Advanced and Pro RPA Flows Using Microsoft Power Automate Desktop

This course is tailored for experienced Power Automate Desktop individuals seeking to enhance their proficiency in Microsoft Power Automate Desktop. Through practical, step-by-step lessons, participants will learn to build real-world automation solutions, configure complex workflows, handle errors, validate data, and create custom actions using C#. The curriculum also covers advanced topics such as logging, reporting, work queue management, and the implementation of dispatcher/performer architectures. By the end of the course, learners will be equipped with best practices to develop reliable and scalable automation solutions.

• Master advanced configuration techniques for efficient automation workflows.
• Implement robust error-handling methods to ensure seamless automation processes.
• Develop data validation skills to maintain accuracy within workflows.
• Establish logging and reporting systems for monitoring and enhancing automation performance.
• Manage complex workflows to ensure effective integration of automation tasks and systems.
• Create custom actions using C# tailored to specific business requirements.
• Oversee work queues to optimize task distribution and processing efficiency.
• Apply dispatcher and performer models for handling large-scale automation tasks.
• Design approval workflows to expedite decision-making and ensure compliance.
• Adhere to best practices for maintaining, scaling, and standardizing automations.

• Basic understanding of automation concepts and workflows.
• Hands-on experience with Power Automate Desktop or similar RPA platforms.
• Access to Microsoft Power Automate Desktop installed on a Windows machine.
• A commitment to enhancing workplace efficiency through advanced automation techniques.

• Experienced RPA Developers seeking to deepen their expertise in Power Automate Desktop.
• Business Analysts and Process Improvement Specialists aiming to design and optimize advanced automation solutions.
• IT Professionals and System Integrators interested in automating complex business processes.
• Technical Managers and Team Leads overseeing automation projects within their organizations.

Module 1: Getting Ready

• Download the lesson files
• Install Microsoft Power Automate Desktop
• Connect to the cloud portal (machine runtime)
• Introduction to SQL Server Management Studio

Module 2: A Reusable Configuration File

• Introduction
• Build the basic flow
• Prepare the configuration
• Create a reusable configuration
• Implement the configuration
• Manage different environments
• Apply configuration in future flows

Module 3: Advanced Error Handling and Resilience

• Introduction
• Prepare data
• Build the initial workflow
• Page state validation (parts 1 & 2)
• Read Excel data
• Implement for each loop and business exception check
• Ensure UI stability
• Prepare web search
• Execute web search and reset
• Action-based error handling
• Data extraction and dynamic waits
• Write to Excel with transaction status
• Error handling on action blocks
• Flow recovery strategies
• Notify users via separate desktop flow

Module 4: Input Validation

• Introduction
• Case study: solving input validation
• Reset and launch system
• UI validation and retries
• Validate input fields (ZIP code, email, name)
• Implement dynamic waits
• Record status to Excel

Module 5: Creating a Detailed Log

• Introduction
• Build the logging framework
• Status and result logging
• Advanced flow run logging
• Log messages to Power Automate cloud

Module 6: Reporting with SQL

• Introduction
• Notify the developer
• Notify the business user
• Create a SQL database for management reporting
• Add flow name and case details to database
• Implement SQL flows
• Send email notifications

Module 7: Custom C# Actions

• Introduction
• Build the basics in Visual Studio
• Create a custom C# action
• Generate and import certificates
• Sign the files
• Compress and upload to Power Automate cloud
• Utilize custom action in Power Automate desktop
• Set execution policy to default

Module 8: Work Queues

• Introduction
• Preparations for work queue implementation
• Read and iterate Excel data
• Data validation techniques
• Create and manage work queues
• Implement Dispatcher and Performer models
• Update work queue item status
• Explore additional work queue actions

Module 9: Best Practices

• Comprehensive overview of Power Automate Desktop best practices