Fundamentals of process automation with Microsoft Flow

Course description: Fundamentals of process automation with Microsoft Flow

This course is taught in online format and consists of 16 units including theory and practice.

The duration of the course is 115 hours that distributes between the content and the collaboration tools. Upon completion, the student will receive a certificate of completion.

The training is delivered through our Virtual Campus. With this format, you will have access to all the course materials on the platform, available 24/7 from the start date. Students will also have access to discussion forums and ongoing tutoring.

The course fee applies to the e-learning modality (100% bonus option) Face-to-face and telepresence training actions can be carried out on demand.

• Access to the platform: 8 weeks
• Individualized support

Course Introduction

Microsoft Flow , now known as Power Automate , is a key Microsoft tool for business process automation. It allows you to create workflows that connect applications, services, and data, reducing manual tasks, improving operational efficiency, and standardizing processes.

This course provides a practical and applied view of business process automation, covering everything from fundamental concepts to the creation, management, and optimization of complex workflows integrated with tools such as SharePoint, PowerApps, and Dynamics 365.

Course aimed at

This course is aimed at:

• IT and technical support professionals who want to automate internal processes.
  
• Business users who work with Microsoft 365 and are looking to improve their productivity.
  
• Functional consultants and systems administrators.
  
• Process managers and business analysts.
  
• Teams that use SharePoint, PowerApps, or Dynamics 365 and want to integrate them through automation.

You don't need to be a developer, as the course focuses on a low-code approach.

Training objectives

Upon completion of the course, the participant will be able to:

• Understand the fundamentals of Microsoft Flow and its application in business processes.
  
• Design and create automated, scheduled, and approval workflows.
  
• Integrate Microsoft Flow with services such as SharePoint, PowerApps, and Dynamics 365.
  
• Implement automations for notifications, document management, and collaborative processes.
  
• Analyze and apply conditional logic in business flows.
  
• Manage, distribute, export and import flows in a controlled manner.
  
• Identify and resolve common issues in workflow execution.

Course Content: Fundamentals of Process Automation with Microsoft Flow

Module 1: Introduction to Microsoft Flow (Power Automate)

• Key concepts and use cases in the business
  
• The role of automation in digital transformation

Module 2: Microsoft Flow Services and Functionalities

• Main components
  
• Types of connectors and triggers

Module 3: Integration and connectivity

• Connecting to Microsoft 365 services
  
• Integration with external applications and services

Module 4: Types of automation and owner management

• Automatic, instantaneous, and scheduled workflows
  
• User and permissions management

Module 5: Integration with Common Data Service (Dataverse)

• Use of common data in flows
  
• Business scenarios

Module 6: Flow Customers

• Use from the web and other compatible environments

Module 7: Creating Flows

• Periodic flows
  
• Basic step-by-step flows
  
• Automation with social media (tweets)

Module 8: Team Management and Notifications

• Email automation
  
• Collaborative workflows

Module 9: Optimization with templates

• Use of pre-designed templates
  
• Best practices for reuse

Module 10: Approval Flows

• Approval process design
  
• Conditional logic and branching

Module 11: Document Automation

• Document storage
  
• Notifications, approvals, and push actions

Module 12: Automation workflows for Dynamics 365

• Typical business scenarios

Module 13: Integration with SharePoint, PowerApps, and Flow

• End-to-end automation

Module 14: Testing and Troubleshooting

• Flow validation
  
• Troubleshooting common errors

Module 15: Flow Management and Distribution

• Property of flows
  
• Export and import

Module 16: Final Practice

• Comprehensive automation case study

Prerequisites

To successfully complete the course, it is recommended to have:

• Basic knowledge of Microsoft 365 environments.
  
• Access to a Microsoft account with Microsoft Flow (Power Automate) availability.
  
• Basic familiarity with tools such as:
  • Outlook
    
  • SharePoint
    
  • OneDrive (recommended)

Computer with internet access and an updated browser.
No prior programming knowledge is required.

Other training modalities

If you are interested in taking this course in person or remotely, please contact us:

• Email: info@nanforiberica.com
• Telephone: +34 91 031 66 78
• WhatsApp: +34 685 60 05 91