Automate processes with Robotic Process Automation and Power Automate Desktop

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Free Online Course: Automate processes with Robotic Process Automation and Power Automate Desktop provided by Microsoft Learn is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Learn how to build a Power Automate Desktop flow.
    • In this module, you will:

      • Learn about Power Automate Desktop flows.
      • Learn how to create a new desktop flow.
      • Record actions that are performed in the desktop-based Contoso Invoicing application.
      • Perform a test run of the new desktop flow.
    • Module 2: This module defines input and output parameters for desktop flows, which will allow your flows to be more comprehensive and useful.
    • In this module, you will:

      • Create a desktop flow with predefined inputs.
      • Record actions that are performed in the desktop-based Contoso Invoicing application by using these inputs and capturing application data for output.
      • Perform a test run of a new desktop flow with a new set of inputs.
    • Module 3: Learn how to integrate desktop flows with Microsoft Outlook in Power Automate Desktop.
    • In this module, you will:

      • Create a new solution to package the complete invoice processing solution.
      • Create a new cloud flow that initiates the invoicing process through receipt of an email.
      • Integrate a desktop flow into a cloud flow.
      • Test the new cloud flow.
    • Module 4: Learn how to create cloud flows in Microsoft Power Automate Desktop.
    • In this module, you will:

      • Create a cloud flow.
      • Configure the on-premises data gateway to enable the cloud flow to run the desktop flow on your device.
      • Add the desktop flow to the new cloud flow.
      • Test the new cloud flow.
    • Module 5: Learn how to use AI Builder to process invoice forms in Microsoft Power Automate.
    • In this module, you will:

      • Build a new AI model for form processing.
      • Train the new AI model to process Contoso Invoice forms.
      • Integrate the new AI model into an existing cloud flow.
      • Test the updated cloud flow and associated AI Builder-based predictions.
    • Module 6: Learn how to use the Teams connector in Microsoft Power Automate.
    • In this module, you will:

      • Integrate a Microsoft Teams-based approval model and the associated conditional logic into an existing cloud flow.
      • Integrate the desktop flow for entering the invoice information into the approval process.
      • Integrate Microsoft Outlook-based approval/rejection notifications into the invoice process.
      • Test the end-to-end invoice processing cloud flow.
    • Module 7: Learn how to run an unattended Microsoft Power Automate Desktop flow.
    • In this module, you will:

      • Run a basic desktop flow in unattended mode.
      • Run a desktop flow and cloud flow scenario in unattended mode.
      • Learn best practices and setup for unattended desktop flows.
    • Module 8: Learn how to optimize your business process with the process advisor capability in Microsoft Power Automate.
    • In this module, you will:

      • Create your first recording.
      • Edit recordings and group actions.
      • Analyze recordings and interpret results.

Syllabus
    • Module 1: Build your first Power Automate Desktop flow
      • Introduction
      • Set up the environment
      • Explore Power Automate Desktop
      • Create your first Power Automate Desktop flow
      • Record Power Automate Desktop actions
      • Edit and test recorded actions
      • Check your knowledge
      • Summary
    • Module 2: Define input and output parameters in Power Automate
      • Introduction
      • Set up in Power Automate
      • Define an input variable
      • Set input variables
      • Define output variables
      • Add UI elements and test
      • Check your knowledge
      • Summary
    • Module 3: Integrate desktop flow with Outlook connector in Power Automate Desktop
      • Introduction
      • Setup in Power Automate
      • Build a cloud flow that is triggered in Outlook
      • Test your new flow
      • Check your knowledge
      • Summary
    • Module 4: Connect a cloud flow to a desktop flow in Power Automate Desktop
      • Introduction
      • Setup in Power Automate Desktop
      • Create a gateway connection
      • Create a new cloud flow
      • Connect your cloud and desktop flows
      • Test your new connection
      • Check your knowledge
      • Summary
    • Module 5: Use AI Builder to process invoice forms in Power Automate
      • Introduction
      • 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
      • Check your knowledge
      • Summary
    • Module 6: Use the Teams connector in Power Automate
      • Introduction
      • Work from an existing solution in Power Automate
      • Create an approval solution
      • Integrate with an existing desktop flow
      • Build in communication with Outlook
      • Test and run a flow
      • Check your knowledge
      • Summary
    • Module 7: Run a Power Automate Desktop flow in unattended mode
      • Introduction
      • 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
      • Check your knowledge
      • Summary
    • Module 8: Optimize your business process with process advisor
      • Introduction
      • Get familiar with process advisor
      • Create your first recording
      • Edit recordings and group actions
      • Analyze recordings and interpret results
      • Automation recommendations
      • Check your knowledge
      • Summary