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Power Automate Introduction
Power Automate IntroductionBoost Productivity: Workflow Automation
Face to face / Virtual public schedule & onsite training. Restaurant lunch included at STL venues.
From £490 List price £700
- 1 day Instructor-led
- Courses never cancelled
- Restaurant lunch
Syllabus
Who is this course for?
This course is designed for professionals who are looking to automate repetitive tasks and create efficient workflows.
The course is also beneficial for decision-makers and team leaders who want to understand the capabilities of Power Automate to make informed decisions about its implementation.
No prior knowledge of Power Automate is required, making it accessible for beginners. This course provides a comprehensive introduction to Power Automate, making it a valuable resource for anyone looking to harness the power of automation to drive business efficiency.
Prerequisites
Familiarity with SharePoint, OneDrive, and Excel.
Benefits
Attending this course empowers you to automate business processes, enhancing productivity and efficiency. It provides a comprehensive understanding of Power Automate, equipping you with the skills to create and manage flows effectively.Course Syllabus
Introduction to Power Automate
What is Power Automate?
Accessing Power Automate
Power Automate architecture
Data Connectors
Templates
Create a flow from a template
Modifying a template
Running a Flow
Manage your Flows
Creating a Flow from Scratch
Planning a Flow
Plan Connectors
Plan Actions and Controls
Triggers
Understanding Expressions
Operators
Functions
Names and Comments
Approval Flows
Creating approvals
Responding to approvals
Approvals and dynamic content
Advanced Flow Techniques
The Scope Control
The Switch Case
Using Variables
Apply To Each
Prices & Dates
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Virtual training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
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Testimonials
Summary
Atnah Pharma UK Ltd
George Dobson,
Quality Graduate
Ruth was very patient and knowledge, really informative and interesting session
Power Automate Introduction
Accord healthcare
Eirini Vavatsikou,
Market Insights Manager
All good, we would have liked a couple of examples with Power BI but we have been given advice on how to explore that ourselves.
Ron was very understanding and very patient.
Power Automate Introduction
Buy now Public schedule Live
Get On-site/Closed quote
Power Automate range & versions
Excellent
Citigroup
Vice President
D.P.
Top-quality training by friendly instructors in good venues
I've done several courses with these guys, including Advanced Excel and PowerPoint. The days are well organised and they lay on a great lunch, too. Their tutors are always lively and engaged with attendees. I thoroughly recommend their services.
Resources
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Learning & Development Resources
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- Automate reports with Power Query M Coding
- Get more done at work with OneDrive for Business
- 15 Excel Keyboard Shortcuts worth knowing
Infographics
Unlocking Efficiency with Power Automate: A Guide for Businesses
In today’s digital era, businesses are constantly seeking innovative solutions to streamline operations and enhance productivity. Introducing Power Automate, Microsoft’s robust automation platform that empowers organisations to create automated workflows with ease.
What is Power Automate?
Power Automate is a cloud-based service that enables users to automate repetitive tasks and integrate systems and data across various applications. It’s part of the broader Microsoft Power Platform, which includes Power Apps and Power BI, and offers a low-code approach to process automation. With its intuitive design and AI capabilities, Power Automate simplifies the creation of workflows, making it accessible to both technical and non-technical users.
Business Case Examples
The versatility of Power Automate is evident in its wide range of use cases. Here are a few examples:
- Automated Email Notifications: Trigger emails based on specific events, such as new form submissions or updates to documents, ensuring timely communication and reducing manual effort.
- Data Migration and Synchronisation: Seamlessly move and synchronise data between applications, databases, and cloud services, keeping information up-to-date and consistent.
- Approval Workflows: Streamline decision-making processes by automating the approval of purchase requests or expense reports, saving time and reducing delays.
These practical applications demonstrate how Power Automate can transform business operations, leading to increased efficiency and productivity.
Performance Wins from a Commercial Perspective
Quantitative and qualitative studies have shown significant performance improvements when businesses implement Power Automate. For instance, the Power Platform automation maturity model by Microsoft outlines how organisations can scale successful automation implementations, aligning them with business outcomes. This model has helped businesses improve their automation capabilities, leading to enhanced operational metrics and business resilience.
Moreover, real-world automation stories highlight the impact of Power Automate. US Acute Care Solutions, for example, automated the processing of 20 million medical records annually, saving over 100,000 hours of work each year. Similarly, Komatsu Australia implemented an RPA solution with Power Automate, saving 300 hours a year in invoicing for one supplier alone.
Conclusion
As businesses continue to navigate the complexities of the digital landscape, Power Automate stands out as a powerful ally. By automating routine tasks and fostering seamless integration across systems, Power Automate not only saves valuable time but also unlocks new opportunities for innovation and growth. With the introduction of our Power Automate course, we aim to empower our customers to harness the full potential of this transformative platform.
Sources:
1 microsoft.com
2 learn.microsoft.com
3 en.wikipedia.org
4 insights.imperiumdynamics.com
5 learn.microsoft.com
6 powerautomate.microsoft.com
7 powerusers.microsoft.com
8 matthewdevaney.com
Training manual sample
Below are some extracts from our Power Automate Introduction manual.
What is Power Automate
Microsoft Power Automate is an application available as part of Microsoft’s 365 suite of apps that allows end-users to create and automate workflows. A process in Power Automate is referred to as a Flow. Flows can be used to automate almost any business processes. Flows can trigger notifications through emails or text messages, copy files between platforms or send documents through an approval process just to name a few examples. To be able to execute these automated processes, Power Automate uses Data Connectors (described in the next paragraph). There are different licenses available for Power Automate, each with different features and permissions. For an overview of the licenses available for Power Automate, so you can choose the best plan for your organisation, click the link below:
https://emea.flow.microsoft.com/en-us/pricing/
So Power Automate allows you to record step-by-step actions such as mouse clicks, keyboard use, and data entry, and then replay those actions and turn them into intelligent workflows.
Data Connectors
A Data connector allows information to pass between different computer platforms. Each data connector usually requires you to add a username and password. For example if you were to create a flow where you want an email attachment to get saved to OneDrive, the flow would need your Outlook credentials as well as your OneDrive credentials.
A flow uses these Data Connectors to enable information to pass between systems. Therefor, a Flow would use multiple data connections to save an email attachment to OneDrive or a PowerApps form entry submitted to a SharePoint list.
Elements of the Power Automate Home Screen
To create flows we can click the ‘Create’ link in the Navigation Pane. This gives us three options to create a new flow in the main window. They are:
1. Start From Blank
2. Start from a template
3. Start from Connector
Create a flow from a template
Flows can be created two ways:
1. Based on an existing Flow template
2. Created as a Blank Flow.
For the first flow we will use one of the provided templates. Flow templates are provided by Microsoft as part of the Power Automate app. Each template is a ready-made workflow that you can use to create the basis for your own Flow.
You can start with a template and completely alter the different steps of the flow by adding, editing or removing steps, rather than starting from blank. This is a good way to learn about the different flows, how they are set up and what sort of steps are included.
Running a Flow
To test a flow after you created it, it must be ‘triggered’. A trigger specifies the conditions that starts a flow. When the trigger condition is true, the system starts the flow.
Triggers
There are different types of triggers that can cause a flow to initiate. In the table on the next page you will find an overview of the types of triggers available and what the condition is for them to start a flow.
|
Record Triggers |
|
|
Created |
Starts a flow when a record is created in a specific table |
|
Updated |
Starts a flow when a record is updated in a specific table. |
|
Created or Updated |
Starts a flow when a record is either created or updated in a specific table |
|
Date Triggers |
|
|
Daily |
Starts a flow at a specific time every day |
|
Weekly |
Starts a flow at a specific time every week |
|
Monthly |
Starts a flow at a specific time every month |
|
Run Once |
Starts a flow once at a specific time but does not repeat. If you select a past date or time, the system schedules the flow to run as soon as possible |
|
Repeat |
Starts a flow at regular intervals you define |
|
Application triggers, not discussed in this course |
|
For a detailed overview of the full list of trigger types please click the link below.
https://docs.servicenow.com/bundle/orlando-servicenow-platform/page/administer/flow-designer/reference/flow-triggers.html
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