Automating Tasks using Power Automate 

A 2-day intensive training in Power Automate

DURATION:  2-DAYS (16 HOURS)

DIFFICULTY LEVEL: BASIC

TARGET PARTICIPANTS

Power Automate training is ideal for professionals seeking to streamline workflows and automate repetitive tasks without coding. Target participants include business analysts, IT professionals, project managers, and administrative staff across various industries.

Group training is limited to 20 pax only.

COURSE OBJECTIVES

Learn the fundamentals and core concepts of Power Automate.

Learn to build workflows which automate cloud and desktop tasks.

Understand how Power Automate integrates with Microsoft 365 applications.

Course covers the web version of Power Automate and Power Automate Desktop plus selected AI and Copilot features within Power Automate generating, documenting, and enhancing workflows.

METHODOLOGY

The course is a hands-on workshop led by an instructor. You will apply what you learn immediately by completing mini projects throughout the session.

SETUP REQUIREMENTS

1. Browser required.

2. Go to https://go.microsoft.com/fwlink/?linkid=2102613 to download and install Power Automate prior to class day.

3. If you have two computer monitors, please use them.

DIFFICULTY LEVEL

Intermediate

DURATION

2 days

OUTLINE

1.  Overview

Understanding the Power Platform ecosystem

Understanding Cloud flows and Desktop flows

Understanding automation concepts and RPA

Environment setup and walkthrough

2.  Building Workflows

Using Triggers, Actions, Conditions, Loops, Connectors

Using Variables and Expressions

Using Copilot to assist with flow creation and documentation

Testing, error handling and debugging

Best Practices for Building Simple Workflows

3.  Automating Forms, OneDrive, Outlook 365, Excel 365 and SharePoint processes

Creating scheduled, instant, and automated flows

Sending email and Teams notifications

Automating Tasks in Forms, OneDrive, Outlook 365, Excel 365 and SharePoint

Creating Approval Workflows and calendar events with Microsoft Teams, Microsoft Forms and Outlook 365

4.  Introduction to Power Automate Desktop (PAD)

Overview of Power Automate Desktop and walkthrough

Understanding automation concepts

Building simple desktop automations

Understanding actions and control flows

5.  Desktop Automation with Excel and OCR

Extracting text from images with OCR

Appending Excel data from multiple workbooks

Working with folders and files

Automating repetitive desktop tasks

Launching and interacting with desktop applications

6.  Comparing Automation Approaches

Understanding where Power Automate fits within the Microsoft automation ecosystem

Comparing Power Automate, Power Query, VBA, and manual workflows

Choosing the right automation tool for the task

Understanding strengths and limitations of each approach

Real-world automation examples and discussion