Duration 2 days – 14 hrs
Overview
This intermediate-level Power Automate training builds on the fundamentals covered in the basic course and dives deeper into advanced automation techniques. Participants will learn how to integrate Power Automate with third-party services, leverage expressions, optimize flows for efficiency, manage approvals, and implement security best practices. This course includes hands-on projects and real-world use cases to enhance learning.
Objectives
- Design multi-step workflows with complex logic.
- Use expressions and functions for dynamic automation.
- Optimize workflows for performance and efficiency.
- Integrate Power Automate with third-party applications (e.g., Google Drive, Salesforce, Trello).
- Manage Power Automate approvals and business process flows.
- Implement error handling and troubleshooting strategies.
- Leverage Power Automate Desktop for RPA (Robotic Process Automation).
- Apply security, compliance, and governance best practices in automation.
Audience
- Business professionals who want to enhance automation capabilities.
- IT and operations teams responsible for process automation.
- Developers and citizen developers looking for deeper Power Automate integration.
- Microsoft 365 administrators managing automated workflows.
- Anyone who has completed Power Automate Basic Training and wants to advance their skills.
Pre- requisites
- Completion of the Power Automate Basic Training Course or equivalent experience.
- Familiarity with Microsoft 365 applications (Excel, SharePoint, Teams, Outlook).
- Basic understanding of connectors, triggers, and conditions in Power Automate.
- No advanced coding knowledge required, but familiarity with JSON and APIs is beneficial.
Course Content
Module 1: Recap of Power Automate Fundamentals
- Review of triggers, actions, and conditions.
- Understanding flow types (Cloud Flows, Desktop Flows, Business Process Flows).
- Exploring limitations and best practices from basic automation.
Module 2: Advanced Flow Logic & Expressions
- Introduction to Power Automate expressions and functions (concat, formatDateTime, if, json, etc.).
- Using variables and scopes in workflows.
- Implementing loops, conditions, and parallel branching.
- Using environment variables and dynamic content efficiently.
Module 3: Integration with Third-Party Applications
- Connecting Power Automate with:
- Google Drive, Dropbox, and OneDrive
- Salesforce and Dynamics 365
- Trello, Asana, and Slack
- Power BI for automated reports
- Using Premium Connectors vs. Standard Connectors.
- Handling API calls and custom connectors.
Module 4: Working with Approvals & Business Process Flows
- Setting up Power Automate approvals (single-step and multi-level).
- Creating business process flows for structured automation.
- Managing approval workflows with Teams and Outlook integrations.
- Advanced notifications and escalation logic.
Module 5: Power Automate Desktop & Robotic Process Automation (RPA)
- Introduction to Power Automate Desktop.
- Recording and automating UI interactions for legacy applications.
- Using RPA to automate manual tasks.
- Difference between attended and unattended automation.
Module 6: Error Handling & Troubleshooting in Power Automate
- Implementing Try-Catch-Finally patterns for flow resilience.
- Configuring error handling using run after settings.
- Monitoring flows with Power Automate analytics and logs.
- Debugging techniques for failed runs and performance optimization.
Module 7: Security, Governance, and Compliance in Power Automate
- Understanding DLP (Data Loss Prevention) policies.
- Managing user permissions and flow ownership.
- Implementing governance models for enterprise automation.
- Ensuring compliance with GDPR, ISO, and industry standards.
Module 8: Real-World Use Cases & Hands-on Projects
- Automating multi-step business approvals.
- Creating scheduled reports with Power Automate & Power BI.
- Automating document processing with AI Builder.
- Implementing an end-to-end IT ticketing workflow.
