Power Automate Course Details
Format
This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.
Who should attend
The course is an introduction for participants who aspire to improve productivity using Microsoft Power Automate for automating business processes and analyzing data to produce business insights without needing to code. If you use cloud-based Microsoft applications such as Teams, SharePoint, and Microsoft (Office) 365, Power Automate can make your life easier by automating the repetitive tasks that a person would otherwise have to do.
Course Overview
- Introduction to Power Automate – Overview of
automation, key features, and business benefits.
- Navigating the Power Automate Interface –
Understanding the dashboard, connectors, and templates.
- Creating Automated Flows – Step-by-step guide to
building simple workflows.
- Triggers and Actions – How to initiate and execute
automation based on specific conditions.
- Using Connectors – Integrating Power Automate with
Microsoft 365, SharePoint, Outlook, and third-party services.
- Advanced Flow Logic – Implementing conditions, loops,
and expressions to create dynamic workflows.
- Approval Processes and Notifications – Automating
approvals and real-time alerts.
- Error Handling and Troubleshooting – Debugging flows
and resolving common issues.
- Security and Compliance Considerations – Ensuring
safe and compliant automation practices.
- Best Practices and Optimization – Enhancing
efficiency, managing flows, and scaling automation.
- Real-World AI Use Cases: Hands-on exercises and case
studies for practical AI data workflows.
- Boosting Efficiency: Save time, improve accuracy, and focus on insights instead of manual tasks.
Real World Examples
Power Automate Administration and Permissions as well as using AI (Copilot) is covered within the examples:
- Example One. Send an Email automatically.
- Example Two. Update an Excel Table in a SharePoint
folder from a received email.
- Example Three. Save attachments from an email to a
SharePoint folder.
- Example Four. Update a SharePoint List from the Body
of a received email.
- Example Five: Update a SharePoint List based on an
Excel Table Contents.
- Example Six: Update a Dashboard in Power BI using Power Automate Trigger.
Key Learning Outcomes
By the end of this course, participants will be able to:
- Understand the core concepts and benefits of Power
Automate.
- Create and manage automated workflows using Power
Automate.
- Integrate Power Automate with Microsoft 365 and
third-party applications.
- Use templates and connectors to streamline
automation.
- Design trigger-based flows for process automation.
- Implement conditions, loops, and expressions in
workflows.
- Automate approvals and notifications for business
processes.
- Monitor and troubleshoot automated flows.
- Ensure data security and compliance in automated
processes.
- Optimize workflows for efficiency and performance.
All participants should please note the following:
As you will be using an online Azure account we will provide on the day, please ensure you have web access for the course.
- Microsoft Office / Apps Version
Participants should have a Microsoft 365 subscription but supported older Office desktop versions are workable.
We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine. If you are using a MacBook or other platform, please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Excel.
This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.
If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.
Speaker Bio
Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997.
Note for Legacy CPA Members
Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please contuine to book on the CPA Portal here to ensure you receive your member discount.
Contact Us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930.
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