microsoft power platform virtual training day: app maker

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Microsoft Power Platform Virtual Training Day:App Maker

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

Introduction to model-driven apps and

Common Data Service

Agenda

What is Microsoft Power Platform

Introduction to the Common Data Service

Introduction to Power Apps

Lesson 1: What is Microsoft Power Platform

Microsoft Power Platform

The low-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications

Innovation anywhere. Unlocks value everywhere

Power BIBusiness analytics

Power AppsApplication development

Power AutomateProcess automation

Power Virtual AgentsIntelligent chatbots

Data connectors AI Builder Common Data Service

Build and consume solutions for web and mobile with Power Apps

Build highly customized task-

and role-based canvas apps with

data from one or multiple

sources

Generate immersive model-

driven apps, starting from your

data model and business

processes

Consume fully accessible apps

across web and mobile,

embedded or standalone, on any

device

Automate and integrate business processes with Power Automate

Automate and model business

processes across your apps and

services

From simple automations to

advanced scenarios with

branches, loops, and more

Trigger actions, grant approvals,

and get notifications right where

you work

Automate legacy, on-prem and

cloud-based applications and

services

Gain insights from your data regardless of where it lives with Power BI

Connect to all your data and get a

consolidated view across your business

through a single pane of glass

Create ad-hoc analysis, live dashboards

and interactive reports that are easy to

consume on the web and across mobile

devices

Build smart apps by infusing insights from

your data and drive action with the power

of the Power Platform

Build powerful virtual agents with Power Virtual Agents

Enable subject matter experts to

easily create powerful virtual agents

using a guided, no-code graphical

interface—all without the need for

data scientists or developers

Enable the virtual agent to take

action on the customer’s behalf.

Easily integrate your virtual agent

with hundreds of services and

systems out of the box or create

custom workflows

Keep an eye on how your virtual

agent is performing by using

conversational metrics and

dashboards. Get in-depth AI-driven

insights to improve bot performance

Add intelligence to your apps with AI Builder

AI Builder is a turnkey solution that

brings the power of AI through a

point-and-click experience

With AI Builder, you can add

intelligence to your apps even if you

have no coding or data science skills

You can use AI Builder to create

custom AI models that suit the needs

of your business, or you can choose

from a selection of prebuilt models

Put all your data to work with Microsoft Common Data Service

Jumpstart apps using a

standardized data model with

business logic, security and

integration built-in

Extend to your own needs

and integrate across your

apps and services

Seamless Dynamics 365,

Office 365, and Azure

integration, augmented with

data from industry partners

Enable external access with Power Apps portals

Empower anyone—either

inside or outside your

organization—to interact with

Common Data Service data

using portals

Enable anyone to build

responsive websites

Integrate all your data

1Feature requiring premium Power Platform license or add-on capacity purchase2Feature might require additional product license.

Including2

Data & Services

Common Data Service1

350+ Connectors

On-PremisesData Gateway 1

Native Integration to Microsoft 365

Native Integration to Dynamics 3652

Native Integrationto Microsoft Azure2

User Experiences

SecuredWeb Portals 1

Mixed RealityExperiences

Analytics with PowerBI

Rich MobilePower Apps

Embedded Power Apps

Power VirtualAgents 1

MicrosoftDynamics 3652

Microsoft 365 Products

MicrosoftProject2

MicrosoftTeams

The unmatched functional flexibility of the Power Platform

Power AutomateProcess Flows (BPM)

Process AutomationPower Automate

Flows (DPA)Power Automate

Desktop (RPA)

AIBuilder

MicrosoftApprovals

© Copyright Microsoft Corporation. All rights reserved.

Summary

Microsoft Power Platform offers a point-and-click approach which makes it easy for anyone familiar with Microsoft

Office to create custom business solutions, data visualizations, and automated workflows

It enables users to do three key actions on data that help them drive business:

Gain insights from data (Analyze)

Drive intelligent business processes via apps they build (Act)

Automate business processes (Automate)

Power BI helps you analyze and visualize data on a unified platform with data from internal and

external sources

Power Apps helps you build and deploy customized apps that work across web and mobile, embedded or

standalone, on any device

Power Automate helps you create automation workflows, from simple to advanced scenarios

Power Virtual Agents helps you create Chatbots

Lesson 2: Common Data Service

© Copyright Microsoft Corporation. All rights reserved.

Introduction to the common data service

The Common Data Service is the foundational data source of Power Platform:

Simple to manage – Metadata and data are stored in the cloud

Helps secure your data – Role-based security allows you to control access to entities for different users within your

organization

Access your Dynamics 365 data – Build apps that use your Dynamics 365 data and extend your apps by using

Power Apps

Rich metadata – Data types and relationships are used directly within Power Apps

Logic and validation – Define calculated fields, business rules, workflows, and business process flows to ensure data

quality and drive business processes

Productivity tools – Entities are available within the add-ins for Microsoft Excel to increase productivity and ensure

data accessibility

© Copyright Microsoft Corporation. All rights reserved.

Entities

Entities describe the kinds of data that is stored

in Common Data Service. (Think of as a table in a

database)

Entities contain attributes or fields the represent

columns in the tables

Consider which Entities will be needed based on

your real-life needs

Open

Houses

PropertiesClients Notes

Showings

Fields

Text Text area Email URL Ticker symbol

Phone Whole number Duration Time zone Language

Currency Decimal numberFloating

point numberImage

Multi select

option set

Multiline text Option set Two options

© Copyright Microsoft Corporation. All rights reserved.

Entity relationships

Define the different ways entity records can be

associated with records from other entities or

the same entity:

One-to-many relationships: Many related child records

associated with a single primary entity record in a parent/child

relationship

Many-to-many relationships: Many entity records are

associated with many other entity records

Room

(primary)

1:N

Session

(related)

Sessions

N:N

Contacts

Hidden

Intersect

Entity1:N 1:N

Business Logic and Validation

Calculated Fields

Calculate field values

Date and Time functions

Rollup Fields

Aggregate over relationships

Sum, Count, Average, Min,

Max

Business Rules

Validation and calculations

Text functions

Data integrity

Can be used in model-driven

apps

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Summary

Lets you store and manage data used

by business applications

Data is stored within a set of entities

Includes a base set of standard entities

that cover typical scenarios

Customer entities can be created

specific to your organization

App makers can then use Power Apps

to build rich applications by using

this data

© Copyright Microsoft Corporation. All rights reserved.

Lesson 3: Introduction to Power Apps

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Intro to Power Apps

With Power Apps, you can:

Build an app quickly by using the skills

that you already have

Connect to the cloud services and data

sources that you're already using

Share your apps instantly so that

coworkers can use them on their phones

and tablets

© Copyright Microsoft Corporation. All rights reserved.

What types of app can you build?

Canvas

User experience focused, typically task or

role-based apps leveraging mash up data

from multiple data sources

Model-Driven

Leverages your organizations data model,

relationships, and business processes in

immersive, responsive applications

Portal apps

Provides secure data access to internal and

external stakeholders

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Introduction to model-driven apps

Rich component-focused, no-code design environments

An ability to create complex responsive apps with a similar UI across a variety of devices from desktop to mobile

Robust design capability

Apps can be distributed as a solution

Model-driven apps can be created a few simple steps

Apps are connected to Common Data Service:

© Copyright Microsoft Corporation. All rights reserved.

What’s the difference?

Editor for each component

Web or Mobile

Focus on User Interface

Role or task based

Canvas

Full control of UI

Single Editor

Web or Mobile

Model-driven

Focus on Data

Focused on processes

Cannot change colors or fonts

Optimized user experiences for everyone with Power Apps

Canvas Apps Model-Driven Apps Portals

Audience. Broad Internal / Limited External Broad Internal / Limited External Broad External / Limited Internal

Data

sources.

Many connectors including: SharePoint,

Common Data Service*, SalesForce*, SAP*Common Data Service, Dynamics 365. Common Data Service, Dynamics 365.

Primary

scenarios

examples.

Company wide Communication /

Processes Applications.

(e.g.: Company News, Leave Requests )

Knowledge worker overseeing multiple

activities, tasks, processes.

(e.g.: Request Management, Approvals)

User needing to create and view requests

through a secured dedicated website.

(e.g.: Support Request, New Supplier Process)

Secondary

scenarios

examples.

Field Worker executing tasks requiring

highly customized visual experience.

(e.g.: Incident Report, Sales Companion)

Field Worker executing complex tasks

requiring advanced offline capabilities.

(e.g.: Asset inspection, Asset installation)

Users who want to access a website

including self-service FAQ and Communities.

(e.g.: Product Details, Warranty Information)

Key maker

features.

Blank “Canvas” maker experience.

Advanced Controls Selection.

Structured “Model” maker experience.

Advanced Offline Capabilities.

Structured “Model” maker experience.

Fully responsive web templates.

*Premium Connector requiring Additional License

© Copyright Microsoft Corporation. All rights reserved.

Summary

Build and deploy apps quickly with no-code

Three types of app: Canvas, Model-driven, and

Portal

Build apps on data in the Common Data Service

© Copyright Microsoft Corporation. All rights reserved.

Summary

What is Microsoft Power Platform

Introduction to the Common Data Service

Introduction to Power Apps

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

© Copyright Microsoft Corporation. All rights reserved.

Agenda

Introduction to the Common Data Service

Data modelling

Fields

Security

© Copyright Microsoft Corporation. All rights reserved.

Lesson 1: Introduction to the Common Data Service

© Copyright Microsoft Corporation. All rights reserved.

Introduction to the common data service

The Common Data Service is the foundational data source of Power Platform:

Simple to manage – Metadata and data are stored in the cloud

Helps secure your data – Role-based security allows you to control access to entities for different users within your

organization

Access your Dynamics 365 data – Build apps that use your Dynamics 365 data and extend your apps by using

Power Apps

Rich metadata – Data types and relationships are used directly within Power Apps

Logic and validation – Define calculated fields, business rules, workflows, and business process flows to ensure data

quality and drive business processes

Productivity tools – Entities are available within the add-ins for Microsoft Excel to increase productivity and ensure

data accessibility

© Copyright Microsoft Corporation. All rights reserved.

Data

Data components determine what data the app will be based upon:

Entity: Entities are items with properties that you track

Field: Properties associated with an entity and help define the entity

Relationship: Defines how entities are related together

Option set field: Lets users select among predefined options

© Copyright Microsoft Corporation. All rights reserved.

Common Data Service – More than a database

Jobs

Calculated &

Rollup fields

Business

Rules

Data

validationDuplicate

Detection

Plugins

Workflows

Catalog

and discovery

Modelling

Reporting

Common Data

Model

Relational

databases

Files and

blobs

Log files

Semi-structured

data

Search and

Find data

Data lake

Eventing

Webhooks

Data export

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Summary

More than a database

Entities, Relationships and Fields

Platform for building apps

© Copyright Microsoft Corporation. All rights reserved.

Lesson 2: Data Modelling

© Copyright Microsoft Corporation. All rights reserved.

Data

Data components determine what data the app will be based upon:

Entity: Entities are items with properties that you track

Field: Properties associated with an entity and help define the entity

Relationship: Defines how entities are related together

Option set field: Lets users select among predefined options

© Copyright Microsoft Corporation. All rights reserved.

Entities

Entities describe the kinds of data that is stored

in Common Data Service. (Think of as a table in a

database)

Entities contain attributes or fields that represent

columns in the tables

Consider which Entities will be needed based on

your real-life needs

Open

Houses

PropertiesClients Notes

Showings

© Copyright Microsoft Corporation. All rights reserved.

Entity types

There are two types of entities:

User or team owned: Actions that can be performed on these records can be controlled at the

user level

Organization-owned: Access to the data is controlled at the organization level

Activity Entity: Represents an activity that can be added to user/organization entities such as

appointments, emails, tasks, etc.

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Activity entity types

Appointment: A commitment representing a

time interval that has start/end times and

duration

Email: An activity that's delivered by using email

protocols

Fax: An activity that tracks the call outcome and

number of pages for a fax

Letter: An activity that tracks the delivery of a

letter. The activity can store an electronic copy of

the letter

Phone Call: An activity that tracks a

telephone call

Recurring Appointment: The master

appointment of a recurring appointment series

Task: A generic activity representing work that

must be done

© Copyright Microsoft Corporation. All rights reserved.

Demo

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Entity relationships

Define the different ways entity records can be

associated with records from other entities or

the same entity:

One-to-many relationships: Many related child records

associated with a single primary entity record in a parent/child

relationship

Many-to-many relationships: Many entity records are

associated with many other entity records

Room

(primary)

1:N

Session

(related)

Sessions

N:N

Contacts

Hidden

Intersect

Entity1:N 1:N

© Copyright Microsoft Corporation. All rights reserved.

Data modelling

Process of defining entities and relationships

Customer ContactTechnical Contact

Account Manager

ʼn

1 0..*

1 Customer

1

n

Post Incident Report1

Attached

1Service Issue

To Technical Contact

1

n

© Copyright Microsoft Corporation. All rights reserved.

Demo

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Import Data

Get data from Maker Portal using Power Query

3rd party import tools for more complex/large imports

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Common Data Model vs Common Data Service

Common Data Service: Database storing a set of standard and custom data structures

called entities

• Entities describe people, places, things

• Entities are like tables in a relational database

The Common Data Model: Set of open-sourced, standardized, extensible data entities

and relationships

• Schemas for Accelerators

Common Data Model

Schema for Business Applications

GitHub

Used by Common Data Service

Dynamics 365 Apps

Power BI

Extensible

Industry Accelerators

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Accelerators

Automotive Financial services, including

banking and insurance

Microsoft is currently focused on delivering accelerators for the following industries, with others to come:

Healthcare

Education, including higher

education and K–12

Nonprofit Manufacturing, media and

communications

© Copyright Microsoft Corporation. All rights reserved.

Export Data

Excel and Excel Online

Data Export Service to Azure SQL Server

Azure Data Lake

Power BI with Dataflows

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Summary

Entities

Relationships

Import and exports

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LESSON 3: FIELDS

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Fields

Text Text area Email

URL

Ticker symbol

Phone

Whole number Duration

Time zone

Language

Currency

Decimal number

Floating

point numberImage

Multi select

option setMultiline text

Option set

Two options

Lookup

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Calculated vs. Rollup

Calculated

Calculated on retrieve of record

Read only field

Record fields and parent fields

Can include rollup fields in calculation

No OOB calculated fields

Rollup

Value stored on record, scheduled update/on-demand

Read only field

1:N only, fields on child records

Can rollup calculated fields

Can use hierarchy of related records

Can filter across related entities

© Copyright Microsoft Corporation. All rights reserved.

Business Logic and Validation

Calculated Fields

Calculate new fields

Date and Time functions

Rollup Fields

Aggregate on 1:N

relationships

Sum, Count, Average, Min,

Max

Business Rules

Validation and calculations on

Fields

Text functions

Data integrity

Can be used in model-driven

apps

© Copyright Microsoft Corporation. All rights reserved.

Business Rules

Visual Designer

Conditions

Actions

• Lock/Unlock

• Show/Hide

• Required/Not Required

• Set Value

• Set Default Value

• Show Error Message

• Recommendations

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Summary

Data Types

Calculated and Rollup Fields

Business Rules

© Copyright Microsoft Corporation. All rights reserved.

LESSON 4: Security

© Copyright Microsoft Corporation. All rights reserved.

Security model

Control access to records:

Defines actions that users can take on records, based on who the user is, and who owns the record

Control access to UI elements:

Forms, Dashboards, Business Process Flows

Control access to features:

Mobile, Export to Excel, Print, etc.

Simplify the user experience:

User interface will hide entities, records and features a user does not have the privileges to use

© Copyright Microsoft Corporation. All rights reserved.

Key security components

Business Units: Provide a framework for your organizational security structure

Privileges: Indicate what actions a user can perform on each entity

Access levels: Define which records for that entity the user can perform actions upon

Security Roles: Defines the specific permissions a user or team has

© Copyright Microsoft Corporation. All rights reserved.

Security roles explained

Define the permissions a user or team has:

Permissions defined by privileges and access levels

All users must be assigned at least one security role

Options for assigning security roles to users:

Create copies of the default roles

Create new Security Roles, adding the privileges you require

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Summary

Comprehensive security model

Role Based Access Control (RBAC)

Controls access to data and functionality

Encryption

Security Roles

Data Loss Prevention Policies

Environment

License

Azure AD

© Copyright Microsoft Corporation. All rights reserved.

Summary

Introduction to the Common Data Service

Data modelling

Fields

Security

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

© Copyright Microsoft Corporation. All rights reserved.

Agenda

Introduction to model-driven apps

Components

Composing an app

© Copyright Microsoft Corporation. All rights reserved.

Lesson 1: Introduction to model-driven apps

© Copyright Microsoft Corporation. All rights reserved.

Three types of Power App

Canvas

User experience focused, typically task or

role-based apps leveraging mash up data

from multiple data sources

Model-Driven

Leverages your organizations data model,

relationships, and business processes in

immersive, responsive applications

Portal apps

Provides secure data access to internal and

external stakeholders

Optimized user experiences for everyone with Power Apps

Canvas Apps Model-Driven Apps Portals

Audience. Broad Internal / Limited External Broad Internal / Limited External Broad External / Limited Internal

Primary

scenarios

examples.

Company wide Communication /

Processes Applications.

(e.g.: Company News, Leave Requests )

Knowledge worker overseeing multiple

activities, tasks, processes.

(e.g.: Request Management, Approvals)

User needing to create and view requests

through a secured dedicated website.

(e.g.: Support Request, New Supplier

Process)

Secondary

scenarios

examples.

Field Worker executing tasks requiring

highly customized visual experience.

(e.g.: Incident Report, Sales Companion)

Field Worker executing complex tasks

requiring advanced offline capabilities.

(e.g.: Asset inspection, Asset installation)

Users who want to access a website

including self-service FAQ and

Communities.

(e.g.: Product Details, Warranty

Information)

Key

features.

Blank “Canvas” maker experience.

Advanced Controls Selection.

Structured “Model” maker experience.

Advanced Offline Capabilities.

Structured “Model” maker experience.

Fully responsive web templates.

Data

sources.

Many connectors including: SharePoint,

Common Data Service*, SalesForce*, SAP*Common Data Service, Dynamics 365. Common Data Service, Dynamics 365.

*Premium Connector requiring Additional License

© Copyright Microsoft Corporation. All rights reserved.

Introduction to model-driven apps

Rich component-focused, no-code design environments

An ability to create complex responsive apps with a similar UI across a variety of devices from desktop to mobile

Robust design capability

Apps can be distributed as a solution

Model-driven apps can be created a few simple steps

Apps are connected to Common Data Service:

© Copyright Microsoft Corporation. All rights reserved.

Common Data Service and model-driven apps working

together When creating model-driven apps, it's important to focus on three areas

Modeling business data

Defining business processes

Composing the app

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Summary

Build and deploy apps quickly with no-code

Based on data model in Common Data Service

Components

© Copyright Microsoft Corporation. All rights reserved.

Lesson 2: Components

© Copyright Microsoft Corporation. All rights reserved.

App building blocks

Data: Define the data the app will be based upon

User interface: Determine how users interact with the app

Logic: Determine what business processes, rules, and automation the app will have

Visualization: Determine what type of data and reporting the app will show

© Copyright Microsoft Corporation. All rights reserved.

User interface

Determine how users will interact with the app:

App: Apps determine the app fundamentals, like components, properties, the client type, and the URL

Site Map: Specifies the navigation of your app

Form: Include a set of data entry fields for a given entity

View: Defines how a list of records for a specific entity appear in you app

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Logic

The logic components determine what business processes, rules, and automation the app will have:

Business Process Flow: Walks users through a standard business process

Workflow: Automate business processes without a user interface

Actions: Let you manually invoke actions

Business Rules: Apply rules or recommendation logic to a form

Power Automate Flows: Lets you create automated workflows between apps

© Copyright Microsoft Corporation. All rights reserved.

Visualization

Determine what type of data and reporting the app will show:

Chart: Individual graphical visualizations that can appear in a view or a form or can be added to

a dashboard

Dashboard: Show one or more graphical visualizations that provide an overview of actionable

business data

Embedded Microsoft Power BI: Adds embedded Power BI tiles and dashboards to your app

© Copyright Microsoft Corporation. All rights reserved.

Summary

Build and deploy apps quickly with no-code

Based on data model in Common Data Service

Components

© Copyright Microsoft Corporation. All rights reserved.

LESSON 3: Composing an app

© Copyright Microsoft Corporation. All rights reserved.

App module components

Site navigation DashboardsBusiness

process flows

Entities Forms Views

Charts

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Working with the site map designer

App module Site Maps are separate from the

default navigation

When entity is added to Site Map a dependency

is added to the app module

Publishing App Module also publishes any Site

Map changes

© Copyright Microsoft Corporation. All rights reserved.

Working with the App Designer

Application navigation is controlled by editing

the sitemap

All entity Forms, Views, Charts, & Dashboards will

be included

Items can be removed to include only what is

needed for the app

© Copyright Microsoft Corporation. All rights reserved.

Demo

© Copyright Microsoft Corporation. All rights reserved.

Summary

Navigation

Entities

Components

© Copyright Microsoft Corporation. All rights reserved.

Summary

Introduction to model-driven apps

Components

Composing an app

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

© Copyright Microsoft Corporation. All rights reserved.

Agenda

Introduction to Power Automate

Introduction to AI Builder

Creating Power Automate Flows

© Copyright Microsoft Corporation. All rights reserved.

Lesson 1: Introduction to Power Automate

Power Automate feature overview

UI automation

Automate actions in the UI of

any desktop or browser-based

task across legacy and modern

applications with UI flows and

Power Automate Desktop.

API automation

Build simple approvals to

complex workflows with over

400 pre-built API connectors

and manage business

processes.

Infusion of AI

Infuse Artificial Intelligence with

AI Builder into any workflow to

turn structured and

unstructured data into actions,

without code.

Robotic Process Automation Digital Process Automation Intelligent Automation

Built on the Azure Logic Apps platform and simplified

for citizen developers in a SaaS business model.

API Automation offers high performance and high

reliability without complex integration.

Flows can work for only specific users or can be shared

across the entire organization.

Easy Drag and Drop experience with dynamics values

from previous steps and custom expression.

Easily connect Business Process Flows (BPM) and

Power Automate Desktop (RPA) with other flows.

Endless automation with built-in APIPut the power of automation into the hands of all users with pre-built actions, templates and connectors

© Copyright Microsoft Corporation. All rights reserved.

Data connectors

Connectors are available for use with:

Power Automate

Power Apps

Logic Apps

There are more than 379 connectors

Connectors

Data Sources

• Tabular data

• Function based

Types of connector

• Built-in

• Standard

• Premium

© Copyright Microsoft Corporation. All rights reserved.

What can you do with Power Automate?

Use Power Automate to automate workflows between your favorite applications and

services, sync files, get notifications, collect data, and much more

For example, you can automate these tasks:

Instantly respond

to high-priority

notifications or

emails

Capture, track,

and follow up

with new sales

leads

Copy all email

attachments to

your OneDrive

for Business

account

Collect data

about your

business, and

share that

information with

your team

Automate

approval

workflows

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Example: Purchase order approval

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A brief tour of Power Automate

Flows can be created from: make.powerapps.com and flow.microsoft.com

© Copyright Microsoft Corporation. All rights reserved.

Summary

Automation

Connectors

Templates

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Lesson 2: Introduction to AI Builder

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AI Builder

Artificial Intelligence for the Power Platform

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Demo

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Summary

Artificial Intelligence for Power Platform

Pre-trained models

Train own models

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Lesson 3: Creating Power Automate Flows

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Key concepts

A Trigger:

The starting action of the flow such

as new email arriving in your inbox or

a new item being added to a

SharePoint list

One or more Actions:

What you want to happen when a

trigger is invoked such as start the

action of creating a new file on

OneDrive for Business

Every flow has two main parts:

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Flow capabilities

Automated Schedule Instant

Notifications Approvals Mobile

© Copyright Microsoft Corporation. All rights reserved.

Example: Purchase order approval

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Demo

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Expressions

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Demo

Demo

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Summary

Triggers

Actions

Expressions

© Copyright Microsoft Corporation. All rights reserved.

Summary

Introduction to Power Automate

Introduction to AI Builder

Creating Power Automate Flows

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

© Copyright Microsoft Corporation. All rights reserved.

Agenda

Introduction to business process flows

Create a business process flow

© Copyright Microsoft Corporation. All rights reserved.

Lesson 1: Introduction to business process

flows

© Copyright Microsoft Corporation. All rights reserved.

Introduction to business process flows

A business process flow is a series of ordered work steps that a user completes within

a business process

© Copyright Microsoft Corporation. All rights reserved.

Business process flows

A guide, roadmap,

recipe, …Stages and steps Stage gating

Conditional

branching

Include multiple

entitiesSwitch at any time Role tailored

Automation and

Developer APIs

© Copyright Microsoft Corporation. All rights reserved.

Demo

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When to use business process flows

Want to create automated business processes with Dynamics 365 Solutions

Want a simple visual guide to help users complete a process

Want to use out-of-the-box business process flows

Have a Dynamics 365 license and want to create automated business processes with

Common Data Service

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How is it different from a Power Automate Flow?

Business process flows offer the

following benefits:

Improved outcomes

Consistent stages and work steps across all instances of

the process

Improved data collection and reporting

Decreased time to complete the process

Predictable outcomes

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When to use

Business Process Flow

Want to create automated business processes with CDS

Solutions

Want a simple visual guide to help users complete a process

Want to use out-of-the-box business process flows

Have a Dynamics 365 license and want to create automated

business processes with Common Data Service

Power Automate Flow

Start based on a predefined time interval or after X minutes,

hours, or days of some action or event

Want to trigger a flow based on data outside of Common

Data Service (SharePoint, for example)

Do not want to store data that is captured in the flow in

Common Data Service

Want to push notifications outside of Outlook (SMS or

Gmail, for example)

Want to use and create workflows with only an Office 365

license

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Types of business process flows

Embedded: Embedded within a model-driven app

Immersive: Stand-alone solution

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Launching business process flows

Can be launched as a component of a model-driven Power App or a stand-alone application

within Power Automate (called an immersive business process flow), as shown in the

following image

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Summary

Guided process

Stages

Steps

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Lesson 2: Create a business process flow

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Creating a business process flow

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Business process flow designer

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Prevent moving to next stage

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Demo

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Branching

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Demo

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Automation

Flow steps appear as buttons in the stage business process flow

Workflows are executed in the background when entering or exiting a stage

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Demo

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Summary

Visual designer

Stages and Steps

Branching

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Summary

Introduction to business process flows

Create a business process flow

© Copyright Microsoft Corporation. All rights reserved.FOR USE ONLY AS PART OF VIRTUAL TRAINING DAYS PROGRAM. THESE MATERIALS ARE NOT AUTHORIZED FOR DISTRIBUTION, REPRODUCTION OR OTHER USE BY NON-MICROSOFT PARTIES.

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Agenda

What can you do with AI Builder

Create an AI model

Using AI Builder with Power Apps and Power Automate

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Lesson 1: What can you do with AI Builder

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What can you do with AI Builder?

Analyze text for classification, key phrases, language, and sentiment

Predict whether something will happen

Process business card information

Process text from images

Read and save information from standard documents

Recognize and count items in images

Documents

Forms processing

Business card reader

Receipt processing

Natural Language

Language detection

Category classification

Key phrase extraction

Sentiment analysis

Images

Object detection

Text recognition OCR

Decisions

Predictions

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What you can do with AI Builder

You can use AI Builder to create custom AI models that suit the needs of your business, or you can

choose from a selection of prebuilt models

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Where you can use AI Builder

You can access AI Builder within Power Apps and Power Automate

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Summary

Predictions

Text Analysis

Computer Vision

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Lesson 2: Create an AI model

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Choose a model

AI Builder comes with a wide variety of models to enhance your apps and business processes

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Learn about the model

Each AI Builder model has an introductory experience where you can learn more about the model

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Select a model type

Sign in to Power Apps or Power Automate and select AI Builder > Build on the left menu:

Form processing

Object detection

Prediction

Text classification

Category classification

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Object detection

Identify, classify and count objects within images

Define objects in images

Label (tag) images

Train the model

Evaluate the model

Publish

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Publish your model

Your model can’t be used until it is published:

As a component in an app

As an action in a flow

As new data in your database

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Prebuilt models

Business card reader

Category classification

Entity extraction

Key phrase extraction

Language detection

Receipt processing

Use without training

Sentiment analysis

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Summary

Build model

Train model

Prebuilt models

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Lesson 3: Using AI Builder with Power Apps

and Power Automate

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Use your model in an app

In the Use your model pane, select Create new app, which appears if your model

type supports it

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Use your model in a flow

In the Use your model pane, select Create new flow, which appears if your model

type supports it

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Use your model in an app

You can add AI Builder components to your existing apps at any time by selecting

the Insert tab and then selecting the component from the AI Builder menu

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Summary

Use model in an app

Use model in a flow

Model must be published

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Summary

What can you do with AI Builder

Create an AI model

Using AI Builder with Power Apps and Power Automate