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3 views

Outline PowerAutomateIntermediate

Uploaded by

ደስታ ጌታው
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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[Type here] Course Outline

Microsoft Power Automate Intermediate

Power Automate
Intermediate Course

Duration: 1 Day (9am – 4pm)

Course Pre-Requisites: Power Automate Beginner

Course Overview
The aim of this Power Automate Intermediate course is to equip participants with the skills to create
sophisticated, automated workflows that streamline file handling and email communication
processes. Learners will gain a deep understanding of Power Automate features, including working
with SharePoint and Excel, managing variables, using loops and conditions, and applying advanced
functions to optimize and personalize workflows. By the end of the course, participants will be able
to confidently design and implement automated solutions that enhance productivity and efficiency
in business operations.

Introduction to Power Automate Intermediate


This introductory module provides an overview of the course goals and the importance of
automating workflows in modern business environments. Participants will learn about the
capabilities of Power Automate beyond basic automation, including integration with various
Microsoft services and using advanced features to optimize workflows.

Setting Up the Environment


Connecting to Power Automate and SharePoint involves setting up and configuring the Power
Automate environment, including establishing connections to SharePoint and other Microsoft 365
applications. Participants will learn to set up accounts, navigate Power Automate, and prepare the
workspace. Additionally, they will explore the differences between the classic and new designer
interfaces, understanding the respective limitations and determining the appropriate designer to use
for specific tasks.

Building the First Flow: File Upload to SharePoint


Participants will create an "Instant Flow" that enables users to manually upload files to a SharePoint
Document Library, configuring inputs for file name, location, and content. This involves initializing
variables, capturing user input, and managing file extensions. Additionally, participants will learn to
[Type here] Course Outline
Microsoft Power Automate Intermediate
use "Conditions" to check if files already exist and "Do Until" loops to ensure file names are unique
before saving, ensuring a clean and organized file repository.

Advanced Techniques: Managing File Versions and Metadata


Participants will delve into managing file versions by incrementing file names to resolve conflicts,
employing "Do Until" loops and variable increment actions to ensure unique file names. They will
also learn to update file properties and manage metadata in SharePoint, using actions like "Update
File Properties" and handling timestamps with date and time functions.

Scheduled Flow: Monthly Email Campaigns


The module on scheduled flows introduces participants to workflows that can be triggered based on
defined schedules. This is particularly useful for automating routine tasks, such as sending monthly
newsletters. Participants will gain a comprehensive understanding of how to effectively utilize
scheduled flows to streamline such processes.

In the section on extracting data from Excel and creating arrays, participants will learn to set up a
flow that gathers subscriber and special deal data from Excel files stored in SharePoint. This module
covers the creation, filtering, and manipulation of array variables, which are essential for managing
attachments and email content efficiently.

The handling data operations section introduces JSON parsing, advanced OData queries, and data
operations for processing and filtering data. Participants will learn how to manipulate data
collections efficiently and use actions like "Select" and "Filter Array" to refine their output, ensuring
the data is organized and usable for subsequent steps in the workflow.

Building Dynamic and Personalized Emails


Participants will learn how to create personalized emails using HTML tables to present information
attractively. This includes exploring the use of the "Create HTML Table" action and adding styling to
create visually appealing content. By mastering these techniques, participants will be able to craft
dynamic and engaging emails that can capture the attention of their audience.

In addition, the process of adding file attachments to emails will be explored. This module guides
participants through setting up loops to gather attachments from SharePoint and include them in
email actions. By effectively managing array variables, participants will ensure that all desired
attachments are incorporated seamlessly into their emails, enhancing the overall functionality and
professionalism of their communications.

Optimizing Flows for Performance


Participants will gain an understanding of enhancing flow performance by enabling concurrency and
creating parallel branches. They will learn to restructure workflows for efficiency, thereby improving
the overall speed of automated processes. Additionally, the module will introduce methods to avoid
[Type here] Course Outline
Microsoft Power Automate Intermediate
common issues, such as handling looping limits and managing timeouts effectively. Strategies to
optimize flows for reliable operation will also be discussed.

Creating Child Flows for Modular Automation


The introduction to solutions and child flows will guide participants on how to construct modular
workflows through the creation of child flows. This section covers the steps to build a solution,
incorporating child flows, and configuring parent flows to pass parameters to these child workflows,
thereby enabling more complex automation tasks.

During the practical implementation session, participants will be tasked with creating a child flow
that confirms the completion of the monthly mailing flow. This exercise will ensure they adopt a
structured and reusable approach to managing various automation requirements.

Testing, Debugging, and Troubleshooting


Testing flows in Power Automate is essential, and participants will learn best practices to ensure
reliability and accuracy. This includes using real-world scenarios to test flows under conditions they
are likely to encounter. By following these guidelines, participants can create robust workflows that
perform consistently.

In addition to testing, debugging is a crucial skill. This module teaches participants how to identify
and resolve errors using the Power Automate interface. They will learn to examine raw outputs,
interpret error messages, and scrutinize log details to diagnose issues effectively. These techniques
are vital for maintaining smooth operation and minimizing disruptions.

Handling flow failures gracefully is another key aspect covered in this module. Participants will
explore strategies for managing errors using the "Configure Run After" options. This feature allows
them to specify alternate actions when errors occur, ensuring that the workflow can continue
running smoothly even when unexpected issues arise.

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