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

In order to test this flow, you’ll need to meet the following prerequisites:

  • At least two users with Exchange Online and Microsoft Teams enabled
  • Users should have the Power Automate app (formerly called the Flow bot app) enabled
  • One of the users should be configured as a manager of the other users
  • At least two browser sessions, one logged in as approver and one logged in as requester

You can use the Microsoft 365 admin center (https://admin.microsoft.com) to configure a manager relationship. Navigate to Users | Active users, select a user to edit, and click the Edit manager link to configure a manager:

Figure 11.22: Configuring a manager

If you don’t have the capability to set the manager relationship, you will need to edit the flow to use a particular email address of a user to use as the approver instead of the Mail token from the Get manager (V2) action.

The testing process will involve...