow
- Check your knowledge
- Summary
- Module 3: Module 3: Use input and output variables - Online workshop
- Introduction
- Exercise - Import the solution
- Exercise - Use input and output parameters
- Check your knowledge
- Summary
- Module 4: Module 4: Integrate with cloud flows - Online workshop
- Introduction
- Import the solution
- Exercise - Create a cloud flow and a connection
- Exercise - Monitor the list of machines
- Exercise - Create a cloud flow with Describe it to design it
- Exercise - Create a work queue
- Check your knowledge
- Summary
- Module 5: Module 5: Use Outlook email to trigger desktop flows and pass inputs - Online workshop
- Introduction
- Import the solution
- Exercise - Use an Outlook email to trigger a desktop flow and pass input
- Check your knowledge
- Summary
- Module 6: Module 6: Add an AI model to process invoice forms - Online workshop
- Introduction
- Import the solution (optional)
- Exercise - Build and use AI models to enhance user experience in workflows
- Check your knowledge
- Summary
- Module 7: Module 7: Integrate with Microsoft Teams to get approvals - Online workshop
- Introduction
- Import the solution (optional)
- Exercise - Use Microsoft Teams to get approvals
- Check your knowledge
- Summary
- Module 8: Module 8: Create subflows and web automation with Power Automate for desktop - Online workshop
- Introduction
- Import the solution (optional)
- Exercise - Build a Power Automate for desktop subflow to write notes into Excel
- Exercise - Advanced Power Automate Desktop features
- Check your knowledge
- Summary
Tags
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