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Power Automate Training Guide

The document outlines modules for training on Power Automate and Power BI. It covers topics like automation, logic, integration, AI Builder and creating reports and dashboards. Labs accompany each module to apply the concepts through hands-on exercises.

Uploaded by

DINESH TIWARI
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
208 views2 pages

Power Automate Training Guide

The document outlines modules for training on Power Automate and Power BI. It covers topics like automation, logic, integration, AI Builder and creating reports and dashboards. Labs accompany each module to apply the concepts through hands-on exercises.

Uploaded by

DINESH TIWARI
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Power Automate with RPA

Module Title and Subtopics Labs


Module 1 An Introduction to Power Automate Lab 1: Setup your tenant
What is Microsoft Power Automate? Setup Office 365
Download Course Files
The benefits of automation
Customize your App Launcher
How to get to Power Automate Create accounts for colleagues
Module 2 Getting Started with Power Automate Lab 2: Building processes in Office 365
Using Power Automate templates Create a Team with a channel
Navigating in Power Automate Build an absence business process
Testing the absence process
Editing a Power Automate Optional: Create Feedback Form
Publish and trigger a Power Automate Optional: Power Automate to Notify of
Turn off or delete a Power Automate Bad Ratings
Optional: Test your Form and Power
Automate
Module 3 Power Automate Logic Lab 3: Scheduling documentation
Adding conditions reviews
Setup a policy library in SharePoint
Designing switches
Design a policy review schedule
Using apply to each Testing the policy review process
Configuring do until logic Optional: Notify if a file nears review
Adding a scope
Module 4 Integration Lab 4: Using Power Automate and SQL to
Standard and premium connectors Review Sales
Create a new orders list
Connecting to web services
Designing the price check process
Using Flow with on-premises data Testing the price check process
Optional: Update with managers
Module 5 Introduction to Power Automate Lab 5:Getting Started with Power
Desktop Automate Desktop
Set up the environment
Software installation
Explore Power Automate Desktop
Power Automate Desktop actions
Record Power Automate Desktop
actions
Edit and test recorded actions
Create your first Power Automate
Desktop flow
Module 6 Define input and output parameters in Lab 6:Creating a Simple Input-Output
Power Automate Flow
Define an input variable
Set input variables
Define output variables
Add UI elements and test
Module 7 Integrate desktop flow with Outlook Lab 7:Building an Email Notification Flow
connector in Power Automate Desktop
Introduction
Setup in Power Automate
Build a cloud flow that is triggered in
Outlook
Test your new flow
Module 8 Connect a cloud flow to a desktop flow Lab 8:Integrating Power Automate
in Power Automate Desktop Desktop with Power Automate Cloud
Create a gateway connection
Create a new cloud flow
Connect your cloud and desktop flows
Test your new connection
Module 9 Use AI Builder to process invoice forms Lab 9:Creating an Invoice Processing
in Power Automate Flow using AI Builder
Create a form processing flow
Add fields and collections of
documents
Analyze and train a model
Integrate the model into a cloud flow
Module 10 Run a Power Automate Desktop flow Lab 10:Setting up an Unattended
in unattended mode Automation Flow
Set up an unattended desktop flow
Create a new cloud flow that calls an
existing flow in unattended mode
Perform a test run
Best practices

Power BI
Module Title Labs
Module 1 Introduction to Power BI and Lab 1 Accessing & Preparing the data
Power BI Demo Lab 1 Solution + Question
Module 2 Data Modeling and Exploration Lab 2 Data Modeling and Exploration
Lab 2 Solution + Questions
Module 3 Visualizations Lab 3 Visualizations
Lab 3 Solution + Questions
Module 4 Publishing and accessing Reports Lab 4 Publishing and accessing
Reports (optional Power BI Service
demo)
Lab 4 Solution + Questions
Module 5 Building a Dashboard and Sharing Lab 5 Building a Dashboard and
Sharing
Lab 5 Solution + Questions

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