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PL-500 - Microsoft Power Automate RPA Developer

Overview

Duration: 4.0 days

Candidates for this course automate time-consuming and repetitive tasks by using Microsoft Power Automate. They review solution requirements, create process documentation, and design, develop, troubleshoot, and evaluate solutions. Candidates work with business stakeholders to improve and automate business workflows. They collaborate with administrators to deploy solutions to production environments, and they support solutions

Objectives

  • Explore the console and the flow designer.
  • Learn how to use the core features of the Power Automate for desktop platform.
  • Create and run a flow.
  • Create a flow from scratch using the flow designer
  • Learn how to use actions and variables
  • Understand the testing and debugging features of the flow designer
  • Configure the error handling properties of individual actions
  • Comprehend the use of UI elements and images
  • Use subflows to compartmentalize and reuse parts of a flow
  • Learn about Power Automate for desktop flows.
  • Learn how to create a new desktop flow.
  • Record actions that are performed in the desktop-based Contoso Invoicing application.
  • Perform a test run of the new desktop flow.
  • Create a desktop flow with predefined inputs.
  • Record actions that are performed in the desktop-based Contoso Invoicing application by using these inputs and capturing application data for output.
  • Perform a test run of a new desktop flow with a new set of inputs.
  • Create a new solution to package the complete invoice processing solution.
  • Create a new cloud flow that initiates the invoicing process through receipt of an email.
  • Integrate a desktop flow into a cloud flow.
  • Test the new cloud flow.
  • Create a cloud flow.
  • Configure the on-premises data gateway to enable the cloud flow to run the desktop flow on your device.
  • Add the desktop flow to the new cloud flow.
  • Test the new cloud flow.
  • Build a new AI model for form processing.
  • Train the new AI model to process Contoso Invoice forms.
  • Integrate the new AI model into an existing cloud flow.
  • Test the updated cloud flow and associated AI Builder-based predictions.
  • Integrate a Microsoft Teams-based approval model and the associated conditional logic into an existing cloud flow.
  • Integrate the desktop flow for entering the invoice information into the approval process.
  • Integrate Microsoft Outlook-based approval/rejection notifications into the invoice process.
  • Test the end-to-end invoice processing cloud flow.
  • Run a basic desktop flow in unattended mode.
  • Run a desktop flow and cloud flow scenario in unattended mode.
  • Learn best practices and setup for unattended desktop flows.
  • Create your first recording.
  • Edit recordings and group actions.
  • Analyze recordings and interpret results.
  • Create, edit, and manipulate variables.
  • Examine the variables pane.
  • Become familiar with various variable data types and their properties.
  • Configure input and output variables.
  • Use simple loops to perform a given number of repetitions and iterate through data
  • Deploy loop conditions in order to repeat actions until a condition is met
  • Iterate through the items of a list using for each loops
  • Explicitly end loops when required
  • Use "If" conditionals
  • Deploy "Switch" conditionals in order to compare a single variable with multiple possible values
  • Explore additional options when evaluating conditions
  • Provide default and alternative behaviors for flows based on the environment data
  • Learn how flow control works.
  • Learn how to use the flow control group of actions to direct and manipulate the flow.
  • Use the recorder to generate actions automating local Windows UI-based tasks
  • Deploy the recorder to automate interactions with a web browser
  • Preview and edit the automatically generated actions during and after the recording
  • Configure the exception handling properties of individual actions.
  • Learn how to create flows that manage files and folders.
  • Learn how to manage the properties of multiple files and folders.
  • Learn how to configure browser automation actions.
  • Learn how to extract data from web pages.
  • Create a flow that extracts gainer stocks from the MSN website.
  • Learn about the concept of UI elements.
  • Discover the window and element-handling capabilities of Power Automate for desktop.
  • Open Excel files and attach a process to an already opened file.
  • Use the Excel group of actions to read data from and write data to an Excel file.
  • Create and edit worksheets.
  • Save and close Excel files.
  • Become familiar with the email, Outlook, and Exchange actions.
  • Create a flow that retrieves, processes, and sends emails.
  • Automate system-related tasks with the system and workstation groups of actions.
  • Automate the management of Windows services with the service group of actions.
  • Familiarize yourself with the various preset message box actions
  • Learn how to use the text group of actions.
  • Create methods that help you process and edit text.
  • Manipulate text type variables for input and output in actions and flows.
  • Learn how to create a flow that simulates human interaction with a PC
  • Learn how to automate simulated mouse movement and clicks
  • Learn how to select and locate a specific image or area on the screen with the mouse
  • Learn how to emulate typing or key presses
  • Create a cloud flow in Power Automate that calls a Power Automate desktop flow.
  • Use the values of variables from Power Automate in a Power Automate desktop flow.
  • Use the resulting variables from Power Automate for desktop in Power Automate actions.
  • Compose a connection string to connect to a database.
  • Use the appropriate action to run queries on a database.
  • Connect to an Active Directory server.
  • Manage users, groups, and objects with Active Directory actions.
  • Learn how to use scripting actions.
  • Create two flows using VBScript and JavaScript.
  • Learn how to configure OCR actions.
  • Create a flow that extracts text from images using OCR technologies.
  • Learn about the role of custom connectors.
  • Build a connector and use it in a Power Automate flow.
  • Learn about authentication options.
  • Learn how to use APIs with Microsoft Azure Active Directory.
  • Use a graph API from a custom connector.
  • Share and move between environments.
  • Access Microsoft Power Platform admin experiences.
  • Create simple environment and tenant-wide DLP policies.
  • Discover and identify the differences between the Business data group and the No-business data group.
  • Learn about the differences between out-of-the-box Power Automate Admin experiences and Microsoft Power Platform Center of Excellence toolkit.

Content

1. Take your first steps with Power Automate for desktop

Learn how to get started with the Microsoft Power Automate for desktop console and flow designer. The console helps you create and handle flows, while the flow designer is the development environment of the platform.

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2. Power Automate for desktop development essentials

Learn how Power Automate for desktop handles common development concepts and tasks, such as actions, variables, conditionals, and loops.

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3. Build your first Power Automate for desktop flow

This module introduces the basics of Power Automate for desktop flows and explains how to build the first flow to help automate a repetitive task.

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4. Define input and output parameters in Power Automate

This module defines input and output parameters for desktop flows, which will allow your flows to be more comprehensive and useful.

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5. Integrate desktop flows with Outlook connector in Power Automate for desktop

This module will show how to build on an existing gateway to integrate Microsoft Outlook with a desktop UI flow.

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6. Connect a cloud flow to desktop flows in Power Automate for desktop

Gateways allow desktop flows to connect to other services and use robotic process automation (RPA) to its fullest potential. This module explains how to use those gateways as a foundation for integrating other technology with cloud flows.

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7. Use AI Builder to process invoice forms in Power Automate

This module explains how to integrate AI builder into an existing API-based flow to facilitate a robust automated process.

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8. Use the Teams connector in Power Automate

A fully automated process joins many concepts and capabilities in Power Automate. This module shows how to bring those concepts together to build a robust automation that involves multiple programs.

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9. Run a Power Automate for desktop flow in unattended mode

When building robotic process automation (RPA), you can't always monitor the flow. This module demonstrates the solution for this issue by explaining how to run your UI and API flows unattended.

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10. Optimize your business process with process advisor

With the process advisor capability in Power Automate, you can record existing business processes and analyze them to increase efficacy by tracking completion times and mapping various actions that are involved. The first step to automating a solution is knowing the process, and process advisor helps simplify that task.

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11. Handle variables in Power Automate for desktop

In flow development, you may need to reuse information in various actions. Variables act like storage bins that save valuable information for later use when a flow is running.

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12. Automate repetitive tasks using loops in Power Automate for desktop

Loops are used to automate repetitive tasks by executing a block of actions multiple times.

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13. Adjust process behavior using conditional actions with Power Automate for desktop

Conditional actions allow you to modify flow actions at runtime, based on information available in the environment.

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14. Configure flow control in Power Automate for desktop

The ability to alter the order in which actions and functions are implemented is called flow control. Power Automate for desktop enables flow control through the flow control actions.

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15. Generate Power Automate for desktop flows by recording

The recorder can be used to automatically generate blocks of actions, based on the user's interaction with the workstation.

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16. Configure exception and error handling in Power Automate for desktop

Exception handling is a mechanism that allows Power Automate for desktop to handle and recover from unexpected circumstances and issues that might occur during a flow run.

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17. Control file and folder handling in Power Automate for desktop

Manipulating files and folders is a fundamental part of most business processes. Power Automate for desktop provides the files and folders actions to help accomplish this task.

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18. Web automation in Power Automate for desktop

Web applications are critical components of most organizations. Power Automate for desktop supports the automation of all major browsers through its browser automation actions.

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19. Use Power Automate for desktop to interact with windows and applications

UI interfaces and their components are identified through UI elements, which can be captured and used in UI/Windows-related actions.

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20. Excel automation in Power Automate for desktop

Power Automate for desktop provides an extensive variety of Microsoft Excel actions to help you read and manipulate Excel files.

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21. Automating email handling in Power Automate for desktop

Using email services is common in business procedures and critical for most organizations. Power Automate for desktop provides various actions that enable email handling for webmail services, Microsoft Outlook, and Exchange servers.

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22. Automate system, workstation, and services actions in Power Automate for desktop

Power Automate for desktop supports the automation of miscellaneous tasks, which are fundamental to the Microsoft Windows operating system, through the system, workstation, and services actions.

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23. Communicate using message boxes in Power Automate for desktop flows

Message boxes can be used to interact with a user to either request input, or to provide output.

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24. Text manipulation in Power Automate for desktop

Power Automate for desktop provides actions to help you manipulate text and datetime values. These text and datetime actions help you adopt a standardized data format in your flows.

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25. Simulate mouse and keyboard actions by using Power Automate for desktop

Learn how to create flows that simulate mouse movement and clicks, as well as typing and key presses. This module also describes how to select and locate a specific image or area on the screen with the mouse.

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26. Combine Power Automate desktop and cloud flows

This module describes how to combine a Power Automate desktop flow with a Power Automate cloud flow. It demonstrates how to call an existing Power Automate desktop flow from a cloud flow to enhance its functionality and save time when designing large, complex flows.

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27. Database handling in Power Automate for desktop

Databases are vital components of every organization, and efficient data handling is necessary for their effective operation. Power Automate for desktop provides organizations with the ability to automate databases through the database actions.

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28. Active Directory handling in Power Automate for desktop

Microsoft Active Directory (AD) is a directory service that enables administrators to manage permissions and access to network resources. Power Automate for desktop provides Active Directory actions to automate all related tasks.

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29. Scripting in Power Automate for desktop

Power Automate for desktop enables you to automate complex scenarios using scripts in VBScript, JavaScript, PowerShell, and Python.

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30. OCR technologies in Power Automate for desktop

Power Automate for desktop enables users to read, extract, and manage data within an assortment of files through OCR actions.

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31. Get started with custom connectors in Power Automate

Connectors help make it easier for app and flow makers to connect to other apps, data, and devices in the cloud. Learn how to configure and use custom connectors with Microsoft Power Apps, Microsoft Power Automate, and Microsoft Azure Logic Apps.

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32. Configure custom connectors with authenticated APIs in Power Automate

Custom connectors can provide access to custom or third-party APIs that are accessible via public endpoints. In this module, learn how to configure custom connectors with authenticated APIs in Microsoft Power Automate.

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33. Introduction to Microsoft Power Platform security and governance

Do you want to learn about how to help secure and govern Microsoft Power Platform apps like Power Automate and Power Apps? This module focuses on introducing Microsoft Power Platform environments and their role in creating Data Loss Prevention (DLP) policies by using examples and use cases. A brief introduction and overview of tools will also be discussed, including Microsoft Power Platform and Power Automate Admin experiences and Microsoft Power Platform Center of Excellence (COE) toolkit.

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Audience

If you’re a developer with a keen interest in providing automated solutions for your organization, this certification could be a great fit for you. You automate time-consuming and repetitive tasks by using Microsoft Power Automate. You review solution requirements, create process documentation, and design, develop, deploy, integrate, troubleshoot, and evaluate solutions. Working with business stakeholders, you help to improve and automate business workflows.

Prerequisites

Candidates should have experience with JSON, cloud flows and Azure services, integrating solutions with REST and SOAP services, analyzing data by using Microsoft Excel, VBScript, Visual Basic for Applications (VBA), HTML, JavaScript, one or more programming languages, and the Microsoft Power Platform suite of tools (AI Builder, Power Apps, Dataverse, and Power Virtual Agents).

Certification

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