AlignmentExchange

Power Automate - RPA - Developer

PL-500

Robotic Process Automation (RPA)

Robotic Process Automation (RPA) is a transformative technology that empowers organizations to automate routine, rule-based tasks using software robots. These robots mimic human interactions with digital systems, working tirelessly across various applications and systems to execute processes efficiently and with minimal error. RPA helps streamline operations, enhance accuracy, reduce costs, and improve employee productivity by freeing them from repetitive tasks.

The significance of RPA lies in its potential to revolutionize business operations. By automating mundane and time-consuming tasks, RPA liberates human resources to focus on more strategic and value-added activities. This leads to increased operational efficiency, faster response times, and improved customer experiences. RPA enables organizations to achieve higher scalability, consistency, and compliance while minimizing manual errors. With the ability to integrate with existing systems, RPA bridges gaps between legacy and modern technologies, making it a pivotal tool in digital transformation journeys.

Learning RPA equips you with a future-proof skillset that is highly sought after in today’s rapidly evolving digital landscape. As businesses embrace automation to stay competitive, RPA expertise opens doors to diverse career opportunities across industries. Whether you’re a developer, business analyst, or process owner, understanding RPA empowers you to identify, design, and implement automation solutions that drive operational excellence. Mastering RPA not only enhances your employability but also positions you as a valuable asset in driving innovation and efficiency within organizations.

Overview

The Microsoft identity platform represents a progressive advancement from the Azure Active Directory (Azure AD) developer platform. It empowers developers to construct applications enabling user authentication and resource access. This encompasses not only external applications like Microsoft 365 and the Azure portal but also an array of SaaS applications. Additionally, it extends to internal resources, covering apps within your corporate network, intranet, and cloud apps developed in-house. Discover the art of leveraging Microsoft identity within your customized applications. This educational journey is a stepping stone towards achieving the Microsoft 365 Certified: Developer Associate certification.

Learning is not something done to you. It is something you choose to do.

Seth Godin

Curriculum

Topics Covered

Automate processes with Robotic Process Automation and Power Automate for Desktop

Gain foundational knowledge of Power Automate’s desktop flows. Explore creating your initial flow to automate repetitive tasks, liberating time for more impactful pursuits.

  1. Introduction
  2. Set up the environment
  3. Explore Power Automate for desktop
  4. Create your first Power Automate for Desktop Flow
  5. Record Power Automate for desktop actions
  6. Edit and test recorded actions

By diversifying input and output parameters, you introduce adaptability to your outcomes with each flow execution. This module outlines input and output parameter concepts for desktop flows, enabling your flows to proficiently manage tasks and processes while accommodating conditional input and output scenarios.

  1. Set up in Power Automate
  2. Define an input variable
  3. Set input variables
  4. Define output variables
  5. Define output variables
  6. Add UI elements and test

In the realm of executing business processes and routine tasks, the need often arises to navigate through various systems, data sources, and a blend of desktop applications and cloud services. This module elucidates the utilization of gateways, demonstrating how they establish connections between desktop flows and other technologies and cloud services, thereby unlocking the comprehensive capabilities of robotic process automation (RPA) to streamline operations.

  1. Setup process in Power Automate for desktop
  2. Create a new cloud flow
  3. Connect your cloud and desktop flows
  4. Test your new connection

A connector acts as an intermediary, a conduit bridging an API and facilitating communication between a service and Microsoft Power Automate, along with other applications. It empowers you with a repertoire of preconstructed actions and triggers, pivotal in constructing your desktop and cloud flows. For instance, the Outlook.com connector bestows you with a spectrum of functionalities, including email dispatch, meeting scheduling, and contact addition. This module delineates the process of extending an established gateway’s functionality to seamlessly integrate Microsoft Outlook into a desktop UI flow.

  1. Setup process in Power Automate
  2. Build a cloud flow that’s triggered in Outlook
  3. Test your new flow

In this module, you’ll delve into the integration of AI Builder within an established API-centric workflow, augmenting it with the prowess of artificial intelligence to fortify your automation processes.

  1. Solution setup in Power Automate
  2. Create a form processing flow
  3. Add fields and collections of documents
  4. Analyze and train a model
  5. Integrate the model into a cloud flow

Microsoft Power Automate empowers you to orchestrate comprehensive robotic process automation (RPA), seamlessly uniting automated email handling, form processing, approvals, and desktop application actions. Streamlining approval processes, often integral to company workflows, becomes efficient as you construct these processes within Power Automate, saving valuable time otherwise spent on repetitive tasks. Moreover, you can request approvals directly within Microsoft Teams, your hub for collaboration and communication. This module details the integration of Microsoft Teams and Outlook into an existing cloud and desktop flow, crafting a holistic automated invoice approval journey.

  1. Work from an existing solution in Power Automate
  2. Create an approval solution
  3. Integrate with an existing desktop flow
  4. Build communication with Outlook
  5. Test and run a flow

Certain business processes necessitate human supervision or involve sensitive decision-making, making automation unfeasible. Conversely, many other processes are ripe for full automation, devoid of human oversight, especially those that are arduous to consistently monitor. This module illuminates the remedy for such situations, elucidating how to execute your UI and API flows in an unattended mode, effectively addressing a spectrum of process automation needs.

  1. Set up unattended desktop flow
  2. Create a new cloud flow that calls an existing flow in an unattended mode
  3. Perform a test run
  4. Best practices

Leveraging the process advisor feature within Power Automate empowers you to capture and assess current business workflows. Through meticulous tracking of task durations and comprehensive mapping of actions, you can enhance operational efficiency. Understanding the process is pivotal in automation, and process advisor streamlines this vital initial phase, making it more accessible and effective.

  1. Get familiar with process advisor
  2. Create your first recording
  3. Edit recordings and group actions
  4. Analyze recordings and interpret results
  5. Automation recommendations

Get started with Power Automate for desktop

Explore the fundamentals of Microsoft Power Automate for desktop through the console and flow designer. The console facilitates flow creation and management, while the flow designer serves as the platform’s development environment. Gain proficiency in utilizing these tools to effectively design and manage automated workflows.

  1. Console overview
  2. Flow designer overview
  3. Create a simple flow

Discover the capabilities of Power Automate for desktop in managing essential development concepts and tasks. Explore actions, variables, conditionals, and loops, gaining insights into how these elements are effectively utilized within the platform. Enhance your understanding of how Power Automate simplifies and streamlines the creation of automated workflows.

  1. Introduction to RPA Development
  2. Create a flow in the flow designer
  3. Create conditionals and loops
  4. Using subflows
  5. Test and debug flows
  6. Manage UI elements and images
  7. Deploy exception handling

Work with Power Automate for Desktop

During the process of building flows, the need often arises to reuse data across different actions. Think of variables as containers that securely hold and retain crucial information for future utilization as the flow progresses. These variables play a pivotal role in enhancing the efficiency and effectiveness of your flow executions.

  1. Introducing variables
  2. Create, edit, and use variables
  3. Variable data types
  4. Advanced data types
  5. Input and Output variables
  6. Variable manipulation
  7. Sensitive variables
  8. Create access and manipulate variables

Leveraging loops automates recurring tasks by allowing a set of actions to be executed multiple times, streamlining the process and ensuring efficiency in handling repetitive actions.

  1. Introduction to Loops
  2. Loop actions
  3. Simple loop actions
  4. For each loop actions
  5. Loop condition actions
  6. Loops

Conditional actions provide the flexibility to adjust flow actions dynamically during runtime, depending on the contextual information available within the environment, enhancing the adaptability and responsiveness of your automated processes.

  1. Introduction to conditional actions
  2. Conditional actions
  3. The If group of actions
  4. The Switch group of actions

Flow control encompasses the capability to rearrange the sequence of actions and functions within a process. Power Automate for desktop empowers this flow control with specialized actions designed to regulate the order and execution of tasks, enhancing the precision and orchestration of your automation endeavors.

  1. Flow control actions

The recorder is a tool that can automatically create sets of actions, deriving from the user’s interactions with the computer, thereby facilitating the creation of action blocks in an intuitive manner.

  1. Introduction to Power Automate for Desktop Recorder
  2. Create desktop flow using the recorder
  3. Use the recorder to automate web applications
  4. Use the recorder to automate desktop applications

Exception handling serves as a mechanism within Power Automate for desktop, enabling the system to manage and rectify unforeseen situations or challenges that could arise during the execution of a flow.

  1. About exceptions
  2. Exception handling

Work with different technologies in Power Automate for Desktop

Effectively managing files and folders is a crucial aspect of many business operations. Power Automate for desktop offers specialized actions related to files and folders, streamlining the process of handling and manipulating them.

  1. Folder actions
  2. File actions
  3. Create a backup copy

Web applications play a vital role in the functioning of most businesses. Power Automate for desktop provides comprehensive support for automating tasks across major web browsers, empowering efficient browser automation through its dedicated set of actions.

  1. Introduction to web automation
  2. Launch, close, and handle browsers
  3. Handle web pages and forms
  4. Extract data from web pages
  5. Direct web access and scripting
  6. Extract stocks from MSN

UI elements serve as identifiers for user interface components, enabling their capture and utilization within UI/Windows-related actions. These elements facilitate seamless interaction and manipulation within the UI interfaces of applications.

  1. UI elements
  2. Window handling and element interaction

Power Automate for desktop offers a wide array of Microsoft Excel actions designed to enhance your ability to read from and manipulate Excel files effectively.

  1. Launch, save, and close an Excel file
  2. Read from an Excel document
  3. Write to an Excel worksheet
  4. Additional actions and features
  5. Manage worksheets
  6. Organize data in a spreadsheet

Leveraging email services is a routine aspect of business operations, vital to the functioning of most organizations. Power Automate for desktop equips you with diverse actions to facilitate efficient email management across webmail services, Microsoft Outlook, and Exchange servers.

  1. Introducing email automation
  2. Automate webmail services
  3. Automate Outlook
  4. Automate Exchange servers
  5. Confirm the submission of support tickets

Power Automate for desktop enables the automation of essential tasks inherent to the Microsoft Windows operating system. This is achieved through the utilization of system, workstation, and services actions, allowing you to streamline a wide range of functions.

  1. System and workstation actions
  2. Services actions

Implement advanced logic

Message boxes serve as a means of communication between the user and the system, offering the ability to solicit input or convey output in an interactive manner.

  1. Introduction to message boxes
  2. Message box actions
  3. Use message boxes to communicate

Flow control within Power Automate for desktop empowers you to manipulate the sequence of actions and functions, providing the capability to dictate the execution order. This dynamic control is facilitated by utilizing the flow control actions available in the platform.

  1. Flow control actions

Power Automate for desktop equips you with a range of actions designed to efficiently handle text and datetime values. By employing these specialized actions, you can seamlessly manipulate and structure data, ensuring a consistent and uniform format throughout your flows.

  1. Text handling actions
  2. Date time actions
  3. Text actions

Discover the art of crafting flows that emulate mouse actions like movement, clicks, keyboard typing, and key presses. Delve into this module to master the techniques of selecting, pinpointing, and interacting with specific images or screen areas using mouse gestures.

  1. Mouse and keyboard actions
  2. Simulate mouse and keyboard actions

Unlock the potential of Power Automate for desktop to streamline a wide range of essential tasks inherent to the Microsoft Windows operating system. Seamlessly automate these fundamental actions using the system, workstation, and services features, enhancing your efficiency and workflow management.

  1. System and workstation actions
  2. Services actions

Build expertise with Power Automate Desktop

Explore the integration prowess of Power Automate by merging a Power Automate desktop flow with its cloud counterpart. Unveil the process of invoking an established desktop flow from a cloud-based flow, amplifying its capabilities and streamlining the creation of intricate, expansive workflows. This module showcases the seamless fusion of desktop and cloud flows for heightened efficiency in your automation endeavors.

  1. Introduction to running Power Automate desktop flows from cloud flows
  2. Run a Power Automate desktop flow from a cloud flow
  3. Create a cloud flow that calls a Power Automate desktop flow

In the realm of organizational operations, databases play a pivotal role, and streamlined data management is imperative for optimal functioning. Embracing this need, Power Automate for desktop empowers organizations with the capability to automate database tasks through a range of dedicated database actions. Unleash the potential of automated database operations to enhance efficiency and effectiveness across your organization with the power of Power Automate for desktop.

  1. Database actions

Within the realm of network resource management, Microsoft Active Directory (AD) stands as a robust directory service, empowering administrators to wield authority over permissions and access. Harnessing this potential, Power Automate for desktop extends its reach by furnishing a suite of Active Directory actions, allowing for the complete automation of tasks intricately linked to this pivotal service. Elevate your administrative prowess and streamline network resource management with the comprehensive capabilities of Power Automate for desktop’s Active Directory actions.

  1. Active Directory actions
  2. Create a new Active Directory user

With Power Automate for desktop, you possess the capability to automate intricate scenarios through the utilization of scripts encompassing VBScript, JavaScript, PowerShell, and Python. This versatile range of scripting languages empowers you to efficiently orchestrate and automate a multitude of complex tasks, enhancing your workflow and expanding your automation potential.

  1. Scripting actions
  2. Calculate modulo with VBScript
  3. Use JavaScript to find the last day of the current month

Power Automate for desktop empowers users to engage with a diverse array of files by employing OCR actions to read, extract, and manage data effectively. This functionality enhances your ability to interact with and manipulate various file types, ensuring seamless data processing and management within your automation workflows.

  1. Introduction to OCR technologies
  2. OCR actions
  3. Extract data from images

Get started with custom connectors in Power Platform

Connectors streamline the process for app and flow creators to establish seamless connections with external applications, data sources, and devices in cloud environments. This module guides you through the setup and utilization of custom connectors within Microsoft Power Apps, Power Automate, and Azure Logic Apps, enhancing your proficiency in integrating various services and components to optimize your workflow automation capabilities.

  1. Demo of the maker portal experience
  2. Explore custom connector configuration options
  3. Create a new connector in a solution
  4. Use a custom connector
  5. Use a connector from Power Automate

Configure custom connectors with authenticated APIs

Tailored connectors offer entry to personalized or external APIs accessible through public endpoints. This module delves into the process of configuring custom connectors with authenticated APIs within the Microsoft Power Platform, equipping you with the skills to seamlessly integrate and interact with diverse APIs while ensuring security and authentication measures are in place.

  1. Authentication options
  2. Use APIs with Azure AD
  3. Configure Azure active directory authentication
  4. Use graph API from a custom connector
  5. Share and move between environments

Security and Governance - GDPR

Interested in enhancing the security and management of Microsoft Power Platform apps, including Power Automate and Power Apps? This module provides an insightful exploration of Microsoft Power Platform environments and their significance in establishing Data Loss Prevention (DLP) policies. Through practical examples and use cases, you’ll learn how to create effective DLP policies. Additionally, you’ll receive an overview of essential tools like Microsoft Power Platform and Power Automate Admin experiences, as well as the Microsoft Power Platform Center of Excellence (COE) toolkit, ensuring a comprehensive understanding of governance and security practices.

  1. Identify Microsoft Power Platform environments
  2. Data Loss Prevention Policies
  3. Microsoft Power Platform Center of Excellence Starter Kit
  4. Create a Power Platform environment

Course Duration

4 Days

Choose the training options that match your preferences from the list below.

Remote Training

Transform your future through interactive remote training with expert-led virtual classrooms.

Book Your Training

Onsite Training

Elevate your skills with hands-on onsite training led by industry experts. Enroll now for excellence!

Book Your Training

View Only

Attend our training via Teams in view mode only. Watch, learn, and stay connected with ease!

Book Your Training

Robotic Process Automation (RPA)

Why Learn Power Platform

  • No Coding Required: With its no-code/low-code approach, you can become a proficient app creator and automate processes without extensive coding knowledge.
  • Boost Efficiency: Harness the power of automation and AI-driven insights to streamline tasks, leading to significant time savings and improved productivity.
  • In-Demand Skill: Learning Power Platform equips you with a sought-after skillset, making you a valuable asset to organizations seeking digital transformation.

It's time to see what you get

  • You will get a comprehensive set of materials and resources designed to provide a well-rounded learning experience.
  • Receive course manuals or syllabus, lecture slides, practical exercises, assessments such as quizzes or exams.
  • Access our online learning platform or virtual classrooms, and interact with instructors and other students.

Power Apps

Empower users to create remarkable, custom business solutions without extensive coding knowledge, unleashing innovation effortlessly.

Power BI

Illuminate data insights with stunning visuals, enabling data-driven decisions that fuel business growth and efficiency.

Process Automate

Process automation optimizes workflows, reducing manual intervention and errors, enhancing efficiency for accelerated business success.

Onsite Training

Customized in-person training at the workplace, or in-class training, convenient and cost-effective.

Remote Training

Learning via Teams remotely online, offers online video conferencing for convenient and flexible access.

Hybrid Training

Combining on-site and remote training, we provide a comprehensive training experience.