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

• Two monitors: Having two monitors is very strongly recommended for this training. It allows you to view the trainer's PC in one monitor and the application that is the subject of the training in the other. On a single screen, it can be difficult to arrange the trainer's screen and your own application comfortably. If you only have a single screen, please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
• Microsoft Office version: We use Microsoft Office 365 Professional. If you are using an older version, please be aware that you might not be able to do some of the exercises that are using the latest features.
• Windows 10/11: We prepare the files and deliver the course using Windows 10/11. If you are using a MacBook or other platform, please be aware that there can sometimes be incompatibilities and certain features that are not available on the Macintosh edition of Microsoft Office 365 Professional. These issues can be identified and resolved during the test session.

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. Website: www.professional.ie

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.