Workflow Automation with Microsoft Power Automate: Use business process automation to achieve digital transformation with minimal code, 2nd Edition

Cover
CopyRight Page
Contributors
Table of Contents
Preface
Chapter 1: Introducing Microsoft Power Automate
	What is Power Automate?
	Choosing what to automate
	Reviewing general terminology
		Business process
		Workflow
		REST
	Learning Power Automate terminology
		Flow
		Connectors
		Triggers
		Steps
		Actions
		Conditions
		Dataverse
		Gateways
		Templates
		Packages
		Branching
	Getting Power Automate
	Summary
Chapter 2: Getting Started with Power Automate
	Logging in to Power Automate
		End user web portal interface
		Mobile app interface
		Power Automate Desktop interface
		Admin interface
	Creating your first flow
		Understanding the flow components
		Creating and executing the flow
		Examining the flow
	Summary
Chapter 3: Working with Email
	Learning about email connectors and actions
	Working with email
		Reading email
		Handling attachments
			Creating the flow
			Verifying completion
		Sending email
	Summary
Chapter 4: Copying Files
	Learning about file connectors and actions
	Working with files
		Copying files to SharePoint
			Verifying results with Test Flow
			Verifying the results manually
		Publishing files to Dropbox
			Verifying the results
	Summary
Chapter 5: Creating Button Flows
	Learning about button flows
	Creating a button flow to email a manager
	Executing a button flow
	Summary
Chapter 6: Generating Push Notifications
	Learning about push notifications
	Configuring a notification for emails from your manager
		Introducing conditions
		Creating the flow
	Reviewing a notification
	Reworking the flow
	Summary
Chapter 7: Working with Shared Flows
	Understanding shared flows
	Sharing a cloud flow
	Sharing a desktop flow
		Creating a basic desktop flow
		Sharing a desktop flow
	Sharing a flow with run only permissions
	Managing shared flows
	Summary
Chapter 8: Working with Conditions
	Understanding condition operators
		Evaluating objects
	Using expressions and multiple conditions
		Adding multiple conditions
		Adding condition groups
		Using a switch condition
	Summary
Chapter 9: Getting Started with Approvals
	Understanding Dataverse
	Creating an approval flow
		Creating a SharePoint site and list
		Creating an approval
		Adding calendar events and notifications
		Starting the flow
	Responding to approvals
	Summary
Chapter 10: Working with Multiple Approvals
	Working with sequential approvals
	Working with parallel approvals
	Working with advanced scenarios
		Mixed approval types
		Everyone must approve
	Creating a basic sequential approval
		Configuring the prerequisites
		Creating the flow
			Creating the trigger
			Creating the first-stage approval
			Creating the second-stage approval
			Completing the flow
		Testing the flow
	Adding parallel branches
	Summary
Chapter 11: Posting Approvals to Teams
	Understanding the flow
	Configuring prerequisites
		A SharePoint site
		Power Automate app for Teams
	Configuring an approval flow to use Teams
		Getting the requester’s information
		Creating the approval
		Returning the response
	Testing the flow
		Requesting approval
		Approving the request
		Reviewing the response
	Summary
Chapter 12: Using a Database
	Understanding database connectors, triggers, and actions
		Triggers
		Actions
	Connecting to a database
		Creating a server
		Creating a database
		Creating a database table
	Creating a connection to a database
	Adding content to a database
		Creating the flow
		Executing the flow
		Verifying the flow
			Reviewing the run history
			Reviewing the SQL data
	Summary
Chapter 13: Working with Microsoft Forms
	Understanding the Forms connector triggers and actions
		Triggers
		Actions
	Creating a basic form
	Processing a form with Power Automate
	Testing the flow
	Verifying the result
		Reviewing the run history
		Reviewing the SQL data
	Summary
Chapter 14: Accepting User Input
	Understanding the user input options
	Creating a flow that uses all input types
		Configuring the prerequisites
		Creating the flow
		Executing the flow
		Verifying the flow execution
	Expanding further
	Summary
Chapter 15: Automating Azure AD
	Technical requirements
	Learning about connectors and actions
		HTTP action
		Parse JSON
		Create CSV table
	Configuring prerequisites
		Configuring an Azure AD application
		Creating a client secret
	Creating an HTTP flow
		Gathering the data
		Parsing the output
		Creating a report
	Testing the flow
	Verifying the flow
	Expanding further
	Summary
Chapter 16: Introducing Robotic Process Automation
	Technical requirements
	Learning about actions and variable passing
		Run a flow built with Power Automate for desktop action
		Variable passing
		The Power Automate recorder
	Configuring prerequisites
		Configuring Power Automate Desktop
		Configuring a Microsoft Access database
		Configuring the Microsoft on-premises data gateway
	Configuring an RPA flow
		Configuring the flow framework
		Configuring an application to open
		Running the Power Automate recorder
		Updating the variables
		Finishing the flow
	Testing the flow
	Verifying the flow
	Summary
Chapter 17: Introducing AI Models
	Learning about AI models
	Technical requirements
	Configuring prerequisites
		Creating a Forms survey
		Creating an Excel workbook
	Creating a sentiment analysis flow
	Testing the flow
	Reviewing the output
	Expanding further
	Summary
Chapter 18: Exporting, Importing, and Distributing Flows
	Exporting a flow
	Importing a flow
	Distributing a flow
		Sending a flow via Power Automate
		Publishing a flow to the template gallery
	Summary
Chapter 19: Monitoring and Troubleshooting Flows
	Monitoring flows
		Viewing the run history
		Resubmitting a flow
	Reviewing email error reports
	Resolving authentication errors
	Examining detailed errors with the flow checker
	Understanding error codes
	Finding additional resources
	Summary
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