Course Outline

Introduction to Microsoft Power Automate for Government

  • Overview of Microsoft Power Automate
  • Versions available and where Power Automate can be utilized in government settings
  • Cloud (online) and desktop workflows tailored for government operations
  • Benefits of automation for enhancing efficiency and accountability in public sector workflows
  • Low-Code and No-Code workflows designed to support non-technical users in government agencies

Modes of Workflows

  • Automated flows and flow triggers (triggers) for seamless process integration
  • Cyclic flows and schedule handling to ensure consistent and timely execution
  • Instant flows - user-triggered actions for immediate response in government tasks
  • Integration of Power Automate with Office 365 applications for streamlined government operations

Working with Microsoft Power Automate for Government

  • Getting started with Power Automate for government use cases
  • Navigating the application to optimize workflow management in public sector environments
  • Automating processes based on pre-defined templates for common government tasks
  • Creating a cloud-based workflow step by step, utilizing the Data Service Connector for secure data handling
  • Editing and refining workflows to meet specific government requirements
  • Publishing and launching flows to operationalize automated processes in government agencies
  • Enabling and disabling workflows to control process execution and ensure governance

Workflows in Office 365 Applications for Government

  • Integration of Power Automate with Office 365 to enhance productivity in government offices
  • Online flow in SharePoint 365 to manage document libraries and lists effectively
  • Workflows that support Outlook 365 mail for efficient communication and task management
  • Automation support in OneDrive for Business to secure and streamline file sharing within government agencies
  • Workflows in the Forms application to gather and process data from government forms
  • Connecting to Web services to integrate external systems with government workflows
  • Creating a flow for Dataverse service to manage and analyze government data

SharePoint 365 Workflows for Government

  • Handling lists and libraries of documents in SharePoint 365 to support document management in government offices
  • Approval and versioning of files to ensure compliance and accuracy in government records
  • Managing document workflows to streamline content creation and review processes
  • Working with the Teams application for collaborative project management within government teams
  • Approval of tasks in the Teams application to enhance task tracking and completion in government projects

Automation in Practice for Government

  • Data connectors in Power Platform: standard and premium options for secure data integration in government workflows
  • Adding a trigger to initiate automated processes based on specific events or conditions
  • Adding actions to define the steps of an automated workflow
  • Conditional code execution using IF and SWITCH functions to handle complex scenarios in government tasks
  • Working with lists: applying actions to multiple items using the apply to each functionality
  • Programming loop: implementing Do / Until logic for iterative processes in government workflows
  • Expressions and variables to customize workflow behavior based on dynamic data inputs
  • Data operations: processing data in Power Query to enhance data quality and accuracy in government reports
  • Functions in expressions: handling strings, numbers, and time data to support diverse government applications

Administration and Maintenance of Flows for Government

  • Management of flows to ensure consistent performance and compliance with government standards
  • Flow maintenance activities to keep workflows up-to-date and efficient in government operations
  • Viewing performance history, analyzing performance metrics, and diagnosing errors to optimize workflow execution
  • Sharing workflows: exporting and importing workflows to facilitate collaboration across government departments
  • Workflow environment management to ensure secure and isolated operation of different workflows
  • Data security policy implementation to protect sensitive government information
  • Data integration strategies to connect disparate systems within government agencies

Power Automate Mobile Application - Optional Module for Government

  • Downloading and installing the mobile app to support on-the-go workflow management in government settings
  • Logging in to your Office 365 profile to access government-specific workflows
  • Creating and managing workflows from a mobile device to enhance flexibility in government operations
  • Working with the mobile app to perform various administrative tasks related to government workflows

Power Automate Desktop Workflows - Optional Module for Government

  • Setting up the Power Automate Desktop application to support advanced automation needs in government offices
  • Creating and directly activating a flow to streamline task execution in government environments
  • Flow activation modes: trigger, schedule, and other options to control workflow initiation based on specific criteria
  • Management and monitoring of flows to ensure continuous operation and performance in government workflows
  • Designer of desktop flows: configuring actions and action windows, managing workspaces, variables, and variable windows to support complex government tasks
  • Properties of data types and variables to handle diverse data inputs in government workflows
  • Automating user interface elements to enhance the user experience in government applications

Requirements

This comprehensive training program is designed for individuals involved in the processing and analysis of large datasets, including analysts, accountants, software developers, and testers. The curriculum covers essential skills in working with SQL Server, tailored to enhance proficiency and efficiency in data management tasks for government and other public sector workflows.

 14 Hours

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