Mastering Automation in Microsoft 365 to Future-Proof Your Career
You're not behind. You're not stuck. You're just missing one strategic advantage-the ability to turn routine, time-consuming tasks into seamless, error-free workflows that elevate your role from support to leadership. Right now, your colleagues are quietly automating reports, approvals, data entry, and collaboration cycles using Microsoft 365’s native tools. They’re finishing work early, getting noticed by senior leaders, and positioning themselves as indispensable. And you? You could be doing the same-if only you had a proven, step-by-step system. Mastering Automation in Microsoft 365 to Future-Proof Your Career is not another technical deep dive. It’s a precision-engineered pathway that transforms you from overwhelmed executor to a high-leverage professional who uses automation to drive measurable business impact. Imagine walking into your next performance review with a portfolio of automated workflows you’ve built-saving your team 10, 15, even 20 hours per week. That’s the reality for Sarah L., a finance analyst in London, who used this course to redesign her department’s month-end reporting process. Her solution cut processing time from 3 days to under 4 hours. She was fast-tracked for promotion within 8 weeks. This course delivers a clear outcome: going from overwhelmed operator to certified automation expert in Microsoft 365, with a verifiable portfolio of real-world workflows and a board-ready proposal for your next initiative-all within 30 days. Here’s how this course is structured to help you get there.Course Format & Delivery Details This is a fully self-paced, on-demand learning experience. You gain immediate online access to all course materials the moment you enroll, with no fixed start dates, no weekly schedules, and no time commitments. Most learners complete the core curriculum in 15–25 hours, with many seeing tangible results-like their first fully functional workflow-in under 7 days. The entire experience is mobile-friendly, ensuring you can engage during commutes, lunch breaks, or after hours on any device. You receive lifetime access to all content, with ongoing updates delivered at no extra cost. As Microsoft 365 evolves, so does this course-ensuring your skills remain at the cutting edge for years to come. What’s Included in Your Enrollment
- Step-by-step written guidance for designing, building, and deploying automation workflows
- Hands-on exercises using real business scenarios across departments
- Downloadable templates, checklists, and audit frameworks
- Access to a private community for peer feedback and accountability
- Direct instructor support through curated Q&A channels
- A final capstone project that doubles as a professional showcase
- Certificate of Completion issued by The Art of Service
Your investment includes transparent, one-time pricing with no hidden fees. You won’t be upsold into advanced tiers, membership programs, or future payments. What you see is exactly what you get. We accept all major payment methods including Visa, Mastercard, and PayPal. Your transaction is secure, encrypted, and processed instantly. Zero-Risk Enrollment Guarantee
If, after engaging with the course materials, you find the content isn’t delivering the clarity, confidence, and career momentum you expected, simply reach out within 30 days for a full refund. No questions, no hoops, no risk. After enrollment, you’ll receive a confirmation email. Your access details will be sent separately once your course materials are fully prepared. This ensures a seamless onboarding experience every time. This Works Even If…
You’ve never written a line of code. You’re not in IT. You’re juggling a demanding workload. You’ve tried automation before and failed. You’re unsure where to start. This program was designed for exactly that scenario. We’ve guided project managers, HR specialists, operations coordinators, and finance professionals-many with zero prior technical background-to build production-grade automations that deliver real ROI. Like Mark T., a procurement lead in Singapore, who used our framework to automate his vendor onboarding pipeline. He reduced manual follow-ups by 90% and reclaimed 14 hours per month. His director called it “the most impactful process improvement in three years.” The truth is, automation in Microsoft 365 is no longer optional. It’s the new baseline for high performers. This course eliminates complexity, removes guesswork, and replaces fear with confidence. The Certificate of Completion issued by The Art of Service is globally recognized, trusted by professionals in over 90 countries, and designed to validate your expertise with credibility and precision.
Module 1: Foundations of Microsoft 365 Automation - Understanding the automation landscape within Microsoft 365
- Core principles of workflow design and process mapping
- Identifying high-impact processes ripe for automation
- The role of user experience in automation adoption
- Defining success: metrics, KPIs, and business alignment
- Security, compliance, and governance fundamentals
- Navigating tenant-level vs. user-level permissions
- Overview of automation tools: Power Automate, Power Apps, SharePoint, Teams, and more
- Understanding connectors, triggers, and actions
- Mapping existing manual processes using flowchart methodology
- Conducting a time audit to quantify process inefficiencies
- Developing your automation use case charter
- Establishing stakeholder alignment before building
- Using RACI matrices to define ownership
- Common automation anti-patterns and how to avoid them
Module 2: Core Frameworks for Strategic Automation - The 5-Stage Automation Maturity Model
- Applying the Process Efficiency Scorecard
- Building automation roadmaps aligned to department goals
- Prioritizing workflows using the Impact-Effort Matrix
- Designing for scalability and future maintainability
- User-centric automation: ensuring adoption and usability
- Change management strategies for internal rollout
- Communicating value to non-technical stakeholders
- Developing executive summaries for leadership buy-in
- Integrating automation into business continuity planning
- Aligning automation with digital transformation strategy
- Using feedback loops to refine automated processes
- Documenting workflows for knowledge transfer
- Creating version-controlled process libraries
- Building an automation governance committee
Module 3: Mastering Power Automate for Workflow Automation - Getting started with the Power Automate interface
- Choosing between cloud flows, desktop flows, and scheduled flows
- Configuring flows with multiple triggers and conditions
- Using expressions and dynamic content effectively
- Building approval workflows with escalation paths
- Scheduling recurring flows for month-end and quarter-end tasks
- Handling exceptions and error notifications
- Adding parallel branches for complex logic
- Looping through data collections and arrays
- Filtering and transforming data within flows
- Integrating custom connectors for proprietary systems
- Securing sensitive data using encryption and masking
- Monitoring flow performance and run history
- Setting up alerts for failed or delayed runs
- Optimizing flow efficiency and reducing execution time
- Reusing templates across departments
- Sharing and delegating flow management responsibly
- Archiving and deprecating outdated flows
- Using solution packages for deployment
- Validating flow logic before production launch
Module 4: Data Automation with Excel, SharePoint, and Forms - Automating data collection using Microsoft Forms
- Routing form responses to SharePoint lists or Excel files
- Validating input data before processing
- Updating Excel workbooks without manual entry
- Automatically generating reports from raw data
- Synchronizing SharePoint list items across sites
- Alerting teams to new or changed records
- Archiving old data to reduce clutter
- Creating calculated columns in SharePoint for logic
- Using Power Automate to merge data from multiple sources
- Building dynamic dashboards with automated data feeds
- Validating data integrity after transfer
- Automating document metadata tagging
- Converting form responses into structured workflows
- Preventing duplicate entries with lookup logic
- Auto-populating templates from form input
- Triggering follow-up actions based on data thresholds
- Using conditional formatting in automated reports
- Setting up real-time notifications for data changes
- Integrating external databases via OData
Module 5: Intelligent Automation with AI and Cognitive Services - Introducing AI Builder for smart document processing
- Extracting key fields from invoices, receipts, and forms
- Classifying documents using AI models
- Training custom AI models with sample datasets
- Evaluating model accuracy and confidence scores
- Incorporating AI predictions into workflows
- Using sentiment analysis for feedback processing
- Automating data entry from scanned documents
- Applying optical character recognition (OCR) in flows
- Validating AI-extracted data against source files
- Predicting outcomes using regression models
- Triggering actions based on AI insights
- Reducing manual review time with confidence filtering
- Ensuring ethical AI use in workplace automation
- Managing user expectations around AI accuracy
- Versioning and updating trained models
- Deploying AI models across multiple environments
- Monitoring AI performance over time
- Generating audit logs for AI-driven decisions
- Complying with data privacy in AI processing
Module 6: Cross-Application Integration Across Microsoft 365 - Automating notifications between Teams and Outlook
- Synchronizing calendar events from Planner or Project
- Updating tasks automatically based on email content
- Publishing announcements from SharePoint to Teams channels
- Creating Teams meetings from form submissions
- Archiving chat content to compliance repositories
- Automating file sharing with role-based access
- Triggering workflows from OneDrive file uploads
- Generating PowerPoint presentations from templates
- Auto-populating Word documents using dynamic data
- Converting email attachments into SharePoint records
- Routing Outlook messages to the correct workflow
- Using Teams approvals instead of email chains
- Syncing Planner task status to Excel dashboards
- Updating To Do lists from centralized sources
- Automating user onboarding across apps
- Creating tenant-wide announcement workflows
- Integrating Yammer discussions into knowledge bases
- Generating summary reports from meeting transcripts
- Preserving compliance records across platforms
Module 7: Desktop Automation and RPA Fundamentals - Introduction to Power Automate Desktop (PAD)
- Recording and replaying manual tasks
- Building unattended desktop flows
- Configuring triggers for desktop automation
- Interacting with legacy Windows applications
- Extracting data from non-integrated software
- Automating repetitive keystrokes and mouse clicks
- Handling pop-up windows and dialog boxes
- Reading and writing data to CSV and text files
- Integrating desktop flows with cloud flows
- Scheduling desktop automation with Windows Task Scheduler
- Securing credentials using the Credential Manager
- Managing execution logs for audit purposes
- Debugging failed desktop automation runs
- Optimizing performance of screen-scraping tasks
- Building modular desktop automation components
- Using variables and loops in desktop flows
- Handling exceptions in unattended mode
- Deploying desktop flows to multiple machines
- Monitoring desktop automation at scale
Module 8: Governance, Security, and Compliance in Automation - Understanding data loss prevention (DLP) policies
- Configuring DLP to protect sensitive connectors
- Assigning role-based access controls (RBAC)
- Auditing flow usage and modification history
- Enabling multi-factor authentication for automation
- Complying with GDPR, HIPAA, and regional regulations
- Securing flows that handle PII or financial data
- Creating backup and recovery plans for critical flows
- Using eDiscovery to trace automated actions
- Integrating with Microsoft Purview for governance
- Classifying automation assets by risk level
- Conducting peer reviews of flow designs
- Implementing change control procedures
- Documenting compliance requirements for auditors
- Monitoring for unauthorized automation attempts
- Setting approval gates for production deployment
- Using environments to separate dev, test, and prod
- Generating compliance reports for leadership
- Updating flows in response to policy changes
- Training teams on secure automation practices
Module 9: Advanced Automation Patterns and Real-World Projects - Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers
Module 10: Implementation, Certification, and Career Advancement - Finalizing your capstone automation project
- Documenting your workflow for review and reuse
- Presenting your solution with impact-focused messaging
- Creating a board-ready business case for adoption
- Measuring time and cost savings from your automation
- Collecting user feedback for iteration
- Preparing your professional automation portfolio
- Adding your achievement to LinkedIn and resumes
- Leveraging your Certificate of Completion for promotions
- Networking with certified peers in the community
- Accessing alumni resources and advanced templates
- Tracking your progress with built-in gamification
- Enabling progress syncing across devices
- Receiving personalized feedback on your project
- Submitting for final review and credentialing
- Earning your Certificate of Completion issued by The Art of Service
- Understanding how this certification is recognized globally
- Using the credential in salary negotiation and job applications
- Staying ahead with future updates and alumni web resources
- Planning your next automation initiative with confidence
- Understanding the automation landscape within Microsoft 365
- Core principles of workflow design and process mapping
- Identifying high-impact processes ripe for automation
- The role of user experience in automation adoption
- Defining success: metrics, KPIs, and business alignment
- Security, compliance, and governance fundamentals
- Navigating tenant-level vs. user-level permissions
- Overview of automation tools: Power Automate, Power Apps, SharePoint, Teams, and more
- Understanding connectors, triggers, and actions
- Mapping existing manual processes using flowchart methodology
- Conducting a time audit to quantify process inefficiencies
- Developing your automation use case charter
- Establishing stakeholder alignment before building
- Using RACI matrices to define ownership
- Common automation anti-patterns and how to avoid them
Module 2: Core Frameworks for Strategic Automation - The 5-Stage Automation Maturity Model
- Applying the Process Efficiency Scorecard
- Building automation roadmaps aligned to department goals
- Prioritizing workflows using the Impact-Effort Matrix
- Designing for scalability and future maintainability
- User-centric automation: ensuring adoption and usability
- Change management strategies for internal rollout
- Communicating value to non-technical stakeholders
- Developing executive summaries for leadership buy-in
- Integrating automation into business continuity planning
- Aligning automation with digital transformation strategy
- Using feedback loops to refine automated processes
- Documenting workflows for knowledge transfer
- Creating version-controlled process libraries
- Building an automation governance committee
Module 3: Mastering Power Automate for Workflow Automation - Getting started with the Power Automate interface
- Choosing between cloud flows, desktop flows, and scheduled flows
- Configuring flows with multiple triggers and conditions
- Using expressions and dynamic content effectively
- Building approval workflows with escalation paths
- Scheduling recurring flows for month-end and quarter-end tasks
- Handling exceptions and error notifications
- Adding parallel branches for complex logic
- Looping through data collections and arrays
- Filtering and transforming data within flows
- Integrating custom connectors for proprietary systems
- Securing sensitive data using encryption and masking
- Monitoring flow performance and run history
- Setting up alerts for failed or delayed runs
- Optimizing flow efficiency and reducing execution time
- Reusing templates across departments
- Sharing and delegating flow management responsibly
- Archiving and deprecating outdated flows
- Using solution packages for deployment
- Validating flow logic before production launch
Module 4: Data Automation with Excel, SharePoint, and Forms - Automating data collection using Microsoft Forms
- Routing form responses to SharePoint lists or Excel files
- Validating input data before processing
- Updating Excel workbooks without manual entry
- Automatically generating reports from raw data
- Synchronizing SharePoint list items across sites
- Alerting teams to new or changed records
- Archiving old data to reduce clutter
- Creating calculated columns in SharePoint for logic
- Using Power Automate to merge data from multiple sources
- Building dynamic dashboards with automated data feeds
- Validating data integrity after transfer
- Automating document metadata tagging
- Converting form responses into structured workflows
- Preventing duplicate entries with lookup logic
- Auto-populating templates from form input
- Triggering follow-up actions based on data thresholds
- Using conditional formatting in automated reports
- Setting up real-time notifications for data changes
- Integrating external databases via OData
Module 5: Intelligent Automation with AI and Cognitive Services - Introducing AI Builder for smart document processing
- Extracting key fields from invoices, receipts, and forms
- Classifying documents using AI models
- Training custom AI models with sample datasets
- Evaluating model accuracy and confidence scores
- Incorporating AI predictions into workflows
- Using sentiment analysis for feedback processing
- Automating data entry from scanned documents
- Applying optical character recognition (OCR) in flows
- Validating AI-extracted data against source files
- Predicting outcomes using regression models
- Triggering actions based on AI insights
- Reducing manual review time with confidence filtering
- Ensuring ethical AI use in workplace automation
- Managing user expectations around AI accuracy
- Versioning and updating trained models
- Deploying AI models across multiple environments
- Monitoring AI performance over time
- Generating audit logs for AI-driven decisions
- Complying with data privacy in AI processing
Module 6: Cross-Application Integration Across Microsoft 365 - Automating notifications between Teams and Outlook
- Synchronizing calendar events from Planner or Project
- Updating tasks automatically based on email content
- Publishing announcements from SharePoint to Teams channels
- Creating Teams meetings from form submissions
- Archiving chat content to compliance repositories
- Automating file sharing with role-based access
- Triggering workflows from OneDrive file uploads
- Generating PowerPoint presentations from templates
- Auto-populating Word documents using dynamic data
- Converting email attachments into SharePoint records
- Routing Outlook messages to the correct workflow
- Using Teams approvals instead of email chains
- Syncing Planner task status to Excel dashboards
- Updating To Do lists from centralized sources
- Automating user onboarding across apps
- Creating tenant-wide announcement workflows
- Integrating Yammer discussions into knowledge bases
- Generating summary reports from meeting transcripts
- Preserving compliance records across platforms
Module 7: Desktop Automation and RPA Fundamentals - Introduction to Power Automate Desktop (PAD)
- Recording and replaying manual tasks
- Building unattended desktop flows
- Configuring triggers for desktop automation
- Interacting with legacy Windows applications
- Extracting data from non-integrated software
- Automating repetitive keystrokes and mouse clicks
- Handling pop-up windows and dialog boxes
- Reading and writing data to CSV and text files
- Integrating desktop flows with cloud flows
- Scheduling desktop automation with Windows Task Scheduler
- Securing credentials using the Credential Manager
- Managing execution logs for audit purposes
- Debugging failed desktop automation runs
- Optimizing performance of screen-scraping tasks
- Building modular desktop automation components
- Using variables and loops in desktop flows
- Handling exceptions in unattended mode
- Deploying desktop flows to multiple machines
- Monitoring desktop automation at scale
Module 8: Governance, Security, and Compliance in Automation - Understanding data loss prevention (DLP) policies
- Configuring DLP to protect sensitive connectors
- Assigning role-based access controls (RBAC)
- Auditing flow usage and modification history
- Enabling multi-factor authentication for automation
- Complying with GDPR, HIPAA, and regional regulations
- Securing flows that handle PII or financial data
- Creating backup and recovery plans for critical flows
- Using eDiscovery to trace automated actions
- Integrating with Microsoft Purview for governance
- Classifying automation assets by risk level
- Conducting peer reviews of flow designs
- Implementing change control procedures
- Documenting compliance requirements for auditors
- Monitoring for unauthorized automation attempts
- Setting approval gates for production deployment
- Using environments to separate dev, test, and prod
- Generating compliance reports for leadership
- Updating flows in response to policy changes
- Training teams on secure automation practices
Module 9: Advanced Automation Patterns and Real-World Projects - Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers
Module 10: Implementation, Certification, and Career Advancement - Finalizing your capstone automation project
- Documenting your workflow for review and reuse
- Presenting your solution with impact-focused messaging
- Creating a board-ready business case for adoption
- Measuring time and cost savings from your automation
- Collecting user feedback for iteration
- Preparing your professional automation portfolio
- Adding your achievement to LinkedIn and resumes
- Leveraging your Certificate of Completion for promotions
- Networking with certified peers in the community
- Accessing alumni resources and advanced templates
- Tracking your progress with built-in gamification
- Enabling progress syncing across devices
- Receiving personalized feedback on your project
- Submitting for final review and credentialing
- Earning your Certificate of Completion issued by The Art of Service
- Understanding how this certification is recognized globally
- Using the credential in salary negotiation and job applications
- Staying ahead with future updates and alumni web resources
- Planning your next automation initiative with confidence
- Getting started with the Power Automate interface
- Choosing between cloud flows, desktop flows, and scheduled flows
- Configuring flows with multiple triggers and conditions
- Using expressions and dynamic content effectively
- Building approval workflows with escalation paths
- Scheduling recurring flows for month-end and quarter-end tasks
- Handling exceptions and error notifications
- Adding parallel branches for complex logic
- Looping through data collections and arrays
- Filtering and transforming data within flows
- Integrating custom connectors for proprietary systems
- Securing sensitive data using encryption and masking
- Monitoring flow performance and run history
- Setting up alerts for failed or delayed runs
- Optimizing flow efficiency and reducing execution time
- Reusing templates across departments
- Sharing and delegating flow management responsibly
- Archiving and deprecating outdated flows
- Using solution packages for deployment
- Validating flow logic before production launch
Module 4: Data Automation with Excel, SharePoint, and Forms - Automating data collection using Microsoft Forms
- Routing form responses to SharePoint lists or Excel files
- Validating input data before processing
- Updating Excel workbooks without manual entry
- Automatically generating reports from raw data
- Synchronizing SharePoint list items across sites
- Alerting teams to new or changed records
- Archiving old data to reduce clutter
- Creating calculated columns in SharePoint for logic
- Using Power Automate to merge data from multiple sources
- Building dynamic dashboards with automated data feeds
- Validating data integrity after transfer
- Automating document metadata tagging
- Converting form responses into structured workflows
- Preventing duplicate entries with lookup logic
- Auto-populating templates from form input
- Triggering follow-up actions based on data thresholds
- Using conditional formatting in automated reports
- Setting up real-time notifications for data changes
- Integrating external databases via OData
Module 5: Intelligent Automation with AI and Cognitive Services - Introducing AI Builder for smart document processing
- Extracting key fields from invoices, receipts, and forms
- Classifying documents using AI models
- Training custom AI models with sample datasets
- Evaluating model accuracy and confidence scores
- Incorporating AI predictions into workflows
- Using sentiment analysis for feedback processing
- Automating data entry from scanned documents
- Applying optical character recognition (OCR) in flows
- Validating AI-extracted data against source files
- Predicting outcomes using regression models
- Triggering actions based on AI insights
- Reducing manual review time with confidence filtering
- Ensuring ethical AI use in workplace automation
- Managing user expectations around AI accuracy
- Versioning and updating trained models
- Deploying AI models across multiple environments
- Monitoring AI performance over time
- Generating audit logs for AI-driven decisions
- Complying with data privacy in AI processing
Module 6: Cross-Application Integration Across Microsoft 365 - Automating notifications between Teams and Outlook
- Synchronizing calendar events from Planner or Project
- Updating tasks automatically based on email content
- Publishing announcements from SharePoint to Teams channels
- Creating Teams meetings from form submissions
- Archiving chat content to compliance repositories
- Automating file sharing with role-based access
- Triggering workflows from OneDrive file uploads
- Generating PowerPoint presentations from templates
- Auto-populating Word documents using dynamic data
- Converting email attachments into SharePoint records
- Routing Outlook messages to the correct workflow
- Using Teams approvals instead of email chains
- Syncing Planner task status to Excel dashboards
- Updating To Do lists from centralized sources
- Automating user onboarding across apps
- Creating tenant-wide announcement workflows
- Integrating Yammer discussions into knowledge bases
- Generating summary reports from meeting transcripts
- Preserving compliance records across platforms
Module 7: Desktop Automation and RPA Fundamentals - Introduction to Power Automate Desktop (PAD)
- Recording and replaying manual tasks
- Building unattended desktop flows
- Configuring triggers for desktop automation
- Interacting with legacy Windows applications
- Extracting data from non-integrated software
- Automating repetitive keystrokes and mouse clicks
- Handling pop-up windows and dialog boxes
- Reading and writing data to CSV and text files
- Integrating desktop flows with cloud flows
- Scheduling desktop automation with Windows Task Scheduler
- Securing credentials using the Credential Manager
- Managing execution logs for audit purposes
- Debugging failed desktop automation runs
- Optimizing performance of screen-scraping tasks
- Building modular desktop automation components
- Using variables and loops in desktop flows
- Handling exceptions in unattended mode
- Deploying desktop flows to multiple machines
- Monitoring desktop automation at scale
Module 8: Governance, Security, and Compliance in Automation - Understanding data loss prevention (DLP) policies
- Configuring DLP to protect sensitive connectors
- Assigning role-based access controls (RBAC)
- Auditing flow usage and modification history
- Enabling multi-factor authentication for automation
- Complying with GDPR, HIPAA, and regional regulations
- Securing flows that handle PII or financial data
- Creating backup and recovery plans for critical flows
- Using eDiscovery to trace automated actions
- Integrating with Microsoft Purview for governance
- Classifying automation assets by risk level
- Conducting peer reviews of flow designs
- Implementing change control procedures
- Documenting compliance requirements for auditors
- Monitoring for unauthorized automation attempts
- Setting approval gates for production deployment
- Using environments to separate dev, test, and prod
- Generating compliance reports for leadership
- Updating flows in response to policy changes
- Training teams on secure automation practices
Module 9: Advanced Automation Patterns and Real-World Projects - Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers
Module 10: Implementation, Certification, and Career Advancement - Finalizing your capstone automation project
- Documenting your workflow for review and reuse
- Presenting your solution with impact-focused messaging
- Creating a board-ready business case for adoption
- Measuring time and cost savings from your automation
- Collecting user feedback for iteration
- Preparing your professional automation portfolio
- Adding your achievement to LinkedIn and resumes
- Leveraging your Certificate of Completion for promotions
- Networking with certified peers in the community
- Accessing alumni resources and advanced templates
- Tracking your progress with built-in gamification
- Enabling progress syncing across devices
- Receiving personalized feedback on your project
- Submitting for final review and credentialing
- Earning your Certificate of Completion issued by The Art of Service
- Understanding how this certification is recognized globally
- Using the credential in salary negotiation and job applications
- Staying ahead with future updates and alumni web resources
- Planning your next automation initiative with confidence
- Introducing AI Builder for smart document processing
- Extracting key fields from invoices, receipts, and forms
- Classifying documents using AI models
- Training custom AI models with sample datasets
- Evaluating model accuracy and confidence scores
- Incorporating AI predictions into workflows
- Using sentiment analysis for feedback processing
- Automating data entry from scanned documents
- Applying optical character recognition (OCR) in flows
- Validating AI-extracted data against source files
- Predicting outcomes using regression models
- Triggering actions based on AI insights
- Reducing manual review time with confidence filtering
- Ensuring ethical AI use in workplace automation
- Managing user expectations around AI accuracy
- Versioning and updating trained models
- Deploying AI models across multiple environments
- Monitoring AI performance over time
- Generating audit logs for AI-driven decisions
- Complying with data privacy in AI processing
Module 6: Cross-Application Integration Across Microsoft 365 - Automating notifications between Teams and Outlook
- Synchronizing calendar events from Planner or Project
- Updating tasks automatically based on email content
- Publishing announcements from SharePoint to Teams channels
- Creating Teams meetings from form submissions
- Archiving chat content to compliance repositories
- Automating file sharing with role-based access
- Triggering workflows from OneDrive file uploads
- Generating PowerPoint presentations from templates
- Auto-populating Word documents using dynamic data
- Converting email attachments into SharePoint records
- Routing Outlook messages to the correct workflow
- Using Teams approvals instead of email chains
- Syncing Planner task status to Excel dashboards
- Updating To Do lists from centralized sources
- Automating user onboarding across apps
- Creating tenant-wide announcement workflows
- Integrating Yammer discussions into knowledge bases
- Generating summary reports from meeting transcripts
- Preserving compliance records across platforms
Module 7: Desktop Automation and RPA Fundamentals - Introduction to Power Automate Desktop (PAD)
- Recording and replaying manual tasks
- Building unattended desktop flows
- Configuring triggers for desktop automation
- Interacting with legacy Windows applications
- Extracting data from non-integrated software
- Automating repetitive keystrokes and mouse clicks
- Handling pop-up windows and dialog boxes
- Reading and writing data to CSV and text files
- Integrating desktop flows with cloud flows
- Scheduling desktop automation with Windows Task Scheduler
- Securing credentials using the Credential Manager
- Managing execution logs for audit purposes
- Debugging failed desktop automation runs
- Optimizing performance of screen-scraping tasks
- Building modular desktop automation components
- Using variables and loops in desktop flows
- Handling exceptions in unattended mode
- Deploying desktop flows to multiple machines
- Monitoring desktop automation at scale
Module 8: Governance, Security, and Compliance in Automation - Understanding data loss prevention (DLP) policies
- Configuring DLP to protect sensitive connectors
- Assigning role-based access controls (RBAC)
- Auditing flow usage and modification history
- Enabling multi-factor authentication for automation
- Complying with GDPR, HIPAA, and regional regulations
- Securing flows that handle PII or financial data
- Creating backup and recovery plans for critical flows
- Using eDiscovery to trace automated actions
- Integrating with Microsoft Purview for governance
- Classifying automation assets by risk level
- Conducting peer reviews of flow designs
- Implementing change control procedures
- Documenting compliance requirements for auditors
- Monitoring for unauthorized automation attempts
- Setting approval gates for production deployment
- Using environments to separate dev, test, and prod
- Generating compliance reports for leadership
- Updating flows in response to policy changes
- Training teams on secure automation practices
Module 9: Advanced Automation Patterns and Real-World Projects - Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers
Module 10: Implementation, Certification, and Career Advancement - Finalizing your capstone automation project
- Documenting your workflow for review and reuse
- Presenting your solution with impact-focused messaging
- Creating a board-ready business case for adoption
- Measuring time and cost savings from your automation
- Collecting user feedback for iteration
- Preparing your professional automation portfolio
- Adding your achievement to LinkedIn and resumes
- Leveraging your Certificate of Completion for promotions
- Networking with certified peers in the community
- Accessing alumni resources and advanced templates
- Tracking your progress with built-in gamification
- Enabling progress syncing across devices
- Receiving personalized feedback on your project
- Submitting for final review and credentialing
- Earning your Certificate of Completion issued by The Art of Service
- Understanding how this certification is recognized globally
- Using the credential in salary negotiation and job applications
- Staying ahead with future updates and alumni web resources
- Planning your next automation initiative with confidence
- Introduction to Power Automate Desktop (PAD)
- Recording and replaying manual tasks
- Building unattended desktop flows
- Configuring triggers for desktop automation
- Interacting with legacy Windows applications
- Extracting data from non-integrated software
- Automating repetitive keystrokes and mouse clicks
- Handling pop-up windows and dialog boxes
- Reading and writing data to CSV and text files
- Integrating desktop flows with cloud flows
- Scheduling desktop automation with Windows Task Scheduler
- Securing credentials using the Credential Manager
- Managing execution logs for audit purposes
- Debugging failed desktop automation runs
- Optimizing performance of screen-scraping tasks
- Building modular desktop automation components
- Using variables and loops in desktop flows
- Handling exceptions in unattended mode
- Deploying desktop flows to multiple machines
- Monitoring desktop automation at scale
Module 8: Governance, Security, and Compliance in Automation - Understanding data loss prevention (DLP) policies
- Configuring DLP to protect sensitive connectors
- Assigning role-based access controls (RBAC)
- Auditing flow usage and modification history
- Enabling multi-factor authentication for automation
- Complying with GDPR, HIPAA, and regional regulations
- Securing flows that handle PII or financial data
- Creating backup and recovery plans for critical flows
- Using eDiscovery to trace automated actions
- Integrating with Microsoft Purview for governance
- Classifying automation assets by risk level
- Conducting peer reviews of flow designs
- Implementing change control procedures
- Documenting compliance requirements for auditors
- Monitoring for unauthorized automation attempts
- Setting approval gates for production deployment
- Using environments to separate dev, test, and prod
- Generating compliance reports for leadership
- Updating flows in response to policy changes
- Training teams on secure automation practices
Module 9: Advanced Automation Patterns and Real-World Projects - Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers
Module 10: Implementation, Certification, and Career Advancement - Finalizing your capstone automation project
- Documenting your workflow for review and reuse
- Presenting your solution with impact-focused messaging
- Creating a board-ready business case for adoption
- Measuring time and cost savings from your automation
- Collecting user feedback for iteration
- Preparing your professional automation portfolio
- Adding your achievement to LinkedIn and resumes
- Leveraging your Certificate of Completion for promotions
- Networking with certified peers in the community
- Accessing alumni resources and advanced templates
- Tracking your progress with built-in gamification
- Enabling progress syncing across devices
- Receiving personalized feedback on your project
- Submitting for final review and credentialing
- Earning your Certificate of Completion issued by The Art of Service
- Understanding how this certification is recognized globally
- Using the credential in salary negotiation and job applications
- Staying ahead with future updates and alumni web resources
- Planning your next automation initiative with confidence
- Building end-to-end procurement automation
- Automating employee onboarding across HR systems
- Creating dynamic IT helpdesk ticket routing
- Designing sales lead qualification workflows
- Automating customer feedback analysis and routing
- Generating compliance checklists from templates
- Building multi-department approval chains
- Creating recurring audit preparation workflows
- Automating training completion tracking
- Syncing project status across tools
- Developing executive briefing automation
- Managing contract expiration alerts
- Automating budget variance reporting
- Triggering risk escalation based on thresholds
- Integrating feedback from surveys into action plans
- Building hybrid cloud-desktop automation solutions
- Orchestrating data cleanup campaigns
- Creating role-specific dashboards with live data
- Automating governance committee reporting
- Designing crisis response playbooks with triggers