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RPA in a Day

  1. 1. RPA (desktop flows) in a day
  2. 2. Virtual delivery logistic notes 1. There is a main instructor and several teaching assistants (TAs). TA will be hosting a separate troubleshooting online meeting (link is …) where you can join to get hands of help 2. We will use Teams poll (or sli.do website) to track the real time lab completion status in the room. As soon as you finished a lab, please vote in the corresponding poll question. 3. When you have question that can wait, please type in Teams chat window. Instructor will check the chat windows during break. 4. When you have a question that need immediate attention, e. g. a critical concept is missing. Most people will be impacted. Etc. please unmute yourself and raise it. © 2022 Microsoft Corporation. All rights reserved.
  3. 3. Before you started - Lab Setup (prerequisite 1.1 – 1.3) office hour (60 mins) Tasks: - Have machine ready - Have tenant account ready - Have environment ready - Have software installed © 2022 Microsoft Corporation. All rights reserved.
  4. 4. Agenda Module ID Session Timing Part 0: Pre setup work office hour 0.5 hour 4th May 0 Environment and account check. Setup lab. Troubleshooting 60 minutes Workshop officially starts here Part I: Introduction 0.5 hour 4th May 1 Introduction to RPA, Power Automate, and desktop flows 30 minutes 10 mins break Part II: Process advisor & .45 hour 2 Identify automation opportunities and process bottlenecks using Process advisor 45 minutes Desktop Flows Basic 2 hours 3 Create your first Power Automate desktop flow 30 minutes 4 Use Input & Output Parameters 30 minutes 5 Use desktop flow in Power Automate through gateway and connection 60 minutes 60 mins lunch Part III: Hyper Automation Integration 1.5 hour 6 Connect to Outlook 30 minutes 7 Integrate with AI Builder 30 minutes 8 Integrate with Microsoft Teams 30 minutes 10 mins break Part IV: Add Power Automate for desktop Web and Excel in Power Automate 1.5 hours 9 Add Power Automate for desktop Web and Excel capabilities 90 minutes 10 mins break Part V: Advanced Topics (optional) 3.5 hours 10 11 12 Unattended desktop flows Error handling Monitor Desktop flow runs and manage gateway queue 3.5 hours 10 mins break Part VI: Closing 0.5 hour 13 Roadmap, Licensing, Q&A, Closing and Survey 30 minutes
  5. 5. Rules and Housekeeping Please do not share the meeting invite URL with anybody This is an action-packed agenda, so please stay on mute Please ask questions on the chat and be patient when waiting for a response
  6. 6. Lab scenario – Invoice processing A contractor finished a project and would like to process the invoice. She sent the invoice pdf file by email Power Automate monitored the inbox used AI builder to abstract information from the attachment Power Automate for desktop flows feature open the legacy win32 application that manages invoices and fill in the approved invoice details A web base real-time currency conversion is used An audit log is captured in Microsoft Excel Power Automate sent an email back to the contactor to notify that her invoice has been approved Power Automate sent approval request to project owner on Microsoft Teams © 2022 Microsoft Corporation. All rights reserved.
  7. 7. Lab scenario – Invoice processing Solution Architecture © 2022 Microsoft Corporation. All rights reserved. Office 365 Outlook Trigger AI Builder – Forms Processing Microsoft Teams - Approval Cloud flow Desktop flow Run a flow built by Power Automate for desktop – Run Contoso Invoicing Script Cloud flow Office 365 Outlook Action Machine registration Power Automate for desktop (agent) Power Automate for desktop browser extension Contoso Invoicing Application Microsoft Excel Local Computer Currency Conversion Service
  8. 8. Section 1: Introduction to RPA, Power Automate and desktop flows © 2022 Microsoft Corporation. All rights reserved.
  9. 9. Outline Power Platform Power Automate Desktop flows Lab overview Architecture © 2022 Microsoft Corporation. All rights reserved.
  10. 10. © 2022 Microsoft Corporation. All rights reserved. Microsoft cloud Intelligent business applications Productivity and collaboration Open, flexible, enterprise-grade cloud computing platform Microsoft 365 Power Platform
  11. 11. Power Platform overview Dataverse Data connectors AI Builder Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent virtual agents Canvas Apps Model-driven Apps Portals Cloud Flows & Teams Flows Business Process Flows Desktop Flows Center of Excellence (Governance, Compliance & Security)
  12. 12. © 2022 Microsoft Corporation. All rights reserved. © 2020 Microsoft Corporation. All rights reserved. Holistic end-to-end intelligent automation platform for all Microsoft Power Automate
  13. 13. Power Automate Vision: People should only have to focus on tasks where they can bring unique human value Their potential is limitless. But their time is not. © 2020 Microsoft Corporation. All rights reserved.
  14. 14. © 2022 Microsoft Corporation. All rights reserved. Microsoft Power Automate value pillars Automation at scale Seamless, secure integration Accelerated productivity Intelligent automation
  15. 15. © 2022 Microsoft Corporation. All rights reserved. More than 470 app connectors (including on-prem applications) App Connectors
  16. 16. RPA market landscape RPA market expected to >$4B by 2023  UiPath raised over $400M since 2005  Automation Anywhere raised ~$550M in 2018  Blue Prism revenue > £25 million in 2018 (>2x 2017) RPA services market will top $12B in 2023 #3 search term on Gartner.com © 2020 Microsoft Corporation. All rights reserved.
  17. 17. Recognition in 2020 Gartner MQ reports Disclaimer: These graphics were published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner documents are available upon request: Low Code Magic Quadrant, RPA Magic Quadrant, Analytics and BI Magic Quadrant. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Magic Quadrant for Enterprise Low-Code Application Platforms, 2020 Magic Quadrant for Robotic Process Automation, 2020
  18. 18. Microsoft acquires Softomotive to expand low-code robotic process automation capabilities in Microsoft Power Automate Microsoft announced the acquisition of Softomotive, a world-leading provider of robotic process automation (RPA) with over 15 years of experience and the creator of WinAutomation. WinAutomation, expands the Microsoft Power Automate capabilities, through it’s Web & UI Automation, interaction with Legacy systems and Terminals, Java applications as well as Citrix Automation. The combination of these two products, addresses all needs in the RPA market, and drives the RPA experience to a completely different level. © 2020 Microsoft Corporation. All rights reserved.
  19. 19. Recognition as Leader in 2021 Forrester Wave report • Strong momentum for Power Automate: “Microsoft has caught up with the Leaders. The software giant’s vision is to deliver the most comprehensive SaaS-based intelligent automation solution; Power Automate is a cloud-native, low-code automation platform that brings together UI- and API-based automation with AI.” • Customer success is achieved at no cost: “[Microsoft offers a] rich set of training and learning resources and community programs, complemented by a broad global partner ecosystem, helps customers succeed at every stage. Microsoft focuses on democratizing RPA by making it accessible to users with a very low entry barrier. Users can start instantly at no cost and can deploy their first automation in minutes.” • Ease of use and visual appeal: “Microsoft customers seeking RPA get an easy, attractive offering that fits business users, citizen developers and professional developers alike.” “The design experience is rich, yet intuitive, and will please citizen and professional developers alike.”
  20. 20. Introducing Power Automate for desktop © 2020 Microsoft Corporation. All rights reserved. • Technology and intellectual property acquired from Softomotive, now an integrated Power Automate experience. • Ease of use - Low-code/no-code Drag & drop approach with Recorders (Desktop and Web) • Advanced Debugging features • Reusability of Controls, Images and Functions • User and Process collaboration through message boxes • Advanced Error handling features • Support for advanced coding-scripting (VBScript, JavaScript, Python, PowerShell, Command Line) • Attended and Unattended execution mode • Concurrent process execution
  21. 21. Cloud / virtualization Web automation Cognitive Email Scripting - Systems OCR Power Automate for desktop Includes more 400 actions covering all users needs • Web - Desktop applications • Citrix and VDI Environments • Cloud Automation (Microsoft Azure, Amazon AWS) and Cognitive capabilities (IBM, Google, Microsoft) • Databases-SQL Excel • PDF & XML • Files, Folders and Mouse-Keyboard • Scripting (Python, VBScript, JavaScript, PowerShell, Command Line) • Email (IMAP, smtp, exchange, outlook) • Computer Vision and Image recognition • Encryption – Cryptographic actions, CyberArk support • OCR for Structured and Unstructured data capturing and handling • Text manipulation Databases
  22. 22. All Labs are located here: https://aka.ms/rpa-in-aday TODAYS LABS Lab 1 – Lab Platform build (Pre-Req) Lab 2 – Automation & Process Advisor Lab 3 – Power Automate desktop flow
  23. 23. Hyper Automation Power Automate Workflow designer and orchestrator Diverse interfaces AI, cloud services (APIs), and legacy Desktop-based systems 470+ connectors + custom connectors in Azure Forms understanding + OCR + Digital Paper AI builder Infusion of AI Documents, Forms, invoices, images, etc… API-automation (DPA) Cloud services and internal API services UI-automation (RPA) Legacy web, windows, terminal apps User Interface automation © 2020 Microsoft Corporation. All rights reserved.
  24. 24. © 2022 Microsoft Corporation. All rights reserved. Microsoft Power Automate Automate modern applications Automate legacy applications
  25. 25. Bridging automation between the old and new Power Automate bridges the gap, across on-premises and cloud Old apps without APIs Modern Systems with APIs © 2020 Microsoft Corporation. All rights reserved.
  26. 26. © 2020 Microsoft Corporation. All rights reserved. Making automation intuitive Repetitive tasks can be automated by frontline workers with or without APIs. Simple UI makes recording flows easy
  27. 27. © 2020 Microsoft Corporation. All rights reserved. Customer RPA use case demo Coca-Cola United https://aka.ms/mbas/cocacolaunited
  28. 28. Power Automate Technical Architecture © 2020 Microsoft Corporation. All rights reserved.
  29. 29. Microsoft Dataverse Microsoft Power Automate Manage desktop flows in Power Automate Portal Designer surface in Power Automate for desktop Power Automate desktop Service Machine registration Desktop flows details • Automate on-premises Windows, Java and Web applications. • Windows, Java and & Web applications : With Power Automate for desktop you can get started with the intuitive Desktop or Web Recorder and extend your script with advanced cloud flow authoring, multi-layer exception handling and scripting support • Desktop flow scripts and execution history stored in Microsoft Dataverse, invoked by cloud flows • Desktop flows service enables logon and execution for Unattended scenarios, Machine registration provides clustering On-premises On-premises © 2020 Microsoft Corporation. All rights reserved. Executing UI automation
  30. 30. Environments Each environment in is a collection of components which can share lifecycle, data and administration Changes should be tested first in a development environment before brought to production Development Build your solution here and validate it E2E prior to production release Production No edits should happen here directly – this is what users interact with Sync Sample Data back to development for validation purposes After validation export the solution from dev and import in production © 2020 Microsoft Corporation. All rights reserved.
  31. 31. © 2022 Microsoft Corporation. All rights reserved. Create new environments from the Power Platform Admin Center Select production or trial environment Specify your region Power Automate Environments: Easy to create, manage, monitor
  32. 32. © 2022 Microsoft Corporation. All rights reserved. Option to create a database for the environment Use the Microsoft Dataverse as a data store Power Automate Environments: database
  33. 33. © 2022 Microsoft Corporation. All rights reserved. Secure access to the environment by selecting which user groups can access the environment Power Automate Environments: Access management
  34. 34. Solution Each environment in is a collection of components which can share lifecycle, data and administration Changes should be tested first in a development environment before brought to production Solutions DEVELOPMENT Solution PRODUCTION A single operation will bring all assets in production © 2020 Microsoft Corporation. All rights reserved.
  35. 35. Tips & Tricks before you started  Have a computer of Win10 or Win server 2016 or 2019 (note you cannot record through remote desktop now).  Have .NET 4.7.2.  Have permission to install apps on the machine.  Have a username/password can be used to log into the machine.  Have a browser of Edge (chromium) or Chrome installed on the machine. © 2020 Microsoft Corporation. All rights reserved.
  36. 36. Tips & Tricks: Installing Browser Extensions May need to restart browser after installing the web extensions. In some rare cases it requires to uninstall/reinstall the desktop flow agent or even restart the machine. Make sure Power Automate for desktop is running (not the dark color icon in the task bar, but a white color icon). Double check if the web extension is installed and enabled after installing desktop flow • For desktop flow, you need one web extension “Microsoft Power Automate for desktop”. • You don’t need to uninstall then reinstall. You can upgrade directly. To run the desktop flow from a cloud flow, you also need machine registered and create a desktop flow connection. © 2020 Microsoft Corporation. All rights reserved.
  37. 37. Tips & Tricks: Browser & Display Settings If you’re experiencing difficulties to capture controls and web elements due to misalignment, make sure your display settings are supported. https://support.softomotive.com/support/solutions/articles/35000137070-cannot-capture-control-orange-rectangle- in-wrong-place Make your browser session management (Continue running background apps when [browser vendor] is closed) is switched off  Microsoft Edge (Chromium) Google Chrome © 2020 Microsoft Corporation. All rights reserved.
  38. 38. Session 2: Identify automation opportunities using Process advisor © 2020 Microsoft Corporation. All rights reserved.
  39. 39. Introducing Process advisor Get started quickly with the intuitive interface for capturing and recording your tasks. Gain deeper insights on processes and break down complex processes. Discover new ways of working and drive collaboration. Microsoft Confidential
  40. 40. Create Set up a new process and identify potential areas of opportunity for automation. Record Record the actions either you or your colleagues take to complete the process at hand. Annotate/Edit Remove sensitive information, then group your actions into meaningful activities. Share Invite colleagues to collaborate and add new recordings. Analyze Generate a process map so that you can analyze it and get insights. 5 easy steps to get started Microsoft Confidential
  41. 41. Get started quickly to understand your business tasks and processes across the company using process/task recordings
  42. 42. Empower yourself and others
  43. 43. Annotate your recording and remove any sensitive information
  44. 44. Get rich, process maps and learn the variations across the process
  45. 45. Power Automate Recording © 2020 Microsoft Corporation. All rights reserved. Lab 2: Identify automation opportunities using Process advisor (45 minutes) Contoso Invoicing Legacy Application Process advisor Analytics
  46. 46. Session 3: Create your first Power Automate desktop flow © 2020 Microsoft Corporation. All rights reserved.
  47. 47. © 2022 Microsoft Corporation. All rights reserved. Desktop flows: Automating Apps without APIs for our Modern World Record the Task Test and Validate Playback to execute the Task
  48. 48. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Teams Communication platform © 2020 Microsoft Corporation. All rights reserved. Lab 3: Create your First Power Automate desktop flow (25 minutes)
  49. 49. Student’s demo lab 3 for creating your first desktop flow © 2020 Microsoft Corporation. All rights reserved.
  50. 50. © 2022 Microsoft Corporation. All rights reserved. Edit recorded actions Easy to review and edit Detailed screenshot Advance customizations are available
  51. 51. Lab 3 Review: Tips & Tricks Recording  Ensure you are using the right environment.  Ensure that the keyboard layouts you use during recording will be the same as for playback.  Use shortcuts instead of clicking, for instance copy paste with ctrl + c & ctrl + v instead of right click copy.  Use “enter static text” if you are working with strings for better readability.  When you insert text into a field that already has text inside, you should click ctrl + A and backspace to clear up the field first.  Playback uses accessibility by default, can fallback to coordinate as well if you turn it on: • Use a standard resolution and scale setting that across your recording and playback devices. • Maximize the application window that you are recording. • Finish the recording in one monitor if possible. © 2020 Microsoft Corporation. All rights reserved.
  52. 52. Lab 3 Review: Tips & Tricks Playback  Do not use the keyboard and mouse during playback.  Try to adjust your app to have the same initial state as during recording time.  Use the same keyboard and locale setting as during recording time.  If you are using coordinate offset fallback: • Current coordinate-based fallback is conservative and ensures the control is same as what was recorded, including the size. • Use the same resolution and scale setting as recording time. • Maximize the app size to minimize disruption. © 2020 Microsoft Corporation. All rights reserved.
  53. 53. Lab 3 Review Tips & Tricks – Edit and optimize your desktop flow  Adjust the wait time in the designer. By default the script waits as long as the recording process took.  Be default, desktop flows launches applications. You can edit the script to change if you want to launch or attach the app.  Enable coordinate-based playback if you know your app is safe to be used in that mode.  Add validation and error handling using advanced editor. © 2020 Microsoft Corporation. All rights reserved.
  54. 54. Agenda (5th May) • 10:00 – Overview • 10:10– Lab 4 Input Output Parameters • 10:50 – Lab 5 Trigger Desktop Flows • 11:10 – Lab 6 Integration with Outlook • 11:40 – Lab 7 AI Builder • 12:00 - Closing
  55. 55. Rules and Housekeeping Please do not share the meeting invite URL with anybody This is an action-packed agenda, so please stay on mute Please ask questions on the chat and be patient when waiting for a response
  56. 56. Session 4: Use Inputs and Outputs in desktop flows © 2022 Microsoft Corporation. All rights reserved.
  57. 57. © 2022 Microsoft Corporation. All rights reserved. Use Inputs to pass data in Can be added from either web or recorder Easy to manage Support multiple types including sensitive text
  58. 58. © 2022 Microsoft Corporation. All rights reserved. Use Outputs to pass data out Added at recording time Easy to view and manage Value can be reused immediately in current or future recordings
  59. 59. Define inputs/outputs in desktop flows Bind them in the cloud flow that runs the desktop flow © 2022 Microsoft Corporation. All rights reserved.
  60. 60. • Attended desktop flows • Web-based desktop flows • Unattended desktop flows • Clustered unattended desktop flows Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 4: Use Input and Output Parameters (25 minutes) Teams Communication platform © 2022 Microsoft Corporation. All rights reserved.
  61. 61. Student’s demo of lab 4 using input and output © 2022 Microsoft Corporation. All rights reserved.
  62. 62. Session 5: Use desktop flow connector in Power Automate through gateway and connection © 2022 Microsoft Corporation. All rights reserved.
  63. 63. What is a cloud flow - A cloud service that allow you to automate your business process © 2022 Microsoft Corporation. All rights reserved.
  64. 64. © 2022 Microsoft Corporation. All rights reserved. What makes a cloud flow Action Conditional Logic Trigger
  65. 65. © 2022 Microsoft Corporation. All rights reserved. Trigger Three Types of Triggers Manual Action Run on a Schedule Run based on an event that happens in a cloud or on-prem service
  66. 66. © 2022 Microsoft Corporation. All rights reserved. Action A cloud flow ‘Action’ is any number of steps that run after the trigger.
  67. 67. © 2022 Microsoft Corporation. All rights reserved. Conditional Logic Conditional logic enables automated decisions based on a given scenario.
  68. 68. © 2022 Microsoft Corporation. All rights reserved. These building blocks make a Power Automate cloud flow Trigger Action Conditional Logic
  69. 69. © 2022 Microsoft Corporation. All rights reserved. The new desktop flows Connector to enable RPA New! Desktop flows Connector
  70. 70. © 2022 Microsoft Corporation. All rights reserved. Machine registration Allows cloud flow to call machines directly, without on-premises data gateways Allows cloud flows and other services to run tasks on local machine Once registered, can be managed from the cloud
  71. 71. © 2022 Microsoft Corporation. All rights reserved. Desktop flows Connection – allow desktop flow to call registered machines directly New! Desktop flows Connection -- connect directly to registered machine
  72. 72. Integrate desktop flows into a complete E2E cloud flow Desktop flows © 2020 Microsoft Corporation. All rights reserved.
  73. 73. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 5: Integrate cloud flows (55 minutes) Teams Communication platform • Attended desktop flows • Windows-based desktop flows • Web-based desktop flows • Unattended desktop flows • Clustered unattended desktop flows © 2020 Microsoft Corporation. All rights reserved.
  74. 74. Student’s demo of lab 5 using desktop flows in a cloud flow © 2020 Microsoft Corporation. All rights reserved.
  75. 75. Lab 5 review: Tips & Tricks Machine registration  Machine must be registered in the same environment as your Power Automate desktop flow. This is necessary to ensure data moving between the service and machine honors data sovereignty rules.  Use the same account that you are logging into portal to setup the machine.  If you need to switch environment, you must re-register machine.  If you only need to switch an account, you can just log in using the new account.  Machine will be online even if you’re not logged in. You can check its status from the portal. © 2020 Microsoft Corporation. All rights reserved.
  76. 76. Lab 5 review: Tips & Tricks desktop flow Connection  Use a user account and password that has local access to the registered machine.  Desktop flows supports local machine accounts, Active Directory accounts for AD domain-joined machines and Azure AD accounts for Azure AD-managed machines. Microsoft Account (MSA) is not supported.  Make sure to check that you are using the correct connection if your desktop flow did not run successfully. You can check the connection details under Data->Connection in the portal. © 2020 Microsoft Corporation. All rights reserved.
  77. 77. Lab 5 review: Tips & Tricks Monitor the cloud flow run  If the cloud flow run failed at the desktop flow step, go to the desktop flow page to look up run history from there to see detail error messages. © 2020 Microsoft Corporation. All rights reserved.
  78. 78. Session 6: Use API Connectors to connect to Outlook © 2020 Microsoft Corporation. All rights reserved.
  79. 79. © 2022 Microsoft Corporation. All rights reserved. More than 470 app connectors (including on-prem applications) API connectors available in Power Automate
  80. 80. © 2022 Microsoft Corporation. All rights reserved. Native Integration With Widely Used Services Begin automating from your OneDrive In-app automation in Teams Automate directly from Excel
  81. 81. © 2022 Microsoft Corporation. All rights reserved. Easily Automate your core operations processes Salesforce Dynamics 365 SAP Automate your mission critical tasks with seamless integration to Salesforce, Dynamics 365, and SAP • Track Salesforce closed converted leads and send an email • Request approval for Dynamics 365 Business Central purchase order • Notify your team about new opportunities
  82. 82. © 2022 Microsoft Corporation. All rights reserved. Connectivity & integration – File providers – Databases – Web APIs – Productivity apps, etc. – Pluggable extensibility via Custom Connectors to integrate existing LOB systems into Power Automate
  83. 83. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 6: Use Outlook email to trigger desktop flows and pass inputs (25 minutes) Teams Communication platform © 2020 Microsoft Corporation. All rights reserved.
  84. 84. Student’s demo of lab 6 using Outlook connector as trigger © 2020 Microsoft Corporation. All rights reserved.
  85. 85. Session 7: Integrate with AI Builder © 2020 Microsoft Corporation. All rights reserved.
  86. 86. AI transformation  AI is accelerating the digital transformation for every industry  Organizations that incorporate AI far outpace their competitors  However, need a programming or data science background © 2020 Microsoft Corporation. All rights reserved.
  87. 87. 84% 14% 75% Source Gartner, 2019. BCG, 2017. 23% There is a huge gap Between actions… …and expectations. Gap © 2020 Microsoft Corporation. All rights reserved.
  88. 88. © 2020 Microsoft Corporation. All rights reserved.
  89. 89. © 2022 Microsoft Corporation. All rights reserved. Why use AI builder in Power Automate No-code AI AI for many industry scenarios AI for multiple industry vertical
  90. 90. © 2022 Microsoft Corporation. All rights reserved. Enhance Automation with the Power of AI Pre-defined models Create Custom Models Integrate to any Power Automate Use Powerful Pre-defined AI Models
  91. 91. Wide range of AI capabilities Language Key phrase extraction Language detection Sentiment analysis Text classification Vision Business card reader Form processing Object detection Text recognition Prediction Prediction © 2020 Microsoft Corporation. All rights reserved.
  92. 92. Pre-Build Power Automate templates © 2020 Microsoft Corporation. All rights reserved.
  93. 93. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 7: Add AI model to process invoice forms (25 minutes) Teams Communication platform © 2020 Microsoft Corporation. All rights reserved.
  94. 94. Demo of lab 7 using AI Builder in Power Automate © 2020 Microsoft Corporation. All rights reserved.
  95. 95. Rules and Housekeeping Please do not share the meeting invite URL with anybody This is an action-packed agenda, so please stay on mute Please ask questions on the chat and be patient when waiting for a response
  96. 96. Session 8: Integrate with Microsoft Teams © 2020 Microsoft Corporation. All rights reserved.
  97. 97. Why invite Human into Automation process Power Automate connects human and automation to work seamlessly together Human Automation © 2020 Microsoft Corporation. All rights reserved.
  98. 98. Automate Approvals Many approval scenarios offered out of the box Quickly save departmental time Automate approvals to focus on more valuable tasks © 2020 Microsoft Corporation. All rights reserved.
  99. 99. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 8: Use Microsoft Teams to integrate approvals (25 minutes) Teams Communication platform © 2020 Microsoft Corporation. All rights reserved.
  100. 100. Student’s demo of lab 8 using Teams Approval © 2020 Microsoft Corporation. All rights reserved.
  101. 101. Session 9: Add Power Automate for desktop Web and Excel © 2020 Microsoft Corporation. All rights reserved.
  102. 102. Expand Power Automate capabilities by using the desktop flows action to invoke Power Automate for desktop processes © 2020 Microsoft Corporation. All rights reserved. • Almost 400 actions available • Easy to run a Process and pass variables • Take RPA Processes to another level
  103. 103. Easy to use - Low-code/no-code approach with a Drag & Drop environment empowering the Citizen Developer © 2020 Microsoft Corporation. All rights reserved.
  104. 104. Power Automate Cloud-based Process automation Lab 9: Extend a Power Automate desktop flow to write notes into Excel (90 minutes) © 2020 Microsoft Corporation. All rights reserved. Power Automate for desktop Robotic Desktop Automation Excel Pass Information to Excel Web Automation Access Information and convert them on the Web Excel Update Information on Excel Spreadsheet
  105. 105. Lab 9 review Tips & Tricks Power Automate for desktop and Power Automate  You can drag and drop actions to the workspace to form the Process.  Repeating Actions can be copied and then pasted changing just their properties.  The backbone of a Process can be captured using the Web and Macro Recorders.  Make sure to save the Power Automate desktop flow and close the Process Designer before running it from Power Automate. © 2020 Microsoft Corporation. All rights reserved.
  106. 106. Student’s demo of lab 9 using Power Automate for desktop © 2020 Microsoft Corporation. All rights reserved.
  107. 107. Session 10: Unattended desktop flows © 2020 Microsoft Corporation. All rights reserved. (Optional)
  108. 108. Unattended RPA – Attended vs. Unattended Overview Drive efficiencies and automate manual, individual tasks across desktop and web Accelerate the automation of high-volume and tedious tasks without lifting a finger Scenario On-demand task automation Automate company processes at scale Audience Citizen developer in business unit Automation specialist (for now) in a Center of Excellence dedicated to RPA Requirement User signed in on their device/human initiated Jobs on dedicated machines/robots do the work Personal automation Enterprise automation Attended Automation whether you’re at your logged in or not © 2020 Microsoft Corporation. All rights reserved.
  109. 109. RPA in Power Automate: Attended © 2020 Microsoft Corporation. All rights reserved.
  110. 110. RPA in Power Automate: Unattended © 2020 Microsoft Corporation. All rights reserved.
  111. 111. Group (cluster) – scale up the automation © 2020 Microsoft Corporation. All rights reserved.
  112. 112. Legacy Software Invoice Processing Power Automate Process automation Desktop flows Robotic Process Automation AI Builder Intelligent process Outlook 365 Email trigger Lab 10: Test RPA in Unattended mode (90 minutes) Teams Communication platform © 2020 Microsoft Corporation. All rights reserved.
  113. 113. Demo of unattended desktop flows that run on group of VMs © 2020 Microsoft Corporation. All rights reserved.
  114. 114. Lab 10 review Tips & Tricks Unattended desktop flows  Unattended mode executes when user is not signed in. Remember to log off from the session (lock the screen is not enough) when running in unattended mode – you should type “logoff” from the windows command bar and select it if you’re working on the machine yourself.  You can distribute unattended desktop flow to a group of machines to fully utilize the resource pool capacity.  Make sure the machine shows online (so the VMs are turned on).  Troubleshooting sequences: 1. Desktop flow testing –> make sure your desktop flow app and extension are installed and enabled. 2. Attended flow testing -> make sure the connection is correct, machine is online and execute the run in attended mode. 3. Unattended flow testing. © 2020 Microsoft Corporation. All rights reserved.
  115. 115. Lab 10 review: Tips & Tricks Groups  Group is a set of machines.  The group name can be any. Other machines are just added to this existing group (cluster).  From the portal groups details page, you will see the other machines in this group.  On the portal machines page, you can configure the group to run in distributed mode by toggle Run on all machines in group.  If you are using local windows accounts, all VMs in the group must have the same local account with the same password, those are the credentials you should use when creating the desktop flow connection. © 2020 Microsoft Corporation. All rights reserved.
  116. 116. Session 11: Error handling © 2020 Microsoft Corporation. All rights reserved. (Optional)
  117. 117. Action level exception handling © 2020 Microsoft Corporation. All rights reserved.
  118. 118. Group level exception handling © 2020 Microsoft Corporation. All rights reserved.
  119. 119. Get last error © 2020 Microsoft Corporation. All rights reserved.
  120. 120. Legacy Software Invoice Processing Error occurs © 2020 Microsoft Corporation. All rights reserved. Lab 11 (optional): Error handling (60 minutes) Power Automate Cloud-based Process automation Power Automate for desktop Robotic Desktop Automation
  121. 121. Demo of error handling inside Power Automate for desktop and Power Automate © 2020 Microsoft Corporation. All rights reserved.
  122. 122. Lab 11 review Tips & Tricks Error handling  If you configure error handling on an action level that is inside “on block error”, then if exception occurs, both instructions from the action and the block level will be executed.  If error handling inside desktop flow is configured to continue the flow, action “Run a flow built with Power Automate for desktop” inside cloud flow will complete succesfully as well.  If no error handling is configured, in case of exception, desktop flow will terminate with an error as well as action “Run a flow built with Power Automate for desktop” inside cloud flow that triggered it.  When handling exceptions inside desktop flows, use “Get last error” action together with “Take screenshot” to gather as much details about the exception as possible. © 2020 Microsoft Corporation. All rights reserved.
  123. 123. Session 12: Monitor Desktop flow runs and manage runs queue © 2020 Microsoft Corporation. All rights reserved. (Optional)
  124. 124. Monitor Desktop Runs on machines or machine groups level © 2020 Microsoft Corporation. All rights reserved.
  125. 125. Manage Queue Priorities © 2020 Microsoft Corporation. All rights reserved.
  126. 126. Troubleshoot Desktop Flow Runs © 2020 Microsoft Corporation. All rights reserved.
  127. 127. Power Automate Cloud-based Process automation © 2020 Microsoft Corporation. All rights reserved. Power Automate for desktop Robotic Desktop Automation Outlook Get message priority and use as desktop flow priority Monitor Use Monitor and runs queue to see desktop flows execution queue and details about each instance Lab 12 (optional): Monitor desktop flows (60 minutes)
  128. 128. Demo of monitoring desktop flow runs and managing runs queue © 2020 Microsoft Corporation. All rights reserved.
  129. 129. Lab 12 review Tips & Tricks Monitoring and queues  If you have important desktop flows that you would like to be executed before others, set their priority to “High” when configuring “Run a flow built with Power Automate for desktop” action.  Use runs queue to change order of desktop flows execution that are waiting in the queue.  Use Monitor to review execution logs, including errors, input and output data at each action, and to get more details about each desktop flow instance.  If you would like to cancel desktop flow that is already running, go to Monitor and cancel it there. © 2020 Microsoft Corporation. All rights reserved.
  130. 130. Session 13: Summary Power Automate RPA Licensing & Roadmap © 2020 Microsoft Corporation. All rights reserved.
  131. 131. OR 1Pricing information provided above is intended solely to be a non-binding estimate as of the date this guidance is provided. It does not constitute an offer by Microsoft. The actual pricing will be reflected on the EA Price List. © 2020 Microsoft Corporation. All rights reserved. Licensing https://flow.microsoft.com/pricing/
  132. 132. Completing the automation portfolio w/RPA Power Automate Workflow designer and orchestrator Diverse interfaces AI, cloud services (APIs), and legacy UI-based systems 470+ connectors + custom connectors in Azure Forms understanding + OCR + Digital Paper AI builder Infusion of AI Documents, Forms, invoices, images, etc… API-automation (DPA) Cloud services and internal API services UI-automation (RPA) Legacy web, windows, terminal apps User Interface automation © 2020 Microsoft Corporation. All rights reserved.
  133. 133. © 2022 Microsoft Corporation. All rights reserved. • Support for UI localization Does not include right-to-left languages (Arabic, Hebrew, etc.) Languages Locale Bulgarian (Bulgaria) bg-BG Catalan (Catalan) ca-ES Czech (Czech Republic) cs-CZ Danish (Denmark) da-DK German (Switzerland) de-ch German (Germany) de-DE Greek (Greece) el-GR English (Australia) En-au English (Canada) En-ca English (United Kingdom) en-gb English (Ireland) en-ie English (India) En-in English (New Zealand) en-nz English (Singapore) en-sg Languages Locale Italian (Italy) it-IT Japanese (Japan) ja-JP Kazakh (Kazakhstan) kk-KZ Korean (Korea) ko-KR Lithuanian (Lithuania) lt-LT Latvian (Latvia) lv-LV Malay (Malaysia) ms-MY Norwegian, Bokmål (Norway) nb-NO Dutch (Belgium) nl-be Dutch (Netherlands) nl-NL Polish (Poland) pl-PL Portuguese (Brazil) pt-BR Portuguese (Portugal) pt-PT Romanian (Romania) ro-RO Languages Locale English (United States) en-US English (South Africa) en-za Spanish (Spain, International Sort) es-ES Spanish (Latin America) es-mx Estonian (Estonia) et-EE Basque (Basque) eu-ES Finnish (Finland) fi-FI French (Belgium) fr-be French (Canada) fr-ca French (Switzerland) fr-ch French (France) fr-FR Galician (Galician) gl-ES Hungarian (Hungary) hu-HU Indonesian (Indonesia) id-ID Languages Locale Russian (Russia) ru-RU Slovak (Slovakia) sk-SK Slovenian (Slovenia) sl-SI Serbian (Cyrillic, Serbia and Montenegro (Former)) sr-Cyrl-CS Serbian (Latin, Serbia and Montenegro (Former)) sr-Latn-CS Swedish (Sweden) sv-SE Thai (Thailand) th-TH Turkish (Turkey) tr-TR Ukrainian (Ukraine) uk-UA Vietnamese (Vietnam) vi-VN Chinese (Simplified, PRC) zh-CN Chinese (Traditional, Hong Kong S.A.R.) zh-HK Chinese (Traditional, Taiwan) zh-TW
  134. 134. Session 14 Innovation backlog app © 2020 Microsoft Corporation. All rights reserved.
  135. 135. Use the Innovation Backlog app to manage app and flow ideas The Center of Excellence wants to ensure the most impactful and valuable scenarios are selected for development. They want to ensure ideas are submitted via a standard process that gathers information on personas, tools, and pain points. A canvas app can be used by everyone in the organization to describe their ideas and pain points, or vote on existing ideas. For more information: Use the Innovation Backlog app to manage app and flow ideas - Power Platform | Microsoft Docs Set up Innovation Backlog components - Power Platform | Microsoft Docs
  136. 136. Business team add a new idea
  137. 137. CoE pick an idea for development
  138. 138. Vote on ideas and add your own scenario
  139. 139. For deep dive, please sign up for Power Automate in a day Advanced Power Automate in a day Power Platform Admin in a day to learn more © 2020 Microsoft Corporation. All rights reserved.
  140. 140. © 2022 Microsoft Corporation. All rights reserved. Join the Power Automate Community Power Automate Product Roadmap Microsoft Power Automate Community Follow all the latest Power Automate news on the Power Automate Blog Automate IT - Power Automate RPA Patterns and Practices YouTube Channel Monday & Tuesday Video Series on YouTube
  141. 141. Open discussion and feedback © 2020 Microsoft Corporation. All rights reserved.
  142. 142. © 2022 Microsoft Corporation. All rights reserved. Group discussion – How can we help you? How will you be integrating these products within your business? How do you see the business potential? How do you see us vs. our competitors? What are the biggest challenges/risks you will face when scaling these solutions? How can we help? What else do you need from us to be successful? 1 2 3 4 5
  143. 143. Thank you! Please complete the workshop survey to help us continuously improve http://aka.ms/rpaiad/feedback © 2020 Microsoft Corporation. All rights reserved.
  144. 144. APPENDIX: Desktop flows Tips, Tricks and Troubleshooting © 2020 Microsoft Corporation. All rights reserved.
  145. 145. Desktop flows Tips and tricks  Installing  Recording  Playback  Edit and optimize  Monitor the run  Machine registration and groups  Desktop flow Connection  Unattended  Web desktop flows  Use the full power of Cloud + desktop flows © 2020 Microsoft Corporation. All rights reserved.
  146. 146. Installing Have a computer of Win10 or Win server 2016/2019 and have permission to install apps on it. For browsers, use Edge (chromium) or Chrome. Need to restart browser after installing. Make sure Power Automate for desktop app is running (not the dark color icon in the task bar, but a white color icon). Double check if the web extensions are enabled after installing Power Automate for desktop: • For desktop flow, you need one web extension “Microsoft Power Automate for desktop”. • You don’t need to uninstall then reinstall. You can upgrade directly. To run the desktop flow from a cloud flow, you also need to register the machine and create a desktop flow connection. © 2020 Microsoft Corporation. All rights reserved.
  147. 147. Recording  Ensure that the keyboard layouts you use during recording will be the same as for playback.  Use shortcuts instead of clicking. For instance, copy paste with ctrl + c & ctrl + v instead of right click copy.  Use “enter static text” if you are working with strings for better readability.  When you insert text into a field that already has text inside, you should click ctrl + A and backspace to clear up the field first. ​  Playback uses accessibility by default, can fallback to coordinate as well if you turn it on: • Use a standard resolution and scale setting that across your recording and playback devices. • Maximize the application window that you are recording. • Finish the recording in one monitor if possible. © 2020 Microsoft Corporation. All rights reserved.
  148. 148. Playback  Do not use the keyboard and mouse during playback.  Try to adjust your app to have the same initial state as during recording time.  Use the same keyboard and locale setting as during recording time.  If you are using coordinate offset fallback: • Current coordinate-based fallback is conservative and ensures the control is same as what was recorded, including the size. • Use the same resolution and scale setting as recording time. • Maximize the app size to minimize disruption. © 2020 Microsoft Corporation. All rights reserved.
  149. 149. Edit and optimize your desktop flow  Adjust the wait time in the designer. By default, the script waits as long as the recording process took.  By default, desktop flows launches applications. You can edit the script to change if you want to launch or attach the app.  Enable coordinate-based playback if you know your app is safe to be used in that mode.  Add validation and error handling using advanced editor. © 2020 Microsoft Corporation. All rights reserved.
  150. 150. Monitor the run  If the flow run failed at the desktop flow step, go to the desktop flow page to look up run history from there to see detail error messages. © 2020 Microsoft Corporation. All rights reserved.
  151. 151. Machine registration  Machine must be registered in the same environment as your Power Automate desktop flow. This is necessary to ensure data moving between the service and machine honors data sovereignty rules.  Use the same account that you are logging into portal to setup the machine.  If you need to switch environment, you must re-register machine.  If you only need to switch an account, you can just log in using the new account.  Machine will be online even if you’re not logged in. You can check its status from the portal. © 2020 Microsoft Corporation. All rights reserved.
  152. 152. Machine groups  Group is a set of machines.  The group name can be any. Other machines are just added to this existing group (cluster).  From the portal groups details page, you will see the other machines in this group.  On the portal machines page, you can configure the group to run in distributed mode by toggle Run on all machines in group.  If you are using local windows accounts, all VMs in the group must have the same local account with the same password, those are the credentials you should use when creating the desktop flow connection. © 2020 Microsoft Corporation. All rights reserved.
  153. 153. Desktop flow Connection  Use a user account and password that has local access to the registered machine.  Desktop flows supports local machine accounts, Active Directory accounts for AD domain-joined machines and Azure AD accounts for Azure AD-managed machines. Microsoft Account (MSA) is not supported.  Make sure to check that you are using the correct connection if your desktop flow did not run successfully.  When registering a machine, you can as well add it to an existing group. © 2020 Microsoft Corporation. All rights reserved.
  154. 154. Unattended  Unattended mode executes when user is not signed in. Remember to log off from the session (lock the screen is not enough) when running in unattended mode – you should type “logoff” from the windows command bar and select it if you’re working on the machine yourself.  You can distribute unattended desktop flow to a group of machines to fully utilize the resource pool capacity.  Make sure the machine shows online (so the VMs are turned on)  Troubleshooting sequences: 1.Desktop flow testing –> make sure your desktop flow app and extension are installed and enabled. 2. Attended flow testing -> make sure the connection is correct, machine is online and execute the run in attended mode 3. Unattended flow testing. © 2020 Microsoft Corporation. All rights reserved.
  155. 155. Use the full power of cloud + desktop flows Desktop flows are not standalone. Use the power of cloud flows as well. This includes: • Loops, use the loops on cloud flows. • Loops can also execute in parallel, enabling you to run desktop flows in parallel on a cluster • Loops also supported in Power Automate for desktop and are useful for local processing • Passing parameters into the desktop flow and retrieving outputs • Pass in usernames and passwords • Retrieve generated identifiers for use in additional API calls or to report to the user • Connecting to data sources such as LOB apps, SQL, Excel. • Etc. © 2020 Microsoft Corporation. All rights reserved.
  156. 156. When to use desktop and cloud flows When to use cloud flow • Higher reliability than UI automation • Runs in the Power Automate service at planet scale • Resistant to software UI updates • 470+ connectors available, no-code custom connectors can be created desktop flow • When APIs are not available • Easy to create, driving high ROI & user reach within corporations © 2020 Microsoft Corporation. All rights reserved.
  157. 157. APPENDIX: Architecture Details © 2020 Microsoft Corporation. All rights reserved.
  158. 158. Today: Asia, Australia, Canada, Europe, France, India, Japan, South America, United Kingdom, United States, US Government. Coming soon: US Dept of Defense, UAE, China © 2020 Microsoft Corporation. All rights reserved.
  159. 159. Power Automate Web Portal Azure Cloud Services Power Automate iOS and Android mobile app Power Automate Management APIs Azure Cloud Services Data Connectors On-premises Data Gateway +400 built- in services and custom connectors Legacy web, desktop apps via desktop flows Azure Logic Apps Microsoft Dataverse © 2020 Microsoft Corporation. All rights reserved.
  160. 160. Power Automate Web Portal Azure Cloud Services Power Automate Management APIs Azure Cloud Services Azure Logic Apps Data Connectors On-premises Data Gateway Microsoft Dataverse Multi-tenant SaaS Multi machine clustering set up by our customers on their infrastructure © 2020 Microsoft Corporation. All rights reserved.
  161. 161. Web Browsers DNS LOAD BALANCER Portal (East US) - Active Portal (West US) - Active REST API callers Mobile Clients DNS LOAD BALANCER Management Service (East US) Management Service (West US) Azure Services Front End Service Front End Service Front End Service Azure Services Front End Service Front End Service Front End Service Azure Services Backend API (Resource provider) Backend API (Resource provider) Worker Role (Jobs) Worker Role (Jobs) Azure Services Backend API (Resource provider) Backend API (Resource provider) Worker Role (Jobs) Worker Role (Jobs) Replication © 2020 Microsoft Corporation. All rights reserved.
  162. 162. Logic Apps runtime Based on Azure Compute and Azure Storage Data Connectors Azure API Management Provides interface for all connectors “API Hub” token store Securely stores all authentication tokens for 1st and 3rd party services External service Such as Office 365 or Dropbox May be via the On-prem data gateway Token exchange Runtime API call External service API call Automatic Token refresh © 2020 Microsoft Corporation. All rights reserved.
  163. 163. Management Components Web Browsers Management Service (East US) Management Service (West US) Azure Services Backend API (Resource provider) Backend API (Resource provider) Worker Role (Jobs) Worker Role (Jobs) Azure Services Backend API (Resource provider) Backend API (Resource provider) Worker Role (Jobs) Worker Role (Jobs) REST API callers Mobile Clients Azure Services Front End Service Front End Service Front End Service Portal (East US) - Active Portal (West US) - Active Azure Services Front End Service Front End Service Front End Service Replication © 2020 Microsoft Corporation. All rights reserved.
  164. 164. Flow runtime Based on Azure Compute and Azure Storage Logic Apps runtime Data Connectors Provides interface for all connectors Securely stores all authentication tokens for 1st and 3rd party services Such as Office 365 or Dropbox May be via the On-prem data gateway External service Azure API Management “API Hub” token store Token exchange Runtime API call © 2020 Microsoft Corporation. All rights reserved.

Hinweis der Redaktion

  • (shared tenant/environment, desktop-based execution of labs 1-9 OR current format)

    Rem
    Day labs 2 4.5 6.
    Day 3 rest


    ind them that they can do the labs in their own pace, but we’ll be online every day for 3 days.
  • The Microsoft Power Platform is composed of 4 products: Power BI, which is a self service Analytics tools, Power Apps to build Applications and Portals, Power Automate to automate tasks and processes using APIs (DPA), Robotic Process Automation (RPA) and Business Process Management (BPM) and finally Power Virtual Agents which provides conversational bots to your employees or your clients.
    While each of these solutions are best of breed on their own, when combined together with over 350 connectors to data sources and webservices, Embedded Artificial Intelligence and scalable data storage, possibilities are limitless!
    These tools are built with Citizen Developers in mind so anyone in the organization can get started with little to no-code. But, it can also be extended with Pro Developers when needed.
  • Businesses face pressure from every angle to become more productive and efficient. But resources are finite. The hours in a day are finite. There is simply only so much a person can do. Power Automate enables all parts of the organization to contribute.
  • What is the promise of doing more and working less for all?

    It means automation at scale. From small to large organizations. And it means putting the power to automate in the hands of those who do the work, not just those with PhDs in engineering.

    It means seamless, secure integration that gives you the confidence to empower users with more control, freeing up IT resources for more complex work.

    It means accelerated productivity—minimizing repetitive manual tasks in favor of more strategic work.




    Scale automation efficiently with automated workflows, across favorite apps and services. Integrate with Azure M365 and D365. Access and integrate data across on-premise software and cloud services.
    Integrate automation securely with an environment founded on security and compliance, while applying enterprise-grade governance and data loss prevention policies.
    Accelerate productivity by reducing manual, repetitive and time-consuming tasks, enabling your team to focus on more strategic work. Empower IT to solve complex business challenges while reducing the backlog of service requests. Reduce costly errors due to manual entry.

  • Microsoft Power Automate offers connectors to 470+ of the most widely used 1st and 3rd party applications, providing seamless connectivity and integration with the services which enhance your organization’s productivity. With the growing pace of business, Power Automate serves as the fabric which helps ensure your business stays ahead of the competitive landscape.

    connect to more than 470 services, and can manage data either in the cloud or in on-premises sources like SharePoint and Microsoft SQL Server.
    The list of applications you can use with Microsoft Flow grows constantly.


    Power Automate is also designed for a hybrid ecosystem enabling connections to on-prem systems via the Data Gateway which we’ll learn more about later today. Also, Power Automate supports Custom Connectors to integrate with existing LOB systems. We’ll discuss this in greater detail later today.

    Let’s now show you some of the powerful integration Power Automate offers to help make your organization more productive.

    File providers
    Databases
    Web APIs
    Productivity apps, etc.

    Pluggable extensibility via Custom Connectors to integrate existing LOB systems into Power Automate
  • Workflow designer and orchestrator: Core engine that connects the actions together, passes data between actions and executes them + interface for kicking off bots and monitoring their execution.
    OCR engine: Parses data from sources like documents, images (such as an invoice)
    API connectivity: Interacts with systems that expose an API endpoint, such as modern cloud services
    GUI screen scraping and actions: Records an action and replicate it in the future (eg, business process analytics to track overall usage of processes in organizations and make recommendations)
  • To be updated with UI flows content

    Today, we’re excited to announce UI flows, the new Power Automate feature to automate legacy software

    Robotic Process Automation (RPA) automates applications via record and playback user actions on software UX.

    It mimics user interactions faster and more reliably than humans.

    AI Builder benefits from all the Azure AI and Machine learning technologies and investments

    It is available starting today in Public Preview for our customers in the US and in Europe.




  • While most organizations are experiencing some form of digital transformation, every organization has their own pace and strategy. And in some cases, you may want to keep some of your older system. Digital transformation ultimately is about allowing your organization to be nimble and efficient. Sometimes that means keeping your older systems and figuring out how to integrate them with your more modern systems.

    With this critical need in mind, we’re very excited to begin the public preview of Power Automate’s new Robotic Process Automation (RPA) capability. With the new RPA capability, Power Automate further empowers non-technical users by offering automation for your older applications which don’t have APIs. With RPA, you can now apply the efficiencies of automation to your older systems.


    The need for Robotic Process Automation

    Break down the barriers to automating legacy software with RPA

    Robotic process automation (RPA) enables us to automate mundane, rules-based tasks. With RPA you can automate legacy software without APIs.

    It opens the world of automation to include software that’s old or new, on-premises or in the cloud.

  • Power Automate for desktop has recently been introduced as a way to design and run UI Automations. The previous offering of Desktop flows continues to be in the product, however Power Automate for desktop is the best way forward.

    So if we take a look at the overall process on the right, you start by designing the flows, and when you design these flows, you're actually starting from the web portal, or Power Automate for desktop, but we leverage these components running locally on users' machines to be able to record the steps that they want to execute.

    Once the user has recorded what they want, all of that information is persisted in Microsoft Dataverse. When they want to go and execute their process, they do that through the Power Automate service, which calls down to the user's machine via the machine registration functionality.

    The machine registration talks to the UI flow service that’s always running on the machine. And this service can be used to bootstrap logging the user on and creating sessions. This is particularly important for unattended scenarios where no user is going to be on the machine. Finally, when the flow runs, it will either use the WinAppDriver or Power Automate for desktop to execute that windows application or the web application.

    One other important thing to note, is that you can have many different machines with registered under the same group. And the service will automatically distribute load across all of those different machines through technology that we call Clustering. This allows you to scale out the unattended processes that you have.
  • For the final section, I would like to talk about Environments, because environments are how users can manage the lifecycle of their scripts in their applications in a way to ensure that everything is always working as best as it can.

    Environments provide a logical container that you can have different points on your lifecycle. For example, you can have a Development environment, where you can start building your solutions and that may be connected to development data, and when you're ready to have that solution be in Production, you can move that to your production environment, connected to real live production data.

    CLICK STEP
    Click the screen to advance the slide.
  • Note: CDS has been renamed to Microsoft Dataverse
  • The keyway that this works, is by leveraging another concept called Solutions. You can have several Solutions inside of an environment. The solution represents the package, for all the different components that a business problem needs to be solved with.

    We leverage Azure DevOps, so that way, customers can automate the deployment of the Solutions, and most importantly, there’s rich analytics and monitoring so, that way, the health of the Solutions can be well understood. So, if something does go wrong in a production environment, say, a UI flow is running on a legacy application, but something changes in that legacy application, you can actually detect it very quickly with our analytics and monitoring.

    You can then develop a fix in your development envelopment environment, validate that against the latest version of the application, and then automatically push that to your production environment. So, this full lifecycle really makes it possible for organizations to ensure that they have the most reliable Solution possible, running no matter what.


    With that, I would like to close, and thank you for learning about Power Automate’s architecture.

    CLICK STEP
    Click the screen to advance the slide.
  • Can we have a virtual machine copy that people can install on their laptop?
  • Automation opportunities exists through-out the enterprise. The problem is that it is difficult to extract these opportunities from employees who are comfortable with the status quo. In addition, there may be processes that are not consistently being executed. Whether that be by a person or a team. It is difficult to capture these processes through traditional means like whiteboarding sessions and stakeholder interviews. There is a more ‘intelligent and productive’ approach to accomplishing this. The answer is Process advisor

    Process advisor allows you to record the actions that users perform as part of a business process. Process advisor using the recorder found in Power Automate for desktop which provides a familiar experience for those who are building RPA processes.

    Once a process has been recorded, it can be analyzed and analytics can be published for review. Business process owners can identify where the bottlenecks are in their business process and also identify where people may be deviating from the business process.

    The more examples, the more value that can be extracted from the process. As a result, we can invite colleagues to record on their machine and then contribute their recording to the over all process collection so that it can also be included in the insights derived from the analysis.
  • There are 5 steps to get started:

    Within Power Automate, a maker can create a new Process where all our recordings will belong to.
    With a Process defined, we can now invite other colleagues to participate in our Process using familiar Power Automate gestures – much like sharing a Cloud flow.
    Makers can now create their recordings and have them saved in our Process, up in the cloud. There is no need to send around files.
    After a recording has been completed, the transcript can be modified to allow for grouping and any sensitive data can be removed
    Analysis is as simple as clicking a button where after a few minutes we will have insights automatically generated for us.
  • Here is the experience of creating a new Process. Since this can be found in the Power Automate maker portal, the UX gestures are consistent and easy to learn for existing Power Automate makers.
  • Here is the sharing experience, which is similar to other Power Platform experiences.

    There are two roles that are available:
    Contributor – where participants with this role can add their own recording to their process (task)
    Co-Owner – where participants can edit recordings(transcriptions), publish tasks and invite people to record and their recordings
  • You will complete the following tasks in this lab:
    Create a new Desktop flow
    Record actions performed in the desktop-based Contoso Invoicing application
    Perform a test run of the new Desktop flow.
  • You will complete the following tasks in this lab:
    Create a new Desktop-based Desktop flow
    Record actions performed in the desktop-based Contoso Invoicing application
    Perform a test run of the new Desktop flow.
  • The user can edit the recorded actions to ensure accurate automation of the task.
  • Some of them are not applicable to this lab #2. maybe confusing
  • The user can edit the recorded actions to ensure accurate automation of the task.
  • The user can edit the recorded actions to ensure accurate automation of the task.
  • You will complete the following tasks in this lab:
    Create a new Windows-based Desktop flow with predefined inputs
    Record actions performed in the desktop-based Contoso Invoicing application using these inputs, and capturing application data for output
    Perform a test run of the new Desktop flow with a new set of inputs
  • 1’ [INTRO]
  • A typical flow consists of a few building blocks.

    Flows consist of a trigger, an action, and typically a conditional logic step. Let’s look at each a bit closer.
  • Flows are designed with three type of trigger options.

    A manual action trigger is one where a manual action from a user is required to begin the flow. For example:
    From dedicated Power Automate button
    From other apps – PowerApps, SharePoint…

    A scheduled trigger is one which begins at a pre-defined day and time and if it is a recurrence, with a specified cadence. For example:
    Every Saturday at 3pm

    The third type of trigger occurs when an event occurs on another service that a flow is connected to. For example:
    Someone tweets a keyword or about your product and you receive an email alert
  • Actions can:

    Connect to any cloud service or via the on-prem data gateway
    Connect to any HTTP endpoints if there’s no out-of-box connector

    Also, some actions may not even use connections – they may just manipulate data locally.
  • Flows also offer conditional logic steps which execute decisions based on the scenario. For example, if you receive and email with an “!” in the subject line, you will get a notification on your mobile device. If the email subject does not contain a “!” then you will not receive the mobile alert.
  • Here is the basic Power Automate UI where you can see a trigger, an action, and the conditional logic.

    In this case, the trigger occurs when a new email arrives. When an email arrives an automated action is taken which in this case is the creation of a file. The conditional logic is a IF THEN function which offers a yes or no option for the flow process to execute depending on the criteria.
  • The new RPA feature is made available with the introduction of the new UI Power Automate connector.
  • You will complete the following tasks in this lab:
    Create a Cloud flow
    Install and configure the on-premises data gateway to enable the Cloud flow to execute the Windows based Desktop flow on your device 
    Add the “Enter invoice with input” Windows-based Desktop flow to this new Cloud flow
    Perform a test run of the new Cloud flow
  • Move to lab #9: When creating gateway cluster connection, you will only see the primary machine in the cluster in the drop down
  • Microsoft Power Automate offers connectors to 470+ of the most widely used 1st and 3rd party applications, providing seamless connectivity and integration with the services which enhance your organization’s productivity. With the growing pace of business, Power Automate serves as the fabric which helps ensure your business stays ahead of the competitive landscape.

    Power Automate is also designed for a hybrid ecosystem enabling connections to on-prem systems via the Data Gateway which we’ll learn more about later today. Also, Power Automate supports Custom Connectors to integrate with existing LOB systems. We’ll discuss this in greater detail later today.

    Let’s now show you some of the powerful integration Power Automate offers to help make your organization more productive.

  • With Power Automate, you can begin automating directly from your OneDrive, as you are using Teams, or as you create an excel worksheet. No other automation service can be accesses and initiated so rapidly and efficiently.
  • Power Automate also natively integrates with Dynamics 365 to help automate your CRM and ERP core processes. Power Automate is also integrated with Salesforce and will soon have connectors for SAP.

    With just the integrations with Office 365 and Dynamics, Salesforce, and SAP, Power Automate helps automate the productivity and core operational processes in your organization.

    These are just some of the integrations available with Power Automate. We’ll cover many more during our discussion.
  • connect to more than 300+ services, and can manage data either in the cloud or in on-premises sources like SharePoint and Microsoft SQL Server.
    The list of applications you can use with Microsoft Flow grows constantly.
  • You will complete the following tasks in this lab:
    Create a new Solution to package the end-to-end invoice processing solution
    Create a new Cloud flow that initiates the invoicing process via receipt of an email
    Integrate the Windows-based Desktop flow from Lab 3 into the Cloud flow
    Perform a test run of the new Cloud flow
  • Microsoft first to achieve human parity in Vision, Speech, and Language
  • Power Automate also unlocks the power of AI by integrating with AI Builder which:

    Is the no-code AI capability in the Power Platform.

    It enables business users to tailor AI to your specific needs. You don’t need data scientists or pro devs to make your apps and processes more intelligent.

    Because it’s customizable, AI Builder can help a broad range of industries such as retail, manufacturing, banking and more.

    AI Builder benefits from all the Azure AI and Machine learning technologies and investments

    Easily create AI models and follow step by step instructions on how to create custom models to address your specific use case.
  • Several built-in AI models come with AI builder which can be embedded to your Power Automates. Models include:

    Form Processing ​ Read, extract, and process data from scans, emails, PDFs, and images.​

    Object Detection
    Quickly build an AI model that recognizes and counts visual objects.​
    ​​Text Classification ​
    Build an AI application that reviews, tags, and classifies large volumes of text to track sentiment, improve customer experiences, and mine valuable insights.​ ​ Business Card Reader​ Pull contact information from business cards, store this information in your database, and import it into your CRM system.​

  • You will complete the following tasks in this lab:
    Build a new AI model for Form Processing
    Train the new AI model to process Contoso Invoice forms
    Integrate the new AI model into the Cloud flow from Lab 5
    Perform a test run of the updated Cloud flow and associated AI Builder-based predictions
  • Now your contoso store is up and running, and you want to the VA for your business to do more. E.g. do this xxx scenario for you, how can you do that? (biz pain points)

    In previous session, you learn how to implement dialogs for the VA. In the session, I will show you how to leverage flow to extend the VA capability.
  • While most organizations are experiencing some form of digital transformation, every organization has their own pace and strategy. And in some cases, you may want to keep some of your older system. Digital transformation ultimately is about allowing your organization to be nimble and efficient. Sometimes that means keeping your older systems and figuring out how to integrate them with your more modern systems.

    With this critical need in mind, we’re very excited to begin the public preview of Power Automate’s new Robotic Process Automation (RPA) capability. With the new RPA capability, Power Automate further empowers non-technical users by offering automation for your older applications which don’t have APIs. With RPA, you can now apply the efficiencies of automation to your older systems.


    The need for Robotic Process Automation

    Break down the barriers to automating legacy software with RPA

    Robotic process automation (RPA) enables us to automate mundane, rules-based tasks. With RPA you can automate legacy software without APIs.

    It opens the world of automation to include software that’s old or new, on-premises or in the cloud.

  • Approvals are time consuming tasks which are essential for business operations, but are not high value tasks. Yet everyday, employees in organizations around the world, manually handle approvals processes, which are inefficient. Power Automate enables easy automation of many types of approvals scenarios and common scenarios are pre-built as templates. Simply select the right scenario to match your needs, customize on top of one of the existing templates, or build your own approval Power Automate from scratch. By automating approvals processes, save your organization time and improve you employees’ efficiency and capacity.
  • You will complete the following tasks in this lab, which will complete the end-to-end invoice processing solution:
    Integrate a Teams-based approval model and the associated conditional logic into the invoice processing Cloud flow
    Integrate the Windows-based Desktop flow for entering the invoice information into the approval process
    Integrate Outlook-based approval/rejection notifications into the invoice process
    Perform a test of the end-to-end invoice processing Cloud flow
  • This lab has some requirements on unattended licensing. There is currently no trial licenses available so best to just walk students through this unless they want to acquire licenses.
  • You will complete the following tasks in this lab:
    Exercise 1 – Basic Desktop flow in Unattended mode
    Register new virtual machine
    Create new group and add machine to it
    Create a new API Flow that calls an existing Windows-based Desktop flow from Lab 3 in unattended mode
    Perform a test run of this simple unattended Desktop flow scenario
    Exercise 2 – Desktop flow + API Flow scenario in Unattended mode
    Streamline the invoice processing solution to simplify the test scenario
    Perform a test run of the updated invoice processing solution in unattended mode
    Exercise 3 – Unattended gateway cluster scenario
    Register a second virtual machine
    Add the second VM’s to the group with the first VM’s
    Perform multiple test runs of the updated invoice processing solution in unattended mode, distributing the test runs across the group
  • Workflow designer and orchestrator: Core engine that connects the actions together, passes data between actions and executes them + interface for kicking off bots and monitoring their execution.
    OCR engine: Parses data from sources like documents, images (such as an invoice)
    API connectivity: Interacts with systems that expose an API endpoint, such as modern cloud services
    GUI screen scraping and actions: Records an action and replicate it in the future (eg, business process analytics to track overall usage of processes in organizations and make recommendations)
  • Move to lab #9: When creating gateway cluster connection, you will only see the primary machine in the cluster in the drop down
  • CLICK STEP
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  • The Power Automate service starts from the web. We have a web portal, where any user can get started and author the processes that they want. This is based on Azure Cloud Services. We also have an iOS Android mobile application that can be used for basic monitoring and management as well. The web portal and mobile application connect to our management APIs, which are also hosted on Azure Cloud Services. Much of the data in the service is stored in Microsoft Dataverse.

    The Microsoft Dataverse is the canonical business store for everything inside of the Power Platform. This includes things like the definitions of the processes that you build, as well as the status of all the UI flows that have run and what exactly has happened in those UI flows.

    But the heart of the execution of the service is Azure Logic Apps. That’s the service that actually does the orchestration across the hundreds of different of APIs that you can connect to, as well as, allows you to bring in AI Builder and UI flows as a part of your process.

    All this works through our Data connectors. Data connectors can connect to third party services, as well as built in services that we have. In order to get UI flows to work in particular though, we also need something called the On-premises Data Gateway. The On-premises Data Gateway acts as a bridge between the data connectors, which run in the cloud in our multi-tenant service, and the user’s machine. So, let’s look at UI flows specifically.


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  • Now, when we think about the scalability of the service end to end, it’s important to note that the vast majority of components are actually a fully Multi-tenant software as a service. That means, that we automatically scale up and down the service in response to customer demand, and customers never have to worry about whether or not we can handle the load that they’re providing.

    And that’s true for all of these components -the Web experiences logic apps actually executing the flows, the connectors and the Microsoft Dataverse. Multi tenancy is implemented in a way where the customer’s data is always safely sharded in their own section of the service, such that there is no possibility of cross contamination or even one user impacting the performance of the experience of another user.

    Because it is built on Azure at global scale, that means that we can handle billions of actions every single month. Or, if a customer just has a small number of actions, that runs just as quickly. The only component that isn’t multi-tenant is the On-premises Data Gateway itself, because it has to run on the machines at the IT admins or that the user's provision in their own infrastructure.

    So, that’s why we have clustering built specifically to allow you to have a highly scalable service running in the cloud, and to have multiple copies of that On-premises Data Gateway when you need it.

    CLICK STEP
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  • Go over each of these components in later slides

    Similar deployments with differing # of instances for the backend services (US and Europe have a lot more roles)

    CLICK STEP
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  • https://flow-apim-msmanaged-na-eastus2-01.azure-apim.net/apim/visualstudioteamservices/shared-visualstudiot-3327595b-b71c-4fbb-a41f-ef2487653e1c/....

    CLICK STEP
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  • Go over each of these components in later slides

    Similar deployments with differing # of instances for the backend services (US and Europe have a lot more roles)

    CLICK STEP
    Click the screen to advance the slide.

  • https://flow-apim-msmanaged-na-eastus2-01.azure-apim.net/apim/visualstudioteamservices/shared-visualstudiot-3327595b-b71c-4fbb-a41f-ef2487653e1c/....

    CLICK STEP
    Click the screen to advance the slide.

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