Advanced and Pro RPA Flows Using Microsoft Power Automate Desktop

• 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