An expert was once a beginner

Getting Started with Power Automate

6 Hours

Course Overview

This 1-day course provides a practical introduction to Microsoft Power Automate, equipping learners with the skills to design and implement automated workflows that streamline repetitive tasks and enhance productivity. Participants will explore the fundamentals of Power Automate, including flow types, triggers, actions, and data handling, while gaining hands-on experience creating and managing workflows. Through guided instruction and real-world examples, learners will understand how Power Automate integrates seamlessly with Microsoft 365 services such as SharePoint, Outlook, OneDrive, and Teams to support collaboration and efficiency.

Learning Objectives

After completing this course, participants will be able to:

  • Explain the purpose, key features, and benefits of Microsoft Power Automate.
  • Navigate the Power Automate interface and access built-in learning resources.
  • Create automated, instant, and scheduled flows using templates or custom setups.
  • Configure triggers, actions, and dynamic content within flows.
  • Apply variables, loops, and conditionals to manage data effectively.
  • Integrate Power Automate with SharePoint, Outlook, OneDrive, and Teams to streamline collaboration.

Course Outline

Introduction to Microsoft Power Automate

  • What is Power Automate?
  • Key Features and Benefits
  • Understanding Flows: Automated, Instant, and Scheduled
  • Overview of Connectors and Integrations

Getting Started with Power Automate

  • Setting Up Your Power Automate Account
  • Navigating the Power Automate Interface
  • Exploring the Left Navigation Pane
  • Accessing Learning Tools and Resources

Creating Your First Flow

  • Introduction to Flow Types
  • Creating Automated Cloud Flows
  • Building Instant Cloud Flows
  • Setting Up Scheduled Cloud Flows
  • Utilizing Templates for Quick Setup

Understanding Triggers and Actions

  • What are Triggers and Actions?
  • Configuring Triggers
  • Adding and Configuring Actions
  • Using Dynamic Content in Actions

Working with Data in Flows

  • Introduction to Variables and Data Types
  • Implementing Conditionals and Loops
  • Error Handling and Debugging Flows
  • Managing Flow Outputs and Responses

Integrating with Microsoft Services

  • Connecting to SharePoint
  • Automating Tasks in Outlook
  • Synchronizing Data with OneDrive
  • Leveraging Teams for Collaboration

Optional Apps Training: The course can be customized to incorporate training on the below apps by modifying the class schedule on a prorated basis.

Lists (1 hour)

  • What Lists are and how they relate to SharePoint
  • Creating and customizing lists (templates, views, rules)
  • Demo: Build a task tracker
  • Hands-on activity: Create and customize your own list

Loop (1 hour)

  • Introduction to workspaces and Loop components
  • Embedding Loop in Teams, Outlook, and OneNote
  • Demo: Real-time co-editing of a Loop checklist
  • Hands-on activity: Create and share a Loop progress tracker

Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $560
Private Group Class: Live Virtual
1-4 students $1960
5-8 students $2240
9-12 students* $2520
*$175 per additional student
Private Group Class: At Your Location
1-4 students $2210
5-8 students $2490
9-12 students* $2770
*$175 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).

Customization

Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee