Power Automate Desktop
Master real-world automation with hands-on workflows and expert-led insights - 2 days
Let's face it—we're all drowning in repetitive tasks. Between endless emails, data entry, and the same processes we do over and over, who has time for the work that actually matters? That's where Microsoft Power Automate Desktop comes in. It's like having a digital assistant that can handle all those tedious jobs while you focus on the bigger picture.
The best part? You don't need to be a coding wizard to use it. This tool was built for regular people who want to work smarter, not harder.
What makes this course different is that it's taught by someone who's been in the trenches for over 30 years. We're not talking about textbook examples that fall apart the moment you try them at work. Instead, you'll learn through real situations you'll actually encounter on the job. By the time you're done, you'll have practical skills you can use immediately—not just another certificate to hang on your wall.
The goal is simple: give you the tools to solve real business problems and make your workday a whole lot easier.
Learning Outcomes
By the end of this 2-day intensive course, participants will be able to:
- Understand the fundamentals of Microsoft Power Automate Desktop and its role in business automation.
- Design, build, and manage desktop flows to automate routine tasks.
- Integrate Power Automate Desktop with various applications like Excel, Outlook, and web browsers.
- Implement error handling, loops, and conditional logic to create robust automation solutions.
- Leverage AI capabilities for tasks like invoice processing using AI Builder.
- Deploy automation solutions in both attended and unattended modes.
- Apply best practices for designing scalable and maintainable automation workflows.
Prerequisites
To ensure a productive learning experience, participants should have:
- Basic proficiency in using Windows-based applications.
- Familiarity with Microsoft Office tools, especially Excel and Outlook.
- An understanding of basic logical constructs (e.g., if-then statements, loops).
Training Course Outline
1. Introduction to Power Automate Desktop
- Overview of Robotic Process Automation (RPA) and its business value.
- Navigating the Power Automate Desktop interface.
- Setting up the development environment.
2. Building Your First Desktop Flow
- Creating simple automation flows.
- Recording user actions using the desktop recorder.
- Testing and debugging flows.
3. Variables and Data Manipulation
- Understanding different variable types.
- Implementing input and output parameters.
- Manipulating data within flows.
4. Control Structures: Loops and Conditionals
- Implementing loops for repetitive tasks.
- Using conditional statements to control flow logic.
- Best practices for nested control structures.
5. Error Handling and Debugging
- Setting up error handling mechanisms.
- Using breakpoints and debugging tools.
- Logging and monitoring flow executions.
6. Integrating with Microsoft Excel
- Reading from and writing to Excel files.
- Automating data processing tasks.
- Handling Excel instances and workbooks.
7. Email Automation with Outlook
- Automating email sending and receiving.
- Processing email attachments and content.
- Triggering flows based on email events.
8. Web Automation Techniques
- Automating web-based tasks using the web recorder.
- Extracting data from web pages.
- Handling dynamic web elements and sessions.
*9. Advanced UI Automation (Optional)
- Interacting with desktop applications.
- Using image recognition and OCR for automation.
- Simulating mouse and keyboard actions.
*10. Leveraging AI Builder ()ptional)
- Introduction to AI Builder and its capabilities.
- Processing forms and invoices using AI models.
- Integrating AI insights into automation flows.
*11. Deploying and Managing Flows (Optional)
- Running flows in attended and unattended modes.
- Scheduling and triggering flows.
- Monitoring and maintaining automation solutions.
*Depends on whether the license and environment permits
Practical, connected learning
My wider training approach brings hands-on implementation and systems thinking together, connecting technology with real operational needs.