Microsoft Power Automate RPA Developer (PL-500)

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

In this module, you will:

• 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 the basics of Power Automate for desktop flows. Additionally, learn how to build the first flow to help automate a repetitive task, freeing time for more important endeavors.

In this module, you'll:

• Learn how to use Power Automate to create a new desktop flow.
• Record actions that are performed in a desktop-based application.
• Perform a test run of the new desktop flow.

Varying your input and output parameters will allow your outcomes to change or be variable for every run of your flow. This module defines input and output parameters for desktop flows, which allows your flows to handle tasks and processes with conditional input and output comprehensively.

In this module, you'll:

• Learn how to create a desktop flow with predefined inputs.
• Record actions performed in the Contoso invoicing desktop application by using your predefined inputs and capturing application data for output.
• Perform a test run of a new desktop flow with a new set of inputs.

A connector is a proxy or a wrapper around an API that allows a service to talk to Microsoft Power Automate and other applications. It lets you take advantage of prebuilt actions and triggers that help build your desktop and cloud flows. For example, Outlook.com connector allows you to complete various actions such as emailing, scheduling meetings, and adding contacts. This module explains building on an existing gateway to integrate Microsoft Outlook with a desktop UI flow.

In this module, you'll:

• Create a new solution to package the complete Contoso 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.

Implementing business processes or completing everyday tasks often requires using multiple systems, data sources, or a combination of desktop applications and cloud services. This module explains how to use gateways to connect desktop flows to other technology and cloud services and use robotic process automation (RPA) to its fullest potential.

In this module, you'll:

• Learn how to install the Power Automate for desktop application and create a desktop and cloud flow.
• Set up an 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 desktop and cloud flows.

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

In this module, you will:

• 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.

With Microsoft Power Automate, you can design an end-to-end robotic process automation (RPA), from automated emails and form processing to approvals and taking actions in desktop applications. Approvals are integral to many company processes, but preparing, requesting, and waiting for approval can be time-consuming. Instead, you can build the process in Power Automate to reduce your time on necessary but repetitive tasks.

Also, you can request approval in Microsoft Teams, where you spend the most time collaborating and chatting. This module explains how to integrate Microsoft Teams and Outlook into an existing cloud and desktop flow to build an automated, end-to-end invoice approval process.

In this module, you'll:

• 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.

Some business processes require supervision or input that's impossible or risky to automate. However, you can fully automate other processes that don't require human oversight or are inconvenient or impractical to monitor constantly. This module demonstrates the solution for these scenarios by explaining how to run your UI and API flows in unattended mode.

In this module, you'll:

• Run a basic desktop flow in unattended mode.
• Run a desktop flow and cloud flow scenario in unattended mode.
• Learn about best practices and setup for unattended desktop flows.

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 involved. The first step to automating a solution is knowing the process; the process advisor helps simplify that task.

In this module, you will:

• Create your first recording.
• Edit recordings and group actions.
• Analyze recordings and interpret results.

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.

In this module, you will:

• Create, edit, and manipulate variables.
• Examine the variables pane.
• Become familiar with various variable data types and their properties.
• Configure input and output variables.

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

In this module, you will:

• Use simple loops to perform a given number of repetitions and iterate through data
• Deploy loop conditions to repeat actions until a condition is met
• Iterate through the items of a list using each loop
• Explicitly end loops when required.

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

In this module, you will:

• Use "If" conditionals.
• Deploy "Switch" conditionals 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.

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.

In this module, you will:

• Learn how flow control works.
• Learn how to use the flow control group of actions to direct and manipulate the flow.

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

In this module, you will:

• 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.

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

In this module, you will:

• Configure the exception-handling properties of individual actions.

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

In this module, you will:

• Learn how to create flows that manage files and folders.
• Learn how to manage the properties of multiple files and folders.

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

In this module, you will:

• 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.

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

In this module, you will:

• Learn about the concept of UI elements.
• Discover the window and element-handling capabilities of Power Automate for desktops.

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

In this module, you will:

• 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.

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.

In this module, you will:

• Become familiar with the email, Outlook, and Exchange actions.
• Create a flow that retrieves, processes, and sends emails.

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

In this module, you will:

• Automate system-related tasks with the system and workstation groups of actions.
• Automate the management of Windows services with the service group of actions.

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

In this module, you will:

• Familiarize yourself with the various preset message box actions

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.

In this module, you will:

• 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 flows that simulate mouse movement, clicks, typing, and key presses. This module also describes selecting and locating a specific image or area on the screen with the mouse.

In this module, you will:

• 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 keypresses

This module describes combining 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.

In this module, you will:

• Create a Power Automate cloud flow called 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.

Databases are vital components of every organization, and efficient data handling is necessary for effective operation. Power Automate for Desktop allows organizations to automate databases through database actions.

In this module, you will:

• Compose a connection string to connect to a database.
• Use the appropriate action to run queries on a database.

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.

In this module, you will:

• Connect to an Active Directory server.
• Manage users, groups, and objects with Active Directory actions.

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

In this module, you will:

• Learn how to use scripting actions.
• Create two flows using VBScript and JavaScript.

Power Automate for Desktop enables users to read, extract, and manage data within various files through OCR actions.

In this module, you will:

• Learn how to configure OCR actions.
• Create a flow that extracts text from images using OCR technologies.

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

In this module, you will:

• Learn about the role of custom connectors.
• Build a connector and use it in a Power Automate flow.

Custom connectors can provide access to custom or third-party APIs accessible via public endpoints. This module teaches how to configure custom connectors with authenticated APIs in Microsoft Power Platform.

In this module, you will:

• 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.

Do you want to learn how to help secure and govern Microsoft Power Platform apps like Power Automate and Power Apps? This module introduces 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 the Microsoft Power Platform Center of Excellence (COE) toolkit.

In this module, you will:

• Access Microsoft Power Platform admin experiences.
• Create a simple environment and tenant-wide DLP policies.
• Discover and identify the differences between the Business and No-business data groups.
• Learn the differences between out-of-the-box Power Automate Admin experiences and the Microsoft Power Platform Center of Excellence toolkit.