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Overview of Power Automate
Use cases and examples Finance Area
Navigating the interface
Understanding flows: Automated, Instant and Scheduled
- connectors relevant for activies in EBS (AI Builder, exemplifying use cases with AI Builder)
- Connector types: Outlook; Sharepoint; Excel Online; Office365 users; MS Planner; Flexera & ServiceNoW
- function mailbox direct connection to flow
Create your first flow: simple flow, using templates, connecting to data sources
Conditional logic and loops: Troubleshooting on loop level and workarounds.
Error handling and troubleshooting.
Research resources & steps, how to identify the solutions, how to interpret the error messages.
Overview of Power Apps
Use cases and examples from Finance
Navigating the power apps interface
Type of power apps: canvas, model-driven and portals
Structure, data types, how to connect to power bi.
Building your first canvas app: create a simple app, connecting to data sources, designing the UI
Plan and configure app environment.
Other features (e.g. app publishing and sharing, implementation controls & components)
Resources to upskill.