Guilmette Workflow Automation with Microsoft Power Automate, Second edition

Use business process automation to achieve digital transformation with minimal code
2. Auflage 2022
ISBN: 978-1-80324-266-8
Verlag: De Gruyter
Format: EPUB
Kopierschutz: 0 - No protection

E-Book, Englisch, 424 Seiten

MS Power Automate is a workflow automation tool built into MS 365 to help businesses automate repetitive tasks or trigger business processes without user intervention. It is a low-code tool that is part of the Microsoft applications framework, the Power Platform.

If you are new to Power Automate, this book will give you a comprehensive introduction and a smooth transition from beginner to advanced topics to help you get up to speed with business process automation. Complete with hands-on tutorials and projects, this easy-to-follow guide will show you how to configure automation workflows for business processes between hundreds of applications, using examples within Microsoft and including third-party apps like Dropbox and Twitter. Once you understand how to use connectors, triggers, and actions to automate business processes, you'll learn how to manage user input, documents, and approvals, as well as interact with databases. This edition also introduces new Power Automate features such as using robotic process automation (RPA) to automate legacy applications, interacting with the Microsoft Graph API, and working with artificial intelligence models to do sentiment analysis.

By the end of this digital transformation book, you'll have mastered the basics of using Power Automate to replace repetitive tasks with automation technology.

Autoren/Hrsg.

Guilmette, Aaron

Fachgebiete

• Mathematik | Informatik EDV | Informatik Technische Informatik Systemverwaltung & Management
• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Microsoft Programmierung
• Mathematik | Informatik EDV | Informatik Business Application Groupware
• Mathematik | Informatik EDV | Informatik Betriebssysteme Windows Betriebssysteme

Inhaltsverzeichnis

Table of Contents - Introducing Microsoft Power Automate
- Getting Started with Power Automate
- Working with Email
- Copying files
- Creating Button Flows
- Generating Push Notifications
- Working with Shared Flows
- Working with Conditions
- Getting Started with Approvals
- Working with Multiple Approvals
- Posting Approvals to Teams
- Using a Database
- Working with Microsoft Forms
- Accepting User Input
- Automating Azure AD
- Introducing Robotic Process Automation
- Introducing AI Models
- Exporting, Importing, and Distributing Flows
- Monitoring and Troubleshooting Flows

Leseproben

Preface

Microsoft Power Automate is a business productivity tool designed to bring automation capabilities to both cloud and on-premises applications. The ubiquity and proliferation of cloud-based software-as-a-service technologies has resulted in organizations using a myriad of disconnected tools as part of their business operations.

Throughout this updated and revised book, you’ll learn how Power Automate can be used to drive efficiency in automation by connecting all these disconnected parts and help you reduce the time spent performing repetitive tasks.

Who is this book for?

This book is for individuals who are new to the Microsoft Power Platform (including Power Automate, Power Apps, and Power BI). Readers can have little to no experience in coding, automation, or software development practices. This book will walk readers through very basic tasks to gain an understanding of the tools and leave them with completed workflows that can be exported and used in their daily work or further refined and adapted to more complex processes.

What this book covers

, , introduces the basic concepts of workflows and automation.

, , dives into the Power Automate interface and application components.

, , explains how to configure Power Automate to process and interact with emails and attachments.

, , explores how to use Power Automate to copy files between cloud-based services.

, , demonstrates how to use button flows (also called manual or instant flows) and shows how they can be executed from mobile devices.

, , explains how to configure flows with push notifications to mobile devices.

, , covers how to share and co-manage flows with your peers.

, , explains how to enable multiple outcomes for flows based on criteria evaluation.

, , discusses how to use approval workflows for documents.

, , builds on the knowledge gained in the previous chapter and expands it using conditions, branching, and sequential approvals.

, , demonstrates how to integrate approval workflows into Microsoft Teams.

, , covers connecting to a database and using it to store or retrieve information as part of a flow.

, , demonstrates how to use Power Automate to process response data from Microsoft Forms.

, , explores configuring a button flow to accept a variety of user input types.

, , introduces connectors for working with Microsoft Graph.

, , demonstrates capturing screen, keyboard, and mouse data to automate legacy desktop applications.

, , introduces the Sentiment Analysis AI model for evaluating text.

, , discusses how to import, export, and transport flows between environments.

, , contains troubleshooting tips for when things go wrong.

To get the most out of this book

To get the most out of this book, you should have a Microsoft 365 subscription with access to a premium Power Automate plan to enable access to premium connectors, AI models, and Robotic Process Automation.

You should also have an internet-connected computer with a modern browser such as Microsoft Edge or Google Chrome. You can obtain a free Microsoft 365 subscription from https://aka.ms/e5trial.

For , , and , , you will need accounts on Twitter and Dropbox, respectively.

For , , you will need a Power Automate license that includes unattended Robotic Process Automation.

For , , you will need AI Builder capacity. The unattended Robotic Process Automation licensing includes a base level of AI Builder capacity suitable for completing the examples.

Download the example code files

The code bundle for the book is hosted on GitHub at https://github.com/PacktPublishing/Workflow-Automation-with-Microsoft-Power-Automate-2nd-Edition. We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781803237671_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. For example: “Update the prompt to say .”

A block of code is set as follows:

Bold: Indicates a new term, an important word, or words that you see on the screen. For instance, words in menus or dialog boxes appear in the text like this. For example: “A gateway is a software application installed on an on-premises computer.”

Warnings or important notes appear like this.

Tips and tricks appear like this.

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Über Autor(innen)

Guilmette Aaron:

Aaron Guilmette is a Principal Architect at Planet Technologies, an award-winning Microsoft Partner focused on the Public Sector. As an author of over a dozen IT books, he specializes in identity, messaging, and automation technologies. Previous to Planet Technologies, Aaron was a Senior Program Manager for Microsoft focusing on Microsoft 365 Customer Experience. When he's not writing books or tools for his customers, Aaron can be found tinkering on cars.