Course Format & Delivery Details Flexible, Self-Paced Learning Designed for Maximum Career Impact
This course is structured for professionals who demand clarity, speed, and certainty in their upskilling journey. From the moment you enroll, you gain immediate online access to the complete learning experience. There are no fixed schedules, no rigid deadlines, and no requirement to attend live sessions. You progress entirely at your own pace, on your own time, from any location in the world. Most learners complete the full program within 6 to 8 weeks by dedicating just 4 to 5 hours per week. However, many report implementing high-value automation solutions in their organisations within the first 10 days-seeing measurable productivity gains almost immediately. The course is designed to deliver tactical value fast, while also building long-term strategic expertise. Lifetime Access. Zero Expiry. Always Up to Date.
Once enrolled, you receive lifetime access to all course materials, including every future update at no additional cost. Technology evolves, and so does this curriculum. You’ll always have access to the most current methodologies, AI integration patterns, and platform enhancements for Visio and Power Platform, ensuring your knowledge remains relevant and competitive for years to come. Learn Anytime, Anywhere, on Any Device
The entire course is mobile-friendly and fully responsive. Access your materials seamlessly on your laptop, tablet, or smartphone-whether you're commuting, working remotely, or reviewing key concepts between meetings. The system automatically saves your progress, so you can pick up exactly where you left off, across devices, without interruption. Expert-Led Guidance with Direct Instructor Support
You are not learning in isolation. Throughout your journey, you’ll have direct access to experienced automation architects and certified Power Platform specialists. Support is provided through structured guidance channels, where you can ask specific process-design questions, clarify technical implementation challenges, and receive actionable feedback tailored to your professional context-whether you’re in operations, IT, finance, or business analysis. Industry-Recognised Certificate of Completion
Upon successfully finishing the course, you will receive a prestigious Certificate of Completion issued by The Art of Service. This credential is globally recognised and carries significant weight with employers, consultancies, and technology partners. The Art of Service has trained over 350,000 professionals worldwide and is trusted by Fortune 500 companies, government agencies, and leading IT service providers. Your certificate validates your mastery of AI-driven automation and demonstrates your ability to deliver real-world process optimisation. Transparent, No-Hidden Fees Pricing
The price you see is the price you pay-there are no hidden fees, recurring charges, or surprise costs. The investment covers full course access, lifetime updates, instructor support, practical exercises, and your official certificate. Nothing extra. Nothing taken away. Secure Payment Options Accepted
We accept all major payment methods, including Visa, Mastercard, and PayPal. Transactions are processed through a secure, encrypted gateway, ensuring your financial data is protected at all times. Zero-Risk Enrollment: Satisfied or Refunded
We stand firmly behind the value and effectiveness of this course. If at any point within 30 days you feel it hasn’t delivered the clarity, skills, or career advantage you expected, simply contact us for a full refund. No questions asked. No forms to fill. This is our promise to you-a risk-free investment in your professional transformation. Enrollment Confirmation and Access
After enrollment, you will receive a confirmation email acknowledging your registration. Your access details will be delivered separately once your course materials are fully prepared and ready for you. This ensures a seamless onboarding experience with all components validated and optimised for immediate learning. Will This Work for Me?
Absolutely. This program is designed for real-world application, not theoretical exercise. It works even if you have never built an automated workflow before, even if you’re not a developer, and even if your organisation has legacy processes that seem too complex to change. The step-by-step methodology starts at your current level and builds competence systematically, using proven frameworks that have been applied across industries. For business analysts, you’ll learn how to translate process maps into intelligent workflows that drive operational efficiency. For IT professionals, you’ll gain the ability to integrate AI services with governance and scalability. For managers and team leads, the course provides tools to identify automation opportunities, quantify ROI, and lead digital transformation from within. Social proof confirms the results. Recent participants include a supply chain analyst at a global logistics firm who automated invoice processing, saving 18 hours per week. A healthcare administrator reduced patient onboarding time by 62% using AI form processing within Power Automate. A financial services team lead now uses Visio-to-automation pipelines to model and deploy compliance checks company-wide. This works even if your company has strict IT policies, limited AI exposure, or no formal automation strategy yet. The skills you gain are portable, immediate, and directly applicable-regardless of your current role or technical background. Your Success is Guaranteed-We Remove the Risk
This is not just a course. It’s a career accelerator with risk reversed in your favour. You get lifetime access, a globally respected certificate, expert support, and a full refund guarantee-all designed to make your decision one of the lowest-risk, highest-reward career investments you can make.
Extensive & Detailed Course Curriculum
Module 1: Foundations of AI-Driven Process Automation - Understanding the evolution from manual workflows to intelligent automation
- Defining process automation, robotic process automation (RPA), and AI augmentation
- Core principles of operational efficiency and workflow optimisation
- Identifying the human and technical components of business processes
- Mapping common business pain points amenable to automation
- Introduction to cognitive services and AI decision-making in workflows
- Overview of Microsoft’s AI and automation ecosystem
- The role of data quality in successful automation outcomes
- Establishing metrics for process performance and automation impact
- Common misconceptions about automation and how to avoid them
- Building a mindset for scalable, maintainable automation
- Integrating automation thinking into daily operational planning
- Introduction to ethical considerations and responsible AI use
- Understanding automation governance and compliance basics
- Setting personal learning objectives for the course
Module 2: Process Mapping and Visual Modelling with Visio - Getting started with Microsoft Visio for process design
- Choosing the right diagram type for business processes
- Creating swimlane diagrams to visualise cross-functional workflows
- Applying BPMN 2.0 standards in Visio diagrams
- Using templates and custom stencils for efficiency
- Documenting preconditions, decisions, and outcomes in process maps
- Highlighting bottlenecks, redundancies, and delays visually
- Incorporating feedback loops and exception paths
- Adding metadata and annotations for team collaboration
- Linking process steps to stakeholders and roles
- Validating process logic with stakeholder walkthroughs
- Exporting and sharing Visio diagrams with teams
- Using Visio to align process maps with business goals
- Transitioning from static diagrams to dynamic digital workflows
- Best practices for keeping process maps current and actionable
Module 3: Introduction to Microsoft Power Platform - Overview of Power Platform components: Power Automate, Power Apps, Power BI, and Power Virtual Agents
- Understanding the role of Dataverse in unified data management
- Exploring cloud flows vs desktop flows in Power Automate
- Connecting Power Platform to common business applications
- Setting up your Power Platform environment with appropriate permissions
- Navigating the Power Automate interface and workflow builder
- Understanding AI Builder and its automation capabilities
- Introduction to triggers, actions, and conditions in workflow design
- Using environment variables and connection references for portability
- Managing versions and maintaining change logs
- Collaboration features for team-based automation development
- Security roles and data loss prevention policies
- Monitoring flow performance and usage metrics
- Using templates to accelerate automation development
- Best practices for naming, tagging, and organising flows
Module 4: From Visio to Automation: Process Translation Frameworks - Using Visio diagrams as blueprints for automation development
- Identifying automation-ready process segments in diagrams
- Translating swimlane actions into Power Automate steps
- Mapping decision points to conditional logic in flows
- Converting handoffs and approvals into notification sequences
- Segmenting complex processes into manageable automation modules
- Using colour coding in Visio to prioritise automation targets
- Integrating timing elements from process maps into scheduling flows
- Handling escalations and overdue tasks through automatic follow-ups
- Optimising loops and cycles to prevent infinite execution
- Using annotations to document assumptions and exceptions
- Validating translation accuracy with stakeholder reviews
- Testing process logic before building the automation
- Creating a traceability matrix from diagram to flow
- Documenting technical and business rationale for each transformation
Module 5: Building Core Workflows in Power Automate - Creating your first automated workflow from scratch
- Selecting the right trigger for business events
- Configuring email-based triggers for ticketing systems
- Using scheduled triggers for recurring tasks
- Adding HTTP requests to connect with external APIs
- Implementing approval workflows with dynamic assignment
- Formatting data and constructing messages for notifications
- Using expressions and functions in Power Automate
- Managing data types: strings, integers, dates, and booleans
- Working with arrays and filtering data sets
- Applying dynamic content to personalise automation
- Integrating with Microsoft 365 apps: Outlook, Teams, SharePoint, and OneDrive
- Sending adaptive cards and rich notifications to Teams channels
- Creating file-based workflows for document processing
- Troubleshooting common flow execution errors
Module 6: Intelligent Automation with AI Builder - Introduction to AI Builder and its role in process intelligence
- Choosing between prebuilt and custom AI models
- Creating a text classification model to categorise support tickets
- Training an entity extraction model to pull key data from emails
- Building a form processing model for invoice or application extraction
- Integrating AI predictions into decision branches in flows
- Setting confidence thresholds for automated decisions
- Reviewing model performance and accuracy metrics
- Retraining models with new data for continuous improvement
- Using object detection for image-based workflows
- Implementing sentiment analysis in customer feedback automation
- Applying business card reading for CRM data entry
- Adding AI-powered business rules to automate logic
- Monitoring AI model usage and cost implications
- Ensuring responsible AI use with transparency and fairness checks
Module 7: Advanced Automation Techniques and Design Patterns - Chaining multiple flows for end-to-end process coverage
- Using child flows to modularise and reuse logic
- Implementing error handling with run after conditions
- Designing retry policies for transient failures
- Using scope actions to group and manage steps
- Introducing variables for state management in flows
- Using loops to process multiple records efficiently
- Applying parallel branches for faster execution
- Handling large datasets with pagination and chunking
- Using HTTP actions to extend capabilities beyond connectors
- Building custom connectors for proprietary systems
- Integrating with REST APIs using authentication methods
- Processing JSON data and transforming schemas
- Creating dynamic file names and folder structures
- Adding audit trails and logging mechanisms to flows
Module 8: Automation in Excel, SharePoint, and Forms - Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
Module 1: Foundations of AI-Driven Process Automation - Understanding the evolution from manual workflows to intelligent automation
- Defining process automation, robotic process automation (RPA), and AI augmentation
- Core principles of operational efficiency and workflow optimisation
- Identifying the human and technical components of business processes
- Mapping common business pain points amenable to automation
- Introduction to cognitive services and AI decision-making in workflows
- Overview of Microsoft’s AI and automation ecosystem
- The role of data quality in successful automation outcomes
- Establishing metrics for process performance and automation impact
- Common misconceptions about automation and how to avoid them
- Building a mindset for scalable, maintainable automation
- Integrating automation thinking into daily operational planning
- Introduction to ethical considerations and responsible AI use
- Understanding automation governance and compliance basics
- Setting personal learning objectives for the course
Module 2: Process Mapping and Visual Modelling with Visio - Getting started with Microsoft Visio for process design
- Choosing the right diagram type for business processes
- Creating swimlane diagrams to visualise cross-functional workflows
- Applying BPMN 2.0 standards in Visio diagrams
- Using templates and custom stencils for efficiency
- Documenting preconditions, decisions, and outcomes in process maps
- Highlighting bottlenecks, redundancies, and delays visually
- Incorporating feedback loops and exception paths
- Adding metadata and annotations for team collaboration
- Linking process steps to stakeholders and roles
- Validating process logic with stakeholder walkthroughs
- Exporting and sharing Visio diagrams with teams
- Using Visio to align process maps with business goals
- Transitioning from static diagrams to dynamic digital workflows
- Best practices for keeping process maps current and actionable
Module 3: Introduction to Microsoft Power Platform - Overview of Power Platform components: Power Automate, Power Apps, Power BI, and Power Virtual Agents
- Understanding the role of Dataverse in unified data management
- Exploring cloud flows vs desktop flows in Power Automate
- Connecting Power Platform to common business applications
- Setting up your Power Platform environment with appropriate permissions
- Navigating the Power Automate interface and workflow builder
- Understanding AI Builder and its automation capabilities
- Introduction to triggers, actions, and conditions in workflow design
- Using environment variables and connection references for portability
- Managing versions and maintaining change logs
- Collaboration features for team-based automation development
- Security roles and data loss prevention policies
- Monitoring flow performance and usage metrics
- Using templates to accelerate automation development
- Best practices for naming, tagging, and organising flows
Module 4: From Visio to Automation: Process Translation Frameworks - Using Visio diagrams as blueprints for automation development
- Identifying automation-ready process segments in diagrams
- Translating swimlane actions into Power Automate steps
- Mapping decision points to conditional logic in flows
- Converting handoffs and approvals into notification sequences
- Segmenting complex processes into manageable automation modules
- Using colour coding in Visio to prioritise automation targets
- Integrating timing elements from process maps into scheduling flows
- Handling escalations and overdue tasks through automatic follow-ups
- Optimising loops and cycles to prevent infinite execution
- Using annotations to document assumptions and exceptions
- Validating translation accuracy with stakeholder reviews
- Testing process logic before building the automation
- Creating a traceability matrix from diagram to flow
- Documenting technical and business rationale for each transformation
Module 5: Building Core Workflows in Power Automate - Creating your first automated workflow from scratch
- Selecting the right trigger for business events
- Configuring email-based triggers for ticketing systems
- Using scheduled triggers for recurring tasks
- Adding HTTP requests to connect with external APIs
- Implementing approval workflows with dynamic assignment
- Formatting data and constructing messages for notifications
- Using expressions and functions in Power Automate
- Managing data types: strings, integers, dates, and booleans
- Working with arrays and filtering data sets
- Applying dynamic content to personalise automation
- Integrating with Microsoft 365 apps: Outlook, Teams, SharePoint, and OneDrive
- Sending adaptive cards and rich notifications to Teams channels
- Creating file-based workflows for document processing
- Troubleshooting common flow execution errors
Module 6: Intelligent Automation with AI Builder - Introduction to AI Builder and its role in process intelligence
- Choosing between prebuilt and custom AI models
- Creating a text classification model to categorise support tickets
- Training an entity extraction model to pull key data from emails
- Building a form processing model for invoice or application extraction
- Integrating AI predictions into decision branches in flows
- Setting confidence thresholds for automated decisions
- Reviewing model performance and accuracy metrics
- Retraining models with new data for continuous improvement
- Using object detection for image-based workflows
- Implementing sentiment analysis in customer feedback automation
- Applying business card reading for CRM data entry
- Adding AI-powered business rules to automate logic
- Monitoring AI model usage and cost implications
- Ensuring responsible AI use with transparency and fairness checks
Module 7: Advanced Automation Techniques and Design Patterns - Chaining multiple flows for end-to-end process coverage
- Using child flows to modularise and reuse logic
- Implementing error handling with run after conditions
- Designing retry policies for transient failures
- Using scope actions to group and manage steps
- Introducing variables for state management in flows
- Using loops to process multiple records efficiently
- Applying parallel branches for faster execution
- Handling large datasets with pagination and chunking
- Using HTTP actions to extend capabilities beyond connectors
- Building custom connectors for proprietary systems
- Integrating with REST APIs using authentication methods
- Processing JSON data and transforming schemas
- Creating dynamic file names and folder structures
- Adding audit trails and logging mechanisms to flows
Module 8: Automation in Excel, SharePoint, and Forms - Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Getting started with Microsoft Visio for process design
- Choosing the right diagram type for business processes
- Creating swimlane diagrams to visualise cross-functional workflows
- Applying BPMN 2.0 standards in Visio diagrams
- Using templates and custom stencils for efficiency
- Documenting preconditions, decisions, and outcomes in process maps
- Highlighting bottlenecks, redundancies, and delays visually
- Incorporating feedback loops and exception paths
- Adding metadata and annotations for team collaboration
- Linking process steps to stakeholders and roles
- Validating process logic with stakeholder walkthroughs
- Exporting and sharing Visio diagrams with teams
- Using Visio to align process maps with business goals
- Transitioning from static diagrams to dynamic digital workflows
- Best practices for keeping process maps current and actionable
Module 3: Introduction to Microsoft Power Platform - Overview of Power Platform components: Power Automate, Power Apps, Power BI, and Power Virtual Agents
- Understanding the role of Dataverse in unified data management
- Exploring cloud flows vs desktop flows in Power Automate
- Connecting Power Platform to common business applications
- Setting up your Power Platform environment with appropriate permissions
- Navigating the Power Automate interface and workflow builder
- Understanding AI Builder and its automation capabilities
- Introduction to triggers, actions, and conditions in workflow design
- Using environment variables and connection references for portability
- Managing versions and maintaining change logs
- Collaboration features for team-based automation development
- Security roles and data loss prevention policies
- Monitoring flow performance and usage metrics
- Using templates to accelerate automation development
- Best practices for naming, tagging, and organising flows
Module 4: From Visio to Automation: Process Translation Frameworks - Using Visio diagrams as blueprints for automation development
- Identifying automation-ready process segments in diagrams
- Translating swimlane actions into Power Automate steps
- Mapping decision points to conditional logic in flows
- Converting handoffs and approvals into notification sequences
- Segmenting complex processes into manageable automation modules
- Using colour coding in Visio to prioritise automation targets
- Integrating timing elements from process maps into scheduling flows
- Handling escalations and overdue tasks through automatic follow-ups
- Optimising loops and cycles to prevent infinite execution
- Using annotations to document assumptions and exceptions
- Validating translation accuracy with stakeholder reviews
- Testing process logic before building the automation
- Creating a traceability matrix from diagram to flow
- Documenting technical and business rationale for each transformation
Module 5: Building Core Workflows in Power Automate - Creating your first automated workflow from scratch
- Selecting the right trigger for business events
- Configuring email-based triggers for ticketing systems
- Using scheduled triggers for recurring tasks
- Adding HTTP requests to connect with external APIs
- Implementing approval workflows with dynamic assignment
- Formatting data and constructing messages for notifications
- Using expressions and functions in Power Automate
- Managing data types: strings, integers, dates, and booleans
- Working with arrays and filtering data sets
- Applying dynamic content to personalise automation
- Integrating with Microsoft 365 apps: Outlook, Teams, SharePoint, and OneDrive
- Sending adaptive cards and rich notifications to Teams channels
- Creating file-based workflows for document processing
- Troubleshooting common flow execution errors
Module 6: Intelligent Automation with AI Builder - Introduction to AI Builder and its role in process intelligence
- Choosing between prebuilt and custom AI models
- Creating a text classification model to categorise support tickets
- Training an entity extraction model to pull key data from emails
- Building a form processing model for invoice or application extraction
- Integrating AI predictions into decision branches in flows
- Setting confidence thresholds for automated decisions
- Reviewing model performance and accuracy metrics
- Retraining models with new data for continuous improvement
- Using object detection for image-based workflows
- Implementing sentiment analysis in customer feedback automation
- Applying business card reading for CRM data entry
- Adding AI-powered business rules to automate logic
- Monitoring AI model usage and cost implications
- Ensuring responsible AI use with transparency and fairness checks
Module 7: Advanced Automation Techniques and Design Patterns - Chaining multiple flows for end-to-end process coverage
- Using child flows to modularise and reuse logic
- Implementing error handling with run after conditions
- Designing retry policies for transient failures
- Using scope actions to group and manage steps
- Introducing variables for state management in flows
- Using loops to process multiple records efficiently
- Applying parallel branches for faster execution
- Handling large datasets with pagination and chunking
- Using HTTP actions to extend capabilities beyond connectors
- Building custom connectors for proprietary systems
- Integrating with REST APIs using authentication methods
- Processing JSON data and transforming schemas
- Creating dynamic file names and folder structures
- Adding audit trails and logging mechanisms to flows
Module 8: Automation in Excel, SharePoint, and Forms - Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Using Visio diagrams as blueprints for automation development
- Identifying automation-ready process segments in diagrams
- Translating swimlane actions into Power Automate steps
- Mapping decision points to conditional logic in flows
- Converting handoffs and approvals into notification sequences
- Segmenting complex processes into manageable automation modules
- Using colour coding in Visio to prioritise automation targets
- Integrating timing elements from process maps into scheduling flows
- Handling escalations and overdue tasks through automatic follow-ups
- Optimising loops and cycles to prevent infinite execution
- Using annotations to document assumptions and exceptions
- Validating translation accuracy with stakeholder reviews
- Testing process logic before building the automation
- Creating a traceability matrix from diagram to flow
- Documenting technical and business rationale for each transformation
Module 5: Building Core Workflows in Power Automate - Creating your first automated workflow from scratch
- Selecting the right trigger for business events
- Configuring email-based triggers for ticketing systems
- Using scheduled triggers for recurring tasks
- Adding HTTP requests to connect with external APIs
- Implementing approval workflows with dynamic assignment
- Formatting data and constructing messages for notifications
- Using expressions and functions in Power Automate
- Managing data types: strings, integers, dates, and booleans
- Working with arrays and filtering data sets
- Applying dynamic content to personalise automation
- Integrating with Microsoft 365 apps: Outlook, Teams, SharePoint, and OneDrive
- Sending adaptive cards and rich notifications to Teams channels
- Creating file-based workflows for document processing
- Troubleshooting common flow execution errors
Module 6: Intelligent Automation with AI Builder - Introduction to AI Builder and its role in process intelligence
- Choosing between prebuilt and custom AI models
- Creating a text classification model to categorise support tickets
- Training an entity extraction model to pull key data from emails
- Building a form processing model for invoice or application extraction
- Integrating AI predictions into decision branches in flows
- Setting confidence thresholds for automated decisions
- Reviewing model performance and accuracy metrics
- Retraining models with new data for continuous improvement
- Using object detection for image-based workflows
- Implementing sentiment analysis in customer feedback automation
- Applying business card reading for CRM data entry
- Adding AI-powered business rules to automate logic
- Monitoring AI model usage and cost implications
- Ensuring responsible AI use with transparency and fairness checks
Module 7: Advanced Automation Techniques and Design Patterns - Chaining multiple flows for end-to-end process coverage
- Using child flows to modularise and reuse logic
- Implementing error handling with run after conditions
- Designing retry policies for transient failures
- Using scope actions to group and manage steps
- Introducing variables for state management in flows
- Using loops to process multiple records efficiently
- Applying parallel branches for faster execution
- Handling large datasets with pagination and chunking
- Using HTTP actions to extend capabilities beyond connectors
- Building custom connectors for proprietary systems
- Integrating with REST APIs using authentication methods
- Processing JSON data and transforming schemas
- Creating dynamic file names and folder structures
- Adding audit trails and logging mechanisms to flows
Module 8: Automation in Excel, SharePoint, and Forms - Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Introduction to AI Builder and its role in process intelligence
- Choosing between prebuilt and custom AI models
- Creating a text classification model to categorise support tickets
- Training an entity extraction model to pull key data from emails
- Building a form processing model for invoice or application extraction
- Integrating AI predictions into decision branches in flows
- Setting confidence thresholds for automated decisions
- Reviewing model performance and accuracy metrics
- Retraining models with new data for continuous improvement
- Using object detection for image-based workflows
- Implementing sentiment analysis in customer feedback automation
- Applying business card reading for CRM data entry
- Adding AI-powered business rules to automate logic
- Monitoring AI model usage and cost implications
- Ensuring responsible AI use with transparency and fairness checks
Module 7: Advanced Automation Techniques and Design Patterns - Chaining multiple flows for end-to-end process coverage
- Using child flows to modularise and reuse logic
- Implementing error handling with run after conditions
- Designing retry policies for transient failures
- Using scope actions to group and manage steps
- Introducing variables for state management in flows
- Using loops to process multiple records efficiently
- Applying parallel branches for faster execution
- Handling large datasets with pagination and chunking
- Using HTTP actions to extend capabilities beyond connectors
- Building custom connectors for proprietary systems
- Integrating with REST APIs using authentication methods
- Processing JSON data and transforming schemas
- Creating dynamic file names and folder structures
- Adding audit trails and logging mechanisms to flows
Module 8: Automation in Excel, SharePoint, and Forms - Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Automating Excel tasks: reading, writing, and updating files
- Triggering flows from new or modified Excel rows
- Updating multiple sheets based on single data inputs
- Importing data from SharePoint lists to Excel reports
- Synchronising Excel tables with Dataverse entities
- Creating flows from Microsoft Forms responses
- Validating form submissions and sending instant confirmations
- Routing form data to appropriate departments based on criteria
- Generating PDFs from form responses using templates
- Sending automated follow-ups based on user answers
- Updating SharePoint metadata when files are added
- Creating folder structures dynamically based on form input
- Sending approval requests when documents are uploaded
- Restricting access and applying retention labels automatically
- Reporting on SharePoint usage and document lifecycle
Module 9: Desktop Automation and UI Flows - Understanding the purpose of desktop flows in legacy system integration
- Differences between cloud and desktop automation
- Setting up the Power Automate desktop application
- Recording user actions to create desktop workflows
- Editing recorded steps for precision and reliability
- Using variables and conditions in desktop flows
- Extracting data from desktop applications and web browsers
- Automating data entry into ERP, CRM, or internal portals
- Scheduling desktop flows to run unattended
- Managing inputs and outputs between cloud and desktop flows
- Securing credentials using Windows Credential Manager
- Handling pop-ups, alerts, and unexpected windows
- Adding error recovery steps for robust execution
- Testing desktop flows across different screen resolutions
- Deploying desktop flows to multiple machines via Power Platform
Module 10: Integration with Microsoft Teams and Collaboration Tools - Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Triggering flows from new messages or mentions in Teams
- Posting adaptive cards with action buttons to Teams channels
- Creating approval workflows embedded in Teams
- Automating meeting follow-ups and task assignments
- Syncing action items from Teams chat to task management tools
- Generating reports and posting them automatically to Teams
- Using bots to initiate flows through natural language
- Integrating Power BI dashboards into Teams tabs
- Alerting teams when critical KPIs are breached
- Automating onboarding checklists for new team members
- Tracking project milestones and sending status updates
- Creating incident response workflows in collaboration spaces
- Logging informal decisions from chat into formal systems
- Automatically saving pinned files to document repositories
- Archiving completed projects and backing up data
Module 11: Data Management and Governance in Automation - Understanding data residency and compliance requirements
- Applying data loss prevention (DLP) policies in Power Platform
- Classifying sensitive data across flows and connectors
- Using environment-level policies to enforce governance
- Auditing flow changes and user access history
- Managing connections securely with connection references
- Setting up alerts for anomalous automation behaviour
- Implementing role-based access control (RBAC) for flows
- Backing up and restoring flows using solutions
- Using unmanaged vs managed solutions for deployment
- Testing flows in development, staging, and production environments
- Documentation standards for operational handover
- Version control practices for automation assets
- Handling personal data in compliance with privacy regulations
- Creating a process inventory for audit readiness
Module 12: Monitoring, Optimisation, and Performance Tuning - Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Using the Power Automate analytics dashboard
- Identifying high-usage and error-prone flows
- Analysing run duration and identifying performance bottlenecks
- Reducing API calls to stay within licence limits
- Improving flow efficiency with parallelisation and batching
- Setting up alerts for flow failures or delays
- Reviewing run history to diagnose recurring issues
- Using log data to improve decision logic
- Optimising AI model usage for cost and speed
- Archiving old runs to manage storage
- Conducting regular automation health checks
- Measuring ROI through time saved and error reduction
- Creating executive reports on automation impact
- Gathering user feedback to refine workflows
- Planning for continuous process improvement cycles
Module 13: Real-World Automation Projects and Case Studies - End-to-end automation of employee onboarding process
- Building a customer complaint resolution workflow
- Automating invoice processing from email to ERP system
- Creating a facilities request system with approvals
- Designing a project initiation checklist automation
- Streamlining travel request and expense reporting
- Building a dynamic survey analysis pipeline
- Automating certificate renewal reminders for IT assets
- Creating a vendor onboarding tracker with status updates
- Developing a contract management workflow with alerts
- Implementing a customer feedback loop with sentiment analysis
- Automating IT support ticket categorisation and routing
- Building a leads qualification system for sales teams
- Designing a health and safety incident reporting tool
- Creating a document review and sign-off automation
Module 14: Scalable Automation Architecture and Enterprise Patterns - Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates
Module 15: Certification Preparation and Career Advancement - Reviewing key automation concepts for real-world application
- Practising scenario-based problem solving
- Mapping course skills to job roles and industry needs
- Building a personal automation portfolio
- Documenting completed projects for professional credibility
- Using the Certificate of Completion to enhance your resume
- Leveraging your certification in job interviews and promotions
- Connecting with the global Art of Service alumni network
- Sharing best practices with peers and colleagues
- Identifying next-level certifications and learning paths
- Staying current with automation trends and innovations
- Becoming an internal automation advocate or change agent
- Presenting automation results to leadership teams
- Transitioning into roles such as Automation Specialist, Process Analyst, or Power Platform Consultant
- Accessing ongoing community resources and expert updates
- Designing for scalability: from single flows to enterprise-wide systems
- Building a centre of excellence (CoE) for automation
- Creating reusable components and shared resources
- Implementing a request intake system for automation ideas
- Establishing a prioritisation framework for automation projects
- Using solution layers to manage complexity
- Standardising naming, documentation, and error handling
- Integrating automation with change management processes
- Training super users and citizen developers
- Managing automation adoption across departments
- Mitigating risks of unregulated automation growth
- Aligning automation strategy with digital transformation goals
- Measuring automation maturity across the organisation
- Creating a roadmap for phased automation rollout
- Preparing for AI expansion and future platform updates