Microsoft Power Automate
Data Analytics
COURSE OVERVIEW
This course provides a comprehensive introduction to Microsoft Power Automate, enabling participants to streamline and optimize business processes through automation. Designed for Office 365 users, it covers the creation and management of both cloud and desktop flows, including triggers, actions, dynamic content, and workflow logic.
Participants will learn how to automate tasks across Microsoft applications such as Excel, Forms, Planner, and OneDrive, as well as design approval workflows and handle data efficiently. The course also introduces Robotic Process Automation (RPA) using Power Automate Desktop, equipping learners with the skills to build end-to-end automation solutions that improve productivity, accuracy, and operational efficiency.
Duration: 2 days / 16 hours
Delivery Method: Classroom-based, Virtual Instructor Led Training
TARGET AUDIENCE
The intended audience for this course would be those who have been using Office 365 for some time and are now looking at optimizing their existing business processes and designing new ones.
COURSE OBJECTIVES
· Understand when to use Power Automate
· Describe the components of Power Automate and their correct use
· How to create and edit Power Automates
· Benefits of Power Automate
· Integration with Power Automate
INTRODUCTION TO POWER AUTOMATE
· What is Power Automate?
· Why Use Power Automate?
· What can you do with Power Automate?
· The Benefits of Automation
· Setting Up Power Automate
· Data Connectors
· Power Automate Interface
COURSE OUTLINE
MODULE 1: Creating and Managing Flows (Cloud Fundamentals)
· Understanding Power Automate
o What is Power Automate?
o Business value of automation
o Cloud vs Desktop Automation overview
o Use cases across departments (HR, IT, Finance, Operations)
· Types of Flows
o Cloud Flows
§ Automated Flows (event-driven)
§ Scheduled Flows (time-based)
§ Instant Flows (manual trigger)
o Desktop Flows
o Business Process Flows
· Working with Triggers
o What is a Trigger?
o Types of Triggers:
§ Automated Triggers (e.g., when email arrives, when file is created)
§ Scheduled Triggers (daily, weekly, custom recurrence)
§ Instant Triggers (manual button, Power Apps trigger)
o Trigger conditions and filtering
· Understanding Actions
o What is an Action?
o Built-in actions (Control, Data Operations, Variables)
o Using Connectors (SharePoint, Outlook, Excel, Forms, Planner, etc.)
o Adding, configuring, and testing actions
MODULE 2: Parameters and Dynamic Content
· Dynamic Content
o Understanding Dynamic Parameters
o Using outputs from previous steps
o Best practices for dynamic data handling
· Expressions in Power Automate
o Introduction to Expression Builder
o Logical Functions (equals, greater, less, and/or)
o String Functions (concat, substring, replace, length)
o Numeric Functions (add, sub, div, mul)
o Date and Time Functions (utcNow, addDays, formatDateTime)
o Conversion Functions (int, string, float)
o Array Functions (length, first, last, join)
o Workflow Functions (triggerOutputs, variables)
· Working with Instant Flow Inputs
o Creating manual input parameters
o Text, number, date, file, and choice inputs
o Passing inputs across actions
· Parallel Branching
o Creating Parallel Branches
o When to use parallel processing
o Performance considerations
MODULE 3: Integration with Microsoft Applications
· Microsoft Excel Automation
o Reading and writing Excel tables
o Filtering and updating rows
o Handling multiple Excel files
o Best practices for table structure
· Microsoft Forms Automation
o Capturing form responses
o Processing and storing results
o Sending notifications based on responses
· Microsoft Planner Automation
o Creating and updating tasks
o Assigning members dynamically
o Tracking task progress
· Microsoft OneDrive Automation
o File creation, movement, and deletion
o Folder monitoring
o Automated file archiving
· Approvals Process
o Creating Approval workflows
o Approval types (First to respond, Everyone must approve)
o Custom approval emails
o Tracking and storing approval outcomes
MODULE 4: Cloud Flow Logic – Conditions and Loops
· Adding Conditions
o Designing Condition Controls
o Using advanced expressions
o Creating Switch Cases for multiple outcomes
o Nested conditions
· Adding Loops / Iterations
o Apply to Each (For Each Loop)
o Do Until Loop
o Loop control settings (concurrency, limits)
o Handling large datasets efficiently
MODULE 5: Introduction to Power Automate Desktop (RPA Fundamentals)
· Requirements and Setup
o Software and hardware requirements
o Installation process
o Licensing overview (Attended vs Unattended)
· Power Automate Desktop Interface
o Actions Pane
o Flow Designer
o Variables Panel
o UI Elements Panel
o Flow Properties
· Creating and Managing Desktop Flows
o Creating a new flow
o Running and testing flows
o Debugging and error handling
o Copying, exporting, and sharing flows
· Desktop Actions Overview
o Microsoft Office Automation (Excel, Word, Outlook)
o Web Automation (Browser actions, web scraping)
o PDF Automation
o Form Filling Automation
o File and Folder Management
o Recording Desktop Actions (Recorder vs Web Recorder)
MODULE 6: Power Automate Desktop – Flow Controls and Logic
· Flow Control Actions
o If / Else conditions
o Switch actions
o Error handling blocks
o Subflows
· Desktop Loops
o Loop, For Each
o Loop index usage
o Breaking and continuing loops
REGISTER NOW
