Book Image

Workflow Automation with Microsoft Power Automate - Second Edition

By : Aaron Guilmette
4 (2)
Book Image

Workflow Automation with Microsoft Power Automate - Second Edition

4 (2)
By: Aaron Guilmette

Overview of this book

MS Power Automate is a workflow automation tool built into MS 365 to help businesses automate repetitive tasks or trigger business processes without user intervention. It is a low-code tool that is part of the Microsoft applications framework, the Power Platform. If you are new to Power Automate, this book will give you a comprehensive introduction and a smooth transition from beginner to advanced topics to help you get up to speed with business process automation. Complete with hands-on tutorials and projects, this easy-to-follow guide will show you how to configure automation workflows for business processes between hundreds of applications, using examples within Microsoft and including third-party apps like Dropbox and Twitter. Once you understand how to use connectors, triggers, and actions to automate business processes, you’ll learn how to manage user input, documents, and approvals, as well as interact with databases. This edition also introduces new Power Automate features such as using robotic process automation (RPA) to automate legacy applications, interacting with the Microsoft Graph API, and working with artificial intelligence models to do sentiment analysis. By the end of this digital transformation book, you’ll have mastered the basics of using Power Automate to replace repetitive tasks with automation technology.
Table of Contents (22 chapters)
20
Other Books You May Enjoy
21
Index

Testing the flow

As mentioned in the Configuring prerequisites section, it is recommended to initiate this flow on a device separate from the computer that will be executing the desktop flow. If possible, you’ll want to have access to both devices at the same time, so you can start the flow on one device and then watch the desktop flow execute on the second device. This will help you gather any data necessary for troubleshooting issues.

To test the flow, follow these steps:

  1. On a secondary computer, open a web browser.
  2. Navigate to the Power Automate web portal (https://flow.microsoft.com).
  3. Click My flows, select the Add Contact to Access Database flow, and click Edit.
  4. Click Test to open the Test Flow panel.
  5. Select the Manually radio button, and then click Save & Test.
  6. Open another browser tab and navigate to the Microsoft Forms portal (https://forms.microsoft.com). Select the Customer Survey form:

Figure 16.34...