Automate a Business Process Using Power Automate

1. 1
RAFAEL DELACRUZ
SharePoint and Cloud Architect
+25 years of experience
@delacruz_Rafael
Automate a Business Process
Using power Automate
If you have a positive attitude and constantly strive to give your best effort,
eventually you will overcome your immediate problems and find you are ready
for greater challenges.

2. 2Rafael delacruz @delacruz_rafael
Automate a Business Process
Using power Automate
What is
Power
Automate
What is new
in Power
Automate
Different
Types of
Flows
Templates Connectors
Popular
Services
Power
Platform
Power
Automate
Pricing
Frequently
asked
questions

3. 3Rafael delacruz @delacruz_rafael
Automate a Business Process
Using power AutomatePower
Platform
Power BI (Business Intelligence)
https://Powerbi.Microsoft.com
Reporting and data visualization
products and services for
individuals and teams.
Power Apps
https://Powerapps.Microsoft.com
Microsoft defines PowerApps as a
“suite of apps, services, connectors
and data platform that provides a
rapid application development
environment apps for your business
needs.
Power Automate
https://Flow.Microsoft.com
Quickly automate your workflows,
enable business logic to simplify
app building, and model your
processes across connected data
sources and services.
Power Virtual Agents
https://powervirtualagents.Microsoft.com
Power Virtual Agents empowers teams to
easily create powerful bots using a
guided, no-code graphical interface
without the need for data scientists or
developers.

4. Common scenarios and capabilities of Power Automate:
• Automating of repetitive tasks like moving data from one system to
another
• Guiding a user through a process so they can complete the different
stages
• Connecting to external data sources via one of over 275 connectors or
directly via anAPI (Application Programming Interface)
• (Automating desktop-based processes with robotic process
automation (RPA) capabilities
Automate a Business Process Using power Automate
Power Automate is used to automate repetitive business
processes. Beyond simple workflows, Power Automate can
send reminders on past due tasks, move business data
between systems on a schedule, talk to more than 275 data
sources or any publicly available API, and can even automate
tasks on your local computer like computing data in Excel. All
of this can be done by all skill levels from typical business
users to IT using Power Automates no-code/low-code
platform.
In October of 2019 Microsoft Flow was renamed to Power
Automate to better convey the fact that can create more than
just workflows.
Rafael delacruz @delacruz_rafael
What is
Power
Automate

5. Automate a Business Process
Using power Automate
Rafael delacruz @delacruz_rafael
What is new in
Power
Automate
Azure Integration with Power Automate – April 19, 2020
Microsoft learn (Training, Learning Paths, and tutorials) – Sept 2020
You can now search for connectors, templates, documentation, community, and blog posts in universal search.
Most of the AI Builder model types now have their actions in Power Automate – Jun 1, 2020
If you want to duplicate actions, you can now copy and paste – July 20, 2020
Support for Azure AD and Office 365 groups in Approvals – Sept 2020
UI flows support do until loops – Oct 2020

6. UI Flows
Business
process flows
Scheduled
flows
Instant flows
Automated
flows
Different
Types of
Flows
Rafael delacruz @delacruz_rafael

7. Automate a Business Process
Using power AutomateAutomated flows
Create a flow that performs one or more tasks automatically after it's triggered by an event.
Prerequisites
• An account on flow.microsoft.com
• ATwitter account
• Office 365 credentials
Different
Types of
Flows
Rafael delacruz @delacruz_rafael
Creating a folder in a document library when an entry is added to a
list
Click on the icon to watch the video

8. Automate a Business Process
Using power Automate
Triggered manually from any device, easy-to-share instant flows automate tasks so you don’t have to repeat yourself.
Instance Flows
Different
Types of
Flows
Rafael delacruz @delacruz_rafael
Post a message to a Teams Channel
Click on the icon to watch the video

9. Automate a Business Process
Using power AutomateScheduled flows
Create a flow that performs one or more tasks (such as sending a report in email):
• Once a day, an hour, or a minute
• On a date that you specify
• After a number of days, hours, or minutes that you specify
Different
Types of
Flows
Rafael delacruz @delacruz_rafael
Creating a Channel in Teams
Click on the icon to watch the video

10. Automate a Business Process
Using power Automate
Why use business process flows?
What can a business process flows do?
Concurrent process flows
Multiple entities in business process flows
Multiple business process flows are available per entity
Maximum number of processes, stages, and steps.
Business process flows provide a guide for people to get work done.They provide a streamlined user experience that leads people
through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind.
Let customizers configure multiple business processes associated with the same staging record. Users can switch between processes between multiple
business processes running concurrently. And resume their work at the stage in the process that they were on.
You can design business process flows that tie together the records for up to five different entities into a single process.
You can have up to 10 active business process flows per entity to provide appropriate processes for different situations
There can be no more than 10 activated business process flow processes per entity.
Each process can contain no more than 30 stages
Multi-entity processes can contain no more than five entities
You can define a set of stages and steps that are then displayed in a control at the top of the form. Each stage contains a group of
steps and each step represents a field where data can be entered.
Business Process Flow
Different
Types of
Flows

11. Automate a Business Process Using power Automate
UI Flows
These robotic process automation (RPA) flows allow you to record yourself performing actions on your desktop or within a web browser.
You can then trigger a flow to perform that process for you.You can also pass data in or get data out of the process, letting you automate
even "manual" business processes.
UI flows provides
Robotic Process
Automation (RPA)
capabilities to Power
Automate.
Record step-by-step
actions such as mouse
clicks, keyboard use,
and data entry and
turn them into
intelligent workflows
You can use UI flows to
automate repetitive
tasks inWindows and
Web applications
Different
Types of
Flows
Rafael delacruz @delacruz_rafael
Run and manage
scripts in a secure
environment to enable
end-to-end
automation protected
by Microsoft security
technology/

12. 12
Automate a Business Process
Using power AutomateTemplates
319
Rafael delacruz @delacruz_rafael

13. 13
Automate a Business Process
Using power AutomateConnectors
385
Rafael delacruz @delacruz_rafael

14. 14
Automate a Business Process
Using power Automate
Rafael delacruz @delacruz_rafael
Popular
Services

15. Automate a Business Process
Using power Automate
Per User Plan Per user plan with
Attended RPA
License by Flow
Description Allow individual users to create unlimited
flows based on their unique needs.
$15 per user/month
Allow individual users to create
unlimited flows, plus automate
legacy applications through robotic
process automation (RPA) andAI.
$40 Per user/month
Allow individual users to create
unlimited flows, plus automate
legacy applications through robotic
process automation (RPA) andAI.
Per five flows per month
Licensing is supported on
both a “per user” basis as
well as “per flow” basis.
Per user plan equips individual users to
create and run unlimited workflows and
business processes based on their
unique needs.
Admins will have minimal
overhead tracking how many
flows are being activated/used
within the organization.
The Office 365 licenses include Power
Automate use rights for the purpose of
customizing and extendingOffice 365
applications.
Rafael delacruz @delacruz_rafael
Power
Automate
Pricing

16. Frequently
asked
questions
• Supported browsers • Microsoft Edge, IE 11, Safari, Chrome, Firefox
• Which email addresses are supported? • Power automate supports email address that end with anything except .gov and .mil
• Is Power Automate available in on-Premises? • Power Automate is a public cloud service only, but you can connect to your on-premises services through the on-premises
gateway.
• How do I connect to a REST API in my flow? • You can connect to any REST API that uses JSON and supports at least one of more than 10 authentication methods by
creating a custom connector.
• How many flows can I have? • You can create an unlimited number of flows, depending on the type of license you hold.
• What operating systems does the mobile app for
Power Automate support?
• The Power Automate mobile app is available on Android, iOS, or Windows Phone.
• Can flows be turned off or disabled? • Yes, each flow has an on/off switch that enables you to stop the flow from processing requests.
• Does Power automate support service accounts? • It does, but isn’t recommended if the account is shared

17. RAFAEL DELACRUZ
SharePoint and Cloud Architect
+25 years of experience
@delacruz_Rafael
We make a living by what we get, we make a life by what we give.”
– Winston Churchill