Podcast
Questions and Answers
Power Automate is a ______-based application that can be used to create workflows.
Power Automate is a ______-based application that can be used to create workflows.
cloud
These cloud-based workflows (flows) use ______ to access information stored in a variety of systems.
These cloud-based workflows (flows) use ______ to access information stored in a variety of systems.
connectors
Power Automate can ______ the collection and processing of information.
Power Automate can ______ the collection and processing of information.
automate
Power Automate can manage the ______ process for documents and information.
Power Automate can manage the ______ process for documents and information.
Power Automate can send ______ reminders for past-due tasks.
Power Automate can send ______ reminders for past-due tasks.
Power Automate can ______ emails and attachments in an indexable system.
Power Automate can ______ emails and attachments in an indexable system.
Power Automate can ______ interactive computer tasks that are normally done manually.
Power Automate can ______ interactive computer tasks that are normally done manually.
Power Automate can ______ a staged process consisting of multiple steps.
Power Automate can ______ a staged process consisting of multiple steps.
Power Automate is one of five applications included in the ______ Platform.
Power Automate is one of five applications included in the ______ Platform.
Power Automate can connect to over ______ out-of-the-box data sources.
Power Automate can connect to over ______ out-of-the-box data sources.
The ability for non-developers to use low-code/no-code tools frees up professional developers to focus on applications that require the use of more ______ coding environments.
The ability for non-developers to use low-code/no-code tools frees up professional developers to focus on applications that require the use of more ______ coding environments.
A citizen developer is an employee who creates application capabilities for consumption by themselves or others, using tools that are not actively ______ by IT or business units.
A citizen developer is an employee who creates application capabilities for consumption by themselves or others, using tools that are not actively ______ by IT or business units.
Citizen developers report to a ______ unit or function other than IT.
Citizen developers report to a ______ unit or function other than IT.
A sales representative might use Power Automate to consolidate monthly sales reports into a more ______ report.
A sales representative might use Power Automate to consolidate monthly sales reports into a more ______ report.
Power Automate can be used to interact with ______ information using a regular computer user interface.
Power Automate can be used to interact with ______ information using a regular computer user interface.
The other four applications in the Power Platform are Power Apps, Power BI, Power Virtual Agents, and ______.
The other four applications in the Power Platform are Power Apps, Power BI, Power Virtual Agents, and ______.
Power Automate is an advanced integration tool that can connect to a growing list of more than 600 out-of-the-box ______ sources.
Power Automate is an advanced integration tool that can connect to a growing list of more than 600 out-of-the-box ______ sources.
Power Automate desktop flows can be used to interact with legacy information using a regular computer ______.
Power Automate desktop flows can be used to interact with legacy information using a regular computer ______.
______ Automate provides you with a workflow engine that works with almost any information stored in a computer system.
______ Automate provides you with a workflow engine that works with almost any information stored in a computer system.
Power Automate can be used to periodically send reports generated by ______ BI.
Power Automate can be used to periodically send reports generated by ______ BI.
Power Automate can be helpful for both ______ organizations, like financial advisors, and traditional manufacturing companies.
Power Automate can be helpful for both ______ organizations, like financial advisors, and traditional manufacturing companies.
Creating computer programs to efficiently process information has traditionally required professional ______.
Creating computer programs to efficiently process information has traditionally required professional ______.
Low-code/no-code are terms used to describe the development of software applications, generally for ______ solutions, without the need for a traditional programming background.
Low-code/no-code are terms used to describe the development of software applications, generally for ______ solutions, without the need for a traditional programming background.
Power Automate does not support ______ in cloud flows.
Power Automate does not support ______ in cloud flows.
Microsoft releases a new set of features and enhancements for Power Automate at least every ______ months.
Microsoft releases a new set of features and enhancements for Power Automate at least every ______ months.
Learning to work with Power Automate is similar to learning to ______.
Learning to work with Power Automate is similar to learning to ______.
Many technical guides and videos on Power Automate function like ______.
Many technical guides and videos on Power Automate function like ______.
Cloud flows can be ______, ______, or ______ depending on the trigger.
Cloud flows can be ______, ______, or ______ depending on the trigger.
There are also ______ and ______ flows.
There are also ______ and ______ flows.
The type of flow created can affect the ______ context of the connections used.
The type of flow created can affect the ______ context of the connections used.
Power Automate can support a number of different ______ types.
Power Automate can support a number of different ______ types.
Desktop flows, also known as ______ Process Automation (RPA), allow users to interact with Windows or web application user interfaces (UIs) on their desktop.
Desktop flows, also known as ______ Process Automation (RPA), allow users to interact with Windows or web application user interfaces (UIs) on their desktop.
Business process flows provide a set of steps for people to follow to complete a ______ business process.
Business process flows provide a set of steps for people to follow to complete a ______ business process.
______, which are used to connect to and process content stored in data sources, are categorized to require one of two licensing levels: standard or premium.
______, which are used to connect to and process content stored in data sources, are categorized to require one of two licensing levels: standard or premium.
The ______ data gateway is a software service running on a local computer that provides cloud flows with access to data stored in on-premises computers.
The ______ data gateway is a software service running on a local computer that provides cloud flows with access to data stored in on-premises computers.
Microsoft Dataverse, originally named the Common Data Service (CDS), is a ______-based data store originally designed for Microsoft Dynamics business applications.
Microsoft Dataverse, originally named the Common Data Service (CDS), is a ______-based data store originally designed for Microsoft Dynamics business applications.
Power applications, Power Automate flows, and Dataverse tables are stored in dedicated areas called ______.
Power applications, Power Automate flows, and Dataverse tables are stored in dedicated areas called ______.
Each Microsoft 365 or Dynamics 365 ______ includes a default environment.
Each Microsoft 365 or Dynamics 365 ______ includes a default environment.
The problem with relying on the Power Automate ______ license is that it severely limits what connections you can use in your flows.
The problem with relying on the Power Automate ______ license is that it severely limits what connections you can use in your flows.
The free license does give you access to any ______ connector.
The free license does give you access to any ______ connector.
One of the most common licenses used when working with Power Automate is the ______ license included with Microsoft 365 licenses.
One of the most common licenses used when working with Power Automate is the ______ license included with Microsoft 365 licenses.
These seeded licenses are included so that Microsoft 365 users can easily create workflows and customize Office 365 ______.
These seeded licenses are included so that Microsoft 365 users can easily create workflows and customize Office 365 ______.
These seeded licenses cover the use of any ______ connectors in Power Apps and Power Automate.
These seeded licenses cover the use of any ______ connectors in Power Apps and Power Automate.
However, there are ______ on these seeded licenses.
However, there are ______ on these seeded licenses.
For example, these licenses do not cover the use of ______ gateways.
For example, these licenses do not cover the use of ______ gateways.
If you exclusively use ______ resources like SharePoint servers or network file servers, the Power Apps for Microsoft 365 per-user plan may not be ideal for your needs.
If you exclusively use ______ resources like SharePoint servers or network file servers, the Power Apps for Microsoft 365 per-user plan may not be ideal for your needs.
You cannot create personalized ______ based on API calls using the Power Apps for Microsoft 365 per-user plan.
You cannot create personalized ______ based on API calls using the Power Apps for Microsoft 365 per-user plan.
Access to data sources requiring ______ connectors, like SQL databases or Dataverse, is not included in the Power Apps for Microsoft 365 per-user plan.
Access to data sources requiring ______ connectors, like SQL databases or Dataverse, is not included in the Power Apps for Microsoft 365 per-user plan.
Dynamics 365 ______ licenses, like Dynamics 365 Enterprise and Dynamics 365 Professional, include a seeded license for Power Apps and Power Automate.
Dynamics 365 ______ licenses, like Dynamics 365 Enterprise and Dynamics 365 Professional, include a seeded license for Power Apps and Power Automate.
The Dynamics 365 seeded license allows you to create and execute ______ flows, which are automated sequences of actions, but not desktop flows.
The Dynamics 365 seeded license allows you to create and execute ______ flows, which are automated sequences of actions, but not desktop flows.
The Dynamics 365 seeded license includes the ability to use the premium ______ connector for customizing Dynamics 365 applications.
The Dynamics 365 seeded license includes the ability to use the premium ______ connector for customizing Dynamics 365 applications.
The Dynamics 365 seeded license allows you to access ______ data, but access to on-premises data may require an additional licensing, such as through a gateway.
The Dynamics 365 seeded license allows you to access ______ data, but access to on-premises data may require an additional licensing, such as through a gateway.
The Dynamics seeded license cannot be used to avoid licensing costs by replacing ______ Dynamics functionality with the Dataverse connector.
The Dynamics seeded license cannot be used to avoid licensing costs by replacing ______ Dynamics functionality with the Dataverse connector.
The Dynamics seeded license enables the creation of ______ flows in addition to cloud flows, which automate specific business processes, such as approval workflows.
The Dynamics seeded license enables the creation of ______ flows in addition to cloud flows, which automate specific business processes, such as approval workflows.
Both the Power Apps ______ and per-app licenses incorporate Power Automate use rights.
Both the Power Apps ______ and per-app licenses incorporate Power Automate use rights.
Power Automate use rights included with Power Apps licensing cover the usage of Power Automate in conjunction with a related ______.
Power Automate use rights included with Power Apps licensing cover the usage of Power Automate in conjunction with a related ______.
A ______ trigger can initiate a cloud flow, and as long as it utilizes the same data source as the related Power App, it’s also covered by Power Apps licensing.
A ______ trigger can initiate a cloud flow, and as long as it utilizes the same data source as the related Power App, it’s also covered by Power Apps licensing.
A flow that processes information submitted through a Microsoft Form is typically considered a ______ flow as it’s not directly tied to an existing Power App.
A flow that processes information submitted through a Microsoft Form is typically considered a ______ flow as it’s not directly tied to an existing Power App.
While per-app licensing normally covers a single ______ that directly triggers a flow, it may not automatically include all flows triggered by the application.
While per-app licensing normally covers a single ______ that directly triggers a flow, it may not automatically include all flows triggered by the application.
Users who lack a Power Apps per-user license may be prompted to start a ______ trial when creating an application or a flow.
Users who lack a Power Apps per-user license may be prompted to start a ______ trial when creating an application or a flow.
The per-user license without ______ gives you the ability to create as many cloud and business process flows as you like, using either standard or premium connectors.
The per-user license without ______ gives you the ability to create as many cloud and business process flows as you like, using either standard or premium connectors.
The per-user license with RPA has all the capabilities of the regular per-user license but adds the ability to trigger ______ flows from a cloud flow.
The per-user license with RPA has all the capabilities of the regular per-user license but adds the ability to trigger ______ flows from a cloud flow.
The desktop flows can be either attended flows (run on the user’s computer) or ______ flows (run on a remote computer or virtual machine).
The desktop flows can be either attended flows (run on the user’s computer) or ______ flows (run on a remote computer or virtual machine).
The last standalone Power Automate license is a per-______ license.
The last standalone Power Automate license is a per-______ license.
Whereas the per-user licenses let a single user run multiple flows, the per-flow license covers many different users running one ______.
Whereas the per-user licenses let a single user run multiple flows, the per-flow license covers many different users running one ______.
The base license covers up to five flows. Additional licenses can be added on for each additional ______ over five.
The base license covers up to five flows. Additional licenses can be added on for each additional ______ over five.
With pay-as-you-go licensing, users are charged a slightly higher licensing fee, but only for the months when they actually use an application or a ______ that requires a premium license.
With pay-as-you-go licensing, users are charged a slightly higher licensing fee, but only for the months when they actually use an application or a ______ that requires a premium license.
The billing policy creates a meter to track the usage of applications and ______ in the environment.
The billing policy creates a meter to track the usage of applications and ______ in the environment.
If a user uses an application or a flow that requires a premium license in a particular month, then a charge is added to their ______ subscription.
If a user uses an application or a flow that requires a premium license in a particular month, then a charge is added to their ______ subscription.
Power Virtual Agents (PVA) license grants limited-use rights to Power Automate, similar to the use rights included in the Power Apps per-user license. It lets you create flows that are triggered by actions in a PVA ______.
Power Virtual Agents (PVA) license grants limited-use rights to Power Automate, similar to the use rights included in the Power Apps per-user license. It lets you create flows that are triggered by actions in a PVA ______.
To be covered by the PVA license, the flow must be triggered from an action in the ______.
To be covered by the PVA license, the flow must be triggered from an action in the ______.
Power Automate can only be used to extend the functionality of the PVA bot itself to retrieve or process ______.
Power Automate can only be used to extend the functionality of the PVA bot itself to retrieve or process ______.
Trial licenses are also available for the Power Apps per-user license. They provide all the same functionality as the paid licenses, with one exception. The one thing you can’t do with the trial licenses is create additional ______.
Trial licenses are also available for the Power Apps per-user license. They provide all the same functionality as the paid licenses, with one exception. The one thing you can’t do with the trial licenses is create additional ______.
Microsoft 365 global admins can request a trial license using Purchase Services on the Billing page of the Microsoft 365 admin center (see Figure 2-1). After requesting a trial license, the admin can assign it to a specific ______.
Microsoft 365 global admins can request a trial license using Purchase Services on the Billing page of the Microsoft 365 admin center (see Figure 2-1). After requesting a trial license, the admin can assign it to a specific ______.
But to get a full Power Automate trial, you must have a work or school ______.
But to get a full Power Automate trial, you must have a work or school ______.
A ______ would need an explanation of what the figures mean to be able to summarize them for a report.
A ______ would need an explanation of what the figures mean to be able to summarize them for a report.
The cost benefits of using ______ developers are substantial.
The cost benefits of using ______ developers are substantial.
Businesses won’t need to hire quite so many ______ developers.
Businesses won’t need to hire quite so many ______ developers.
Professional developers with that level of experience are a limited, ______ resource.
Professional developers with that level of experience are a limited, ______ resource.
Using citizen developers for personal productivity or departmental applications can ______ the use of professional developers.
Using citizen developers for personal productivity or departmental applications can ______ the use of professional developers.
Using a tool like Power Automate, citizen developers can automate ______ tasks.
Using a tool like Power Automate, citizen developers can automate ______ tasks.
Automating these repetitive tasks improves ______ and lets the citizen developer concentrate their time on more interesting, productive endeavors.
Automating these repetitive tasks improves ______ and lets the citizen developer concentrate their time on more interesting, productive endeavors.
By doing these tasks themselves, instead of waiting for a professional developer, they also improve the ______ on delivery of the application.
By doing these tasks themselves, instead of waiting for a professional developer, they also improve the ______ on delivery of the application.
Their involvement also guarantees that the design of the workflow is exactly what the ______ developer wanted.
Their involvement also guarantees that the design of the workflow is exactly what the ______ developer wanted.
The use of low-code/no-code development can also improve ______ between internal departments by removing the professional developers as intermediaries.
The use of low-code/no-code development can also improve ______ between internal departments by removing the professional developers as intermediaries.
Citizen developers who speak the same ______ language can work together to implement new solutions.
Citizen developers who speak the same ______ language can work together to implement new solutions.
The result is an organization that runs more ______ and can access necessary information more quickly.
The result is an organization that runs more ______ and can access necessary information more quickly.
______ from SharePoint Designer to Power Automate
______ from SharePoint Designer to Power Automate
Power Automate is not Microsoft’s first low-code/no-code ______ engine.
Power Automate is not Microsoft’s first low-code/no-code ______ engine.
One of the additional capabilities added into SPD was a low-code/no-code ______ designer.
One of the additional capabilities added into SPD was a low-code/no-code ______ designer.
Power Automate is the official ______ for SPD workflows.
Power Automate is the official ______ for SPD workflows.
In some ways, Power Automate is more ______ since it is not limited to processing SharePoint data alone.
In some ways, Power Automate is more ______ since it is not limited to processing SharePoint data alone.
SPD’s tight ______ with SharePoint made it easy to use.
SPD’s tight ______ with SharePoint made it easy to use.
SPD could also do some things that Power Automate ______.
SPD could also do some things that Power Automate ______.
Why should citizen developers use Power Automate flows with SharePoint instead of the more established SPD ______?
Why should citizen developers use Power Automate flows with SharePoint instead of the more established SPD ______?
Since its introduction, there have been two different versions of the SPD low-code/no-code ______ engines.
Since its introduction, there have been two different versions of the SPD low-code/no-code ______ engines.
The original version is now called SPD 2010 and ran within the software context of ______.
The original version is now called SPD 2010 and ran within the software context of ______.
The newer version, called SPD 2013, ran as a separate, ______ process.
The newer version, called SPD 2013, ran as a separate, ______ process.
Since SPD 2013 workflows didn’t contain all the actions available in SPD 2010 workflows, the ability to invoke a 2010 workflow from a 2013 workflow was ______.
Since SPD 2013 workflows didn’t contain all the actions available in SPD 2010 workflows, the ability to invoke a 2010 workflow from a 2013 workflow was ______.
But on August 1, 2020, Microsoft announced that all SPD workflows were being ______.
But on August 1, 2020, Microsoft announced that all SPD workflows were being ______.
This deprecation called into question the ______ of SPD workflows as a workflow solution.
This deprecation called into question the ______ of SPD workflows as a workflow solution.
There are currently no utilities that can ______ existing SPD workflows to Power Automate.
There are currently no utilities that can ______ existing SPD workflows to Power Automate.
So, migration of workflows is a ______ process.
So, migration of workflows is a ______ process.
This makes it ______ that organizations make the switch to Power Automate as soon as possible.
This makes it ______ that organizations make the switch to Power Automate as soon as possible.
Power Automate ______ and Workarounds
Power Automate ______ and Workarounds
There are some things that SPD workflows can do that Power Automate ______, and the reverse is also true.
There are some things that SPD workflows can do that Power Automate ______, and the reverse is also true.
Overall, Power Automate is an ______ on SPD workflows.
Overall, Power Automate is an ______ on SPD workflows.
But there are some ______ that you need to be aware of.
But there are some ______ that you need to be aware of.
Table 1-1 summarizes the ______ and provides some potential workarounds.
Table 1-1 summarizes the ______ and provides some potential workarounds.
The Templates tab in the Power Automate website can be used to browse or search for a ______ to match your scenario.
The Templates tab in the Power Automate website can be used to browse or search for a ______ to match your scenario.
Flow instances will ______ and stop after 30 days.
Flow instances will ______ and stop after 30 days.
You can also use a Search box at the top of the page or a drop-down on the right to select how the templates are ______.
You can also use a Search box at the top of the page or a drop-down on the right to select how the templates are ______.
SPD workflows can run ______.
SPD workflows can run ______.
When you start with a template, the ______, actions, and the logical flow are already done for you.
When you start with a template, the ______, actions, and the logical flow are already done for you.
Build flows with ______ triggers that store their current state in a data source and wake up periodically to do processing.
Build flows with ______ triggers that store their current state in a data source and wake up periodically to do processing.
You might want a flow that will check the ______ forecast.
You might want a flow that will check the ______ forecast.
Calls to web services, like REST, require a ______ license if they aren’t to SharePoint.
Calls to web services, like REST, require a ______ license if they aren’t to SharePoint.
The flow is triggered ______.
The flow is triggered ______.
SPD workflows can make HTTP calls without ______ licensing.
SPD workflows can make HTTP calls without ______ licensing.
It uses the ______ Weather service.
It uses the ______ Weather service.
This licensing change reflects the ______ scope of Power Automate.
This licensing change reflects the ______ scope of Power Automate.
One way to minimize the cost is to use a Service Account with a ______ license for flows that need to make general HTTP calls.
One way to minimize the cost is to use a Service Account with a ______ license for flows that need to make general HTTP calls.
Output reports the temperature based on your personal ______ settings.
Output reports the temperature based on your personal ______ settings.
With SPD you can create ______ that can later be added to a variety of SharePoint lists.
With SPD you can create ______ that can later be added to a variety of SharePoint lists.
Output is sent via a ______ notification.
Output is sent via a ______ notification.
But Power Automate connections are ______ to a specific data source when they are created.
But Power Automate connections are ______ to a specific data source when they are created.
Your search will show you a template called “Get today’s ______ forecast for my current location,”
Your search will show you a template called “Get today’s ______ forecast for my current location,”
Templates are organized into ______ like Top picks, Remote work, Approval, Button, Data collection, and more.
Templates are organized into ______ like Top picks, Remote work, Approval, Button, Data collection, and more.
So, you can’t have a single flow that works with ______ dynamic connections.
So, you can’t have a single flow that works with ______ dynamic connections.
There is no easy way to ______ reusable flows.
There is no easy way to ______ reusable flows.
You can browse or search a particular ______ to find what you want.
You can browse or search a particular ______ to find what you want.
Each template in the list is displayed as a ______ that shows the following:
Each template in the list is displayed as a ______ that shows the following:
But Power Automate does have a Save As function, which can be used to save a ______ that can be duplicated in other lists and modified.
But Power Automate does have a Save As function, which can be used to save a ______ that can be duplicated in other lists and modified.
The “Get today’s weather forecast for my current location” template uses a manual trigger and two ______.
The “Get today’s weather forecast for my current location” template uses a manual trigger and two ______.
SPD stores the workflow history for 60 days in a hidden list in the SharePoint site where the workflow ______.
SPD stores the workflow history for 60 days in a hidden list in the SharePoint site where the workflow ______.
Power Automate stores workflow history for 28 days in a ______ table.
Power Automate stores workflow history for 28 days in a ______ table.
To sign up for a Power Apps Developer Plan, you will need a work or school account that logs in to either Microsoft 365 or ______.
To sign up for a Power Apps Developer Plan, you will need a work or school account that logs in to either Microsoft 365 or ______.
The blue icon with a finger pushing the button is the manual ______ and the other two icons are the connectors for MSN Weather and Notifications.
The blue icon with a finger pushing the button is the manual ______ and the other two icons are the connectors for MSN Weather and Notifications.
Activating a Power Apps Developer Plan provides a different ______ option for learning Power Automate that is not timeboxed.
Activating a Power Apps Developer Plan provides a different ______ option for learning Power Automate that is not timeboxed.
You can also see that Microsoft created the template, that it creates an instant ______ flow, and that it is very popular with over 35,000 flows created using the template.
You can also see that Microsoft created the template, that it creates an instant ______ flow, and that it is very popular with over 35,000 flows created using the template.
You can create a flow that periodically ______ workflow history from Dataverse to a storage location of your choice.
You can create a flow that periodically ______ workflow history from Dataverse to a storage location of your choice.
There are two ways to obtain a Power Apps Developer Plan. If your organization already uses the Power Platform, you can get a Developer Plan by having your administrators create a new Developer ______ for you.
There are two ways to obtain a Power Apps Developer Plan. If your organization already uses the Power Platform, you can get a Developer Plan by having your administrators create a new Developer ______ for you.
To sign up for a Power Apps Developer Plan with a work or school account, follow these steps:
- Open a web browser and navigate to the Power Apps Developer Plan. You will see the website shown in Figure 2-20.
- Select ______ in the upper-right corner of the website.
To sign up for a Power Apps Developer Plan with a work or school account, follow these steps:
- Open a web browser and navigate to the Power Apps Developer Plan. You will see the website shown in Figure 2-20.
- Select ______ in the upper-right corner of the website.
A ______ is not required to sign up for a Power Apps Developer Plan.
A ______ is not required to sign up for a Power Apps Developer Plan.
Clicking ______ will navigate you to the Power Apps Designer.
Clicking ______ will navigate you to the Power Apps Designer.
If you aren't already there, navigate to ______. Then sign in with your work or school account (see Figure 2-24).
If you aren't already there, navigate to ______. Then sign in with your work or school account (see Figure 2-24).
If you signed up for the Power Apps Developer Plan, use the Environments drop-down in the upper-right corner to select your ______ environment.
If you signed up for the Power Apps Developer Plan, use the Environments drop-down in the upper-right corner to select your ______ environment.
Your developer's environment will be named using your user's name followed by the word ______.
Your developer's environment will be named using your user's name followed by the word ______.
We reviewed the following:
The different ______ required to run flows
We reviewed the following: The different ______ required to run flows
We've now covered all the necessary background material to create your first ______.
We've now covered all the necessary background material to create your first ______.
In the next chapter, I'll show you three different ways to create a ______.
In the next chapter, I'll show you three different ways to create a ______.
Power Automate includes a large list of ______ to fit a variety of scenarios.
Power Automate includes a large list of ______ to fit a variety of scenarios.
I'll start off by showing you how to build a completely functional flow using a prebuilt ______.
I'll start off by showing you how to build a completely functional flow using a prebuilt ______.
Then, I'll cover how to construct a flow from ______ when there is no template that matches what you want to do.
Then, I'll cover how to construct a flow from ______ when there is no template that matches what you want to do.
The wizard will also provide some alternate ______ based on what you type.
The wizard will also provide some alternate ______ based on what you type.
You can accept this flow or click "Show a different ______" at the bottom of the page to see a different suggested flow.
You can accept this flow or click "Show a different ______" at the bottom of the page to see a different suggested flow.
The wizard provides some alternate suggestions based on what you ______.
The wizard provides some alternate suggestions based on what you ______.
Click the arrow next to your entry to ______ (see Figure 3-26).
Click the arrow next to your entry to ______ (see Figure 3-26).
Click "______ flow" to create the flow (see Figure 3-29).
Click "______ flow" to create the flow (see Figure 3-29).
On the second page of the wizard, you will review the ______ needed in the suggested flow.
On the second page of the wizard, you will review the ______ needed in the suggested flow.
On the last page of the wizard, you have the option to fill in fields used in the flow’s ______.
On the last page of the wizard, you have the option to fill in fields used in the flow’s ______.
This method won’t make building flows a lot ______.
This method won’t make building flows a lot ______.
You can also use ______ to create a visual flowchart of what a flow is supposed to accomplish.
You can also use ______ to create a visual flowchart of what a flow is supposed to accomplish.
The Visio desktop application must be the Office 365 version with a Plan 2 ______.
The Visio desktop application must be the Office 365 version with a Plan 2 ______.
You can start designing a Power Automate flow using Visio either on the Power Automate ______ or directly in the Visio desktop application.
You can start designing a Power Automate flow using Visio either on the Power Automate ______ or directly in the Visio desktop application.
In this example, you’ll create a Business Process Modeling Notation (BPMN) in ______.
In this example, you’ll create a Business Process Modeling Notation (BPMN) in ______.
This will open the BPMN Basic Shapes ______ and create a blank Visio drawing.
This will open the BPMN Basic Shapes ______ and create a blank Visio drawing.
Select the Start Event shape from the BPMN Basic Shapes stencil on the left side of the screen and ______ it out onto the blank drawing.
Select the Start Event shape from the BPMN Basic Shapes stencil on the left side of the screen and ______ it out onto the blank drawing.
Your screen should now look like the ______ in Figure 3-35.
Your screen should now look like the ______ in Figure 3-35.
Triggers and actions are the primary building blocks in ______.
Triggers and actions are the primary building blocks in ______.
Each trigger or action represents an ______ that can be used to interact with a specific data source.
Each trigger or action represents an ______ that can be used to interact with a specific data source.
Power Automate flows can be ______, ______, or ______ depending on the trigger.
Power Automate flows can be ______, ______, or ______ depending on the trigger.
Power Automate is an advanced integration tool that can connect to a growing list of more than ______ out-of-the-box data sources.
Power Automate is an advanced integration tool that can connect to a growing list of more than ______ out-of-the-box data sources.
Business process flows provide an overview of a set of tasks organized into __________.
Business process flows provide an overview of a set of tasks organized into __________.
Power Automate is created in ________ but hosted in other applications for user interaction.
Power Automate is created in ________ but hosted in other applications for user interaction.
An example of a business process that can be automated is an employee __________ procedure.
An example of a business process that can be automated is an employee __________ procedure.
To sign up for a Power Automate trial, navigate to the Power Automate __________.
To sign up for a Power Automate trial, navigate to the Power Automate __________.
Only work or school accounts can enable the __________ features of Power Automate in a trial.
Only work or school accounts can enable the __________ features of Power Automate in a trial.
After entering your email address, click the __________ button on the sign-up page.
After entering your email address, click the __________ button on the sign-up page.
To finalize your trial setup, click 'Get started' to accept the __________ you entered during sign-up.
To finalize your trial setup, click 'Get started' to accept the __________ you entered during sign-up.
The __________ team readies the resources that a new employee will need.
The __________ team readies the resources that a new employee will need.
The Power Automate trial is limited to __________ days.
The Power Automate trial is limited to __________ days.
To create a new flow, type 'Copy documents' in the search box and select the appropriate __________ card.
To create a new flow, type 'Copy documents' in the search box and select the appropriate __________ card.
You can obtain a Power Automate trial license using the 'Try __________' link.
You can obtain a Power Automate trial license using the 'Try __________' link.
To authorize OneDrive Connections, sign in and click __________.
To authorize OneDrive Connections, sign in and click __________.
Power Automate can minimize __________ delays in task completion by streamlining processes.
Power Automate can minimize __________ delays in task completion by streamlining processes.
The free license provides access to any __________ connector.
The free license provides access to any __________ connector.
To match the scenario exactly, you will need to change the trigger from a manual trigger to an ______ trigger.
To match the scenario exactly, you will need to change the trigger from a manual trigger to an ______ trigger.
Making changes to the triggers and actions in a flow may require that other actions, or the ______ of the flow itself, be changed.
Making changes to the triggers and actions in a flow may require that other actions, or the ______ of the flow itself, be changed.
You can use the ______ tab of the Dynamic content dialog to enter functions and JSON representations of dynamic content values.
You can use the ______ tab of the Dynamic content dialog to enter functions and JSON representations of dynamic content values.
To change the User Principal Name (UPN) field in the 'Get manager' action, select the 'Modified by ______' entry.
To change the User Principal Name (UPN) field in the 'Get manager' action, select the 'Modified by ______' entry.
Changing the trigger will remove some data elements that were used to configure later ______ in the template.
Changing the trigger will remove some data elements that were used to configure later ______ in the template.
By clicking OK on the confirmation dialog, you will have successfully deleted the existing '______' trigger.
By clicking OK on the confirmation dialog, you will have successfully deleted the existing '______' trigger.
After modifying the flow, remember to change the name of the flow in the upper-right corner to '______ manager approval modified.'
After modifying the flow, remember to change the name of the flow in the upper-right corner to '______ manager approval modified.'
Templates can provide valuable examples of how to perform certain sets of ______.
Templates can provide valuable examples of how to perform certain sets of ______.
To ensure the email results go to the person who uploaded the file, change the To field in Email actions to '______ by email.'
To ensure the email results go to the person who uploaded the file, change the To field in Email actions to '______ by email.'
This guide discusses how to efficiently process information using a ______-based approach.
This guide discusses how to efficiently process information using a ______-based approach.
You need to type '______ created' in the Search box of the trigger dialog to find the appropriate trigger.
You need to type '______ created' in the Search box of the trigger dialog to find the appropriate trigger.
The current trigger provides the ID of the file or files created as an ______.
The current trigger provides the ID of the file or files created as an ______.
To configure the 'Get file properties' action, place your cursor in the blank Id field and type '______(triggerBody()?['value'])?['ID']'.
To configure the 'Get file properties' action, place your cursor in the blank Id field and type '______(triggerBody()?['value'])?['ID']'.
The flow must run under the appropriate ______ context after changing triggers to maintain security standards.
The flow must run under the appropriate ______ context after changing triggers to maintain security standards.
Select ‘Start and wait for an ______’ from the filtered list of actions.
Select ‘Start and wait for an ______’ from the filtered list of actions.
The flow will be completed when one person ______ or rejects the document.
The flow will be completed when one person ______ or rejects the document.
Type suitable text into the ______ field, something like 'Status Report Approval.'
Type suitable text into the ______ field, something like 'Status Report Approval.'
You need to configure the fields in the action with the following ______.
You need to configure the fields in the action with the following ______.
If the evaluation is _____, the 'If yes' branch of the flow is executed.
If the evaluation is _____, the 'If yes' branch of the flow is executed.
You want to check whether the ______ report was approved or not.
You want to check whether the ______ report was approved or not.
Select 'does not ______' from the center operation drop-down.
Select 'does not ______' from the center operation drop-down.
For each branch of the condition, you’ll add an ______ action.
For each branch of the condition, you’ll add an ______ action.
Type suitable text into the Subject field, something like 'Status Report ______.'
Type suitable text into the Subject field, something like 'Status Report ______.'
You can create a flow using AI by navigating to ______.
You can create a flow using AI by navigating to ______.
The 'Choose a value' field in the Condition action allows you to select the ______ entry.
The 'Choose a value' field in the Condition action allows you to select the ______ entry.
When the flow reaches the 'Start and wait for an approval' action, it will ______ until a response is received.
When the flow reaches the 'Start and wait for an approval' action, it will ______ until a response is received.
To capture the user’s email, you need to select 'Modified by ______' from the Dynamic content dialog.
To capture the user’s email, you need to select 'Modified by ______' from the Dynamic content dialog.
Click 'Add an action' inside the 'If ______' branch of the condition.
Click 'Add an action' inside the 'If ______' branch of the condition.
You will learn how to format the Details field using ______ language in future chapters.
You will learn how to format the Details field using ______ language in future chapters.
The original approval action has been superseded by a new action called 'Start and wait for an ______.'
The original approval action has been superseded by a new action called 'Start and wait for an ______.'
Prebuilt ______ are a snapshot of the triggers and actions that existed when they were made.
Prebuilt ______ are a snapshot of the triggers and actions that existed when they were made.
Working with older templates can lead to ______ if the triggers and actions within them do not match current documentation.
Working with older templates can lead to ______ if the triggers and actions within them do not match current documentation.
It's important to understand what the ______ does to modify it and get it working again.
It's important to understand what the ______ does to modify it and get it working again.
If you sign up with a generic email or a Microsoft account, you will get access to the Power Automate free ______.
If you sign up with a generic email or a Microsoft account, you will get access to the Power Automate free ______.
Creating a new Cloud Flow requires selecting the type of flow, which in this case will be an ______ flow.
Creating a new Cloud Flow requires selecting the type of flow, which in this case will be an ______ flow.
To create an automated cloud flow, you need to navigate to _______, select 'Automated cloud flow' from the drop-down menu.
To create an automated cloud flow, you need to navigate to _______, select 'Automated cloud flow' from the drop-down menu.
These per-user trial licenses expire after ______ days.
These per-user trial licenses expire after ______ days.
The Power Apps Developer Plan provides access to all the premium features in both Power Apps and Power ______.
The Power Apps Developer Plan provides access to all the premium features in both Power Apps and Power ______.
In the dialog box for building an automated cloud flow, you should type 'Request Manager ______ for a status report.'
In the dialog box for building an automated cloud flow, you should type 'Request Manager ______ for a status report.'
A limit of ______ flow runs per month is set for the Power Apps Developer Plan.
A limit of ______ flow runs per month is set for the Power Apps Developer Plan.
Once you have created your base flow, you cannot save it until you have added at least one ______.
Once you have created your base flow, you cannot save it until you have added at least one ______.
The action 'Get ______ (V2)' is used to identify the manager of the person uploading the status report.
The action 'Get ______ (V2)' is used to identify the manager of the person uploading the status report.
The most important limitation of the Power Apps Developer Plan is that this environment can’t be used to run ______ applications.
The most important limitation of the Power Apps Developer Plan is that this environment can’t be used to run ______ applications.
An automated flow runs each time a file is ______.
An automated flow runs each time a file is ______.
Signing up for a Power Apps Developer Plan requires a work or ______ email address.
Signing up for a Power Apps Developer Plan requires a work or ______ email address.
Each type of trigger has different ______ and disadvantages.
Each type of trigger has different ______ and disadvantages.
Windows 10/11 includes a license for manually running attended ______ flows.
Windows 10/11 includes a license for manually running attended ______ flows.
Triggers and actions in Power Automate are building blocks that encapsulate the ______ available for a particular data source.
Triggers and actions in Power Automate are building blocks that encapsulate the ______ available for a particular data source.
If the report is ______, you let the original requestor know.
If the report is ______, you let the original requestor know.
When building a flow, it is good to create a list of what needs to happen and in what ______ the steps need to occur.
When building a flow, it is good to create a list of what needs to happen and in what ______ the steps need to occur.
A trigger is an event that initiates a cloud flow ______.
A trigger is an event that initiates a cloud flow ______.
To build new flows, users should take the time to understand what each trigger and action is ______.
To build new flows, users should take the time to understand what each trigger and action is ______.
Triggers can either be webhook triggers or ______ triggers.
Triggers can either be webhook triggers or ______ triggers.
A flow created from a template often relies on specific ______ configurations.
A flow created from a template often relies on specific ______ configurations.
When testing a flow, it’s usually a good idea to wait at least ______ minutes for a trigger to fire.
When testing a flow, it’s usually a good idea to wait at least ______ minutes for a trigger to fire.
Unattended desktop flows or desktop flows triggered from a ______ flow are not included in the Windows 10/11 licensing.
Unattended desktop flows or desktop flows triggered from a ______ flow are not included in the Windows 10/11 licensing.
Microsoft is working to change the limit on a single developer environment to allow the full use of ______ Lifecycle Management (ALM).
Microsoft is working to change the limit on a single developer environment to allow the full use of ______ Lifecycle Management (ALM).
You might want to start an approval process whenever a new file is added to a ______ document library.
You might want to start an approval process whenever a new file is added to a ______ document library.
Triggers aren’t always automated events; they can also be a manual event, like a user pressing a ______ in a Power App.
Triggers aren’t always automated events; they can also be a manual event, like a user pressing a ______ in a Power App.
Actions are the steps that perform the work of the ______.
Actions are the steps that perform the work of the ______.
Each ______ receives input from the action before it and outputs information to the actions that follow it.
Each ______ receives input from the action before it and outputs information to the actions that follow it.
Triggers and actions are classified as either standard or ______ based on their connector.
Triggers and actions are classified as either standard or ______ based on their connector.
Automated cloud flows are triggered by an ______ in a data source.
Automated cloud flows are triggered by an ______ in a data source.
Instant cloud flows are triggered by a ______ action, such as a button click.
Instant cloud flows are triggered by a ______ action, such as a button click.
Scheduled cloud flows are triggered by a ______ trigger that runs on a set interval.
Scheduled cloud flows are triggered by a ______ trigger that runs on a set interval.
Desktop flows are Power Automate’s entry into the world of robotic ______ automation.
Desktop flows are Power Automate’s entry into the world of robotic ______ automation.
Each ______ provides access to triggers and actions specific to the data source it connects to.
Each ______ provides access to triggers and actions specific to the data source it connects to.
One common issue developers face is translating business process logic into a series of flow ______.
One common issue developers face is translating business process logic into a series of flow ______.
A condition in a flow may compare a value to a ______ and decide which action branch to follow.
A condition in a flow may compare a value to a ______ and decide which action branch to follow.
________ cloud flows are probably the most common form of flow.
________ cloud flows are probably the most common form of flow.
A flow that retrieves documents not modified in six months might be scheduled to run on the first day of each ______.
A flow that retrieves documents not modified in six months might be scheduled to run on the first day of each ______.
To use ______ connectors, you need a license that provides access to premium features.
To use ______ connectors, you need a license that provides access to premium features.
The steps in an automated flow might include notifying a manager and sending an ______ to the requestor.
The steps in an automated flow might include notifying a manager and sending an ______ to the requestor.
In a flow, each step can retrieve, update, create, or delete information in a ______ source.
In a flow, each step can retrieve, update, create, or delete information in a ______ source.
To label the first task in the flow, double-click on the Start Event and type 'File is ______'.
To label the first task in the flow, double-click on the Start Event and type 'File is ______'.
You can select 'SharePoint - When a file is created (______ only)' from the list of triggers in the panel.
You can select 'SharePoint - When a file is created (______ only)' from the list of triggers in the panel.
To add two more tasks, repeat the process to add a ______ after the first task.
To add two more tasks, repeat the process to add a ______ after the first task.
After exporting the workflow diagram to Power Automate, you will see a ______ report dialog.
After exporting the workflow diagram to Power Automate, you will see a ______ report dialog.
You can click on the ______ icon to edit the imported flow in Power Automate.
You can click on the ______ icon to edit the imported flow in Power Automate.
In the Export panel, select the Send Approval shape and type '______' in the Search box.
In the Export panel, select the Send Approval shape and type '______' in the Search box.
Power Automate can send an email using the ______ 365 Outlook – Send an email (v2) action.
Power Automate can send an email using the ______ 365 Outlook – Send an email (v2) action.
You can export the flow and fill in the details in ______ Automate.
You can export the flow and fill in the details in ______ Automate.
The Export button in the panel is activated once there are no issues to ______.
The Export button in the panel is activated once there are no issues to ______.
The on-premises data ______ is a software service that provides cloud flows access to on-premises data.
The on-premises data ______ is a software service that provides cloud flows access to on-premises data.
In Power Automate, you can create a flow manually, starting with a specific ______.
In Power Automate, you can create a flow manually, starting with a specific ______.
After mapping the Visio shapes to a specific Power Automate trigger and actions, you can ______ the drawing.
After mapping the Visio shapes to a specific Power Automate trigger and actions, you can ______ the drawing.
To select the Get Manager shape, type '______' in the Search box in the Export panel.
To select the Get Manager shape, type '______' in the Search box in the Export panel.
Once the flow is exported, return to the My ______ tab on the Power Automate website.
Once the flow is exported, return to the My ______ tab on the Power Automate website.
Power Automate allows for creating workflows using a prebuilt ______.
Power Automate allows for creating workflows using a prebuilt ______.
Flashcards
Microsoft Power Automate
Microsoft Power Automate
A cloud-based application for creating automated workflows.
Workflows
Workflows
Automated processes created using Power Automate.
Connectors
Connectors
Tools in Power Automate to access information from various systems.
Automated Reminders
Automated Reminders
Notifications sent out automatically for overdue tasks.
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Document Approval Process
Document Approval Process
System for managing the approval of documents or information.
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Email Archiving
Email Archiving
Automatically organizing emails and attachments into an indexable system.
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Interactive Computer Tasks
Interactive Computer Tasks
Tasks usually performed manually that can be automated.
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Power Platform
Power Platform
A suite of Microsoft applications enhancing workflow automation and data analysis.
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Citizen Developer
Citizen Developer
An individual who builds applications for personal or departmental use without formal developer training.
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Power Automate
Power Automate
A Microsoft tool for automating workflows and streamlining repetitive tasks.
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Low-Code/No-Code Development
Low-Code/No-Code Development
Development methods that allow non-developers to create applications quickly without extensive coding knowledge.
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SharePoint Designer (SPD)
SharePoint Designer (SPD)
A discontinued application formerly used to build and customize SharePoint sites and workflows.
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Workflow Automation
Workflow Automation
The use of technology to automate repetitive tasks and processes within workflows.
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Professional Developers
Professional Developers
Highly skilled individuals who create complex software applications and systems.
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Enterprise Applications
Enterprise Applications
Large-scale software solutions designed to support and manage the operations of an organization.
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Collaboration Improvement
Collaboration Improvement
Enhancing teamwork and communication through tools like Power Automate and workflow design.
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Manual Workflow Migration
Manual Workflow Migration
The process of transferring workflows from SharePoint Designer to Power Automate manually, due to lack of utilities.
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30-Day Flow Timeout
30-Day Flow Timeout
A limitation in Power Automate where flows cease to function after 30 days unless designed otherwise.
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Service Account in Power Automate
Service Account in Power Automate
An account used to handle tasks needing a premium license in Power Automate, often used to minimize costs.
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Workflow History Limits
Workflow History Limits
The record-keeping duration of past workflows, which is 28 days in Power Automate vs. 60 days in SPD.
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Reusable Flows
Reusable Flows
Flows that can be duplicated and used across different lists or sources, limited in Power Automate.
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HTTP Connector Limitations
HTTP Connector Limitations
In Power Automate, accessing web services requires a premium license, unlike SPD which didn't have this requirement.
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Dataverse for Workflow History
Dataverse for Workflow History
The storage location in Power Automate where workflow history is logged for 28 days.
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Power Apps
Power Apps
A tool that allows users to quickly build custom applications for various devices.
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Power BI
Power BI
A business analytics tool that helps create data-driven reports and insights.
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Power Virtual Agents
Power Virtual Agents
A tool for building chatbots to engage customers and employees.
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Power Pages
Power Pages
A platform guiding users to build websites showcasing business data.
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Low-code/No-code
Low-code/No-code
Development environments that allow app creation without coding skills.
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Connectors in Power Automate
Connectors in Power Automate
Features that link Power Automate to various systems and data sources.
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Desktop Flows
Desktop Flows
Automated workflows in Power Automate for desktop applications.
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API Custom Connectors
API Custom Connectors
Custom connections made when no existing connector fits an application.
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Integration with Power BI
Integration with Power BI
Using Power Automate to send reports generated by Power BI periodically.
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Workflow Engine
Workflow Engine
A system in Power Automate that helps manage and automate processes.
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Legacy System Access
Legacy System Access
Using desktop flows to interact with older systems with no modern APIs.
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Task Management Automation
Task Management Automation
Using Power Automate to simplify and manage repetitive tasks.
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Data-Driven Decisions
Data-Driven Decisions
Making business decisions based on insights gathered from data analysis.
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Microsoft 365
Microsoft 365
A cloud-based subscription service that includes Office apps and services.
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Dynamics 365
Dynamics 365
Cloud-based ERP and CRM business applications.
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Flow types
Flow types
Different categories of automated workflows in Power Automate.
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Business process flows
Business process flows
Structured steps for completing complex business actions.
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Standard and premium connectors
Standard and premium connectors
Tools for connecting and processing data from various sources.
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On-premises data gateway
On-premises data gateway
Service enabling cloud flows to access local data.
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Dataverse database
Dataverse database
Cloud data storage originally for Dynamics applications.
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Power Platform environment
Power Platform environment
Dedicated areas for apps, flows, and data storage.
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Storage capacity
Storage capacity
Measurement of data storage available per license.
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Power Automate free license
Power Automate free license
A no-cost version of Power Automate with limited features.
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M365 seeded license
M365 seeded license
License included with Microsoft 365 allowing access to Power Automate.
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Limitations of M365 license
Limitations of M365 license
Restrictions in the capabilities of the M365 seeded license.
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Usage scenarios
Usage scenarios
Different contexts that dictate which Power Automate license is needed.
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Impersonation in Security
Impersonation in Security
Running actions with elevated permissions in workflows.
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Service Account
Service Account
An account used to run automated actions requiring permissions.
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Power Automate Updates
Power Automate Updates
New features and enhancements released every six months.
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Learning Approach
Learning Approach
Focus on underlying techniques rather than specific flows.
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Connectors in Flows
Connectors in Flows
Components that connect to various data sources in Power Automate.
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Triggers in Flows
Triggers in Flows
Events that start a flow's automation process.
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Actions in Flows
Actions in Flows
Tasks carried out once a flow is triggered.
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Cloud Flows
Cloud Flows
Automated workflows that run in the cloud, types include instant, automated, and recurrent.
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Licensing in Power Automate
Licensing in Power Automate
Different levels of access based on the usage of connectors and flows.
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Seeded License
Seeded License
Included access level for certain accounts that allows basic Power Automate usage.
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Power Automate Documentation
Power Automate Documentation
Resource for information on connectors, actions, and flows.
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Automating Workflows
Automating Workflows
Using Power Automate to simplify repetitive tasks.
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Non-Cloud Resources
Non-Cloud Resources
Resources like SharePoint servers or network file servers, not hosted in the cloud.
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Custom Connectors
Custom Connectors
Connectors created by users based on specific API calls to integrate various services.
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Premium Connectors
Premium Connectors
Special connections that require a different licensing level, often for advanced data sources.
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Dynamics 365 Licenses
Dynamics 365 Licenses
Licenses that include Power Apps and Power Automate for customization and extension of Dynamics 365 applications.
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Dataverse
Dataverse
A cloud-based database used by Dynamics 365 applications for data storage and management.
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Power Apps License Types
Power Apps License Types
Per-user and per-app licenses that allow access to Power Apps and Power Automate features.
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Related Power App
Related Power App
An application connected to a cloud flow for specific processes, enhancing the app's functionality.
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Power Automate Use Rights
Power Automate Use Rights
Permissions for using Power Automate in conjunction with Power Apps, included in Power Apps licenses.
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Per-User Power Apps License
Per-User Power Apps License
A license allowing unlimited app access for a single user.
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Per-App Power Apps License
Per-App Power Apps License
A license allowing usage of a specific application shared with the user.
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Power Automate Standalone Plans
Power Automate Standalone Plans
Licensing options for Power Automate independent of other Microsoft products.
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RPA in Power Automate
RPA in Power Automate
Robotic Process Automation features allowing automation of desktop flows.
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Trigger Types in Power Automate
Trigger Types in Power Automate
Methods to initiate flows, like manual, automated, or scheduled triggers.
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Per-user license without RPA
Per-user license without RPA
Allows creation of cloud and business process flows without requiring Power App context.
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Per-user license with RPA
Per-user license with RPA
Includes all features of the basic license, allowing trigger of desktop flows from cloud flows.
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Unattended flows
Unattended flows
Run on a remote computer or virtual machine without user intervention.
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Per-flow license
Per-flow license
Allows multiple users to run a single flow, covering up to five flows.
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Pay-as-you-go licensing
Pay-as-you-go licensing
Charges for usage only when an application or flow is used, linked to Azure subscription.
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Dataverse storage
Dataverse storage
Used for additional storage beyond 1GB, charged monthly.
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Power Virtual Agents license
Power Virtual Agents license
Allows limited use of Power Automate, triggered by actions in a PVA bot.
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Power Automate trial license
Power Automate trial license
Provides full features of licenses but does not allow creation of additional environments.
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Active users measure
Active users measure
Counts users interacting with Power Apps within a month for billing.
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Flow runs charges
Flow runs charges
Fees charged for cloud and desktop flow runs using premium connectors.
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Trial license request
Trial license request
Global admins or users can obtain Power Automate trial licenses through specific processes.
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Billing policy
Billing policy
Links Power Platform environment to Azure subscription for pay-as-you-go tracking.
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Common use cases for pay-as-you-go
Common use cases for pay-as-you-go
Used for occasional applications or flows by multiple users without annual commitment.
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Flow Trigger
Flow Trigger
An event that initiates a flow, leading to subsequent actions.
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Automated Cloud Flows
Automated Cloud Flows
Flows triggered by events in data sources without human input.
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Instant Cloud Flows
Instant Cloud Flows
Flows initiated by user actions, like button clicks.
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Scheduled Cloud Flows
Scheduled Cloud Flows
Flows that run operations at specific times based on a schedule.
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Conditional Action
Conditional Action
An action that evaluates a condition to determine the path a flow takes.
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Loop Processing
Loop Processing
An action that processes multiple items in a repeated manner.
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Data Sources
Data Sources
Origins of data that connectors access within Power Automate.
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SharePoint Trigger
SharePoint Trigger
A connector that triggers flows based on SharePoint events, like file uploads.
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Legacy Application Tasks
Legacy Application Tasks
Manual tasks automated using desktop flows that interact with older software.
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Recurrence Trigger
Recurrence Trigger
Starts a flow based on a set time interval or schedule.
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Approval Workflow
Approval Workflow
A flow sequence where items must be approved before proceeding.
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Flow Output
Flow Output
Information produced by an action to be used by subsequent actions in a flow.
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User Interaction
User Interaction
Actions initiated directly by users, such as button clicks in apps or flows.
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Per-User Trial License
Per-User Trial License
Trial license for Power Automate that lasts 30 days, can be extended to 90 days.
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Power Apps Developer Plan
Power Apps Developer Plan
Free development plan for Power Apps and Power Automate that never expires.
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Single Developer Environment
Single Developer Environment
Limitation of the Power Apps Developer Plan, suitable for learning but not production.
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Premium Features Limitations
Premium Features Limitations
Limits on the Developer Plan, including single environment and flow run limits.
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Triggers in Power Automate
Triggers in Power Automate
Events that start a cloud flow, such as uploading a file or a new email.
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Webhook Triggers
Webhook Triggers
Triggers that fire immediately when an event occurs.
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Polling Triggers
Polling Triggers
Triggers that check for events at intervals, may delay response.
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Attended Desktop Flows
Attended Desktop Flows
Flow type allowed under Windows licensing for manual automation tasks.
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RPA Flows vs. Cloud Flows
RPA Flows vs. Cloud Flows
RPA flows automate desktop tasks; cloud flows are for online services.
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Dataverse Database Capacity
Dataverse Database Capacity
Capacity limit (2GB) associated with the Power Apps Developer Plan.
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Flow Runs Limit
Flow Runs Limit
750 flow runs allowed per month on the Power Apps Developer Plan.
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Manual Events as Triggers
Manual Events as Triggers
User-driven actions, like pressing a button, that initiate flows.
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Application Lifecycle Management (ALM)
Application Lifecycle Management (ALM)
Processes for managing the application development cycle applicable only outside the Developer Plan.
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Creating Business Process Flows
Creating Business Process Flows
Business Process Flows are designed in Power Automate and hosted in Power Apps or Dynamics 365.
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Checklist Stages
Checklist Stages
Each stage in a business process flow serves as a checklist of tasks to be completed before advancing.
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Employee Onboarding Process
Employee Onboarding Process
An example of a business process flow that automates tasks for new hires involving multiple departments.
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Signing Up for Power Automate Trial
Signing Up for Power Automate Trial
Users can sign up for a trial using a work or school account to access premium features.
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Power Automate License Options
Power Automate License Options
Different ways to obtain licenses for Power Automate, including free trials and premium licenses.
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Power Automate Website Sign Up Steps
Power Automate Website Sign Up Steps
The process involves entering an email and following a wizard to create a Power Automate account.
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Premium Connector Access
Premium Connector Access
Only work or school accounts can access premium connectors during a Power Automate trial.
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Power Automate Templates
Power Automate Templates
Predefined flows that users can use to create new automated processes easily.
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OneDrive for Business Integration
OneDrive for Business Integration
Power Automate allows copying files across OneDrive accounts using specific templates.
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Logging into Power Automate
Logging into Power Automate
Users sign in with their accounts to access their Power Automate dashboard and flows.
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Flow Saving Process
Flow Saving Process
Users must click save to keep the configurations of their created flows in Power Automate.
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Accessing Templates Tab
Accessing Templates Tab
Once logged in, users can find templates in the left-hand toolbar of Power Automate.
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Subscription Reminder Limitations
Subscription Reminder Limitations
Microsoft 365 trials last 30 days and cannot be renewed, limiting free access to Power Automate.
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Authorization of Connections
Authorization of Connections
Users might need to authorize connections when creating flows that involve external services.
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Trial Activation
Trial Activation
Starting a free trial for Power Automate to gain temporary access to additional features.
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Signing Up Process
Signing Up Process
Steps to register for a Power Apps Developer Plan using a work or school account.
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Environment Selection
Environment Selection
Choosing a specific environment in Power Automate where premium features are available for Developer Plans.
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No Credit Card Required
No Credit Card Required
No payment information is needed to sign up for the Power Apps Developer Plan.
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Staying Signed In
Staying Signed In
A prompt asking if you want to minimize future login requests in Power Automate.
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Power Automate Design Studio
Power Automate Design Studio
A web-based platform for creating and designing automated workflows.
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Prebuilt Templates
Prebuilt Templates
Ready-to-use workflows available in Power Automate for various scenarios.
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User Account Confirmation
User Account Confirmation
The process of verifying your email and account information when signing up.
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Licenses Overview
Licenses Overview
Different plans in Power Automate, detailing what features and access they provide.
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Microsoft 365 Account
Microsoft 365 Account
A work or school account necessary to sign up for the Developer Plan.
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Flow Building Basics
Flow Building Basics
The foundational knowledge needed to create automated workflows in Power Automate.
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Dynamic Content Filling
Dynamic Content Filling
Using variable data in your flows to enhance functionality and flexibility.
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Triggers
Triggers
Events that start a flow's automation process in Power Automate.
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Actions
Actions
Tasks carried out once a flow is triggered in Power Automate.
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Dynamic Content
Dynamic Content
Data used within flows that changes based on triggers or actions.
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JavaScript Object Notation (JSON)
JavaScript Object Notation (JSON)
A format to structure and exchange data, often used with APIs.
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Modifying Settings
Modifying Settings
Adjusting trigger and action configurations to change their behavior.
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Templates Tab
Templates Tab
A section in Power Automate to browse or search for templates.
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Template Categories
Template Categories
Different groups like Top picks, Approval, Remote work to organize templates.
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Flow Actions
Flow Actions
Tasks performed once a flow is triggered in Power Automate.
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Weather Forecast Template
Weather Forecast Template
A Power Automate template that retrieves weather information based on location.
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Template Cards
Template Cards
Visual representations of templates showing details like triggers and flows.
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Descriptive Title
Descriptive Title
A clear label for what a template does in Power Automate.
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Approval Process Template
Approval Process Template
A template in Power Automate designed for managing file approvals.
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Flow Creation Steps
Flow Creation Steps
Steps taken to create a flow using an existing template.
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Modifying a Template
Modifying a Template
Changing aspects of a flow template to better fit needs.
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Connections in Flow
Connections in Flow
Linkages that allow a flow to interact with apps and services.
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Search Functionality
Search Functionality
A mechanism to find specific templates using keywords.
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Flow Popularity
Flow Popularity
A metric indicating how many flows have been created from a template.
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Template Usage Description
Template Usage Description
Brief text explaining what a template does, aiding in search results.
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SharePoint Document Library
SharePoint Document Library
A storage solution in SharePoint where files can be uploaded and managed.
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Start and wait for an approval
Start and wait for an approval
A new approval action that replaced older methods in Power Automate.
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Modifying templates
Modifying templates
Understanding can help you adjust flows built from older templates when they break.
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Building from scratch
Building from scratch
Creating a new flow without using any prebuilt templates.
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Automated trigger
Automated trigger
A trigger that initiates a flow whenever a specified event occurs automatically.
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Search connectors and actions
Search connectors and actions
A feature to find necessary components while building a flow.
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Get manager (V2)
Get manager (V2)
An action to retrieve the manager's details in a flow.
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Trigger and action requirements
Trigger and action requirements
A flow must have at least one trigger and one action to be saved.
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Manager approval request
Manager approval request
A step in the workflow where an approval is sought from the manager.
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List of actions
List of actions
A planned sequence of tasks that needs to occur in the flow.
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Dynamic content dialog
Dynamic content dialog
A feature that lets you select variables from trigger data for flow actions.
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Workflow automation benefits
Workflow automation benefits
Streamlines repetitive tasks, saving time and minimizing errors.
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Identifying workflow steps
Identifying workflow steps
Determining the necessary actions and their sequence in automation.
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Understanding Power Automate
Understanding Power Automate
Gaining knowledge about how flows work, triggers, and actions to enhance learning.
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Change Trigger
Change Trigger
Modifying the flow trigger from manual to automatic for file uploads.
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File Created Trigger
File Created Trigger
A flow trigger that activates when a file is created in a document library.
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Get File Properties
Get File Properties
An action that retrieves details about the uploaded file.
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User Principal Name (UPN)
User Principal Name (UPN)
The email format used as a unique identifier for users in a system.
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Modified By Email
Modified By Email
Email address of the user who last modified the file.
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Cascading Changes
Cascading Changes
Subsequent modifications required due to an initial adjustment in the flow.
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Remove Action
Remove Action
Delete an unnecessary step in a workflow to streamline it.
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Email Actions
Email Actions
Actions in a flow that send email notifications based on certain criteria.
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Expression Tab
Expression Tab
A section in Power Automate for entering functions and custom content.
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Flow Name Modification
Flow Name Modification
Changing the name of a flow for clarity or organization.
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Template Use
Template Use
Utilizing pre-made workflows as a foundation for customization.
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Communication Context
Communication Context
The system environment in which the flow operates, affecting its access and actions.
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JSON in Flows
JSON in Flows
A format used for structuring data and functions within Power Automate.
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Three-step wizard
Three-step wizard
A guided tool to describe and create flows in Power Automate.
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Flow description
Flow description
Text provided to define what your flow should accomplish.
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Suggested flow
Suggested flow
AI-generated recommendation based on your flow description.
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Required authentication
Required authentication
Verification needed for connections that are not authenticated.
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Static entries
Static entries
Fixed data used in flow actions before completion.
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Creating flow in Power Automate
Creating flow in Power Automate
Finalizing the designed flow in the Power Automate design studio.
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Visio for flow design
Visio for flow design
A tool to visually create flowcharts representing workflows.
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BPMN
BPMN
Business Process Modeling Notation; a standard for visualizing business processes.
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Exporting Visio template
Exporting Visio template
Turning a Visio flowchart into a usable template for Power Automate.
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Office 365 Visio Plan 2
Office 365 Visio Plan 2
Required version of Visio for integration with Power Automate.
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Collaboration in Visio
Collaboration in Visio
Using Visio for group workflow designs or client presentations.
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Action flowchart
Action flowchart
A visual representation of steps in a workflow using Visio shapes.
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Review connections
Review connections
Evaluating and authenticating connections in a suggested flow.
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Create an approval
Create an approval
An asynchronous action that initiates an approval process but doesn't pause the flow for responses.
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Approve/Reject – First to respond
Approve/Reject – First to respond
An approval type that concludes when the first person approves or rejects the request.
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Outcome entry in Approval
Outcome entry in Approval
The dynamic content reflecting the responses submitted by approvers.
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Email action in Power Automate
Email action in Power Automate
An action used to send emails based on flow outcomes, customizable per condition result.
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Markdown formatting
Markdown formatting
A lightweight markup language for formatting text in the Details field of approvals.
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Flow timeout
Flow timeout
The period after which a flow stops executing if not completed, typically 30 days in Power Automate.
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Synchronous vs Asynchronous
Synchronous vs Asynchronous
Synchronous actions wait for responses while asynchronous actions continue without waiting.
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Required fields in approvals
Required fields in approvals
Fields denoted by a red asterisk that must be filled to create an approval action.
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Add dynamic content
Add dynamic content
An option to include real-time information from other actions within the flow into email, approvals, etc.
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If yes/If no branches
If yes/If no branches
The two pathways in a Condition action that determine flow direction based on conditions met.
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Status Report Approval
Status Report Approval
Example title for an approval request about a document's status that can be set in the approval action.
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Describe it to design it
Describe it to design it
A feature in Power Automate allowing users to create flows by describing requirements in natural language.
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Start Event
Start Event
The initial point in a flowchart that triggers the workflow.
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Task
Task
A defined action or step performed in a workflow.
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Gateway
Gateway
A decision point in a flow that directs the flow based on conditions.
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Power Automate Trigger
Power Automate Trigger
An event that starts the execution of a flow.
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Export Panel
Export Panel
A section in Power Automate to map shapes to triggers and actions.
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Mapping Actions
Mapping Actions
Assigning specific actions to shapes in Visio for Power Automate.
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Approval Action
Approval Action
An action in a flow where approval is required before proceeding.
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Flow Diagram
Flow Diagram
A visual representation of a workflow and its components.
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Get Manager Action
Get Manager Action
An action used to obtain the manager's information in a flow.
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Flow Exporting
Flow Exporting
Transferring a workflow diagram from Visio to Power Automate.
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Success Report Dialog
Success Report Dialog
A notification showing successful flow export in Power Automate.
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Flow Run
Flow Run
The execution of a workflow upon trigger activation.
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Flow Labels
Flow Labels
Descriptive names given to elements in a flowchart.
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Microsoft Power Automate Overview
- Power Automate is a cloud-based application that creates workflows (flows) using connectors to access various systems.
- It automates tasks like information processing, document approval, reminders, archiving, and interactive computer tasks.
- Its capabilities are limited only by the availability of connectors for the data source.
- Originally Microsoft Flow, it was renamed Power Automate in 2019 to align with other Microsoft Power Platform products.
- It integrates with other Power Platform apps like Power Apps, Power BI, Power Virtual Agents, and Power Pages.
- It connects to over 600+ out-of-the-box data sources (e.g., Google Sheets, Dynamics 365, SharePoint, Salesforce, OneDrive).
- Custom connectors can be created for systems without APIs.
- Desktop flows allow interaction with legacy systems lacking connectors or APIs.
Why Use Power Automate?
- Modern business profitability relies on efficient information processing for digital assets and profiles.
- This applies to organizations involved in information-intensive tasks, including traditional manufacturing.
- Traditional programming requires skilled developers, but citizen developers can leverage low-code/no-code platforms.
What is Low-Code/No-Code?
- Enables software development without extensive coding knowledge.
- Power Automate uses a list of pre-defined triggers and actions to build flows.
- Users configure fields to specify their actions.
Who Are Citizen Developers?
- Citizen developers are employees proficient in a business domain but not necessarily trained developers.
- They enhance operational efficiency and responsiveness because they understand the internal processes.
SharePoint Designer Migration
- Power Automate supersedes SharePoint Designer (SPD) workflows.
- SPD workflows (versions 2010 and 2013) had limitations, and all SPD workflows were deprecated in 2020.
- There are no automated migrations; workflow migration is a manual process.
Power Automate Limitations and Workarounds
- Flow instances time out after 30 days. Workarounds include using recurring triggers and storing flow states.
- HTTP calls to web services might need a Premium license if not related to SharePoint. Workarounds include using a Service Account.
- Reusable flows are limited to a specific data source connection. Workarounds include the save as feature.
- Workflow history is limited to 28 days in Dataverse vs. 60 days in SPD. Workarounds involve periodic transfers elsewhere.
- Impersonation is not supported in cloud flows. Workarounds use service accounts with required permissions.
How the Book Will Teach Power Automate
- The book concentrates on understanding how Power Automate functions, not just specific recipes.
- It emphasizes the fundamental components (triggers, actions, connectors).
- It prioritizes general application of skills to adapt to new features.
Chapter 2: Getting Started
- Different licensing levels exist in Power Automate depending on the connectors used.
- Access Power Automate through the website (make.powerautomate.com).
- User accounts, including seeded and free accounts, have various limitations.
- Flows use triggers (event that initiates a flow) and actions (steps that do the work).
- Some specific flow types include cloud flows, desktop flows, and business process flows.
Power Automate Licensing
- Power Automate Free: Limited access to standard connectors.
- Microsoft 365 Licensing: Seeded license includes standard connectors (e.g., SharePoint, OneDrive). Limitations include no desktop flows or on-premises gateways.
- Dynamics 365 Licensing: Seeded license with access to Dataverse and business process flows. Limitations include specific use cases for connecting to the Dataverse database.
- Power Apps Licensing: Enables the use of premium connectors when used in relation to a Power App. Allows for runs without a specific associated Power App.
- Power Automate Standalone Plans: Includes per-user, per-flow license options for extensive use of premium connectors and desktop flows (attended and unattended).
- Pay-as-you-go Licensing: Provides flexibility, charged monthly for premium connector use.
Anatomy of a Flow
- Cloud flows consist of triggers and actions.
- Triggers initiate flow runs and can be automated, instant, or recurring events.
- Actions are the steps within a flow, each receiving input to produce output and proceed.
- Connectors specify triggers and actions for specific data sources—standard or premium.
Types of Flows
- Automated Cloud Flows: Triggered by events within a data source.
- Instant Cloud Flows: Triggered by user actions (e.g., in Power Apps).
- Scheduled Cloud Flows: Triggered by a recurrence (e.g., hourly, daily).
- Desktop Flows: Automate desktop tasks using the user interface.
- Business Process Flows: These flows help to streamline and enhance efficiency in organizational procedures by allowing users to visualize each step of their workflows. By automating repetitive tasks, organizations can reduce human error and improve productivity. Often implemented using tools like Power Apps or Dynamics 365, they provide a structured framework for managing processes effectively.
Chapter 3: Building Your First Flow
- Utilize pre-built templates for faster flow creation.
- Pre-built templates demonstrate functionality and create a base flow.
- Adapt templates to match specific scenarios by modifying triggers and actions.
- Build custom cloud flows from scratch using various triggers and actions, including manual and automated triggers.
- Utilize Visio for flowchart creation, mapping elements for easy export and import to Power Automate flows.
Chapter 4: Working with Triggers and Actions
- Understand triggers, actions, and connectors in greater detail to configure and execute flows.
- Employ dynamic content via JSON to apply real-time data for efficient flow configuration.
- Use functions within JSON to process data appropriately for diverse applications.
- Explore modifying triggers and actions in certain situations.
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