Microsoft Power Automate: Approvals and Office Workflows
Design and build an approval workflow that a business can actually rely on. Using a fictional purchase-request process in a test environment, you will trigger safely, route approvals by amount, record decisions, notify people, prevent duplicates, catch failures, escalate overdue approvals and prove it all with a 12-case test matrix. Includes a simulated route if you do not have a test tenant. Text-based course with downloadable sample data, test matrix and design sheet. Power Automate access depends on your Microsoft 365 plan and administrator settings; this course uses standard connectors only and quotes no prices.
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Course content
Module 1: Plan a safe approval workflow
Confirm access, choose a sandbox, map the process and define rules and tests before building anything.
- Check access, licences and a safe sandbox30 min
- Map the process and design the list35 min
- Define rules, approvers and test cases first30 min
Module 2: Build the core approval flow
Trigger safely, create the approval, record the decision and notify people.
- Trigger only on new submitted requests35 min
- Start and wait for an approval35 min
- Record the decision and notify people30 min
Module 3: Make it reliable
Prevent duplicates, catch failures, handle timeouts and add a second approval stage.
- Idempotency: process each request once35 min
- Catch failures with Scopes and run after35 min
- Timeouts, escalation and the Finance stage40 min
Module 4: Test, extend and hand over
Prove the flow against the test matrix, add Office reporting workflows and deliver a documented capstone.
- Run the approval test matrix40 min
- Office workflows beyond approvals: reminders and summaries35 min
- Capstone: deliver a tested approval workflow60 min