Power Automate Overview Quiz

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Questions and Answers

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.

connectors

Power Automate can ______ the collection and processing of information.

automate

Power Automate can manage the ______ process for documents and information.

<p>approval</p> Signup and view all the answers

Power Automate can send ______ reminders for past-due tasks.

<p>automatic</p> Signup and view all the answers

Power Automate can ______ emails and attachments in an indexable system.

<p>archive</p> Signup and view all the answers

Power Automate can ______ interactive computer tasks that are normally done manually.

<p>automate</p> Signup and view all the answers

Power Automate can ______ a staged process consisting of multiple steps.

<p>visualize</p> Signup and view all the answers

Power Automate is one of five applications included in the ______ Platform.

<p>Power</p> Signup and view all the answers

Power Automate can connect to over ______ out-of-the-box data sources.

<p>600</p> Signup and view all the answers

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.

<p>complex</p> Signup and view all the answers

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.

<p>forbidden</p> Signup and view all the answers

Citizen developers report to a ______ unit or function other than IT.

<p>business</p> Signup and view all the answers

A sales representative might use Power Automate to consolidate monthly sales reports into a more ______ report.

<p>comprehensive</p> Signup and view all the answers

Power Automate can be used to interact with ______ information using a regular computer user interface.

<p>legacy</p> Signup and view all the answers

The other four applications in the Power Platform are Power Apps, Power BI, Power Virtual Agents, and ______.

<p>Power Pages</p> Signup and view all the answers

Power Automate is an advanced integration tool that can connect to a growing list of more than 600 out-of-the-box ______ sources.

<p>data</p> Signup and view all the answers

Power Automate desktop flows can be used to interact with legacy information using a regular computer ______.

<p>user interface</p> Signup and view all the answers

______ Automate provides you with a workflow engine that works with almost any information stored in a computer system.

<p>Power</p> Signup and view all the answers

Power Automate can be used to periodically send reports generated by ______ BI.

<p>Power</p> Signup and view all the answers

Power Automate can be helpful for both ______ organizations, like financial advisors, and traditional manufacturing companies.

<p>service</p> Signup and view all the answers

Creating computer programs to efficiently process information has traditionally required professional ______.

<p>developers</p> Signup and view all the answers

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.

<p>business</p> Signup and view all the answers

Power Automate does not support ______ in cloud flows.

<p>impersonation</p> Signup and view all the answers

Microsoft releases a new set of features and enhancements for Power Automate at least every ______ months.

<p>six</p> Signup and view all the answers

Learning to work with Power Automate is similar to learning to ______.

<p>cook</p> Signup and view all the answers

Many technical guides and videos on Power Automate function like ______.

<p>cookbooks</p> Signup and view all the answers

Cloud flows can be ______, ______, or ______ depending on the trigger.

<p>instant</p> Signup and view all the answers

There are also ______ and ______ flows.

<p>desktop</p> Signup and view all the answers

The type of flow created can affect the ______ context of the connections used.

<p>security</p> Signup and view all the answers

Power Automate can support a number of different ______ types.

<p>flow</p> Signup and view all the answers

Desktop flows, also known as ______ Process Automation (RPA), allow users to interact with Windows or web application user interfaces (UIs) on their desktop.

<p>Robotic</p> Signup and view all the answers

Business process flows provide a set of steps for people to follow to complete a ______ business process.

<p>complex</p> Signup and view all the answers

______, 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.

<p>Connectors</p> Signup and view all the answers

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.

<p>on-premises</p> Signup and view all the answers

Microsoft Dataverse, originally named the Common Data Service (CDS), is a ______-based data store originally designed for Microsoft Dynamics business applications.

<p>cloud</p> Signup and view all the answers

Power applications, Power Automate flows, and Dataverse tables are stored in dedicated areas called ______.

<p>environments</p> Signup and view all the answers

Each Microsoft 365 or Dynamics 365 ______ includes a default environment.

<p>tenant</p> Signup and view all the answers

The problem with relying on the Power Automate ______ license is that it severely limits what connections you can use in your flows.

<p>free</p> Signup and view all the answers

The free license does give you access to any ______ connector.

<p>standard</p> Signup and view all the answers

One of the most common licenses used when working with Power Automate is the ______ license included with Microsoft 365 licenses.

<p>seeded</p> Signup and view all the answers

These seeded licenses are included so that Microsoft 365 users can easily create workflows and customize Office 365 ______.

<p>applications</p> Signup and view all the answers

These seeded licenses cover the use of any ______ connectors in Power Apps and Power Automate.

<p>standard</p> Signup and view all the answers

However, there are ______ on these seeded licenses.

<p>limitations</p> Signup and view all the answers

For example, these licenses do not cover the use of ______ gateways.

<p>on-premises</p> Signup and view all the answers

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.

<p>non-cloud</p> Signup and view all the answers

You cannot create personalized ______ based on API calls using the Power Apps for Microsoft 365 per-user plan.

<p>connectors</p> Signup and view all the answers

Access to data sources requiring ______ connectors, like SQL databases or Dataverse, is not included in the Power Apps for Microsoft 365 per-user plan.

<p>premium</p> Signup and view all the answers

Dynamics 365 ______ licenses, like Dynamics 365 Enterprise and Dynamics 365 Professional, include a seeded license for Power Apps and Power Automate.

<p>Enterprise</p> Signup and view all the answers

The Dynamics 365 seeded license allows you to create and execute ______ flows, which are automated sequences of actions, but not desktop flows.

<p>cloud</p> Signup and view all the answers

The Dynamics 365 seeded license includes the ability to use the premium ______ connector for customizing Dynamics 365 applications.

<p>Dataverse</p> Signup and view all the answers

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.

<p>cloud</p> Signup and view all the answers

The Dynamics seeded license cannot be used to avoid licensing costs by replacing ______ Dynamics functionality with the Dataverse connector.

<p>existing</p> Signup and view all the answers

The Dynamics seeded license enables the creation of ______ flows in addition to cloud flows, which automate specific business processes, such as approval workflows.

<p>business process</p> Signup and view all the answers

Both the Power Apps ______ and per-app licenses incorporate Power Automate use rights.

<p>per-user</p> Signup and view all the answers

Power Automate use rights included with Power Apps licensing cover the usage of Power Automate in conjunction with a related ______.

<p>Power App</p> Signup and view all the answers

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.

<p>recurrence</p> Signup and view all the answers

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.

<p>standalone</p> Signup and view all the answers

While per-app licensing normally covers a single ______ that directly triggers a flow, it may not automatically include all flows triggered by the application.

<p>application</p> Signup and view all the answers

Users who lack a Power Apps per-user license may be prompted to start a ______ trial when creating an application or a flow.

<p>license</p> Signup and view all the answers

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.

<p>RPA</p> Signup and view all the answers

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.

<p>desktop</p> Signup and view all the answers

The desktop flows can be either attended flows (run on the user’s computer) or ______ flows (run on a remote computer or virtual machine).

<p>unattended</p> Signup and view all the answers

The last standalone Power Automate license is a per-______ license.

<p>flow</p> Signup and view all the answers

Whereas the per-user licenses let a single user run multiple flows, the per-flow license covers many different users running one ______.

<p>flow</p> Signup and view all the answers

The base license covers up to five flows. Additional licenses can be added on for each additional ______ over five.

<p>flow</p> Signup and view all the answers

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.

<p>flow</p> Signup and view all the answers

The billing policy creates a meter to track the usage of applications and ______ in the environment.

<p>flows</p> Signup and view all the answers

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.

<p>Azure</p> Signup and view all the answers

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 ______.

<p>bot</p> Signup and view all the answers

To be covered by the PVA license, the flow must be triggered from an action in the ______.

<p>bot</p> Signup and view all the answers

Power Automate can only be used to extend the functionality of the PVA bot itself to retrieve or process ______.

<p>information</p> Signup and view all the answers

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 ______.

<p>environments</p> Signup and view all the answers

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 ______.

<p>user</p> Signup and view all the answers

But to get a full Power Automate trial, you must have a work or school ______.

<p>account</p> Signup and view all the answers

A ______ would need an explanation of what the figures mean to be able to summarize them for a report.

<p>developer</p> Signup and view all the answers

The cost benefits of using ______ developers are substantial.

<p>citizen</p> Signup and view all the answers

Businesses won’t need to hire quite so many ______ developers.

<p>professional</p> Signup and view all the answers

Professional developers with that level of experience are a limited, ______ resource.

<p>expensive</p> Signup and view all the answers

Using citizen developers for personal productivity or departmental applications can ______ the use of professional developers.

<p>stretch</p> Signup and view all the answers

Using a tool like Power Automate, citizen developers can automate ______ tasks.

<p>repetitive</p> Signup and view all the answers

Automating these repetitive tasks improves ______ and lets the citizen developer concentrate their time on more interesting, productive endeavors.

<p>reliability</p> Signup and view all the answers

By doing these tasks themselves, instead of waiting for a professional developer, they also improve the ______ on delivery of the application.

<p>turnaround</p> Signup and view all the answers

Their involvement also guarantees that the design of the workflow is exactly what the ______ developer wanted.

<p>citizen</p> Signup and view all the answers

The use of low-code/no-code development can also improve ______ between internal departments by removing the professional developers as intermediaries.

<p>collaboration</p> Signup and view all the answers

Citizen developers who speak the same ______ language can work together to implement new solutions.

<p>business</p> Signup and view all the answers

The result is an organization that runs more ______ and can access necessary information more quickly.

<p>efficiently</p> Signup and view all the answers

______ from SharePoint Designer to Power Automate

<p>Migrating</p> Signup and view all the answers

Power Automate is not Microsoft’s first low-code/no-code ______ engine.

<p>workflow</p> Signup and view all the answers

One of the additional capabilities added into SPD was a low-code/no-code ______ designer.

<p>workflow</p> Signup and view all the answers

Power Automate is the official ______ for SPD workflows.

<p>replacement</p> Signup and view all the answers

In some ways, Power Automate is more ______ since it is not limited to processing SharePoint data alone.

<p>powerful</p> Signup and view all the answers

SPD’s tight ______ with SharePoint made it easy to use.

<p>integration</p> Signup and view all the answers

SPD could also do some things that Power Automate ______.

<p>can't</p> Signup and view all the answers

Why should citizen developers use Power Automate flows with SharePoint instead of the more established SPD ______?

<p>workflows</p> Signup and view all the answers

Since its introduction, there have been two different versions of the SPD low-code/no-code ______ engines.

<p>workflow</p> Signup and view all the answers

The original version is now called SPD 2010 and ran within the software context of ______.

<p>SharePoint</p> Signup and view all the answers

The newer version, called SPD 2013, ran as a separate, ______ process.

<p>parallel</p> Signup and view all the answers

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 ______.

<p>added</p> Signup and view all the answers

But on August 1, 2020, Microsoft announced that all SPD workflows were being ______.

<p>deprecated</p> Signup and view all the answers

This deprecation called into question the ______ of SPD workflows as a workflow solution.

<p>viability</p> Signup and view all the answers

There are currently no utilities that can ______ existing SPD workflows to Power Automate.

<p>migrate</p> Signup and view all the answers

So, migration of workflows is a ______ process.

<p>manual</p> Signup and view all the answers

This makes it ______ that organizations make the switch to Power Automate as soon as possible.

<p>imperative</p> Signup and view all the answers

Power Automate ______ and Workarounds

<p>Limitations</p> Signup and view all the answers

There are some things that SPD workflows can do that Power Automate ______, and the reverse is also true.

<p>can't</p> Signup and view all the answers

Overall, Power Automate is an ______ on SPD workflows.

<p>improvement</p> Signup and view all the answers

But there are some ______ that you need to be aware of.

<p>limitations</p> Signup and view all the answers

Table 1-1 summarizes the ______ and provides some potential workarounds.

<p>limitations</p> Signup and view all the answers

The Templates tab in the Power Automate website can be used to browse or search for a ______ to match your scenario.

<p>template</p> Signup and view all the answers

Flow instances will ______ and stop after 30 days.

<p>timeout</p> Signup and view all the answers

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 ______.

<p>sorted</p> Signup and view all the answers

SPD workflows can run ______.

<p>indefinitely</p> Signup and view all the answers

When you start with a template, the ______, actions, and the logical flow are already done for you.

<p>trigger</p> Signup and view all the answers

Build flows with ______ triggers that store their current state in a data source and wake up periodically to do processing.

<p>recurrence</p> Signup and view all the answers

You might want a flow that will check the ______ forecast.

<p>weather</p> Signup and view all the answers

Calls to web services, like REST, require a ______ license if they aren’t to SharePoint.

<p>premium</p> Signup and view all the answers

The flow is triggered ______.

<p>manually</p> Signup and view all the answers

SPD workflows can make HTTP calls without ______ licensing.

<p>additional</p> Signup and view all the answers

It uses the ______ Weather service.

<p>MSN</p> Signup and view all the answers

This licensing change reflects the ______ scope of Power Automate.

<p>broader</p> Signup and view all the answers

One way to minimize the cost is to use a Service Account with a ______ license for flows that need to make general HTTP calls.

<p>premium</p> Signup and view all the answers

Output reports the temperature based on your personal ______ settings.

<p>regional</p> Signup and view all the answers

With SPD you can create ______ that can later be added to a variety of SharePoint lists.

<p>flows</p> Signup and view all the answers

Output is sent via a ______ notification.

<p>push</p> Signup and view all the answers

But Power Automate connections are ______ to a specific data source when they are created.

<p>bound</p> Signup and view all the answers

Your search will show you a template called “Get today’s ______ forecast for my current location,”

<p>weather</p> Signup and view all the answers

Templates are organized into ______ like Top picks, Remote work, Approval, Button, Data collection, and more.

<p>categories</p> Signup and view all the answers

So, you can’t have a single flow that works with ______ dynamic connections.

<p>multiple</p> Signup and view all the answers

There is no easy way to ______ reusable flows.

<p>duplicate</p> Signup and view all the answers

You can browse or search a particular ______ to find what you want.

<p>category</p> Signup and view all the answers

Each template in the list is displayed as a ______ that shows the following:

<p>card</p> Signup and view all the answers

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.

<p>template</p> Signup and view all the answers

The “Get today’s weather forecast for my current location” template uses a manual trigger and two ______.

<p>connectors</p> Signup and view all the answers

SPD stores the workflow history for 60 days in a hidden list in the SharePoint site where the workflow ______.

<p>runs</p> Signup and view all the answers

Power Automate stores workflow history for 28 days in a ______ table.

<p>Dataverse</p> Signup and view all the answers

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 ______.

<p>Dynamics 365</p> Signup and view all the answers

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.

<p>trigger</p> Signup and view all the answers

Activating a Power Apps Developer Plan provides a different ______ option for learning Power Automate that is not timeboxed.

<p>free</p> Signup and view all the answers

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.

<p>cloud</p> Signup and view all the answers

You can create a flow that periodically ______ workflow history from Dataverse to a storage location of your choice.

<p>transfers</p> Signup and view all the answers

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.

<p>environment</p> Signup and view all the answers

To sign up for a Power Apps Developer Plan with a work or school account, follow these steps:

  1. Open a web browser and navigate to the Power Apps Developer Plan. You will see the website shown in Figure 2-20.
  2. Select ______ in the upper-right corner of the website.

<p>Try free</p> Signup and view all the answers

A ______ is not required to sign up for a Power Apps Developer Plan.

<p>credit card</p> Signup and view all the answers

Clicking ______ will navigate you to the Power Apps Designer.

<p>Get started</p> Signup and view all the answers

If you aren't already there, navigate to ______. Then sign in with your work or school account (see Figure 2-24).

<p><a href="https://make.powerautomate.com">https://make.powerautomate.com</a></p> Signup and view all the answers

If you signed up for the Power Apps Developer Plan, use the Environments drop-down in the upper-right corner to select your ______ environment.

<p>developer</p> Signup and view all the answers

Your developer's environment will be named using your user's name followed by the word ______.

<p>environment</p> Signup and view all the answers

We reviewed the following: The different ______ required to run flows

<p>licenses</p> Signup and view all the answers

We've now covered all the necessary background material to create your first ______.

<p>flow</p> Signup and view all the answers

In the next chapter, I'll show you three different ways to create a ______.

<p>flow</p> Signup and view all the answers

Power Automate includes a large list of ______ to fit a variety of scenarios.

<p>templates</p> Signup and view all the answers

I'll start off by showing you how to build a completely functional flow using a prebuilt ______.

<p>template</p> Signup and view all the answers

Then, I'll cover how to construct a flow from ______ when there is no template that matches what you want to do.

<p>scratch</p> Signup and view all the answers

The wizard will also provide some alternate ______ based on what you type.

<p>suggestions</p> Signup and view all the answers

You can accept this flow or click "Show a different ______" at the bottom of the page to see a different suggested flow.

<p>suggestion</p> Signup and view all the answers

The wizard provides some alternate suggestions based on what you ______.

<p>type</p> Signup and view all the answers

Click the arrow next to your entry to ______ (see Figure 3-26).

<p>proceed</p> Signup and view all the answers

Click "______ flow" to create the flow (see Figure 3-29).

<p>Create</p> Signup and view all the answers

On the second page of the wizard, you will review the ______ needed in the suggested flow.

<p>connections</p> Signup and view all the answers

On the last page of the wizard, you have the option to fill in fields used in the flow’s ______.

<p>actions</p> Signup and view all the answers

This method won’t make building flows a lot ______.

<p>faster</p> Signup and view all the answers

You can also use ______ to create a visual flowchart of what a flow is supposed to accomplish.

<p>Visio</p> Signup and view all the answers

The Visio desktop application must be the Office 365 version with a Plan 2 ______.

<p>license</p> Signup and view all the answers

You can start designing a Power Automate flow using Visio either on the Power Automate ______ or directly in the Visio desktop application.

<p>website</p> Signup and view all the answers

In this example, you’ll create a Business Process Modeling Notation (BPMN) in ______.

<p>Visio</p> Signup and view all the answers

This will open the BPMN Basic Shapes ______ and create a blank Visio drawing.

<p>stencil</p> Signup and view all the answers

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.

<p>drag</p> Signup and view all the answers

Your screen should now look like the ______ in Figure 3-35.

<p>screenshot</p> Signup and view all the answers

Triggers and actions are the primary building blocks in ______.

<p>Power Automate</p> Signup and view all the answers

Each trigger or action represents an ______ that can be used to interact with a specific data source.

<p>API</p> Signup and view all the answers

Power Automate flows can be ______, ______, or ______ depending on the trigger.

<p>cloud</p> Signup and view all the answers

Power Automate is an advanced integration tool that can connect to a growing list of more than ______ out-of-the-box data sources.

<p>600</p> Signup and view all the answers

Business process flows provide an overview of a set of tasks organized into __________.

<p>stages</p> Signup and view all the answers

Power Automate is created in ________ but hosted in other applications for user interaction.

<p>Power Automate</p> Signup and view all the answers

An example of a business process that can be automated is an employee __________ procedure.

<p>onboarding</p> Signup and view all the answers

To sign up for a Power Automate trial, navigate to the Power Automate __________.

<p>website</p> Signup and view all the answers

Only work or school accounts can enable the __________ features of Power Automate in a trial.

<p>premium</p> Signup and view all the answers

After entering your email address, click the __________ button on the sign-up page.

<p>Start free</p> Signup and view all the answers

To finalize your trial setup, click 'Get started' to accept the __________ you entered during sign-up.

<p>region</p> Signup and view all the answers

The __________ team readies the resources that a new employee will need.

<p>IT</p> Signup and view all the answers

The Power Automate trial is limited to __________ days.

<p>30</p> Signup and view all the answers

To create a new flow, type 'Copy documents' in the search box and select the appropriate __________ card.

<p>template</p> Signup and view all the answers

You can obtain a Power Automate trial license using the 'Try __________' link.

<p>free</p> Signup and view all the answers

To authorize OneDrive Connections, sign in and click __________.

<p>Continue</p> Signup and view all the answers

Power Automate can minimize __________ delays in task completion by streamlining processes.

<p>manual</p> Signup and view all the answers

The free license provides access to any __________ connector.

<p>standard</p> Signup and view all the answers

To match the scenario exactly, you will need to change the trigger from a manual trigger to an ______ trigger.

<p>automatic</p> Signup and view all the answers

Making changes to the triggers and actions in a flow may require that other actions, or the ______ of the flow itself, be changed.

<p>logic</p> Signup and view all the answers

You can use the ______ tab of the Dynamic content dialog to enter functions and JSON representations of dynamic content values.

<p>Expression</p> Signup and view all the answers

To change the User Principal Name (UPN) field in the 'Get manager' action, select the 'Modified by ______' entry.

<p>Email</p> Signup and view all the answers

Changing the trigger will remove some data elements that were used to configure later ______ in the template.

<p>actions</p> Signup and view all the answers

By clicking OK on the confirmation dialog, you will have successfully deleted the existing '______' trigger.

<p>For a selected file</p> Signup and view all the answers

After modifying the flow, remember to change the name of the flow in the upper-right corner to '______ manager approval modified.'

<p>Request</p> Signup and view all the answers

Templates can provide valuable examples of how to perform certain sets of ______.

<p>actions</p> Signup and view all the answers

To ensure the email results go to the person who uploaded the file, change the To field in Email actions to '______ by email.'

<p>Modified</p> Signup and view all the answers

This guide discusses how to efficiently process information using a ______-based approach.

<p>template</p> Signup and view all the answers

You need to type '______ created' in the Search box of the trigger dialog to find the appropriate trigger.

<p>file</p> Signup and view all the answers

The current trigger provides the ID of the file or files created as an ______.

<p>array</p> Signup and view all the answers

To configure the 'Get file properties' action, place your cursor in the blank Id field and type '______(triggerBody()?['value'])?['ID']'.

<p>first</p> Signup and view all the answers

The flow must run under the appropriate ______ context after changing triggers to maintain security standards.

<p>security</p> Signup and view all the answers

Select ‘Start and wait for an ______’ from the filtered list of actions.

<p>approval</p> Signup and view all the answers

The flow will be completed when one person ______ or rejects the document.

<p>approves</p> Signup and view all the answers

Type suitable text into the ______ field, something like 'Status Report Approval.'

<p>Title</p> Signup and view all the answers

You need to configure the fields in the action with the following ______.

<p>information</p> Signup and view all the answers

If the evaluation is _____, the 'If yes' branch of the flow is executed.

<p>true</p> Signup and view all the answers

You want to check whether the ______ report was approved or not.

<p>status</p> Signup and view all the answers

Select 'does not ______' from the center operation drop-down.

<p>contain</p> Signup and view all the answers

For each branch of the condition, you’ll add an ______ action.

<p>Email</p> Signup and view all the answers

Type suitable text into the Subject field, something like 'Status Report ______.'

<p>Approved</p> Signup and view all the answers

You can create a flow using AI by navigating to ______.

<p><a href="https://make.powerautomate.com">https://make.powerautomate.com</a></p> Signup and view all the answers

The 'Choose a value' field in the Condition action allows you to select the ______ entry.

<p>Outcome</p> Signup and view all the answers

When the flow reaches the 'Start and wait for an approval' action, it will ______ until a response is received.

<p>pause</p> Signup and view all the answers

To capture the user’s email, you need to select 'Modified by ______' from the Dynamic content dialog.

<p>Email</p> Signup and view all the answers

Click 'Add an action' inside the 'If ______' branch of the condition.

<p>yes</p> Signup and view all the answers

You will learn how to format the Details field using ______ language in future chapters.

<p>markdown</p> Signup and view all the answers

The original approval action has been superseded by a new action called 'Start and wait for an ______.'

<p>approval</p> Signup and view all the answers

Prebuilt ______ are a snapshot of the triggers and actions that existed when they were made.

<p>templates</p> Signup and view all the answers

Working with older templates can lead to ______ if the triggers and actions within them do not match current documentation.

<p>confusion</p> Signup and view all the answers

It's important to understand what the ______ does to modify it and get it working again.

<p>template</p> Signup and view all the answers

If you sign up with a generic email or a Microsoft account, you will get access to the Power Automate free ______.

<p>license</p> Signup and view all the answers

Creating a new Cloud Flow requires selecting the type of flow, which in this case will be an ______ flow.

<p>automated</p> Signup and view all the answers

To create an automated cloud flow, you need to navigate to _______, select 'Automated cloud flow' from the drop-down menu.

<p>make.powerautomate.com</p> Signup and view all the answers

These per-user trial licenses expire after ______ days.

<p>30</p> Signup and view all the answers

The Power Apps Developer Plan provides access to all the premium features in both Power Apps and Power ______.

<p>Automate</p> Signup and view all the answers

In the dialog box for building an automated cloud flow, you should type 'Request Manager ______ for a status report.'

<p>approval</p> Signup and view all the answers

A limit of ______ flow runs per month is set for the Power Apps Developer Plan.

<p>750</p> Signup and view all the answers

Once you have created your base flow, you cannot save it until you have added at least one ______.

<p>action</p> Signup and view all the answers

The action 'Get ______ (V2)' is used to identify the manager of the person uploading the status report.

<p>manager</p> Signup and view all the answers

The most important limitation of the Power Apps Developer Plan is that this environment can’t be used to run ______ applications.

<p>production</p> Signup and view all the answers

An automated flow runs each time a file is ______.

<p>uploaded</p> Signup and view all the answers

Signing up for a Power Apps Developer Plan requires a work or ______ email address.

<p>school</p> Signup and view all the answers

Each type of trigger has different ______ and disadvantages.

<p>advantages</p> Signup and view all the answers

Windows 10/11 includes a license for manually running attended ______ flows.

<p>desktop</p> Signup and view all the answers

Triggers and actions in Power Automate are building blocks that encapsulate the ______ available for a particular data source.

<p>APIs</p> Signup and view all the answers

If the report is ______, you let the original requestor know.

<p>approved</p> Signup and view all the answers

When building a flow, it is good to create a list of what needs to happen and in what ______ the steps need to occur.

<p>order</p> Signup and view all the answers

A trigger is an event that initiates a cloud flow ______.

<p>run</p> Signup and view all the answers

To build new flows, users should take the time to understand what each trigger and action is ______.

<p>doing</p> Signup and view all the answers

Triggers can either be webhook triggers or ______ triggers.

<p>polling</p> Signup and view all the answers

A flow created from a template often relies on specific ______ configurations.

<p>system</p> Signup and view all the answers

When testing a flow, it’s usually a good idea to wait at least ______ minutes for a trigger to fire.

<p>5–10</p> Signup and view all the answers

Unattended desktop flows or desktop flows triggered from a ______ flow are not included in the Windows 10/11 licensing.

<p>cloud</p> Signup and view all the answers

Microsoft is working to change the limit on a single developer environment to allow the full use of ______ Lifecycle Management (ALM).

<p>Application</p> Signup and view all the answers

You might want to start an approval process whenever a new file is added to a ______ document library.

<p>SharePoint</p> Signup and view all the answers

Triggers aren’t always automated events; they can also be a manual event, like a user pressing a ______ in a Power App.

<p>button</p> Signup and view all the answers

Actions are the steps that perform the work of the ______.

<p>flow</p> Signup and view all the answers

Each ______ receives input from the action before it and outputs information to the actions that follow it.

<p>action</p> Signup and view all the answers

Triggers and actions are classified as either standard or ______ based on their connector.

<p>premium</p> Signup and view all the answers

Automated cloud flows are triggered by an ______ in a data source.

<p>event</p> Signup and view all the answers

Instant cloud flows are triggered by a ______ action, such as a button click.

<p>user</p> Signup and view all the answers

Scheduled cloud flows are triggered by a ______ trigger that runs on a set interval.

<p>recurrence</p> Signup and view all the answers

Desktop flows are Power Automate’s entry into the world of robotic ______ automation.

<p>process</p> Signup and view all the answers

Each ______ provides access to triggers and actions specific to the data source it connects to.

<p>connector</p> Signup and view all the answers

One common issue developers face is translating business process logic into a series of flow ______.

<p>actions</p> Signup and view all the answers

A condition in a flow may compare a value to a ______ and decide which action branch to follow.

<p>constant</p> Signup and view all the answers

________ cloud flows are probably the most common form of flow.

<p>Automated</p> Signup and view all the answers

A flow that retrieves documents not modified in six months might be scheduled to run on the first day of each ______.

<p>month</p> Signup and view all the answers

To use ______ connectors, you need a license that provides access to premium features.

<p>premium</p> Signup and view all the answers

The steps in an automated flow might include notifying a manager and sending an ______ to the requestor.

<p>email</p> Signup and view all the answers

In a flow, each step can retrieve, update, create, or delete information in a ______ source.

<p>data</p> Signup and view all the answers

To label the first task in the flow, double-click on the Start Event and type 'File is ______'.

<p>created</p> Signup and view all the answers

You can select 'SharePoint - When a file is created (______ only)' from the list of triggers in the panel.

<p>properties</p> Signup and view all the answers

To add two more tasks, repeat the process to add a ______ after the first task.

<p>Gateway</p> Signup and view all the answers

After exporting the workflow diagram to Power Automate, you will see a ______ report dialog.

<p>success</p> Signup and view all the answers

You can click on the ______ icon to edit the imported flow in Power Automate.

<p>pencil</p> Signup and view all the answers

In the Export panel, select the Send Approval shape and type '______' in the Search box.

<p>Approval</p> Signup and view all the answers

Power Automate can send an email using the ______ 365 Outlook – Send an email (v2) action.

<p>Office</p> Signup and view all the answers

You can export the flow and fill in the details in ______ Automate.

<p>Power</p> Signup and view all the answers

The Export button in the panel is activated once there are no issues to ______.

<p>resolve</p> Signup and view all the answers

The on-premises data ______ is a software service that provides cloud flows access to on-premises data.

<p>gateway</p> Signup and view all the answers

In Power Automate, you can create a flow manually, starting with a specific ______.

<p>trigger</p> Signup and view all the answers

After mapping the Visio shapes to a specific Power Automate trigger and actions, you can ______ the drawing.

<p>export</p> Signup and view all the answers

To select the Get Manager shape, type '______' in the Search box in the Export panel.

<p>Office</p> Signup and view all the answers

Once the flow is exported, return to the My ______ tab on the Power Automate website.

<p>flows</p> Signup and view all the answers

Power Automate allows for creating workflows using a prebuilt ______.

<p>template</p> Signup and view all the answers

Flashcards

Microsoft Power Automate

A cloud-based application for creating automated workflows.

Workflows

Automated processes created using Power Automate.

Connectors

Tools in Power Automate to access information from various systems.

Automated Reminders

Notifications sent out automatically for overdue tasks.

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Document Approval Process

System for managing the approval of documents or information.

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Email Archiving

Automatically organizing emails and attachments into an indexable system.

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Interactive Computer Tasks

Tasks usually performed manually that can be automated.

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Power Platform

A suite of Microsoft applications enhancing workflow automation and data analysis.

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Citizen Developer

An individual who builds applications for personal or departmental use without formal developer training.

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Power Automate

A Microsoft tool for automating workflows and streamlining repetitive tasks.

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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)

A discontinued application formerly used to build and customize SharePoint sites and workflows.

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Workflow Automation

The use of technology to automate repetitive tasks and processes within workflows.

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Professional Developers

Highly skilled individuals who create complex software applications and systems.

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Enterprise Applications

Large-scale software solutions designed to support and manage the operations of an organization.

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Collaboration Improvement

Enhancing teamwork and communication through tools like Power Automate and workflow design.

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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

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

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

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

Flows that can be duplicated and used across different lists or sources, limited in Power Automate.

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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

The storage location in Power Automate where workflow history is logged for 28 days.

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Power Apps

A tool that allows users to quickly build custom applications for various devices.

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Power BI

A business analytics tool that helps create data-driven reports and insights.

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Power Virtual Agents

A tool for building chatbots to engage customers and employees.

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Power Pages

A platform guiding users to build websites showcasing business data.

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Low-code/No-code

Development environments that allow app creation without coding skills.

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Connectors in Power Automate

Features that link Power Automate to various systems and data sources.

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Desktop Flows

Automated workflows in Power Automate for desktop applications.

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API Custom Connectors

Custom connections made when no existing connector fits an application.

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Integration with Power BI

Using Power Automate to send reports generated by Power BI periodically.

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Workflow Engine

A system in Power Automate that helps manage and automate processes.

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Legacy System Access

Using desktop flows to interact with older systems with no modern APIs.

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Task Management Automation

Using Power Automate to simplify and manage repetitive tasks.

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Data-Driven Decisions

Making business decisions based on insights gathered from data analysis.

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Microsoft 365

A cloud-based subscription service that includes Office apps and services.

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Dynamics 365

Cloud-based ERP and CRM business applications.

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Flow types

Different categories of automated workflows in Power Automate.

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Business process flows

Structured steps for completing complex business actions.

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Standard and premium connectors

Tools for connecting and processing data from various sources.

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On-premises data gateway

Service enabling cloud flows to access local data.

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Dataverse database

Cloud data storage originally for Dynamics applications.

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Power Platform environment

Dedicated areas for apps, flows, and data storage.

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Storage capacity

Measurement of data storage available per license.

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Power Automate free license

A no-cost version of Power Automate with limited features.

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M365 seeded license

License included with Microsoft 365 allowing access to Power Automate.

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Limitations of M365 license

Restrictions in the capabilities of the M365 seeded license.

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Usage scenarios

Different contexts that dictate which Power Automate license is needed.

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Impersonation in Security

Running actions with elevated permissions in workflows.

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Service Account

An account used to run automated actions requiring permissions.

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Power Automate Updates

New features and enhancements released every six months.

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Learning Approach

Focus on underlying techniques rather than specific flows.

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Connectors in Flows

Components that connect to various data sources in Power Automate.

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Triggers in Flows

Events that start a flow's automation process.

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Actions in Flows

Tasks carried out once a flow is triggered.

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Cloud Flows

Automated workflows that run in the cloud, types include instant, automated, and recurrent.

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Licensing in Power Automate

Different levels of access based on the usage of connectors and flows.

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Seeded License

Included access level for certain accounts that allows basic Power Automate usage.

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Power Automate Documentation

Resource for information on connectors, actions, and flows.

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Automating Workflows

Using Power Automate to simplify repetitive tasks.

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Non-Cloud Resources

Resources like SharePoint servers or network file servers, not hosted in the cloud.

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Custom Connectors

Connectors created by users based on specific API calls to integrate various services.

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Premium Connectors

Special connections that require a different licensing level, often for advanced data sources.

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Dynamics 365 Licenses

Licenses that include Power Apps and Power Automate for customization and extension of Dynamics 365 applications.

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Dataverse

A cloud-based database used by Dynamics 365 applications for data storage and management.

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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

An application connected to a cloud flow for specific processes, enhancing the app's functionality.

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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

A license allowing unlimited app access for a single user.

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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

Licensing options for Power Automate independent of other Microsoft products.

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RPA in Power Automate

Robotic Process Automation features allowing automation of desktop flows.

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Trigger Types in Power Automate

Methods to initiate flows, like manual, automated, or scheduled triggers.

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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

Includes all features of the basic license, allowing trigger of desktop flows from cloud flows.

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Unattended flows

Run on a remote computer or virtual machine without user intervention.

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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

Charges for usage only when an application or flow is used, linked to Azure subscription.

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Dataverse storage

Used for additional storage beyond 1GB, charged monthly.

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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

Provides full features of licenses but does not allow creation of additional environments.

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Active users measure

Counts users interacting with Power Apps within a month for billing.

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Flow runs charges

Fees charged for cloud and desktop flow runs using premium connectors.

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Trial license request

Global admins or users can obtain Power Automate trial licenses through specific processes.

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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

Used for occasional applications or flows by multiple users without annual commitment.

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Flow Trigger

An event that initiates a flow, leading to subsequent actions.

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Automated Cloud Flows

Flows triggered by events in data sources without human input.

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Instant Cloud Flows

Flows initiated by user actions, like button clicks.

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Scheduled Cloud Flows

Flows that run operations at specific times based on a schedule.

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Conditional Action

An action that evaluates a condition to determine the path a flow takes.

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Loop Processing

An action that processes multiple items in a repeated manner.

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Data Sources

Origins of data that connectors access within Power Automate.

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SharePoint Trigger

A connector that triggers flows based on SharePoint events, like file uploads.

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Legacy Application Tasks

Manual tasks automated using desktop flows that interact with older software.

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Recurrence Trigger

Starts a flow based on a set time interval or schedule.

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Approval Workflow

A flow sequence where items must be approved before proceeding.

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Flow Output

Information produced by an action to be used by subsequent actions in a flow.

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User Interaction

Actions initiated directly by users, such as button clicks in apps or flows.

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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

Free development plan for Power Apps and Power Automate that never expires.

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Single Developer Environment

Limitation of the Power Apps Developer Plan, suitable for learning but not production.

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Premium Features Limitations

Limits on the Developer Plan, including single environment and flow run limits.

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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

Triggers that fire immediately when an event occurs.

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Polling Triggers

Triggers that check for events at intervals, may delay response.

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Attended Desktop Flows

Flow type allowed under Windows licensing for manual automation tasks.

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RPA Flows vs. Cloud Flows

RPA flows automate desktop tasks; cloud flows are for online services.

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Dataverse Database Capacity

Capacity limit (2GB) associated with the Power Apps Developer Plan.

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Flow Runs Limit

750 flow runs allowed per month on the Power Apps Developer Plan.

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Manual Events as Triggers

User-driven actions, like pressing a button, that initiate flows.

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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

Business Process Flows are designed in Power Automate and hosted in Power Apps or Dynamics 365.

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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

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

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

Different ways to obtain licenses for Power Automate, including free trials and premium licenses.

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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

Only work or school accounts can access premium connectors during a Power Automate trial.

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Power Automate Templates

Predefined flows that users can use to create new automated processes easily.

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OneDrive for Business Integration

Power Automate allows copying files across OneDrive accounts using specific templates.

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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

Users must click save to keep the configurations of their created flows in Power Automate.

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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

Microsoft 365 trials last 30 days and cannot be renewed, limiting free access to Power Automate.

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Authorization of Connections

Users might need to authorize connections when creating flows that involve external services.

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Trial Activation

Starting a free trial for Power Automate to gain temporary access to additional features.

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Signing Up Process

Steps to register for a Power Apps Developer Plan using a work or school account.

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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 payment information is needed to sign up for the Power Apps Developer Plan.

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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

A web-based platform for creating and designing automated workflows.

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Prebuilt Templates

Ready-to-use workflows available in Power Automate for various scenarios.

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User Account Confirmation

The process of verifying your email and account information when signing up.

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Licenses Overview

Different plans in Power Automate, detailing what features and access they provide.

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Microsoft 365 Account

A work or school account necessary to sign up for the Developer Plan.

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Flow Building Basics

The foundational knowledge needed to create automated workflows in Power Automate.

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Dynamic Content Filling

Using variable data in your flows to enhance functionality and flexibility.

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Triggers

Events that start a flow's automation process in Power Automate.

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Actions

Tasks carried out once a flow is triggered in Power Automate.

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Dynamic Content

Data used within flows that changes based on triggers or actions.

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JavaScript Object Notation (JSON)

A format to structure and exchange data, often used with APIs.

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Modifying Settings

Adjusting trigger and action configurations to change their behavior.

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Templates Tab

A section in Power Automate to browse or search for templates.

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Template Categories

Different groups like Top picks, Approval, Remote work to organize templates.

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Flow Actions

Tasks performed once a flow is triggered in Power Automate.

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Weather Forecast Template

A Power Automate template that retrieves weather information based on location.

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Template Cards

Visual representations of templates showing details like triggers and flows.

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Descriptive Title

A clear label for what a template does in Power Automate.

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Approval Process Template

A template in Power Automate designed for managing file approvals.

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Flow Creation Steps

Steps taken to create a flow using an existing template.

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Modifying a Template

Changing aspects of a flow template to better fit needs.

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Connections in Flow

Linkages that allow a flow to interact with apps and services.

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Search Functionality

A mechanism to find specific templates using keywords.

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Flow Popularity

A metric indicating how many flows have been created from a template.

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Template Usage Description

Brief text explaining what a template does, aiding in search results.

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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

A new approval action that replaced older methods in Power Automate.

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Modifying templates

Understanding can help you adjust flows built from older templates when they break.

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Building from scratch

Creating a new flow without using any prebuilt templates.

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Automated trigger

A trigger that initiates a flow whenever a specified event occurs automatically.

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Search connectors and actions

A feature to find necessary components while building a flow.

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Get manager (V2)

An action to retrieve the manager's details in a flow.

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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

A step in the workflow where an approval is sought from the manager.

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List of actions

A planned sequence of tasks that needs to occur in the flow.

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Dynamic content dialog

A feature that lets you select variables from trigger data for flow actions.

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Workflow automation benefits

Streamlines repetitive tasks, saving time and minimizing errors.

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Identifying workflow steps

Determining the necessary actions and their sequence in automation.

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Understanding Power Automate

Gaining knowledge about how flows work, triggers, and actions to enhance learning.

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Change Trigger

Modifying the flow trigger from manual to automatic for file uploads.

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File Created Trigger

A flow trigger that activates when a file is created in a document library.

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Get File Properties

An action that retrieves details about the uploaded file.

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User Principal Name (UPN)

The email format used as a unique identifier for users in a system.

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Modified By Email

Email address of the user who last modified the file.

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Cascading Changes

Subsequent modifications required due to an initial adjustment in the flow.

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Remove Action

Delete an unnecessary step in a workflow to streamline it.

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Email Actions

Actions in a flow that send email notifications based on certain criteria.

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Expression Tab

A section in Power Automate for entering functions and custom content.

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Flow Name Modification

Changing the name of a flow for clarity or organization.

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Template Use

Utilizing pre-made workflows as a foundation for customization.

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Communication Context

The system environment in which the flow operates, affecting its access and actions.

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JSON in Flows

A format used for structuring data and functions within Power Automate.

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Three-step wizard

A guided tool to describe and create flows in Power Automate.

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Flow description

Text provided to define what your flow should accomplish.

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Suggested flow

AI-generated recommendation based on your flow description.

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Required authentication

Verification needed for connections that are not authenticated.

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Static entries

Fixed data used in flow actions before completion.

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Creating flow in Power Automate

Finalizing the designed flow in the Power Automate design studio.

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Visio for flow design

A tool to visually create flowcharts representing workflows.

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BPMN

Business Process Modeling Notation; a standard for visualizing business processes.

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Exporting Visio template

Turning a Visio flowchart into a usable template for Power Automate.

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Office 365 Visio Plan 2

Required version of Visio for integration with Power Automate.

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Collaboration in Visio

Using Visio for group workflow designs or client presentations.

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Action flowchart

A visual representation of steps in a workflow using Visio shapes.

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Review connections

Evaluating and authenticating connections in a suggested flow.

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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

An approval type that concludes when the first person approves or rejects the request.

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Outcome entry in Approval

The dynamic content reflecting the responses submitted by approvers.

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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

A lightweight markup language for formatting text in the Details field of approvals.

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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 actions wait for responses while asynchronous actions continue without waiting.

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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

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

The two pathways in a Condition action that determine flow direction based on conditions met.

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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

A feature in Power Automate allowing users to create flows by describing requirements in natural language.

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Start Event

The initial point in a flowchart that triggers the workflow.

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Task

A defined action or step performed in a workflow.

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Gateway

A decision point in a flow that directs the flow based on conditions.

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Power Automate Trigger

An event that starts the execution of a flow.

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Export Panel

A section in Power Automate to map shapes to triggers and actions.

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Mapping Actions

Assigning specific actions to shapes in Visio for Power Automate.

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Approval Action

An action in a flow where approval is required before proceeding.

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Flow Diagram

A visual representation of a workflow and its components.

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Get Manager Action

An action used to obtain the manager's information in a flow.

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Flow Exporting

Transferring a workflow diagram from Visio to Power Automate.

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Success Report Dialog

A notification showing successful flow export in Power Automate.

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Flow Run

The execution of a workflow upon trigger activation.

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Flow Labels

Descriptive names given to elements in a flowchart.

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Study Notes

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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