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Saurabh Singh

Microsoft Power Automate is quickly growing in demand and is currently the highest-adopted automation system in medium-to-large companies (along with PowerApps) and one of the most sought-after Microsoft skills, both personally and for business. People have leveraged Power Automate to free up several hours in their workday so that they can focus on more important things. In fact, Forrester has reported that Power Automate Microsoft makes businesses on average 15% more efficient. In Microsoft's words, Power Automate empowers everyone, from end users to technology experts.

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Microsoft Power Automate is quickly growing in demand and is currently the highest-adopted automation system in medium-to-large companies (along with PowerApps) and one of the most sought-after Microsoft skills, both personally and for business. People have leveraged Power Automate to free up several hours in their workday so that they can focus on more important things. In fact, Forrester has reported that Power Automate Microsoft makes businesses on average 15% more efficient. In Microsoft's words, Power Automate empowers everyone, from end users to technology experts.

This course is designed for beginners with no experience with Microsoft Power Automate and upon completion of this course, you will be able to create workflows using Power Automate that can solve real-life automation challenges. Although the course is designed for beginners, the content is suitable for people with a very strong technical background that is willing to start with Microsoft Power Automate.

The course includes lectures, quiz and a final project that puts all the course knowledge together for a real-life example of using Power Automate.

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Expand your automation capabilities across desktop, web, and mobile with Power Automate apps.

Power Automate provides a competitive advantage by linking all your data

Connect workflows to hundreds of data sources using a library of connectors and Microsoft Dataverse —bringing your data together for a single source of truth while you uncover insights as well as customize and extend Microsoft 365, Dynamics 365, and Azure capabilities.

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With Power Automate start automating common business processes immediately with thousands of prebuilt templates.

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What's inside

Learning objectives

  • Automate any tasks with desktop & cloud version of microsoft power automate
  • Understand flow diagrams & structures of cloud and desktop flows
  • How to set up free microsoft power automate account
  • How to create power automate flows from scratch to advanced with cloud & desktop versions of power automate
  • How to create an automated flow from a template in microsoft power automate
  • Learn about five different types of flows ( instant, automated, scheduled, desktop, and business process flows)
  • Learn to create, execute, share, manage, and monitor all of your cloud and desktop flows
  • Integrate external applications into your flow using connectors and using 3rd party api / http requests
  • Create advance flows with conditions, loops, approvals, user input, and multiple actions
  • Apply robotic process automation using desktop or web ui flows in power automate desktop
  • Read microsoft power automate documentation & resolve errors for future application builds
  • Use web and desktop recorders to quickly develop flows
  • Incorporate various types of input, output, and flow variables, loops, conditions, messages and user input in power automate desktop
  • How to automate tasks related with excel, pdfs, emails, files & folders with power automate desktop
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Syllabus

Introduction
Platform Setup
Basic Interface Walkthrough
Getting Started With Microsoft Power Automate
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Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Uses prebuilt templates, which allows learners to quickly automate common business processes without extensive coding knowledge or prior experience
Explores integration with Microsoft Dataverse, which brings data together for a single source of truth and enhances Microsoft 365, Dynamics 365, and Azure capabilities
Covers five different types of flows, including instant, automated, scheduled, desktop, and business process flows, providing a comprehensive understanding of automation possibilities
Teaches robotic process automation using desktop or web UI flows, which allows learners to automate tasks within desktop applications and web interfaces
Requires learners to set up a Microsoft Power Automate account, which may involve providing personal information and agreeing to Microsoft's terms of service
Includes coverage of HTTP requests for triggering flows, which may require learners to have some familiarity with APIs and web services

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Reviews summary

Comprehensive microsoft power automate introduction

According to learners, this course offers a comprehensive introduction to Microsoft Power Automate, covering both Desktop and Cloud flows. Students appreciate the practical approach with demos and examples for automating tasks with Excel, PDFs, and emails. While providing a strong foundation for beginners, some noted the course transitions to more complex topics involving expressions, HTTP requests, and integrating various connectors like Power Apps, Trello, and Slack, which might require extra effort. The inclusion of topics like error handling and development practices was also found helpful.
Requires setup and familiarity with Microsoft ecosystem.
"Getting the free Microsoft account set up was necessary to follow along with the exercises."
"Integrating with other services like OneDrive or Power Apps requires having access and basic knowledge of those tools."
"Setting up the environment correctly was essential before starting the hands-on labs."
"Some steps relied on having specific applications or services available."
Later sections introduce advanced or challenging topics.
"Some of the later topics, especially expressions and HTTP requests, were quite challenging."
"The transition from basic flows to parsing JSON felt like a big jump in difficulty."
"While the course covers a lot, the advanced sections might require pausing and re-watching."
"More complex scenarios required additional practice outside the course material."
Addresses both cloud flows and Power Automate Desktop.
"It was great to see coverage of both the cloud-based flows and the Desktop version."
"Learning about UI flows and the desktop recorder was valuable for automating desktop tasks."
"Understanding the differences and connections between cloud and desktop flows was a key takeaway."
"The course provides insight into automating tasks across web and desktop environments."
Explains key features like triggers, actions, and controls.
"Understanding triggers and actions was made very clear through the early examples."
"The sections on conditions and loops (Apply to Each) were explained with useful demonstrations."
"I now understand the different types of flows like automated, scheduled, and instant."
"Learning about dynamic content and basic expressions was crucial and covered well."
Features hands-on demos for real-world tasks.
"The demonstrations for automating tasks with Excel and files were particularly useful for my work."
"I appreciated the examples showing how to handle emails and PDFs using Power Automate Desktop."
"The hands-on approach with connecting to Trello and Slack was helpful."
"Working through the examples helped solidify the concepts taught in the lectures."
Provides a solid starting point for new users.
"It really covers the basics well and helps someone with no prior Power Automate experience get started."
"I found the initial modules clear and easy to follow, making the setup and first flows straightforward."
"Good course for beginners to understand cloud flow essentials before diving deeper."
"As a beginner, this course helped me build confidence in creating simple automations."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Power Automate: Learn Power Automate Desktop & Web with these activities:
Review Flowchart Basics
Reviewing flowchart basics will help you better understand the structure of Power Automate flows, especially when designing them from scratch.
Browse courses on Flowcharts
Show steps
  • Find a tutorial on flowcharts.
  • Study the common flowchart symbols and their meanings.
  • Practice creating simple flowcharts for everyday processes.
Read 'Learn Microsoft Power Automate'
Reading this book will provide a solid foundation for building more complex automation solutions.
Show steps
  • Obtain a copy of 'Learn Microsoft Power Automate'.
  • Read the introductory chapters to understand the basics of Power Automate.
  • Follow the examples and exercises provided in the book.
Practice with Pre-built Templates
Practicing with pre-built templates will familiarize you with the Power Automate interface and common automation scenarios.
Show steps
  • Select several pre-built templates from the Power Automate template library.
  • Customize each template to fit a slightly different scenario.
  • Run and test each customized template.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Read 'Microsoft Power Automate Cookbook'
Reading a cookbook will provide practical solutions and real-world examples to help you build robust and efficient flows.
Show steps
  • Obtain a copy of the 'Microsoft Power Automate Cookbook'.
  • Read through the chapters relevant to your current projects or areas of interest.
  • Try implementing the solutions and examples provided in the book.
Document Your Flows
Documenting your flows will help you understand the logic behind them and make them easier to maintain and troubleshoot.
Show steps
  • Choose a flow you've created.
  • Create a document outlining the flow's purpose, triggers, actions, and variables.
  • Include screenshots and explanations of each step.
Automate a Daily Task
Starting a project to automate a daily task will solidify your understanding of Power Automate and its capabilities.
Show steps
  • Identify a repetitive daily task that can be automated.
  • Design a Power Automate flow to automate the task.
  • Build, test, and refine the flow until it works reliably.
Build a Custom Connector
Building a custom connector will allow you to integrate Power Automate with services that don't have pre-built connectors.
Show steps
  • Identify an API you want to connect to Power Automate.
  • Design and build a custom connector for the API.
  • Test the connector and document its usage.

Career center

Learners who complete Microsoft Power Automate: Learn Power Automate Desktop & Web will develop knowledge and skills that may be useful to these careers:
Automation Specialist
An Automation Specialist focuses on streamlining workflows and processes using various automation tools. This course is an excellent fit because it provides hands-on experience with Microsoft Power Automate. The course teaches how to create automated flows from scratch, using templates, and integrating with external applications and data sources. The course covers five different flow types, making you effective in automating varied tasks. The skills you learn in this course build a strong foundation for designing and implementing automation solutions, which are central to the work of an Automation Specialist.
Robotic Process Automation Developer
A Robotic Process Automation Developer builds software robots to automate repetitive tasks. This course is highly relevant, providing the ability to apply robotic process automation using desktop or web user interface flows in Power Automate Desktop. The course provides essential skills in flow creation, error handling, and integration of external applications. With a strong focus on both cloud and desktop automation, this course helps an RPA Developer automate tasks across different environments. The course's use of variables, loops, and conditions are all important for developing robots that mimic human actions.
Workflow Automation Consultant
A Workflow Automation Consultant advises organizations on how to improve their processes using automation. This course in Microsoft Power Automate is directly applicable. You will learn to build, manage, and monitor both cloud and desktop flows, which is essential to consultancy for automation. The course teaches you how to use templates and how to build flows from scratch, which provides the flexibility required to design custom automation strategies. You will analyze business processes and provide the best solutions using your improved knowledge of automation technologies. Learning to integrate external apps and data sources using connectors is especially useful.
Business Process Analyst
A Business Process Analyst examines and optimizes organizational workflows. This course in Microsoft Power Automate provides valuable tools for this role. Through this course, you can learn to automate business processes with Power Automate, identifying areas for improvement and implementing automated solutions. The course emphasizes creating flows from templates, building custom flows, and integrating data from various sources, all crucial skills for a Business Process Analyst who seeks to understand and streamline operations. The ability to use web and desktop recorders to develop flows also makes you effective in process discovery and improvement.
Process Improvement Coordinator
A Process Improvement Coordinator works to enhance business operations by identifying inefficiencies and implementing improvements. This course in Microsoft Power Automate is highly beneficial as it provides the skill set to automate business processes. The course provides an overview of flow types and shows you how to create them, leading you to a better understanding of the various ways the business operates. The course covers topics such as integrating data from various sources and using connectors, which are essential when looking for inefficient processes. You will be able to analyze the current workflow and make recommendations on how to improve the operations of an organization.
Digital Transformation Specialist
A Digital Transformation Specialist guides organizations through the adoption of new technologies. This course is directly relevant as it provides tools to manage and automate digital workflows using Microsoft Power Automate. You will learn to create workflows to automate complex business processes, which is a skill that is highly valuable in digital transformation. The course provides an overview of cloud and desktop flows, and how they integrate with external applications. This knowledge will help a Digital Transformation Specialist design and implement new processes that are more efficient and better aligned to improve business outcomes for organizations.
Solutions Architect
A Solutions Architect designs and oversees the implementation of technical solutions to business problems. This course may be beneficial by helping you gain a deeper understanding of automation technologies. Learning to create complex workflows with conditions, loops, and approvals, as taught in the course, is helpful for designing robust and scalable automation solutions. The ability to integrate disparate systems and data sources with connectors, and use Microsoft Dataverse, demonstrates you know how to architect solutions that fit unique business needs.
IT Support Specialist
An IT Support Specialist assists with technology issues and helps implement solutions. This course will help the IT Support Specialist to automate routine tasks, freeing up time for more complex problems. The course goes in-depth on how to build flows, manage errors, and integrate Microsoft products in workflows. Learning to automate tasks related to emails, files, folders, and spreadsheets can significantly improve the efficiency of daily operations, allowing an IT Support Specialist to focus on more strategic projects. Through this course, you may learn to use technologies to solve everyday problems.
IT Consultant
An IT Consultant provides advice and guidance to organizations on their technology needs. This course will be useful as it introduces automation tools that can help streamline and optimize business processes. Learning to use Microsoft Power Automate to create flows, integrate apps, and manage data is helpful when assessing and recommending technology solutions to clients. This course's coverage of both cloud and desktop flows helps you understand the scope of automation, which is important for effective recommendations. The ability to create and test flows means that you are developing the skill to address business needs.
System Administrator
A System Administrator manages the operation of computer systems and networks. This course may be useful because it provides tools for automating routine tasks. Learning how to create and manage automated flows using Power Automate can free up time for more critical tasks. The course introduces you to both desktop and cloud flows, which is helpful when you want to maintain the system in a variety of contexts. Understanding how to connect with multiple data sources and APIs means that it's easier to build reliable and effective automation solutions, which helps a System Administrator to do their job well and maintain system configurations.
Technology Trainer
A Technology Trainer instructs others on how to use technology effectively. This course on Microsoft Power Automate helps you gain experience with the automation software itself, which gives you the ability to train others with hands-on examples. You will learn to set up a Power Automate account, create flows, and integrate data from various sources. As you build up your knowledge of flows, you can use this experience as a base to train and mentor others on the best way to utilize the software to improve their work processes. This course provides the practical skills to effectively teach others how to use Power Automate.
Data Analyst
A Data Analyst interprets and analyzes data to provide insights for business decisions. This course may be useful for a Data Analyst because it helps you to learn to automate data-related tasks, specifically with files and folders. The course teaches you to integrate with various connectors, which can help you in the process of extracting and transforming data. The knowledge of dynamic content and expressions taught in the course will help you create more robust flows that can handle complex data transformations. Automating the data processing workflow will allow for more time to focus on analysis.
Business Analyst
A Business Analyst identifies business needs and translates them into actionable requirements. This course in Microsoft Power Automate may help enhance your skill set by providing a means to implement automations. The ability to create flows from a template or from scratch helps a Business Analyst understand the technical aspects of business workflow. The course's emphasis on integrating applications and data from multiple sources gives you practical insight into how disparate systems can be brought together. By learning how to automate workflows, a Business Analyst develops the capacity to implement and test business solutions.
Software Support Analyst
A Software Support Analyst helps users with software-related issues and provides solutions. This course may provide relevant skills by teaching automation and integration within the Microsoft ecosystem. The course’s detailed modules on flow creation, error handling, and integration with various data sources and APIs can help you develop a deeper understanding of how software systems operate. By learning how to automate tasks, you will better understand how to use the software to deal with various technical problems. This course gives you the foundational knowledge to troubleshoot and come up with solutions.
Project Manager
A Project Manager plans, executes, and oversees projects, ensuring they are completed on time and within budget. This course may be useful because it helps to understand how automation can improve project workflows. Learning about Power Automate desktop and web flows allows for better insight into the way that teams can collaborate and coordinate their tasks. You will learn how to integrate various data sources and external applications, which is helpful in project tracking and reporting. With a better understanding of automation, you can make better decisions about how to apply automation technology to improve project outcomes.

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Microsoft Power Automate: Learn Power Automate Desktop & Web.
This cookbook provides practical solutions to common Power Automate challenges. It offers step-by-step instructions and real-world examples to help you build robust and efficient flows. The book valuable resource for both beginners and experienced users looking to expand their Power Automate skills. It can be used as a reference guide during the course or as additional reading to deepen your understanding.

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