Microsoft Power Automate Essential Training

Course details

If you’re looking to streamline repetitive tasks and processes, Microsoft Power Automate allows you to automate actions across email, Microsoft Office, Copilot, and a variety of other productivity and social media platforms. In this course, Bill Kulterman teaches you what you need to know to start using Power Automate and implement either existing or new processes. He shows you a variety of flows you can create to work smarter, including automatically adding and removing files from SharePoint based on emails sent, converting Word docs to PDFs, tracking working hours using the Power Automate mobile app, and more. After this course, you'll be ready to start automating business processes in your own workflow.

Learning objectives
Design and implement basic automation flows using Microsoft Power Automate's intuitive interface to connect multiple applications and services.
Transform business processes by automating document management workflows, including file conversions and SharePoint integration.
Leverage mobile automation capabilities to track time, manage notifications, and respond to triggers while on the go.
Customize existing flow templates and develop original solutions tailored to specific organizational needs.
Apply best practices for testing, troubleshooting, and maintaining reliable automated workflows in professional environments.

Concepts

0. Introduction

01 - Save time by automating common business processes

1. Understand How Automations Work

02 - What can you do with Power Automate
03 - Exploring connectors in Power Automate
04 - Flow types in Power Automate
05 - Flow architecture and operation in Power Automate

2. Create Power Automate Flows from Blank

06 - Creating effective triggers in Power Automate
07 - Add actions to your flow in Power Automate
08 - Testing and running flows in Power Automate
09 - Building time-based scheduled flows
10 - Add a send email action in Power Automate
11 - Test a scheduled flow
12 - Designing conditional flow triggers in Power Automate
13 - Add a condition action
14 - Add actions based on yes or no condition results
15 - Test the flow
16 - Create an approval flow with Microsoft Forms and Planner
17 - Add an approval action
18 - Add the Condition control action and yes or no responses
19 - Test the approval flow

3. Creating Power Automate Flows from a Template

20 - Send an email after a response is submitted in Microsoft Forms
21 - Test the email response flow
22 - Process form responses to email and SharePoint
23 - Examine multiple actions in a flow
24 - Test the form processing to email and SharePoint flow
25 - Edit and retest the form processing flow

4. Create Mobile Flows

26 - The Power Automate mobile app
27 - Track your working hours
28 - Test a flow button
29 - Get a push notification when you get an email
30 - Test the push notification

5. Create Flows with Copilot

31 - Create a send email flow using Copilot
32 - Save and test the flow
33 - Create a flow using Copilot from a prompt
34 - Change a flow using Copilot
35 - Troubleshoot a flow using Copilot

Conclusion

36 - Build your favorite flows for everyday tasks