Power Tips for Microsoft Power Automate
Published by O'Reilly Media, Inc.
Streamline your time-consuming business tasks 
Businesses and technology move at a rapid pace, and with that comes the need for solutions to simplify everyday work. One such solution is Microsoft Power Automate, a robust tool that can be used to streamline and automate daily workflows.
Join expert Anders Jensen to explore the fundamentals of Microsoft Power Automate. You’ll discover how to implement a Power Automate flow, from creating a basic flow to editing, debugging, and running it successfully. You’ll learn how to use Automate in conjunction with other tools in Microsoft 365, such as Excel and Forms, to further simplify tasks. You’ll also review Power Automate Desktop, find out how it differs from the standard version, and examine its broader RPA capabilities.
What you’ll learn and how you can apply it
By the end of this live online course, you’ll understand:
- How Power Automate works and key considerations when using it
- How to use Power Automate in conjunction with Excel, Forms, and AI Builder to automate your business processes
- How Power Automate Desktop works and how it differs from the standard version
And you’ll be able to:
- Create Power Automate flows from built-in templates and from scratch
- Use Power Automate for your repetitive business workflows
- Use Power Automate with other Microsoft 365 tools to bolster or streamline certain tasks
- Automate your repetitive desktop tasks with Power Automate Desktop (RPA)
This live event is for you because...
- You’re a business professional or a Power Automate power user who wants to save time and be more efficient.
- You regularly work with the Microsoft 365 suite.
- You want to simplify your digital workplace.
Prerequisites
- Familiarity with Microsoft 365 and its applications
- A Microsoft Office account (free or paid)
Recommended preparation:
- Read “Introducing C# and .NET” and “C# Language Basics” (chapters 1 and 2 in C# 9.0 in a Nutshell)
Recommended follow-up:
Schedule
The time frames are only estimates and may vary according to how the class is progressing.
Getting started with Power Automate (30 minutes)
- Presentation and demos: Creating, editing, debugging, and running a template flow
- Group discussion: When should PA not be used?
- Q&A
Power Automate and Microsoft Excel (30 minutes)
- Presentation: Automating data with PA and Microsoft Excel; basic functions of Excel in Power Automate
- Group discussion: What are the requirements of Excel sheets?
- Hands-on exercise: Read data from Excel and use it in flows
- Q&A
- Break
Power Automate and Microsoft Forms (30 minutes)
- Presentation and demo: How to create and automate a survey in Forms; how to export live Form responses to a SharePoint list or Excel
- Q&A
Processing invoices with Power Automate and AI (35 minutes)
- Presentation: Invoice extraction; creating, training, and publishing AI models; how to use the AI Builder to process invoices in different formats into a database
- Hands-on exercise: Read 10 invoices in different formats, extract the data, and save it into Excel
- Q&A
- Break
Getting started with Power Automate Desktop (30 minutes)
- Presentation and demo: The differences between PA and PAD; Do we want to use the recorder?; RPA basics and business value; automating your Windows desktop
- Q&A
Advanced Power Automate Desktop (25 minutes)
- Presentation and demo: Reading data from Excel and typing it into an app (CRM system); Excel in PA and PAD; reading Excel sheets and applying basic conditions; web automation and PAD—how to work in the UI
- Q&A
Your Instructor
Anders Jensen
Anders Jensen is the RPA lead at Lessor A/S and an advanced certified UiPath RPA instructor. Using his extensive experience in automating interfaces such as Windows, SAP, and browsers, Anders develops enterprise RPA solutions automating work for customers and colleagues one task at a time. During his downtime, Anders is passionate about teaching others about RPA by making instructional videos for his YouTube channel.