Summit Roadshow Accelerator - DC Power Automate for Beginners

This course is designed for someone just starting their Power Automate journey but looking to quickly upskill with a lecture & lab based course. The lecture section will cover key concepts and the labs will provide hands on experience with the concepts learned. The labs are aimed towards common use cases that most business see on a daily basis. Each lab will have several components built in it.

Instructor: Mary Myers, 3-time Microsoft MVP, international trainer, and Owner at WorldMax

Learning Objectives

1.) Learn basic fundamentals of Power Automate to get started building flows.

2.) Learn how to plan and architect solutions to ensure quality solutions.

3.) Create practical flows from hands on labs that can be utilized right away.

Power Automate UI navigation

• Toolbars
• Environments
• Dataverse

Intro to Power Automate

• Triggers
• Actions
• Dynamic content
• Templates

Designing your flow

• Map out the process
• Data structure & relationships
• Source documents

Low Code Concepts

• Array /object
• Expressions
• Filters
• Variables

control actions

• Conditions/switch
• Apply to each

Parsing Data

• JSON formatting
• Parsing JSON
• JSON formatting tools

Approval Connector

• Types of approvals
• Limitations

Error Handling

• Scope
• Run after

Scalable Solutions

• Child flows
• Exporting flows
• Solutions

Labs

• Time sheet flow using Excel
• Advanced lead routing- sort lead based on location
• Document creation with e-signature and approval
• New Excel file in SharePoint to Dataverse

System Requirements

• Office license with Power Automate access
• System customizer access in Power Platform
• Outlook, SharePoint, Dataverse, Word, Excel

Host or Publisher Dynamic Communities Inc.