Microsoft Power Automate for End Users

  • Live Online Classroom
  • 4.8
    130 Ratings
  • 150+ Learners

Class Outline — 1 Day

This one-day instructor-led course is a product showcase for Microsoft Power Automate from start to finish in an engaging and practical way. Power Automate is a diverse product, turning business processes into automated, consistent and visual workPower Automates. Power Automate is designed to interweave the various products in Office 365 as well as connect to other on-premises and web-based solutions. This course will give you the confidence to select the right actions and workPower Automate logic for your business workPower Automates.

Who should take this course?

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.

Prerequisites

None

The Training Covers These Topics:

  • 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

1 – An Introduction to Power Automate

  • What is Microsoft Power Automate?
  • The benefits of automation
  • How to get to Power Automate
  • Lab 1: Setup your tenant
  • Setup Office 365
  • Download Course Files
  • Customize your App Launcher
  • Create accounts for colleagues
  • After completing this module, students will be able to:
  • Know what Microsoft Power Automate is
  • The Benefits of using Power Automate to automate processes
  • How to access a Power Automate

2 – Getting Started with Power Automate

  • Using Power Automate templates
  • Navigating in Power Automate
  • Editing a Power Automate
  • Publish and trigger a Power Automate
  • Turn off or delete a Power Automate
  • Lab 1: Building processes in Office 365
  • Create a Team with a channel
  • Build an absence business process
  • Testing the absence process
  • Optional: Create Feedback Form
  • Optional: Power Automate to Notify of Bad Ratings
  • Optional: Test your Form and Power Automate
  • After completing this module, students will be able to:
  • How to use Power Automate templates
  • How to navigate around Power Automate
  • How to edit Power Automates
  • How to publish and trigger Power Automates
  • How to turn off or delete Power Automates

3 – Power Automate Logic

  • Adding conditions
  • Designing switches
  • Using apply to each
  • Configuring do until logic
  • Adding a scope
  • Lab 1: Scheduling documentation reviews
  • Setup a policy library in SharePoint
  • Design a policy review schedule
  • Testing the policy review process
  • Optional: Notify if a file nears review
  • After completing this module, students will be able to:
  • How to add conditions in a Power Automate
  • How to design switches for a Power Automate
  • How to use apply to each
  • How to configure do until logic
  • How to add a scope

4 – Integration

  • Standard and premium connectors
  • Connecting to web services
  • Using Power Automate with on-premises data
  • Lab 1: Using Power Automate and SQL to Review Sales
  • Create a new orders list
  • Designing the price check process
  • Testing the price check process
  • Optional: Update with managers
  • After completing this module, students will be able to:
  • How to use Standard and Premium connectors
  • How to connect to web services
  • How to using Power Automate with on-premises data

5 – The Mobile App

  • Downloading the mobile app
  • Signing in and account management
  • Building and managing Power Automates
  • Creating buttons
  • Feeds and approvals
  • Lab 1: Optional: Using the Power Automate mobile app
  • Setting up the Power Automate mobile app
  • Create a new Power Automate in the mobile app
  • Using Power Automate buttons in the app
  • Uninstall the Power Automate mobile app
  • After completing this module, students will be able to:
  • How to download the mobile app
  • How to sign into the mobile app
  • How to build and manage Power Automates in the mobile app
  • How to create buttons in the mobile app
  • How to feed and use approvals in the mobile app

6 – Administration and Maintenance

  • Maintaining a Power Automate
  • View history and analytics
  • Sharing a Power Automate
  • Export and import Power Automates
  • Office 365 administration for Power Automate
  • Environments
  • Data policies
  • Data integration
  • Lab 1: Maintaining your Power Automates
  • Share a Power Automate with a colleague
  • Disabling an active Power Automate
  • Deleting a Power Automate
  • After completing this module, students will be able to:
  • How to maintain a Power Automate
  • How to view history and analytics for a Power Automate
  • How to share a Power Automate
  • How to export and import Power Automates
  • How to administrate a Power Automate in Office 365
  • How to use data policies in a Power Automate
  • How to use data integration in a Power Automate

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What People Are Saying About Us

Vanessa Boston

Really good progression on Excel Levels 1-3. Was able to take a decent survey of the capability of Excel and work on target areas like V-LookUp which were of special importance to me. You can save the Manuals Work Books for reviewing and recreating lessons as practice

Ashley Lackey

Carolyn did a great job at teaching the class and making all of the information feel manageable and easy to understand. Although the class was small and quiet she stayed engaging and thorough the entire time. I would definitely recommend this class to others!

Marissa Hogan

Carolyn was a phenomenal teacher! I learned many new things from the Excel 3 course that I took; I can’t wait to take other courses that Data Creative offers.

Mariya Petrovska

I absolutely loved the trainings I have taken with Data Creative. The instructors are very professional, easy to follow, knowledgeable and friendly. The groups are relatively small, so you get personal attention. I highly recommend them for everyone that wants to learn new skills or improve their performance.

Tony Wilson

Awesome training at a very good pace. Trainers were very open to example scenarios and unique questions. Highly recommend!

John Andrew Kenyon

Today I was took the excel level 2 class with Data Creative. The instructor was very professional and knowledgeable. He presented everything available to the lesson and more. I will definitely be taking the 3rd lesson through Data Creative.

Alejandra Cabrera

I completed the level 1 and level 2 PowerPoint training with Damian and I learned so much! I’ve been using PowerPoint for a while and had no idea that there was so much you could do with it. Damian was very easy to follow, friendly, and willing to answer any and all questions. I would definitely recommend this course for anyone looking to fine tune their skills in PowerPoint.

Antoinette Medina

Excellent communication and class setup. Classes are well structured, not too fast-paced. Nice materials, easy to review and follow even if you do not have two screens!

Robert Chalmers

Trish was an excellent facilitator and very personable. The class, Excel Level 4, was easy to follow and she encourage us all day to ask questions! She supplied us with a lot of useful information and “extras”. I learned what I was hoping to learn and had fun doing it.

Jody Old

I took the Excel Level 1, 2, 3, and the Power Point class. I have worked with Excel for over 20 years and I am blown away on how much I thought I knew, but really didn’t know. I would recommend Data Creative to anyone who would want to learn more about what different programs can do. I will be looking forward to any other class my place of employment will want me to take through this company