What You'll Learn in Using Templates in Power Automate – The Basics

Course Length

3 hours (1/2 day)

Learning Objectives

Explain what Power Automate templates are and when to use them for business automation
Find, review, and select appropriate templates based on business needs and required connectors
Import and configure templates by connecting required Microsoft 365 services
Customize templates by editing triggers, actions, and dynamic content
Test, run, and troubleshoot template-based flows using run history
Manage, share, and maintain template-based flows using basic best practices

Target Student

This course is designed for professionals to unlock the value of Power Automate by leveraging pre-built templates. Participants will learn how to find, evaluate, and implement templates to automate common business processes without needing advanced technical skills.

Course Outline

The course focuses on hands-on learning, guiding users through connecting services, customizing flows, and troubleshooting issues. By the end of the course, learners will be able to confidently use templates as a starting point for automation and adapt them to meet real-world business needs.

Section 1: Introduction to Power Automate Templates

What Is Power Automate?

What Are Templates and Why Do They Matter?

Benefits of Using Templates vs. Building from Scratch

When Templates Are Appropriate (and When They Are Not)

Overview of Template Categories:

Productivity
Notifications
Approvals

Data Collection and Syncing

Section 2: Exploring and Selecting Templates

Understanding Template Descriptions and Requirements

Identifying Required Connectors (e.g., Outlook, SharePoint, Teams)

Reviewing Flow Structure Before Importing

Evaluating Suitability for Business Scenarios

Section 3: Using a Template

Importing a Template

Connecting Services (Authentication and Permissions)

Reviewing Triggers and Actions

Testing the Flow

Section 4: Customizing Templates

Editing Triggers

Modifying Actions

Updating Dynamic Content

Renaming and Organizing Steps

Adding Simple Conditions to Templates

Section 5: Managing and Sharing Template-Based Flows

Saving and Naming Conventions

Turning Flows On/Off

Sharing Flows with Others

Exporting/Importing Flows

Monitoring Run History and Troubleshooting Errors

Section 6: Best Practices and Use Cases

Template Governance Tips

Avoiding Common Mistakes

When to Move Beyond Templates

Approval Workflows

File Management

Notifications and Reminders

Using Templates in Power Automate – The Basics

Upcoming Classes

All Public classes are held online
with a live instructor

No dates have been scheduled for this class. Please contact us for more information or request a private class.

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All of our courses include

PDF Reference Guide

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After-Training Support

Get 30 days of after-training support via email to apply what you've learned

Certificate of Completion

Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.

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Extended After-Training Support

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Can I customize my course?
OF COURSE!

Customized to meet your unique needs

We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.

Use your own files instead of our exercise files

You can opt to use your working files in your private training sessions (instead of our standard exercise files). This allows you to see how the lessons apply directly to your day-to-day role and get work done while you train—a true win-win!

Access to your recorded session for 60 days

You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.