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Workflow Automation with Microsoft Power Automate

Workflow Automation with Microsoft Power Automate - Third Edition

By : Aaron Guilmette
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Workflow Automation with Microsoft Power Automate

Workflow Automation with Microsoft Power Automate

By: Aaron Guilmette

Overview of this book

Whether you're automating a daily task or implementing automation at scale, this third edition gives you everything you need to succeed. This practical guide makes automation accessible, helping you streamline operations using low-code cloud flows, desktop RPA, and AI tools built into Microsoft Power Automate. You’ll begin by building foundational skills through easy-to-follow tutorials that show how to automate actions across Outlook, Teams, SharePoint, Slack, and more. From there, you'll level up to integrating approvals, databases, and Forms, handle complex scenarios such as sequential and parallel approvals, and manage shared flows. The book explores Power Automate’s robotic process automation capabilities, teaching you how to automate legacy applications, web interfaces, and Access databases. With expanded coverage of AI Builder, sentiment analysis, Copilot, and document summarization using generative AI, you'll gain hands-on experience creating intelligent, responsive workflows that drive efficiency. Written by a Microsoft 365 expert, this third edition adds 8 new chapters along with guidance on governance, compliance, and enterprise deployment, making it a complete guide for anyone looking to get started or scale automation with Power Automate. *Email sign-up and proof of purchase required
Table of Contents (35 chapters)
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Lock Free Chapter
1
Part 1: The Basics
9
Part 2: Advanced Operations and Flows
20
Part 3: Robotic Process Automation, AI Models, Copilot, and Beyond
28
Part 4: Administration
33
Other Books You May Enjoy
34
Index

Creating a connection to a database

As you learned earlier in the chapter, when working with databases, you’ll need to tell an application how to connect to a database. That data is stored in a configuration object generally called a connection string. In Power Automate, the connection string data is referred to as a connection.

Connection details will depend on the type of database you’re connecting to, but the most common fields or properties that you’ll need to populate include a server name or IP address, credentials, port numbers, and a database name.

To connect to a database in Power Automate, follow these steps:

  1. Navigate to the Power Automate maker web portal (https://make.powerautomate.com). Expand More and click Connections.
  2. Select New connection:
Figure 13.10 – Creating a new connection

Figure 13.10 – Creating a new connection

  1. Select SQL Server from the list of connection types:
Figure 13.11 – Selecting the SQL Server connection type

Figure 13.11 – Selecting the SQL Server...

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Workflow Automation with Microsoft Power Automate
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