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© 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.
Agenda
What is Microsoft Power Platform
Introduction to the Common Data Service
Introduction to Power Apps
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
© 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
© Copyright Microsoft Corporation. All rights reserved.
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.
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.
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.
Summary
More than a database
Entities, Relationships and Fields
Platform for building apps
© 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.
© Copyright Microsoft Corporation. All rights reserved.
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.
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.
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.
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
© Copyright Microsoft Corporation. All rights reserved.
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
© Copyright Microsoft Corporation. All rights reserved.
Summary
Entities
Relationships
Import and exports
© Copyright Microsoft Corporation. All rights reserved.
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.
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.
Summary
Data Types
Calculated and Rollup Fields
Business Rules
© 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.
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.
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.
Summary
Build and deploy apps quickly with no-code
Based on data model in Common Data Service
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.
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.
App module components
Site navigation DashboardsBusiness
process flows
Entities Forms Views
Charts
© Copyright Microsoft Corporation. All rights reserved.
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.
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
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
© Copyright Microsoft Corporation. All rights reserved.
A brief tour of Power Automate
Flows can be created from: make.powerapps.com and flow.microsoft.com
© Copyright Microsoft Corporation. All rights reserved.
AI Builder
Artificial Intelligence for the Power Platform
© Copyright Microsoft Corporation. All rights reserved.
Summary
Artificial Intelligence for Power Platform
Pre-trained models
Train own models
© Copyright Microsoft Corporation. All rights reserved.
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:
© Copyright Microsoft Corporation. All rights reserved.
Flow capabilities
Automated Schedule Instant
Notifications Approvals Mobile
© 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.
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
© Copyright Microsoft Corporation. All rights reserved.
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
© Copyright Microsoft Corporation. All rights reserved.
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
© Copyright Microsoft Corporation. All rights reserved.
Types of business process flows
Embedded: Embedded within a model-driven app
Immersive: Stand-alone solution
© Copyright Microsoft Corporation. All rights reserved.
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
© Copyright Microsoft Corporation. All rights reserved.
Automation
Flow steps appear as buttons in the stage business process flow
Workflows are executed in the background when entering or exiting a stage
© Copyright Microsoft Corporation. All rights reserved.
Summary
Visual designer
Stages and Steps
Branching
© Copyright Microsoft Corporation. All rights reserved.
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.
© Copyright Microsoft Corporation. All rights reserved.
Agenda
What can you do with AI Builder
Create an AI model
Using AI Builder with Power Apps and Power Automate
© Copyright Microsoft Corporation. All rights reserved.
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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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
© Copyright Microsoft Corporation. All rights reserved.
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