Duration 3 days – 21 hrs
Overview
This intermediate-level Power Automate Cloud (PAC) Training Course focuses on enhancing participants’ ability to design, build, and manage automated workflows using cloud-based flows. The course emphasizes real-world business process automation, integration with Microsoft 365 services (such as SharePoint, Teams, and Outlook), conditional logic, approvals, and troubleshooting techniques. Learners will apply best practices in automation design to optimize operations and drive digital efficiency across departments. To equip professionals with intermediate-level knowledge and skills in Microsoft Power Automate Cloud (PAC) to streamline and automate organizational processes, reduce manual workloads, improve productivity, and enable scalable workflow solutions.
Objectives
- Understand and navigate the Power Automate Cloud (PAC) interface and environment
- Create and manage cloud flows using advanced triggers, conditions, and actions
- Automate routine tasks involving Microsoft 365 (e.g., Outlook, SharePoint, Teams, Excel)
- Implement approvals, branching, and parallel processing in workflows
- Utilize expressions, dynamic content, and error handling
- Monitor, test, and troubleshoot flows for reliability and performance
- Apply best practices in automation design and documentation
- Improve organizational productivity through effective process automation
Audience
- Business Analysts and Process Owners
- Department Coordinators and Admin Officers
- IT Support and Automation Champions
- HR, Finance, Operations, and Sales teams using Microsoft 365
- Anyone with foundational Power Automate experience looking to streamline internal processes
Pre- requisites
- Basic understanding of Microsoft Power Automate and cloud flows
- Familiarity with Microsoft 365 apps such as Outlook, SharePoint, and Teams
- Experience creating simple flows or completing a beginner-level Power Automate course
Course Content
Day 1: Foundations and Core Automation Patterns
Module 1: Power Automate Cloud Refresher
- Overview of Power Automate types: cloud, desktop, business process
- Understanding the Power Automate Cloud (PAC) environment
- Recap of flow components: triggers, actions, conditions
Module 2: Flow Logic and Control
- Advanced conditions and expressions (If, Switch, Functions)
- Using dynamic content and variables
- Implementing loops (Apply to Each, Do Until)
Module 3: Automating with Microsoft Outlook & Teams
- Automating email notifications and responses
- Creating Teams messages via flows
- Real-world use case: Automating reminders and announcements
Hands-on Labs:
- Build: Multi-condition notification flow with Outlook
- Scenario: Trigger Teams message based on received email
Day 2: Data Integration and Process Automation
Module 4: SharePoint Integration
- Connecting to SharePoint lists and libraries
- Automating item creation, update, and approval flows
- Real-world use case: SharePoint document approval
Module 5: Excel and Microsoft Forms Integration
- Reading/writing Excel Online tables
- Automating form responses and data collection
- Real-world use case: Survey response processing
Module 6: Approvals and Workflow Management
- Creating approval flows (single, sequential, parallel)
- Configuring approval history and responses
- Using Outlook + SharePoint + Approvals in a combined scenario
Hands-on Labs:
- Scenario: Employee leave request workflow using SharePoint & Approvals
- Build: Excel-based feedback consolidation using Microsoft Forms
Day 3: Troubleshooting, Optimization & Best Practices
Module 7: Testing and Debugging Flows
- Testing strategies and runtime diagnostics
- Troubleshooting failed flows
- Logging and notification for failures
Module 8: Error Handling and Expressions
- Try-Catch techniques using scopes
- Using expressions for advanced logic
- Timeouts and error control mechanisms
Module 9: Design Best Practices and Governance
- Flow naming conventions, documentation tips
- Avoiding infinite loops and unnecessary runs
- Sharing flows and managing environments
Module 10: Capstone Project
- Design and build a complete workflow using Microsoft 365 tools
(Based on a real-world business case such as HR onboarding, document routing, or task tracking)
Wrap-Up and Q&A
- Review key concepts
- Common challenges and solutioning
- Final assessment or flow showcase (optional)
