Book Image

Workflow Automation with Microsoft Power Automate

By : Aaron Guilmette
Book Image

Workflow Automation with Microsoft Power Automate

By: Aaron Guilmette

Overview of this book

Microsoft Power Automate is a workflow automation solution included in Microsoft 365. This book explores the core concepts of workflow automation, such as working with connectors, triggers, and actions, along with their practical implementation in automating business tasks and simplifying digital processes to boost enterprise productivity.

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Table of Contents (22 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
1
Section 1 - What is Power Automate?
Section 1 - What is Power Automate?
Free Chapter
2
Introducing Power Automate
Introducing Power Automate
What is Power Automate?
Choosing what to automate
Reviewing general terminology
Learning Power Automate terminology
Summary
3
Section 2 - Basic Flow Concepts
Section 2 - Basic Flow Concepts
4
Getting Started with Power Automate
Getting Started with Power Automate
Logging in to Power Automate
Creating your first flow
Summary
5
Working with Email
Working with Email
Learning about email connectors and actions
Working with email
Summary
6
Copying Files
Copying Files
Learning about file connectors and actions
Working with files
Summary
7
Creating Button Flows
Creating Button Flows
Learning about button flows
Creating a button flow to email a manager
Executing a button flow
Summary
8
Generating Push Notifications
Generating Push Notifications
Learning about push notifications
Configuring a notification for emails from your manager
Reviewing a notification
Summary
9
Working with Team Flows
Working with Team Flows
Understanding team flows
Sharing a flow with your team
Sharing a flow with run-only permissions
Managing team flows
Summary
10
Section 3 - Intermediate Flow Concepts
Section 3 - Intermediate Flow Concepts
11
Working with Conditions
Working with Conditions
Understanding condition operators
Using expressions and multiple conditions
Summary
12
Getting Started with Approvals
Getting Started with Approvals
Understanding Common Data Service
Creating an approval flow
Responding to approvals
Summary
13
Working with Multiple Approvals
Working with Multiple Approvals
Working with sequential approvals
Working with parallel approvals
Working with advanced scenarios
Creating a basic sequential approval
Exploring further options
Summary
14
Posting Approvals to Teams
Posting Approvals to Teams
Understanding the flow
Configuring prerequisites
Configuring an approval flow to use Teams
Testing the flow
Summary
15
Using a Database
Using a Database
Understanding database connectors, triggers, and actions
Adding database content
Creating a connection to a database
Adding content to a database
Summary
16
Working with Microsoft Forms
Working with Microsoft Forms
Understanding the Forms connector triggers and actions
Creating a basic form
Processing a form with Power Automate
Testing the flow
Verifying the result
Summary
17
Accepting User Input
Accepting User Input
Understanding the user input options
Creating a flow that uses all input types
Summary
18
Section 4 - Administering the Power Automate Environment
Section 4 - Administering the Power Automate Environment
19
Exporting, Importing, and Distributing Flows
Exporting, Importing, and Distributing Flows
Exporting a flow
Importing a flow
Distributing a flow
Summary
20
Monitoring and Troubleshooting Flows
Monitoring and Troubleshooting Flows
Monitoring flows
Reviewing email error reports
Resolving authentication errors
Examining detailed errors with the flow checker
Understanding error codes
Finding additional resources
Summary
21
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Preface

Microsoft Power Automate is a business productivity tool designed to bring automation capabilities to cloud and on-premises applications. The ubiquity and proliferation of cloud-based software-as-a-service technologies has resulted in organizations using a myriad of disconnected tools as part of their business operations.

Throughout this book, you'll learn how Power Automate can be used to drive efficiency in automation and connecting all the parts to reduce the time spent performing repetitive tasks.

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