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Microsoft

Power Automate: Automation - Online Workshop

Microsoft via Microsoft Learn

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Overview

  • 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.

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

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