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.

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Table of Contents (22 chapters)
Preface
Preface
Who is this book for?
What this book covers
To get the most out of this book
Get in touch
1
Introducing Microsoft Power Automate
Introducing Microsoft Power Automate
What is Power Automate?
Choosing what to automate
Reviewing general terminology
Learning Power Automate terminology
Getting Power Automate
Summary
Free Chapter
2
Getting Started with Power Automate
Getting Started with Power Automate
Logging in to Power Automate
Creating your first flow
Summary
3
Working with Email
Working with Email
Learning about email connectors and actions
Working with email
Summary
4
Copying Files
Copying Files
Learning about file connectors and actions
Working with files
Summary
5
Creating Button Flows
Creating Button Flows
Learning about button flows
Creating a button flow to email a manager
Executing a button flow
Summary
6
Generating Push Notifications
Generating Push Notifications
Learning about push notifications
Configuring a notification for emails from your manager
Reviewing a notification
Reworking the flow
Summary
7
Working with Shared Flows
Working with Shared Flows
Understanding shared flows
Sharing a cloud flow
Sharing a desktop flow
Sharing a flow with run only permissions
Managing shared flows
Summary
8
Working with Conditions
Working with Conditions
Understanding condition operators
Using expressions and multiple conditions
Summary
9
Getting Started with Approvals
Getting Started with Approvals
Understanding Dataverse
Creating an approval flow
Responding to approvals
Summary
10
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
Adding parallel branches
Summary
11
Posting Approvals to Teams
Posting Approvals to Teams
Understanding the flow
Configuring prerequisites
Configuring an approval flow to use Teams
Testing the flow
Summary
12
Using a Database
Using a Database
Understanding database connectors, triggers, and actions
Connecting to a database
Creating a connection to a database
Adding content to a database
Summary
13
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
14
Accepting User Input
Accepting User Input
Understanding the user input options
Creating a flow that uses all input types
Expanding further
Summary
15
Automating Azure AD
Automating Azure AD
Technical requirements
Learning about connectors and actions
Configuring prerequisites
Creating an HTTP flow
Testing the flow
Verifying the flow
Expanding further
Summary
16
Introducing Robotic Process Automation
Introducing Robotic Process Automation
Technical requirements
Learning about actions and variable passing
Configuring prerequisites
Configuring an RPA flow
Testing the flow
Verifying the flow
Summary
17
Introducing AI Models
Introducing AI Models
Learning about AI models
Technical requirements
Configuring prerequisites
Creating a sentiment analysis flow
Testing the flow
Reviewing the output
Expanding further
Summary
18
Exporting, Importing, and Distributing Flows
Exporting, Importing, and Distributing Flows
Exporting a flow
Importing a flow
Distributing a flow
Summary
19
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
20
Other Books You May Enjoy
Other Books You May Enjoy
21
Index
Index

Testing the flow

To test this flow, you’ll need to submit several surveys with varying descriptions in the Feedback Value text area field. With each separate review, you’ll want to use different phrasing to express what you think are negative or positive impressions of a product or experience.

Let’s try a few:

  1. From the flow designer page, click Test.
  2. Select the Manually radio button and then click Test.
  3. Open a new browser tab and navigate to the Microsoft Forms landing page (https://forms.microsoft.com). Select Customer Feedback Survey and then click Preview.
  4. Fill out the survey. When you get to the Feedback Value text area, enter a value that you think indicates satisfaction or a positive experience:

Figure 17.25: Submitting a positive test case

  1. Click Submit.
  2. Click Submit another response.
  3. Repeat step 4, but substitute new test customer information. When you get to the Feedback Value text area...
Previous Section
End of Section 6
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