Optimizing Business Processes through RPA with Power Automate
Duration
3 Days (8 hours per day)
Level
Basic to Intermediate Level
Design and Tailor this course
As per your team needs
This course is designed to deliver comprehensive expertise in Robotic Process Automation (RPA) utilizing Microsoft Power Automate. Participants will gain hands-on experience in crafting, refining, and managing automated workflows to enhance business operations. The course will cover essential elements of Power Automate, including desktop flows, cloud integrations, and best practices for deploying RPA solutions. Key focus areas include practical application in real-world scenarios, process optimization, and leveraging advanced features to solve complex automation challenges.
Outcomes:
Participants will acquire practical skills to design, develop, deploy, and manage RPA solutions using Microsoft Power Automate. They will be able to automate various business tasks, integrate desktop and cloud flows, and utilize advanced features such as AI Builder and custom connectors.
- Proficiently design, develop, and deploy RPA solutions using Microsoft Power Automate
- Automate diverse business tasks effectively, integrating desktop and cloud flows
- Utilize advanced features such as AI Builder and custom connectors to enhance automation capabilities
Key Takeaways:
- Expertise in creating and managing Power Automate solutions
- Ability to integrate and optimize desktop and cloud flows
- Skills in process optimization, error handling, and managing automation exceptions
- Knowledge of security, compliance, and governance in RPA deployments
- RPA Developers and Automation Engineers
- Business Analysts and Process Improvement Specialists
- IT Professionals engaged in automation initiatives
- Individuals interested in employing RPA to streamline repetitive business tasks
- Introduction to RPA: Concept and Business Benefits
- Identifying Suitable Use Cases for RPA
- RPA with Microsoft Power Automate: Overview and Application
- Overview of Power Automate Components: Cloud Flows, Desktop Flows, and Business Process Flows
- Power Automate Architecture: Cloud and On-Premises
- Licensing Models and Feature Summary
- Installing and Configuring Power Automate Desktop
- Navigating the Interface: Actions, Variables, and UI Elements
- Hands-On Exercise: Creating a Basic Desktop Flow
- Types of Cloud Flows: Automated, Instant, and Scheduled
- Exploring Templates and Common Connectors
- Hands-On Exercise: Building a Cloud Flow for Automated Email Notifications
- UI Automation: Recording and Editing Actions
- Implementing Conditions, Loops, and Error Handling
- Data Manipulation: Excel, PDFs, and Web Scraping
- Hands-On Exercise: Automating Data Entry from Excel to a Web Application
- Integrating Desktop and Cloud Flows: Data Exchange and Real-Time Triggers
- Hands-On Exercise: Triggering a Desktop Flow via a Cloud Flow Button in Microsoft Teams
- Using Standard and Premium Connectors (e.g., Office 365, SharePoint, Outlook)
- Creating and Using Custom Connectors and APIs
- Managing Data with Microsoft Dataverse
- Hands-On Exercise: Integrating with an External API for Data Automation
- Monitoring Flows: Analytics and Reporting
- Best Practices for Error Handling and Notifications
- Performance Optimization Techniques
- Hands-On Exercise: Enhancing an Existing Flow with Error Handling and Optimization
- Security Roles and Permissions in Power Automate
- Data Loss Prevention (DLP) Policies and Compliance
- Governance for RPA Deployments
- Hands-On Exercise: Configuring Security and Compliance for a Flow
- Introduction to ALM: Solutions and Version Management
- Source Control and Environment Strategies
- Deploying RPA Solutions: From Development to Production
- Hands-On Exercise: Packaging and Exporting Flows for Deployment
- Capstone Project: Designing and Implementing a Complete RPA Solution, Integration, and Review
- Basic familiarity with Microsoft Power Automate (both Cloud and Desktop versions)
- Knowledge of Microsoft 365 services is advantageous
- Prior experience in process analysis or automation is beneficial but not essential
