Asynchronous Session 15

Irwan Sulistyo – DAI-004

3332180044@member.maribelajar.org

In this asynchronous session, we will learn about the value of Power Apps portals and
how we can leverage it to allow internal and external audiences to view and interact with data
from Microsoft Dataverse or Dynamics 365, How two business are using Power Automate to
provide better customer experiences, and Learn how we can leverage Power Automate to build
simple workflow to help improve productivity and simplify tasks.

1. Introduction to Power Apps portals

Power Apps portals deliver a complete content management system out of the box, with
all content stored in Microsoft Dataverse. As a result, content can be edited through the Portals
Studio and also directly by using the Portal Management app. Additionally, the robust
Microsoft Dataverse security model can help secure the content.
Portal capabilities empower online consumers who prefer to find answers on their own
through self-service and community options. By using Power Apps portals, you can provide
them with a branded, personalized, self-service experience. Portals help you provide an
organized, searchable knowledge base to deliver consistent, up-to-date answers and community
experience for peer-to-peer support and direct interaction with your subject matter experts.
Additionally, portals provide simple navigation with seamless transitions between self and
assisted support.
You can use Power Apps portals Studio to create and customize your website. It
contains various options to add and configure webpages, components, forms, and lists.
 1. Command bar - Allows you to:
Create a webpage.
Delete a component.
Sync Configuration - synchronizes the latest portal configuration changes in Microsoft
Dataverse database with your current Studio session. For example, use Sync
Configuration to reflect the changes in Studio when using the Portal Management app
to change the configuration of pages, forms or any other objects.
Browse website - clears the portal cache and opens the current portal page.
2. Toolbelt - Allows you to:
View and manage webpages
Add components
Edit templates
3. Canvas - Contains components that build a webpage.
4. Footer - Displays autosave status and allows you to open-source code editor.
5. Properties pane - Displays properties of webpage and selected components and lets you
edit them as required

2. Introduction to Power Automate

Power Automate is used to automate repetitive business processes. Beyond simple
workflows, Power Automate can send reminders on past due tasks, move business data between
systems on a schedule, talk to more than 275 data sources or any publicly available API, and
can even automate tasks on your local computer like computing data in Excel.
Common scenarios and capabilities of Power Automate:
• Automating of repetitive tasks like moving data from one system to another
• Guiding a user through a process so they can complete the different stages
• Connecting to external data sources via one of the hundreds of connectors or directly
via an API
 • Automating desktop based processes with robotic process automation (RPA)
capabilities
Power Automate works by creating flows, of which there are three types:
• Event driven flows - These are flows that you build with a trigger and then one or more
actions. There are a multitude of triggers and actions available, thanks to the existing
connectors. You will see these as My flows and Team flows in Power Automate. The
only difference between a My flow and a Team flow is ownership. With a My flow you
are the sole owner, while a Team flow has more than one owner.
• Business process flows - These flows are built to augment the experience when using
Model-driven apps and Microsoft Dataverse. Use these to create a guided experience
in your Model-driven apps.
• Desktop flows - These robotic process automation (RPA) flows allow you to record
yourself performing actions on your desktop or within a web browser. You can then
trigger a flow to perform that process for you. You can also pass data in or get data out
of the process, letting you automate even "manual" business processes.

3. How to build an automated solution

With the hundreds of triggers, actions and connectors, sometimes the hardest part about
Power Automate can be figuring out where to get started. Templates are great for getting started
and support being customized. So you can take a template and extend it to meet your business
needs.
You can create a flow that performs one or more tasks (for example, sending a report
by email) on a specific schedule:
1. Launch Power Automate and sign in using your organizational account.
2. In the left pane, select + Create.
3. Select Scheduled cloud flow under Start from blank.
4. In the dialog box, specify the flow's name and how often the flow should run.
 For example, if you want the flow to run every two weeks, enter 2 in the Interval field,
and select Week in the Frequency field. You can also specify the day of the week your
flow should run. The text at the bottom of the dialog box explains your inputs in plain
language.

5. Once you are satisfied with your inputs, select Create.