Automate processes with Robotic Process Automation and Power Automate for desktop
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Learn how to build a Power Automate Desktop flow.
- Learn about Power Automate Desktop flows.
- Learn how to create a new desktop flow.
- Record actions that are performed in the desktop-based Contoso Invoicing application.
- Perform a test run of the new desktop flow.
- Module 2: This module defines input and output parameters for desktop flows, which will allow your flows to be more comprehensive and useful.
- Create a desktop flow with predefined inputs.
- Record actions that are performed in the desktop-based Contoso Invoicing application by using these inputs and capturing application data for output.
- Perform a test run of a new desktop flow with a new set of inputs.
- Module 3: Learn how to integrate desktop flows with Microsoft Outlook in Power Automate Desktop.
- Create a new solution to package the complete invoice processing solution.
- Create a new cloud flow that initiates the invoicing process through receipt of an email.
- Integrate a desktop flow into a cloud flow.
- Test the new cloud flow.
- Module 4: Learn how to create cloud flows in Microsoft Power Automate Desktop.
- Create a cloud flow.
- Configure the on-premises data gateway to enable the cloud flow to run the desktop flow on your device.
- Add the desktop flow to the new cloud flow.
- Test the new cloud flow.
- Module 5: Learn how to use AI Builder to process invoice forms in Microsoft Power Automate.
- Build a new AI model for form processing.
- Train the new AI model to process Contoso Invoice forms.
- Integrate the new AI model into an existing cloud flow.
- Test the updated cloud flow and associated AI Builder-based predictions.
- Module 6: Learn how to use the Teams connector in Microsoft Power Automate.
- Integrate a Microsoft Teams-based approval model and the associated conditional logic into an existing cloud flow.
- Integrate the desktop flow for entering the invoice information into the approval process.
- Integrate Microsoft Outlook-based approval/rejection notifications into the invoice process.
- Test the end-to-end invoice processing cloud flow.
- Module 7: Learn how to run an unattended Microsoft Power Automate Desktop flow.
- Run a basic desktop flow in unattended mode.
- Run a desktop flow and cloud flow scenario in unattended mode.
- Learn best practices and setup for unattended desktop flows.
- Module 8: Learn how to optimize your business process with the process advisor capability in Microsoft Power Automate.
- Create your first recording.
- Edit recordings and group actions.
- Analyze recordings and interpret results.
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Syllabus
- Module 1: Build your first Power Automate Desktop flow
- Introduction
- Set up the environment
- Explore Power Automate Desktop
- Create your first Power Automate Desktop flow
- Record Power Automate Desktop actions
- Edit and test recorded actions
- Check your knowledge
- Summary
- Module 2: Define input and output parameters in Power Automate
- Introduction
- Set up in Power Automate
- Define an input variable
- Set input variables
- Define output variables
- Add UI elements and test
- Check your knowledge
- Summary
- Module 3: Integrate desktop flow with Outlook connector in Power Automate Desktop
- Introduction
- Setup in Power Automate
- Build a cloud flow that is triggered in Outlook
- Test your new flow
- Check your knowledge
- Summary
- Module 4: Connect a cloud flow to a desktop flow in Power Automate Desktop
- Introduction
- Setup in Power Automate Desktop
- Create a gateway connection
- Create a new cloud flow
- Connect your cloud and desktop flows
- Test your new connection
- Check your knowledge
- Summary
- Module 5: Use AI Builder to process invoice forms in Power Automate
- Introduction
- Solution setup in Power Automate
- Create a form processing flow
- Add fields and collections of documents
- Analyze and train a model
- Integrate the model into a cloud flow
- Check your knowledge
- Summary
- Module 6: Use the Teams connector in Power Automate
- Introduction
- Work from an existing solution in Power Automate
- Create an approval solution
- Integrate with an existing desktop flow
- Build in communication with Outlook
- Test and run a flow
- Check your knowledge
- Summary
- Module 7: Run a Power Automate Desktop flow in unattended mode
- Introduction
- 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
- Check your knowledge
- Summary
- Module 8: Optimize your business process with process advisor
- Introduction
- Get familiar with process advisor
- Create your first recording
- Edit recordings and group actions
- Analyze recordings and interpret results
- Automation recommendations
- Check your knowledge
- Summary
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