Workflow Automation with Microsoft Power Automate: Use business process automation to achieve digital transformation with minimal code, 2nd Edition

Length: 420 pages
Edition: 2
Language: English
Publisher: Packt Publishing
Publication Date: 2022-08-19
ISBN-10: 1803237678
ISBN-13: 9781803237671
Sales Rank: #119113 (See Top 100 Books)

Make your organization more productive and simplify your workflow by using Microsoft Power Automate for business process automation

Key Features

Learn the latest in Power Automate with updated user interface visuals and new technology included
Apply practical knowledge like managing user inputs, documents, approvals, and database storage
Create flows that integrate with services both inside and outside the Microsoft 365 ecosystem

Book Description

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.

What you will learn

Learn the basic building blocks of Power Automate capabilities
Explore connectors in Power Automate to automate email workflows
Discover how to make a flow for copying files between cloud services
Configure Power Automate Desktop flows for your business needs
Build on examples to create complex database and approval flows
Connect common business applications like Outlook, Forms, and Teams
Learn the introductory concepts for robotic process automation
Discover how to use AI sentiment analysis

Who this book is for

This book is excellent for information workers and Power users who are looking to automate repetitive tasks for their organizations or for projects they are undertaking. To make the most of this book you should have some basic exposure to the MS 365 platform.

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Workflow Automation with Microsoft Power Automate, Second Edition: Use business process automation to achieve digital transformation with minimal code
1 Introducing Microsoft Power Automate
    Feedback
    What is Power Automate?
    Choosing what to automate
    Reviewing general terminology
        Business process
        Workflow
        REST
    Learning Power Automate terminology
        Flow
        Connectors
        Triggers
        Steps
        Actions
        Conditions
        Dataverse
        Gateways
        Templates
        Packages
        Branching
    Getting Power Automate
    Summary
2 Getting Started with Power Automate
    Feedback
    Logging in to Power Automate
        End user web portal interface
        Mobile app interface
        Power Automate Desktop interface
        Admin interface
    Creating your first flow
        Understanding the flow components
        Creating and executing the flow
        Examining the flow
    Summary
3 Working with Email
    Feedback
    Learning about email connectors and actions
    Working with email
        Reading email
        Handling attachments
        Sending email
    Summary
4 Copying Files
    Feedback
    Download the example code files
    Learning about file connectors and actions
    Working with files
        Copying files to SharePoint
        Publishing files to Dropbox
    Summary
5 Creating Button Flows
    Feedback
    Learning about button flows
    Creating a button flow to email a manager
    Executing a button flow
    Summary
6 Generating Push Notifications
    Feedback
    Learning about push notifications
    Configuring a notification for emails from your manager
        Introducing conditions
        Creating the flow
    Reviewing a notification
    Reworking the flow
    Summary
7 Working with Shared Flows
    Feedback
    Understanding shared flows
    Sharing a cloud flow
    Sharing a desktop flow
        Creating a basic desktop flow
        Sharing a desktop flow
    Sharing a flow with run only permissions
    Managing shared flows
    Summary
8 Working with Conditions
    Feedback
    Understanding condition operators
        Evaluating objects
    Using expressions and multiple conditions
        Adding multiple conditions
        Adding condition groups
        Using a switch condition
    Summary
9 Getting Started with Approvals
    Feedback
    Understanding Dataverse
    Creating an approval flow
        Creating a SharePoint site and list
        Creating an approval
        Adding calendar events and notifications
        Starting the flow
    Responding to approvals
    Summary
10 Working with Multiple Approvals
    Feedback
    Working with sequential approvals
    Working with parallel approvals
    Working with advanced scenarios
        Mixed approval types
        Everyone must approve
    Creating a basic sequential approval
        Configuring the prerequisites
        Creating the flow
        Testing the flow
    Adding parallel branches
    Summary
11 Posting Approvals to Teams
    Feedback
    Understanding the flow
    Configuring prerequisites
        A SharePoint site
        Power Automate app for Teams
    Configuring an approval flow to use Teams
        Getting the requester's information
        Creating the approval
        Returning the response
    Testing the flow
        Requesting approval
        Approving the request
        Reviewing the response
    Summary
12 Using a Database
    Feedback
    Understanding database connectors, triggers, and actions
        Triggers
        Actions
    Connecting to a database
        Creating a server
        Creating a database
        Creating a database table
    Creating a connection to a database
    Adding content to a database
        Creating the flow
        Executing the flow
        Verifying the flow
    Summary
13 Working with Microsoft Forms
    Feedback
    Understanding the Forms connector triggers and actions
        Triggers
        Actions
    Creating a basic form
    Processing a form with Power Automate
    Testing the flow
    Verifying the result
        Reviewing the run history
        Reviewing the SQL data
    Summary
14 Accepting User Input
    Feedback
    Understanding the user input options
    Creating a flow that uses all input types
        Configuring the prerequisites
        Creating the flow
        Executing the flow
        Verifying the flow execution
    Expanding further
    Summary
15 Automating Azure AD
    Feedback
    Technical requirements
    Learning about connectors and actions
        HTTP action
        Parse JSON
        Create CSV table
    Configuring prerequisites
        Configuring an Azure AD application
        Creating a client secret
    Creating an HTTP flow
        Gathering the data
        Parsing the output
        Creating a report
    Testing the flow
    Verifying the flow
    Expanding further
    Summary
16 Introduction to Robotic Process Automation
    Feedback
    Technical requirements
    Learning about actions and variable passing
        Run a flow built with Power Automate for desktop action
        Variable passing
        The Power Automate recorder
    Configuring prerequisites
        Configuring Power Automate Desktop
        Configuring a Microsoft Access database
        Configuring the Microsoft on-premises data gateway
    Configuring an RPA flow
        Configuring the flow framework
        Configuring an application to open
        Running the Power Automate recorder
        Updating the variables
        Finishing the flow
    Testing the flow
    Verifying the flow
    Summary
17 Introduction to AI Models
    Feedback
    Learning about AI models
    Technical requirements
    Configuring prerequisites
        Creating a Forms survey
        Creating an Excel workbook
    Creating a sentiment analysis flow
    Testing the flow
    Reviewing the output
    Expanding further
    Summary
18 Exporting, Importing, and Distributing Flows
    Feedback
    Exporting a flow
    Importing a flow
    Distributing a flow
        Sending a flow via Power Automate
        Publishing a flow to the template gallery
    Summary
19 Monitoring and Troubleshooting Flows
    Feedback
    Monitoring flows
        Viewing a run history
        Resubmitting a flow
    Reviewing email error reports
    Resolving authentication errors
    Examining detailed errors with the flow checker
    Understanding error codes
    Finding additional resources
    Summary

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