Learning Microsoft Power Automate Chorzów

Processing information efficiently is critical to the successful operation of modern organizations. One particularly helpful tool is Microsoft Power Automate, a low-code/no-code development platform designed to help tech-savvy users create and implement workflows. This practical book explains how small-business and enterprise users can replace manual work that takes days with an automated process you can set up in a few hours using Power Automate.Paul Papanek Stork, principal architect at Don't Pa..Panic Consulting, provides a concise yet comprehensive overview of the foundational skills required to understand and work with Power Automate. You'll learn how to use these workflows, or flows, to automate repetitive tasks or complete business processes without manual intervention.Whether you're transferring form responses to a list, managing document approvals, sending automatic reminders for overdue tasks, or archiving emails and attachments, these skills will help you:Design and build flows with templates or from scratchSelect triggers and actions to automate a processAdd actions to a flow to retrieve and process informationUse functions to transform informationControl the logic of a process using conditional actions, loops, or parallel branchesImplement error checking to avoid potential problems Spis treści: Preface Who Should Read This Book Why I Wrote This Book Navigating This Book Chapter 1: What Is Microsoft Power Automate? Chapter 2: Getting Started: What You Need to Know Chapter 3: Building Your First Flow Chapter 4: Working with Triggers and Actions Chapter 5: Implementing Logic Chapter 6: Integrating with Other Power Platform Applications Chapter 7: Troubleshooting Tips Chapter 8: Desktop Flows Chapter 9: Business Process Flows Conventions Used in This Book OReilly Online Learning How to Contact Us Acknowledgments 1. What Is Microsoft Power Automate? Why Use Power Automate? Who Are Citizen Developers? Migrating from SharePoint Designer to Power Automate Why Not Use SPD Workflows? Power Automate Limitations and Workarounds How This Book Will Teach Power Automate Summary 2. Getting Started: What You Need to Know Key Licensing Terms Licensing Options Power Automate Free Microsoft 365 Licensing Dynamics 365 Licensing Power Apps Licensing Power Apps per-user versus per-app licensing Power Automate Standalone Plans Pay-as-You-Go Licensing Special Case Licenses Power Virtual Agents License Power Automate Trial License Power Apps Developer Plan Windows Licensing Anatomy of a Flow Triggers Actions Connectors Types of Flows Automated Cloud Flows Instant Cloud Flows Scheduled Cloud Flows Desktop Flows Business Process Flows Accessing Power Automate Power Automate Trial Power Apps Developer Plan Summary 3. Building Your First Flow How to Use Templates Using Flow Templates Using Templates as a Learning Experience Creating a New Cloud Flow Starting with a Blank Flow Creating a Flow from a Description Design a Flow with Visio Prerequisites Design a Workflow in Visio Summary 4. Working with Triggers and Actions Triggers, Actions, and Connectors Finding the Right Connector Choosing a Trigger Adding Actions Adding Dynamic Content Selecting Dynamic Content to Add Where Is My Dynamic Content? Using JSON Understanding JSON Syntax Looking Up JSON Syntax Parsing JSON Working with Expressions Understanding Function Syntax Adding Dynamic Content to an Expression Format Data by Examples Using the Action Ellipsis () Menu Copying Actions Renaming Actions and Triggers Adding Comments Adding Notes Adding a New Connection Changing Action Settings Pagination Secure Inputs and Secure Outputs Asynchronous Pattern Automatic Decompression Timeout Retry Policy Tracked Properties Trigger Settings Split On Custom Tracking ID Controlling Concurrency Implementing Trigger Conditions Summary 5. Implementing Logic The Control Connector Controlling Actions with Conditions Using Switches Calling Child Flows Processing Arrays with Apply to each Loops Using Do until Loops Adding Parallel Branches Summary 6. Integrating with Other Power Platform Applications Using Solutions Creating a New Solution Connection References Environment Variables Managed Versus Unmanaged Solutions Power Apps Invoking a Flow from a Power App Passing Input Parameters Returning Values Power Virtual Agents Invoking a Flow from a Chatbot Returning a Formatted Table of Results Power BI Power Pages Invoking a Flow from a Power Page Summary 7. Troubleshooting Tips Reviewing Run History Filtering the All Runs View Read the Error Message Common Errors Authentication Failures Action Configuration Errors Data Errors Logic Errors Monitoring and Tracking Cloud Flows Email Notifications Monitoring Cloud Flow Activity View Analytics for Cloud Flows Improving Performance with Process Mining Fixing Flow Errors Using the Flow Checker Using Compose Actions to Check Values Streamlining Testing Adjusting Run After Settings Using the Terminate Action Using Scope Actions with Run After Resubmitting Flows Canceling Running Flows Summary 8. Desktop Flows What Is Robotic Process Automation (RPA)? Prerequisites for Power Automate Desktop Installing Power Automate Desktop Machine Settings Licensing Requirements Creating a Desktop Flow Exploring the Desktop Flow Design Surface Learning from Desktop Flow Examples Recording User Interactions Adding and Editing Actions Working with Variables Handling Errors Calling a Desktop Flow from a Cloud Flow Attended Versus Unattended RPA Passing Parameters to and from a Desktop Flow Summary 9. Business Process Flows What Is a Business Process Flow? Creating a Business Process Flow Prerequisites Limitations Adding Stages and Steps Managing Security Roles Validating and Activating a BPF Example Introduction: Creating a BPF Summary Conclusion Where Can I Learn More? Power Automate Documentation Microsoft Learning Website Additional Resources Additional Help Finally Index