Course Outline

Introduction to Microsoft Power Automate for Government

  • An overview of Microsoft Power Automate, a tool designed to streamline business processes through automation.
  • Details on the various versions of Power Automate and where they can be utilized within government operations.
  • Explanation of cloud (online) and desktop workflows and their applications for government.
  • The benefits of implementing automation in public sector environments, including increased efficiency and reduced errors.
  • Introduction to low-code and no-code workflows, which enable non-technical users to create powerful automations for government tasks.

Modes of Workflows for Government

  • Description of automated flows and flow triggers (triggers) that can be used in governmental processes.
  • Explanation of cyclic flows and how schedules are managed within Power Automate for government applications.
  • Instant flows, which allow user-triggered actions to be executed on demand in a government setting.
  • The integration of Power Automate with Office 365 applications, enhancing productivity and collaboration for government users.

Working with Microsoft Power Automate for Government

  • Steps to get started with Power Automate, tailored for government employees.
  • Guidance on navigating the application to ensure efficient use by government staff.
  • Instructions on automating tasks based on pre-built templates suitable for government operations.
  • A step-by-step guide to creating a cloud-based workflow using the Data Service Connector, designed for government data management.
  • Tips for editing and refining workflows to meet specific government requirements.
  • Procedures for publishing and launching flows within government systems.
  • Guidance on enabling and disabling workflows to control access and ensure compliance with government policies.

Workflows in Office 365 Applications for Government

  • Integration of Power Automate with Office 365, enhancing the functionality of government office applications.
  • Online flows in SharePoint 365, enabling efficient document management and collaboration within government agencies.
  • Workflows that support Outlook 365 mail, automating email processes to improve communication for government employees.
  • Automation capabilities in OneDrive for Business, ensuring secure file sharing and storage for government data.
  • Workflows in the Forms application, facilitating the creation and management of forms within government offices.
  • Connecting to web services to integrate external systems with government processes.
  • Creating a flow for the Dataverse service to manage complex data sets within government applications.

SharePoint 365 Workflows for Government

  • Managing lists and libraries of documents in SharePoint 365, ensuring organized and accessible information for government users.
  • Approval and versioning of files to maintain document integrity and compliance within government agencies.
  • Managing document workflows to streamline processes such as review and approval in a government context.
  • Utilizing the Teams application for collaborative tasks and project management within government teams.
  • Approving tasks in the Teams application to enhance productivity and accountability in government projects.

Automation in Practice for Government

  • An overview of data connectors in the Power Platform, including standard and premium options suitable for government use.
  • Steps for adding a trigger to initiate workflows based on specific events or conditions within government systems.
  • Instructions for adding actions to automate various tasks and processes for government operations.
  • Using conditional code execution (IF and SWITCH functions) to create more sophisticated automations for government.
  • Working with lists using the apply to each functionality to manage large datasets efficiently in government applications.
  • Implementing programming loops (Do/Until logic) to handle repetitive tasks within government workflows.
  • Using expressions and variables to enhance the flexibility and power of automations for government.
  • Data operations using Power Query to process and transform data effectively for government reports and analyses.
  • Utilizing functions in expressions (strings, numbers, and time) to perform complex calculations and data manipulations for government tasks.

Administration and Maintenance of Flows for Government

  • Management practices for flows to ensure they meet the needs of government operations.
  • Maintenance procedures to keep workflows running smoothly and efficiently within government systems.
  • Viewing performance history, analyzing performance data, and diagnosing errors to optimize government workflows.
  • Guidance on sharing workflows through exporting and importing functionalities, facilitating collaboration among government departments.
  • An overview of the workflow environment, including setup and configuration for government use.
  • Data security policies to protect sensitive information within government workflows.
  • Data integration strategies to connect various data sources and systems used by government agencies.

Power Automate Mobile Application - Optional Module for Government

  • Steps for downloading and installing the Power Automate mobile app on government devices.
  • Logging in to your Office 365 profile to access government-specific workflows.
  • Creating and managing workflows directly from the mobile app, enhancing flexibility and mobility for government employees.
  • Tips for effectively working with the mobile app to manage government tasks on-the-go.

Power Automate Desktop Workflows - Optional Module for Government

  • Setting up the Power Automate Desktop application for use in government offices.
  • Creating and directly activating a flow to automate desktop tasks within government systems.
  • Exploring different activation modes, including triggers, schedules, and other options suitable for government operations.
  • Management and monitoring of flows to ensure they meet the needs of government users.
  • A detailed look at the designer of desktop flows, covering configuration of actions, action windows, workspace management, variable management, and variable windows.
  • Understanding properties of data types and variables, and how to automate user interface elements for efficient government workflows.

Requirements

This comprehensive training program is designed for individuals engaged in the processing and analysis of substantial data sets, including analysts, accountants, software developers, and testers. Key topics covered in this course include working with SQL Server, tailored to enhance skills and efficiency for government and other public sector workflows.
 14 Hours

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