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Course Description
Automating a business process is easy until the data is messy, the logic branches, and someone needs to approve before anything moves forward. This course takes you past the basics and into the patterns that make Power Automate flows reliable enough for production.
A capstone exercise brings every piece together into one pipeline you can confidently hand to an operations team.
Choose the Right Trigger and Fetch Data Efficiently
Start by comparing Recurrence, Automated, and Manual triggers, then build a daily renewal sweep with time-zone-aware scheduling. Connect to SharePoint with Get items and OData Filter Queries to pull only the records you need, resolve people via Office 365 Users lookups, and attach contract documents with the right link-vs-attach security posture.Branch, Route, and Handle Failures
Add Condition actions to split flows on contract value (with type-coercion safety nets), replace nested Conditions with Switch for multi-status routing, and configure run-after settings so one failed action doesn't kill an entire sweep. Learn the diagnostic loop: test, inspect run history, fix, and resubmit.Approve, Share, and Ship
Route high-value renewals through Start and Wait for an Approval, swap binary Approve/Reject for Custom Responses, and branch on the Outcome. Then prepare for handover: share the flow with co-owners for continuity, assign run-only access for end users, and verify the pipeline is live.A capstone exercise brings every piece together into one pipeline you can confidently hand to an operations team.
Feels like what you want to learn?
Start Course for FreeWhat you'll learn
- Differentiate Recurrence, Automated, and Manual triggers and determine which fits a given business scenario, including time-zone configuration and trigger conditions.
- Identify how to fetch, filter, and enrich structured data using Get items with OData Filter Queries, Office 365 Users lookups, and SharePoint document metadata.
- Assess when to use Condition versus Switch for branching logic, including type-coercion pitfalls and the role of a Default case in preventing silent misses.
- Determine how to configure run-after settings to catch failures and timeouts gracefully, keeping a multi-record sweep running when individual actions error.
- Evaluate the approval workflow options (Approve/Reject, Custom Responses, Sequential) and recognize how flow sharing, ownership, and connection management affect production reliability.
Prerequisites
There are no prerequisites for this course
Curriculum
Course outline
1
Triggers that fit the job
Detect upcoming contract renewals before they lapse. Walk through the three Power Automate trigger families, pick the right one for a real-world automation problem, configure time zones so a scheduled flow fires when users expect, and add trigger conditions that stop the flow from running on weekends.
- Picking the right trigger50 XP
- Match the scenario to its trigger type100 XP
- Why doesn't a Recurrence trigger fit here?50 XP
- Scheduled triggers50 XP
- Build the daily renewal sweep100 XP
- Spot the wrong time-zone setting50 XP
- Automated triggers and conditions50 XP
- Why are there no weekend runs?50 XP
- Build a "renewal submitted" automated flow100 XP
- Add a weekday-only trigger condition100 XP
2
Acting on structured data
Fetch, filter, and enrich contract records using SharePoint Get items with OData queries, resolve responsible partners via Office 365 Users lookups, attach contract documents with the correct link-vs-attach security posture, draft notification emails with dynamic content, and write back an audit trail so the flow remembers what it has already done.
3
Conditional logic and reliability
Route contracts by value with Condition actions and by status with Switch, guarding against type-coercion gotchas and silent Default misses. Then add run-after failure branches so one broken connector call doesn't kill the entire sweep, and close the diagnostic loop with test, run history, and Show raw outputs.
4
Approvals and the renewal pipeline
Route high-value renewals through the Approvals connector, swap binary Approve/Reject for Custom Responses, and branch on the Outcome (capital-A casing trap included). Prepare the flow for production with shared ownership, run-only access, and connection continuity, then assemble everything into a capstone pipeline.
Intermediate Power Automate
Course
Complete
