Fundamentals of process automation with Microsoft Flow

Course Description: Fundamentals of Process Automation with Microsoft Flow

This course is delivered in online format and consists of 16 units covering theory and practice.

The course duration is 115 hours, distributed between content and collaboration tools. Upon completion, students will receive an accredited diploma.

Training takes place through our Virtual Campus. With this modality, you will have access to all didactic content on the course platform, available 24 hours a day, every day of the week, starting from the course start date. Students will also have access to participation forums and continuous tutoring.

The course fee applies to the e-learning modality (100% bonus option). On-site and telepresence training actions can be arranged upon request.

• Platform access: 8 weeks
• Individualized support

Course Introduction

Microsoft Flow, now known as Power Automate, is a key Microsoft tool for business process automation. It allows the creation of 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 flows integrated with tools like SharePoint, PowerApps, and Dynamics 365.

Target Audience

This course is aimed at:

• IT and technical support professionals who want to automate internal processes.
  
• Business users working with Microsoft 365 who seek to improve their productivity.
  
• Functional consultants and system administrators.
  
• Process managers and business analysts.
  
• Teams using SharePoint, PowerApps, or Dynamics 365 and wishing to integrate them through automation.

No development experience is required, as the course focuses on a low-code approach.

Training Objectives

Upon completion of the course, participants 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 incidents in flow execution.

Course Content: Fundamentals of Process Automation with Microsoft Flow

Module 1: Introduction to Microsoft Flow (Power Automate)

• Key concepts and business use cases
  
• Role of automation in digital transformation

Module 2: Microsoft Flow Services and Features

• Main components
  
• Types of connectors and triggers

Module 3: Integration and Connectivity

• Connection with Microsoft 365 services
  
• Integration with external applications and services

Module 4: Types of Automation and Owner Management

• Automated, instant, and scheduled flows
  
• User and permission management

Module 5: Integration with Common Data Service (Dataverse)

• Use of common data in flows
  
• Business scenarios

Module 6: Flow Clients

• Use from 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 flows

Module 9: Optimization with Templates

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

Module 10: Approval Flows

• Design of approval processes
  
• Conditional logic and branching

Module 11: Document Automation

• Document storage
  
• Notifications, approvals, and push actions

Module 12: Automation Flows for Dynamics 365

• Common business scenarios

Module 13: Integration with SharePoint, PowerApps, and Flow

• End-to-end automation

Module 14: Testing and Troubleshooting

• Flow validation
  
• Resolution of common errors

Module 15: Flow Management and Distribution

• Flow ownership
  
• Export and import

Module 16: Final Practice

• Comprehensive practical case of automation

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 a face-to-face or telepresence modality, please contact us:

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