PL-7002: Create and Manage Automated Processes by using Power Automate

PL-7002: Create and Manage Automated Processes by using Power Automate is an engaging instructor-led course that empowers business users, IT professionals, and developers to design, implement, and manage automated workflows using Microsoft Power Automate. This course covers creating cloud flows, desktop flows, and process automation that integrate across Microsoft 365, Dynamics 365, and third-party applications.

Participants will gain hands-on experience automating repetitive tasks, integrating data sources, and enhancing business efficiency through Power Automate’s low-code platform. This course also explores advanced features like approvals, AI Builder integration, and governance best practices to ensure scalable and secure automation solutions.

Audience Profile

This course is ideal for:

• Business analysts and citizen developers focused on automating business processes

• IT professionals managing enterprise workflow automation

• Developers integrating Power Automate with other Microsoft services

• Individuals preparing to enhance their skills in Power Automate for process automation

Familiarity with Microsoft 365 or Power Platform fundamentals is recommended but not required.

Course Outline

Module 1: Introduction to Power Automate

• Overview of Power Automate capabilities and use cases

• Understanding flow types: cloud flows, desktop flows, and business process flows

• Navigating the Power Automate interface and tools

Module 2: Designing Cloud Flows

• Creating automated and instant flows

• Working with triggers, actions, and connectors

• Managing conditions, loops, and expressions

Module 3: Building Desktop Flows (RPA)

• Introduction to robotic process automation with Power Automate Desktop

• Recording and editing desktop automation workflows

• Integrating desktop flows with cloud flows

Module 4: Integrating Data and Services

• Connecting to Microsoft Dataverse, SharePoint, Teams, and external APIs

• Using premium connectors and custom connectors

• Handling data operations and error management

Module 5: Implementing Approvals and AI Builder

• Configuring approval workflows and adaptive cards

• Leveraging AI Builder to add intelligence to flows

• Using form processing, object detection, and prediction models

Module 6: Governance and Security for Automated Processes

• Applying data loss prevention (DLP) policies

• Managing user roles and permissions

• Monitoring flow analytics and troubleshooting

Module 7: Managing Lifecycle and Deployment

• Versioning, exporting, and importing flows

• Environment strategies and ALM best practices

• Sharing flows and managing access

Hands-On Experience

This course includes 40% to 50% hands-on practice, enabling learners to design, build, and manage real-world automated processes using Power Automate Desktop and cloud flows within Microsoft Power Platform.