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PL-500T00 Microsoft Power Automate RPA Developer

Introduction:

Candidates for this course automate time-consuming and repetitive tasks by using Microsoft Power Automate. They review solution requirements, create process documentation, and design, develop, troubleshoot, and evaluate solutions. Candidates work with business stakeholders to improve and automate business workflows. They collaborate with administrators to deploy solutions to production environments, and they support solutions.

Objectives:

Course Outline:

1 – Take your first steps with Power Automate for desktop

  • Console overview
  • Flow designer overview
  • Create a simple flow

2 – Power Automate for desktop development essentials

  • Create a flow in the flow designer
  • Create conditionals and loops
  • Using subflows
  • Test and debug flows
  • Manage UI elements and images
  • Deploy exception handling

3 – Build your first Power Automate for desktop flow

  • Set up the environment
  • Explore Power Automate for desktop
  • Create your first Power Automate for desktop flow
  • Record Power Automate for desktop actions
  • Edit and test recorded actions

4 – Define input and output parameters in Power Automate

  • Set up in Power Automate
  • Define an input variable
  • Set input variables
  • Define output variables
  • Add UI elements and test

5 – Integrate desktop flows with Outlook connector in Power Automate for desktop

  • Setup process in Power Automate
  • Build a cloud flow that’s triggered in Outlook
  • Test your new flow

6 – Connect a cloud flow to desktop flows in Power Automate for desktop

  • Setup process in Power Automate for desktop
  • Create a new cloud flow
  • Connect your cloud and desktop flows
  • Test your new connection

7 – Use AI Builder to process invoice forms in Power Automate

  • Solution setup in Power Automate
  • Create a form processing flow
  • Add fields and collections of documents
  • Analyze and train a model
  • Integrate the model into a cloud flow

8 – Use the Teams connector in Power Automate

  • Work from an existing solution in Power Automate
  • Create an approval solution
  • Integrate with an existing desktop flow
  • Build communication with Outlook
  • Test and run a flow

9 – Run a Power Automate for desktop flow in unattended mode

  • Set up an unattended desktop flow
  • Create a new cloud flow that calls an existing flow in unattended mode
  • Perform a test run
  • Best practices

10 – Optimize your business process with process advisor

  • Get familiar with process advisor
  • Create your first recording
  • Edit recordings and group actions
  • Analyze recordings and interpret results
  • Automation recommendations

11 – Handle variables in Power Automate for desktop

  • Introducing variables
  • Create, edit, and use variables
  • Variable data types
  • Advanced data types
  • Input and output variables
  • Variable manipulation
  • Sensitive variables

12 – Automate repetitive tasks using loops in Power Automate for desktop

  • Loop actions
  • Simple loop actions
  • For each loop actions
  • Loop condition actions

13 – Adjust process behavior using conditional actions with Power Automate for desktop

  • Conditional actions
  • The If group of actions
  • The Switch group of actions

14 – Configure flow control in Power Automate for desktop

  • Flow control actions

15 – Generate Power Automate for desktop flows by recording

  • Create desktop flows using the recorder

16 – Configure exception and error handling in Power Automate for desktop

  • About exceptions
  • Exception handling

17 – Control file and folder handling in Power Automate for desktop

  • Folder actions
  • File actions

18 – Web automation in Power Automate for desktop

  • Introducing web automation
  • Launch, close, and handle browsers
  • Handle web pages and forms
  • Extract data from web pages
  • Direct web access and scripting

19 – Use Power Automate for desktop to interact with windows and applications

  • UI elements
  • Window handling and element interaction

20 – Excel automation in Power Automate for desktop

  • Launch, save, and close an Excel file
  • Read from an Excel document
  • Write to an Excel worksheet
  • Additional actions and features
  • Manage worksheets

21 – Automating email handling in Power Automate for desktop

  • Introducing email automation
  • Automate webmail services
  • Automate Outlook
  • Automate Exchange servers

22 – Automate system, workstation, and services actions in Power Automate for desktop

  • System and workstation actions
  • Services actions

23 – Communicate using message boxes in Power Automate for desktop flows

  • Message box actions

24 – Text manipulation in Power Automate for desktop

  • Text handling actions
  • Date time actions

25 – Simulate mouse and keyboard actions by using Power Automate for desktop

  • Mouse and keyboard actions

26 – Combine Power Automate desktop and cloud flows

  • Run a Power Automate desktop flow from a cloud flow

27 – Database handling in Power Automate for desktop

  • Database actions

28 – Active Directory handling in Power Automate for desktop

  • Active Directory actions

29 – Scripting in Power Automate for desktop

  • Scripting actions

30 – OCR technologies in Power Automate for desktop

  • Introducing OCR technologies
  • OCR actions

31 – Get started with custom connectors in Microsoft Power Platform

  • Demo of the maker portal experience
  • Explore custom connector configuration options
  • Use a custom connector

32 – Configure custom connectors with authenticated APIs in Microsoft Power Platform

  • Authentication options
  • Use APIs with Azure AD
  • Configure Microsoft Entra ID authentication
  • Share and move between environments

33 – Introduction to Microsoft Power Platform security and governance

  • Identify Microsoft Power Platform environments
  • Data Loss Prevention policies
  • Microsoft Power Platform Center of Excellence Starter Kit

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