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Course Outline

Introduction to Power Automate RPA

  • Understanding what RPA is and its significance.
  • An overview of the Microsoft Power Automate ecosystem.
  • Distinctions between attended and unattended bots.

Setting Up Power Automate Desktop

  • Installation and initial configuration.
  • Navigating the desktop designer interface.
  • Managing environments and gateways.

Creating Desktop Flows

  • Recording UI elements and actions.
  • Utilizing conditions, loops, and variables.
  • Interacting with Excel, web browsers, file systems, and Windows applications.

Cloud Flow Integration

  • Initiating desktop flows via Power Automate cloud.
  • Connecting to Microsoft 365 and external services.
  • Merging UI and API-based automation strategies.

Advanced Automation Scenarios

  • Error handling and logging procedures.
  • Managing credentials and secure input methods.
  • Utilizing AI Builder for document processing tasks.

Flow Monitoring and Management

  • Utilizing debugging and testing tools.
  • Leveraging analytics and reporting dashboards.
  • Deploying and overseeing bots in production environments.

Governance and Best Practices

  • Data loss prevention and access control measures.
  • Strategy for environments and lifecycle management.
  • Recommendations for an RPA Center of Excellence.

Conclusion and Future Directions

  • Recap of key concepts.
  • Next steps: certification paths and community resources.
  • Continuing the journey with Power Platform automation.

Requirements

  • A fundamental understanding of business processes and automation concepts.
  • Familiarity with Microsoft 365 tools, such as Excel and Outlook.
  • No prior coding experience is necessary, though a logic-based mindset is advantageous.

Target Audience

  • RPA developers and automation specialists.
  • Business analysts and process improvement professionals.
  • IT professionals engaged in business automation initiatives.
 28 Hours

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