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)
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Sharing a desktop flow

Power Automate Desktop, as mentioned in Chapter 2, Getting Started with Power Automate, can be used to create and manage desktop flows. At this time, there are some caveats and limitations:

  • The Power Automate desktop application only shows and allows you to edit desktop flows. You cannot see cloud flows in the Power Automate desktop app.
  • The Power Automate web portal shows you both cloud and desktop flows. You can edit cloud flows in the browser, but editing or running a desktop flow requires the Power Automate desktop application.
  • You can share desktop flows within the Power Automate web portal interface. You cannot share desktop flows from the Power Automate desktop application.

As the product continues to mature, some of these caveats may change.

In order to complete this exercise, we’ll first need to create a very basic desktop flow.

Creating a basic desktop flow

We’re going to get more into desktop...