PACKROSE ASSOCIATES

TRAINING

MICROSOFT OFFICE POWER AUTOMATE

Designed for learning. Built for impact.

Objective:

  • Understand the fundamentals, architecture, and capabilities of Microsoft Power Automate
  • Create and manage automated workflows using triggers, actions, templates, connectors, solutions, and gateways
  • Find, customize, and execute Power Automate templates for common business processes
  • Connect workflows with SharePoint and configure automated actions such as email notifications and conditional execution
  • Apply advanced flow techniques using controls, actions, and variables
  • Create SharePoint sites, document libraries, and lists to support automated workflows
  • Design approval processes including document approvals and secure expense approval workflows
  • Create and manage different types of flows including instant and scheduled workflows
  • Understand the features and administration capabilities of the Power Automate Admin Centre

Content:

Introduction to Power Automate

  • Understanding Microsoft Power Automate
  • Accessing Power Automate
  • Exploring Power Automate architecture

Power Automate Building Blocks

  • Understanding triggers and their functions
  • Working with actions in automated workflows
  • Using templates to create workflows
  • Understanding connectors and integrations
  • Working with solutions in Power Automate
  • Understanding gateways and their applications

Working with Power Automate Templates

  • Finding and using workflow templates
  • Modifying existing template flows
  • Running and managing automated flows

Connecting Flows to SharePoint

  • Configuring SharePoint connectors
  • Creating automated email notifications
  • Setting conditions for workflow execution

Advanced Flow Techniques

  • Understanding standard and premium controls
  • Working with advanced workflow actions
  • Using variables within flows
  • Exporting and managing Power Automate flows

Creating SharePoint Objects for Automation

  • Creating SharePoint sites
  • Building document libraries and lists
  • Preparing SharePoint environments for workflow automation

Approval Workflow Processes

  • Creating document approval workflows
  • Designing secure expense approval processes
  • Automating business approval procedures

Other Types of Flows

  • Creating instant flows
  • Developing scheduled flows
  • Understanding different workflow automation scenarios

Power Automate Admin Centre

  • Overview of the Power Automate Admin Centre
  • Managing Power Automate accounts
  • Updating and maintaining flows
  • Managing organizational flows

For Whom:

  • Business Analysts and Process Improvement Professionals
  • IT Professionals and System Administrators
  • Microsoft 365 Users and Administrators
  • Workflow Designers and Automation Specialists
  • Project Managers involved in digital transformation initiatives
  • Professionals seeking to automate business processes using Microsoft Power Automate