PL 7002 Create and manage automated processes by using Power Automate
Course Description:
Get started with Power Automate by creating and managing automated processes with Power Automate. Including creating triggers for cloud flows, configuring actions, implementing conditional logic for a cloud flow, testing a cloud flow, creating and configuring approvals using Power Automate, and sharing cloud flows.
Course Outline:
Module 1: Get started with Power Automate
- Create a flow that automatically saves email attachments
- Learn how to create a button flow to send yourself a reminder
- Lab: Create recurring flows
- Lab: Monitor incoming emails
- Lab: Share flows
Module 2: Build approval flows with Power Automate
- Create and process approval requests
- Build a flow that runs at recurring time intervals
- Create a business process flow with conditions
- Lab: Build an approval request
- Lab: Create a business process flow
- Lab: Create a business process flow that has conditions
Module 3: Build flows to manage user information
- Build a flow that uses information like locations or date
- Build a flow accepts user input when run
- Create a flow that blocks time on a calendar
- Lab: Build a flow that uses information like locations or date
- Lab: Build a flow accepts user input when run
- Lab: Create a flow that blocks time on your calendar
Module 4: Power Automate\'s deep integration across multiple data sources
- Build a flow that uses Dataverse
- Build a flow that uses SQL
- Integrate Power Apps, Power Automate, and SharePoint
- Monitor flows
- Lab: Build a flow that runs when an event in Dynamics 365 occurs
- Lab: Build a flow that uses SQL
- Lab: Integrate Power Apps, Power Automate, and SharePoint
- Lab: Monitor flows
Module 5: Guided Project
- Customize a Dataverse database to meet business requirements
- Create a Power Automate flow based on provided specifications
- Lab: Build a Power Automate flow to send automated emails
Scheduled Courses
This course isn't currently on the schedule, but we can add it. Just let us know.
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Elizabeth "Sue" Johnson, BBI Architects
"Really enjoyed being able to ask about my job specific processes and learning how to do them using QuickBooks."