Walkthroughs Archives - Microsoft Power Platform Blog Innovate with Business Apps Mon, 08 Jul 2024 22:23:05 +0000 en-US hourly 1 Hyperautomation: Unleashing enterprise efficiency with Microsoft Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/hyperautomation-unleashing-enterprise-efficiency-with-microsoft-power-automate/ Wed, 10 Apr 2024 18:17:21 +0000 The enterprise journey toward operational excellence is ongoing, and the adoption of hyperautomation has become a pivotal milestone. Microsoft Power Platform stands at the forefront of this movement, offering a suite of tools that transform the way businesses approach digital transformation at scale – and Microsoft Power Automate is a key accelerator.

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The enterprise journey toward operational excellence is ongoing, and the adoption of hyperautomation has become a pivotal milestone. Microsoft Power Platform stands at the forefront of this movement, offering a suite of tools that transform the way businesses approach digital transformation at scale – and Microsoft Power Automate is a key accelerator.

Imagine a world where every repetitive task, every mundane process, and every time-consuming operation is transformed into a symphony of automated actions, working in perfect harmony to deliver results at lightning speed. This isn’t just a fantasy; it’s a reality that Power Automate can bring, and it’s revolutionizing the way enterprises operate on a global scale.

Below you will learn about a comprehensive scenario with a Center of Excellence (CoE) team, using many of the capabilities in Power Automate, such as Microsoft Copilot, process mining, digital and robotic process automation (RPA), AI models, and more across Power Platform.

Watch the following overview video or continue reading for more details!

 

 

Optimizing with precision

Take, for example, a large insurance company bogged down by the weight of its claims process. With the magic of Copilot and process mining in Power Automate, data is ingested from Microsoft Azure Data Lake. The data is analyzed, insights are provided, bottlenecks are identified, and recommendations from Copilot to create an app or automation moves you to action.

Watch the video below to go deeper or continue reading!

 

 

Leveraging the power of AI

But why stop there? Power Automate doesn’t just automate; it hyperautomates. It takes the data from process mining and help crafts a late payment prediction AI model that can foresee issues before they arise. This predictive prowess is akin to having foresight, enabling better decision-making and resource allocation that can save time and money.

Watch the video below to go deeper or continue reading!

 

 

The approval symphony

And let’s not forget the settlement approval process, often a maze of documentation, is now simplified with task mining. Power Automate, with its task mining capabilities, records each step and transforms them into a process map that’s as clear as day. It then guides the creation of an automation that uses AI, RPA, and API-based automation together to connect data to SAP.

Watch the video below to go deeper or continue reading!

 

 

Deploying solutions at scale

Now we move from proof of concept (POC) to enterprise-wide deployment, where IT is empowered with robust Application Lifecycle Management (ALM) that extends across Power Platform. With custom dashboards, automation, apps, and more you can visually track and act on the transformative impact of hyperautomation.

Watch the video below to go deeper or continue reading!

 

 

Embrace the future of productivity

Hyperautomation with Power Automate is not just about adopting new technology; it’s about embracing a future where efficiency and productivity are paramount. Let’s embark on this journey together, leveraging the power of hyperautomation to achieve a new standard of excellence.

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Automate email data extraction in minutes with Power Automate, AI Builder, and GPT http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/automate-email-data-extraction-in-minutes-with-power-automate-ai-builder-and-gpt/ Wed, 31 May 2023 09:00:17 +0000 Learn how to automate email data extraction to Excel in just 1 minute with Power Automate and the new AI Builder GPT action. This is a game-changer for anyone who wants to automate their email data extraction and save time, reduce errors, and improve efficiency!

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Do you receive emails that contain information that you need to process manually? For example, financial data, orders, shipment confirmations, etc. Wouldn’t it be great if you could automate this task and extract the data you need from your emails without any coding?

In the following 1-minute video see how you can use the new GPT action in AI Builder to extract the data your need from the body of the email and save the results in a CSV file. No advanced technical knowledge is required!

screenshot of a video thumbnail about extracting text from emails

The new GPT AI model in AI Builder lets you do amazing things like this and more.

We’re always excited to see your feedback, so drop us a comment on the video. Happy automation!

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Power Platform custom security role for Power Automate for desktop (RPA): The guide for admins http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/power-platform-custom-security-role-for-power-automate-for-desktop-rpa-the-guide-for-admins/ Fri, 19 May 2023 08:00:00 +0000 We've crafted a post showing how to customize security roles for Power Automate for desktop (RPA) and create a custom security role with minimum privileges to monitor production runs. Our post is filled with invaluable tips and tricks for keeping your data safe and protecting your company. So, whether you're new to Power Automate for desktop or a seasoned pro, this is the ultimate guide for any administrator prioritizing data safety. Let's get started!

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Is your organization interested in allowing makers to view their run history of desktop flows and other relevant activities in which they have a stake, while still restricting their access to production?

In this post we will show you how to customize security roles for Power Automate for desktop (RPA) and create a custom security role with minimum privileges to monitor production runs. Our post is filled with invaluable tips and tricks for keeping your data safe and protecting your company. So, whether you’re new to Power Automate for desktop or a seasoned pro, this is the ultimate guide for any administrator prioritizing data safety. Let’s get started!

Security Roles

Security roles are a key aspect of Power Platform that help maintain data security and privacy. These roles control access to restricted data and functions and are customized based on the company’s security requirements. With security roles, admins can define permissions for their staff and have better control over what data they can access. This helps prevent data leaks and unauthorized data access.

In Microsoft Dataverse, the role-based security model is used to secure access to the database. This allows environment-wide access to all resources or to configure access to specific apps and data in the environment. Security roles determine a user’s access to the environment’s resources. This access is determined by a combination of access levels and permissions included in a specific security role. This controls the user’s view of apps, flows and data, as well as their interactions with that data.

More information:

Pre-Defined Roles

Within the Power Platform, every environment comes with a set of predetermined security roles. These roles are designed around common user tasks and provide access levels that are aligned with the best practice of providing the minimum amount of business data needed to properly use the app. This helps maintain your data’s security while allowing users to execute their necessary job responsibilities.

More information: Configure user security in an environment – Power Platform

Least Privilege Principle

The principle of least privilege is an important consideration when assigning permissions to users in a security role. This principle specifies that when assigning permissions to users in a security role, they should only be granted access to the data and functionality that is necessary to perform their job duties. Custom security roles can be created to ensure that users only have access to the tools and data they need to do their job, and nothing more. This helps ensure compliance with regulations and prevent data breaches.

Customization of Security Roles for Power Automate for desktop (RPA)

The least privilege model is a best-practice security principle that emphasizes the importance of users only being granted the permissions necessary to complete their authorized tasks or roles. In this post we will cover custom role “RPA Reviewer”, for Power Automate for desktop (RPA)

RPA Reviewer: Read only access for Power Automate for desktop (RPA) artifacts.

Creating RPA Reviewer Custom Security Role

In many organizations, it is typical for makers not to be granted access to production environments. However, to be able to view the workflow run history and other data relevant to daily operational activities, makers need access to this data. By creating a custom security role called “RPA Reviewer,” platform administrators can allow these makers read-only access to important automation information that resides within a production environment.

While establishing the minimum privileges, we need to define what actions RPA Reviewer role can perform within the production environment.

  1. In Power Automate portal,
    • View desktop flows created by the user
    • View desktop flow runs
    • View desktop flow activity
  2. In Power Automate for desktop
    • View-only desktop flow in designer

Let’s look at what permissions and privileges can be enabled to support the above requirements for this role:

Group
Privilege Name
Table Privilege
Access Level
Business Management
Business Unit Read Organization
Organization Read Organization
Team Read Organization
User Read Organization
Customization
Entity Read Organization
Entity key Read Organization
Entity map Read Organization
Field Read Organization
Process Read, Write User Level
Relationship Read Organization
Solution Read Organization
Custom Entities
Flow session Read User Level
Flow machine Read User Level
Flow machine group Read User Level
Flow machine image Read User Level
Flow machine network Read User Level
Workflow Binary Read User Level

To implement this custom role in an environment, download the solution and import the security role to support the needs around having a read-only role for production environments.

Solution with Custom Security Role – RPA Reviewer

Download solution: PADCustomRoleReviewer_1_0_0_1

Below is a snapshot of the custom security role after importing the solution.

More information:

Note: The current approach is to import a solution to use this custom role.

Disclaimer: While the essential features utilized in creating the custom role are completely supported, the provided solution itself serves as an example implementation of these features and does not include any support. Our customers and community members have the freedom to utilize and modify this solution to establish custom roles within their organizations.

In conclusion, creating custom security roles is an integral part of maintaining data security and privacy in the Power Platform. Adhering to the principle of least privilege ensures that users only have access to the resources required to fulfill their job responsibilities, minimizing the risk of data breaches, and maintaining compliance with regulations. Custom security roles tailored to user roles and responsibilities not only provide a secure environment for users but also enhance their productivity and efficiency. By following the steps provided in this guide, admins can confidently customize security roles for Power Automate for desktop (RPA), empowering their makers in development and production environments.

Happy automating!!!

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Maximizing Your Productivity with Power Automate: Automating your calendar. http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/maximizing-your-productivity-with-power-automate-automating-your-calendar/ Thu, 09 Mar 2023 17:00:00 +0000 Simplify calendar management and be more productive using these Power Automate templates

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One the primary goals of Power Automate is to help you streamline repetitive tasks, save time, and improve efficiency, so that you can spend less time focusing on the mundane and spend more time on tasks that need your time and attention. One of the easiest ways to get started with Power Automate is to use templates. Templates are prebuilt flows that you can customize and use for common scenarios. They are a great way to get started. Some may provide exactly what you need and others will provide a useful starting point that you can adjust to fit your specific scenario.

In this series of posts, we wanted to highlight some popular templates that can supercharge your productivity by helping you stay on top of things like messages, emails, and meetings. To begin with we wanted to focus on some of our favorite calendar management templates.

Calendar management is an essential skill for anyone who wants to stay organized and productive. However, it can also be a source of stress and frustration if you have to deal with multiple calendars, conflicting appointments, or unclear agendas. Fortunately, Power Automate has some templates that can help you with these challenges. Here are some examples of how you can use Power Automate templates to manage your calendar more effectively:

Use a flow to find a meeting time with a message sender in Teams

Want to find a time to quickly meet up with a colleague or setup a 1 hour brainstorm? Well with this template you can kick off a flow directly from the person’s Teams message, the flow finds the best available time for you to meet based on your respective calendars and schedules a meeting.

Get this flow

Auto-remove cancelled meetings and notify me in Teams

This template automatically removes cancelled meetings from your calendar and notifies you in teams when it removes cancelled meetings. The flow runs every thirty minutes and ensures that your calendar is always up to date and clean by removing cancelled meetings and notifying you in Teams.

Get this flow

Automatically prompt users to set an agenda for a meeting

Have you ever attended a meeting without knowing what it was about? Or have you ever hosted a meeting without having a clear agenda?

With this template, you can ensure that every meeting has a purpose and a plan by automatically prompting for an agenda before the meeting starts. This template will send an email reminder to the organizer of any Outlook event that does not have an agenda in the body.

Get this flow

Notify your next meeting that you’re running late

Caught up in the Monday (or Wednesday the new Monday) traffic? Or have your earlier meeting running long and want to notify your next meeting? This flow sends you a Teams message ahead of meeting and checks if you want to send a running late message to that meeting chat. You can either directly use the message that’s prepopulated or edit it inline in the teams card.

Get this flow

These are just a few amazing templates that you can use to be more productive. As always we’d love to hear from you, so comment below and visit our Power Automate ideas forum to upvote or ideas for templates that you would find useful.

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Manage your Power Automate Desktop flows using Web APIs http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/manage-your-power-automate-desktop-flows-using-web-apis/ Mon, 30 Jan 2023 20:00:13 +0000 In this post, we will walk through how you can use the Web API capabilities of Power Automate to manage the Power Automate Desktop flows.

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Microsoft Power Automate makes it easy to build automations and provides a single, unified experience to manage, monitor and administer the Power Automate Flows. Power Automate portal (make.powerautomate.com) is the default way to manage Power Automate flows such as Cloud Flows and Desktop Flows.

With the introduction of Web APIs, you can manage desktop flows without the need of using UI – allowing administrators and Automation Center of Excellence teams to manage at scale.

In this post, we will walk through how you can use the Web API capabilities of Power Automate to manage the Power Automate Desktop flows.

Administering Power Automate flows

Before we dive into the Web APIs, here we will explain the existing capabilities that you can use via UI.

Initiate a cloud flow run

Ad hoc initiation of Cloud flows can be achieved by using the Run action on the top ribbon as shown below –

Run a Cloud Flow

By navigating to the Monitor section of the Power Automate portal, cloud flow run activity, desktop flow runs, and desktop flow queue activity can be accessed.

Cloud flow run

Monitor a cloud flow run

Desktop flow run

Monitor a desktop flow run
For more details, refer: Monitor desktop flow runs

Desktop flow queue

Monitor desktop flow queue
For more details, refer: Monitor desktop flow queues

 

How to use the web APIs to manage your Desktop Flows

Until recently, you had to go to these setup pages and views to access key information like Desktop flow queues etc. To streamline and optimize the management of Power Automate Desktop flows, additional capabilities were added to the Power Automate Web API.

For more details, refer: Work with desktop flows using code

Below is the list of Desktop Flows related actions enabled by the Power Automate Web API

  • List available desktop flows
  • Get the schema for desktop flows
  • Get the status of a desktop flow run
  • Get desktop flow outputs
  • Trigger a desktop flow run
  • Cancel a desktop flow run

In order to explore these API actions, the first step is to gather details for setting up the authentication with Dataverse.

For more details, refer: Use OAuth authentication with Microsoft Dataverse

For this walkthrough we will use Postman and connect to the web APIs with OAuth authentication. To do so, you need to register the application in Azure AD tenant. Follow the instructions listed in the tutorial: Register an app with Azure Active Directory on how to create application registration for Dataverse.

For more details on using Postman, refer: Use Postman to perform operations with the Web API

To gather the Access Token in Postman, gather below information to populate into the Authorization section of the Request.

VARIABLE INITIAL VALUE
url https://<your org name>.api.crm.dynamics.com (Example:https://orgXXXXXX.crm.dynamics.com)
Clientid 51f81489-12ee-xxxx-aaae-a2591f45987d (Application/Client ID from App Registration)
Version 9.2
webapiurl {{url}}/api/data/v{{version}}/
Callback https://localhost
Authurl https://login.microsoftonline.com/common/oauth2/authorize?resource={{url}}

Postman-Authorization for OAuth Access Token

 

Examples of Desktop Flow management actions via Web APIs

1. List available desktop flows

Description: Get a list of desktop flows sorted by name

URL: https://[OrganizationURI]/api/data/v9.2/workflows?$filter=category+eq+6&$select=name,workflowid&$orderby=name

Operation: GET

Request:

Request: List desktop flows

Response:

Response: List desktop flows

2. Get the input schema for desktop flows

Description: For a given desktop flow (Workflow Id), retrieve the flow schema for inputs

URL: https://[OrganizationURI]/api/data/v9.2/workflows([WorkflowId])/inputs/$value

Operation: GET

Request:

Request: Get input schema for a desktop flow

Response:

Response: Get input schema for a desktop flow
NOTE: Input schema value is valid only if desktop flow has defined input variables.

3. Get the Output Schema for Desktop Flows

Description: For a given desktop flow (Workflow Id), retrieve the flow schema for outputs

URL: https://[OrganizationURI]/api/data/v9.2/workflows([WorkflowId])/outputs/$value

Operation: GET

Request:

Request: Get output schema for a desktop flow

Response:

Response: Get output schema for a desktop flow
NOTE: Output schema value is valid only if desktop flow has defined output variables.

4. Trigger a desktop flow run

In order to trigger a desktop flow run, ID of the desktop flow and name of the desktop flow connection (targeting a machine/machine group) are required.

ID of the desktop flow can be looked up using the List available desktop flows action and filter it by name.

Name of the desktop flow connection can be found in the URL of the connection.

Extract the connection name from the URL

Description: Trigger to run a given desktop flow (Workflow Id)

URL:https://[OrganizationURI]/api/data/v9.2/workflows([Workflow ID])/Microsoft.Dynamics.CRM.RunDesktopFlow

Operation: POST

Request:

Request: Trigger a desktop flow run
NOTE: This action requires a to send request variables as JSON body as shown above.

Response:

Response: Trigger a desktop flow run
NOTE: The response contains the flowsessionId that can be used to get the status of the desktop flow run.

5. Get the status of a desktop flow run

Description: Get the status of a desktop flow run for given flow session (FlowsessionID)

URL:https://[OrganizationURI]/api/data/v9.2/flowsessions([Flowsession ID])?$select=statuscode,statecode,startedon,completedon

Operation: GET

Request:

Request: Get status for a desktop flow run

Response:

Response: Get status for a desktop flow run

6. Get the desktop flow outputs

Description: Get the outputs of a desktop flow run for given flow session (FlowsessionID)

URL:https://[OrganizationURI]/api/data/v9.2/flowsessions([Flowsession ID])/outputs/$value

Operation: GET

Request:

Request: Get the desktop flow outputs

Response:

Response: Get the desktop flow outputs
NOTE: Output value is valid only if the desktop flow has produced any outputs, else the response will be empty.

7. Cancel a desktop flow run

Description: Cancel a desktop flow run for given flow session (FlowsessionID)

URL:https://[OrganizationURI]/api/data/v9.2/flowsessions(d9687093-d0c0-ec11-983e-0022480b428a)/Microsoft.Dynamics.CRM.CancelDesktopFlowRun

Operation: GET

Request:

Request: Cancel a desktop flow run

Response:

When you have the flow in running state, Response will be as below:

HTTP/1.1 204 No Content

In case if the flow is not in running state, below response message is shown –

Response: Cancel a desktop flow run

 

We hope this post helped in providing information to manage Power Automate desktop flows from an external context.

Postman Collection for the above actions is available here.

Happy Automating!!!

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Your ultimate email sentiment analysis solution! http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/your-ultimate-email-sentiment-analysis-solution/ Sat, 28 Jan 2023 01:00:00 +0000 Want to level up your customer service game? Discover how to automatically detect negative customer emails and take immediate action with Power Automate and Microsoft Teams integrated with AI Builder's sentiment analysis. Don't miss out on this powerful solution for top-notch email management.

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When you receive a negative message about your business, you’d probably want to address it as quickly as possible to reduce customer stress and maintain customer loyalty.

In this video, you’ll learn in 1 minute how using Power Automate and Microsoft Teams can be integrated with AI Builder’s sentiment analysis prebuilt model to automatically detect the sentiment of incoming emails. If the email has a negative sentiment, the AI model will send you a notification right away so you can act quickly – leveling up your email management!

screenshot of a video thumbnail about Sentiment Analysis

The ability to integrate AI Builder’s sentiment analysis prebuilt model with Microsoft Teams will enable you to prioritize which emails to respond to first and avoid getting bogged down by emails that may not require immediate attention.

Watch the video, give it a try, and let us know about your experience in the comments.

Happy automation!

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Power Automate helps you transform faster than ever before http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/walkthrough-of-how-power-automate-helps-you-transform-faster-than-ever-before/ Tue, 17 Jan 2023 16:00:58 +0000 Now your organizations can use Power Automate to more easily identify, prioritize, build and measure the return on investment for these automations. Watch the Microsoft Mechanics walkthrough, Faster Results with Power Automate, to learn about the latest innovations we’ve made to help scale automation across your enterprise.

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With the pace of updates on the Power Automate service, it can be hard at times to stay current on what’s now available. In fact, there have been several substantial improvements over the last few months that help you and your organization move forward faster. Our great friends over at Microsoft Mechanics were mentioning how automation is one of the top interest areas from their subscribers, and we thought it would be great to do a quick walkthrough of these recent capabilities.

This video spans the whole automation lifecycle: from understanding how work happens in your organization to prioritizing multitude of automation opportunities from building these quickly with complex systems like SAP to tracking the overall return on investment for these automations. These have come up repeatedly in our discussions with customers, and in this walkthrough, we’ll walk through how you use Power Automate across the whole automation lifecycle, including the new desktop Process Mining capabilities in Minit:

Don’t forget to subscribe to the Microsoft Mechanics channel for the latest updates. In case you missed these, we covered the following topics earlier:

All of these are based on your feedback and great partnership.

Thank you and Happy Automating!

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How to use Actionable Messages in Outlook with Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/how-to-use-actionable-messages-in-outlook-with-power-automate/ Fri, 02 Sep 2022 14:11:00 +0000 Power Automate makes it easy to send actionable messages to Microsoft Teams, but did you know it is possible to send an actionable message from a Power Automate flow in an email from a user account?

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Use case

Power Automate makes it easy to send actionable messages to Microsoft Teams, but did you know it is possible to send an actionable message — and get a response — from a Power Automate flow in an email from a user account?

However, there is some additional setup required — if you don’t follow these steps then the moment you change the sender on the email to Send As an O365 Group for the email to come from then the email will be blank. This process will involve two flows: the first to send the actionable message and the second to receive the result. Read more here about how to set up this powerful scenario.

How does it work?

Step #1

Go to: https://outlook.office.com/connectors/oam/publish/.

There you will need to add the following information

  • The name of the provider
  • Sender email address: Add the emails that you are going to use to send the actionable messages (Include the email group if you want to use a group)

  • Target URLs: On this part, you need to create a flow like this and copy the URL that is generated after save the flow and paste it into the Target URLs

  • Scope of submission: Select Organization
  • Finally, the email of the person that is going to approve it. Normally, the Exchange Administrator

Now you can save the form and wait for the approval from your administrator.

Step #2

Now, in your flow that sends the actionable message you’re going to create the JSON Payload. It will need to have the following structure:

{
  "type": "AdaptiveCard",
  "body": [
    {
      "type": "Container",
      "style": "emphasis",
      "items": [
        {
          "type": "TextBlock",
          "text": "Quick Poll",
          "wrap": true
        }
      ],
      "padding": "Default"
    },
    {
      "type": "Container",
      "id": "d96d06ec-2a33-c8cc-4698-430ae87f772f",
      "padding": "Default",
      "items": [
        {
          "type": "TextBlock",
          "size": "Medium",
          "weight": "Bolder",
          "text": "Take 2 minutes to help us plan the upcoming conference",
          "wrap": true
        }
      ],
      "spacing": "None",
      "separator": true
    },
    {
      "type": "Container",
      "id": "885220a9-5ab1-95dd-5b66-20f42c452fa9",
      "padding": "Default",
      "items": [
        {
          "type": "TextBlock",
          "weight": "Bolder",
          "text": "Where should we host the conference?",
          "wrap": true
        }
      ],
      "separator": true,
      "spacing": "None"
    },
    {
      "type": "Container",
      "id": "10017c5a-5ee9-46c5-537a-bdd9ab61225c",
      "padding": {
        "top": "None",
        "bottom": "Default",
        "left": "Default",
        "right": "Default"
      },
      "items": [
        {
          "type": "Input.ChoiceSet",
          "id": "Options",
          "spacing": "None",
          "placeholder": "Where should we host the conference?",
          "label": "Where should we host the conference?",
          "choices": [
            {
              "title": "Radisson",
              "value": "Radisson"
            },
            {
              "title": "Hilton",
              "value": "Hilton"
            },
            {
              "title": "Sheraton Downtown",
              "value": "Sheraton Downtown"
            },
            {
              "title": "W Downtown",
              "value": "W Downtown"
            },
            {
              "title": "Clarks",
              "value": "Clarks"
            }
          ],
          "style": "expanded"
        }
      ],
      "spacing": "None"
    },
    {
      "type": "Container",
      "spacing": "None",
      "items": [
        {
          "type": "TextBlock",
          "text": "Other:",
          "wrap": true,
          "horizontalAlignment": "Left"
        }
      ],
      "padding": {
        "top": "None",
        "bottom": "None",
        "left": "Default",
        "right": "Default"
      }
    },
    {
      "type": "Container",
      "id": "3734939f-dd4d-79be-cf3c-2ad791f382ba",
      "padding": {
        "top": "Default",
        "bottom": "None",
        "left": "Default",
        "right": "Default"
      },
      "items": [
        {
          "type": "Input.Text",
          "id": "Suggestions",
          "placeholder": "Have another suggestion?",
          "label": "Other:"
        }
      ],
      "spacing": "None"
    },
    {
      "type": "Container",
      "id": "a27409f1-a48e-982f-8e26-594bdd1468e8",
      "padding": "Default",
      "items": [
        {
          "type": "ActionSet",
          "horizontalAlignment": "Left",
          "actions": [
            {
              "type": "Action.Http",
              "title": "Submit",
              "method": "POST",
              "url": "https://prod-00.westus.logic.azure.com:443/workflows/.... this is the URL that you took from the flow",
              "body": "{\"Option\": {{\"Options.value\"}}, \"SuggestionText\": {{\"Suggestions.value}}\"}",
              "headers": [
                {
                  "name": "Authorization",
                  "value": ""
                },
                {
                  "name": "Content-Type",
                  "value": "applicationhttps://www.microsoft.com/json"
                }
              ],
              "isPrimary": true,
              "style": "positive"
            }
          ]
        }
      ],
      "spacing": "None"
    }
  ],
  "$schema": "https://adaptivecards.io/schemas/adaptive-card.json",
  "version": "1.0",
  "padding": "None",
  "originator": "75df... this ID can be taken from the form that you submitted"
}

Be sure to replace the URL and the originator from the form you submitted:

In the compose action you’ll paste the JSON Payload from the “actionable message designer”:

Next, you’ll add a second Compose action with this structure:

<script type=”application/adaptivecard+json”>”Compose output” </script>

Finally, In the send an email action, make sure you switch the option for HTML:

That’s it! You now have an actional message that can be sent and responded to.

Disclaimer

Since this is a sample, please make sure to customize it to your needs. Thank you!

The post How to use Actionable Messages in Outlook with Power Automate appeared first on Microsoft Power Platform Blog.

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Using the Power Platform to Automate the Classification and Validation of US Vaccination Record Cards – Part 2 http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/using-the-power-platform-to-automate-the-classification-and-validation-of-us-vaccination-record-cards-part-2/ Mon, 27 Jun 2022 13:00:00 +0000 This is the second post in the series on how you can use the Power Platform to Automate the Classification and Validation if US Vaccination Record Cards. This is an extension of the Return to the Workplace Solution (RTW), which provides helpful tools for executive leaders, facility managers, employees, and health and safety leaders.

The post Using the Power Platform to Automate the Classification and Validation of US Vaccination Record Cards – Part 2 appeared first on Microsoft Power Platform Blog.

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Automation Enthusiasts! My name is John Straumann and I am an Automation Specialist with the Mighty South region here at Microsoft.

In the first post in this series, we explored using LOBE, AI Builder, and Power Automate to process COVID vaccination cards sent in via Email:

https://powerautomate.microsoft.com/en-us/blog/using-the-power-platform-to-automate-the-classification-and-validation-of-us-vaccination-record-cards/

In this post, we will expand the original automation in a practical example and connect to Microsoft’s Return to Workplace solution built on the Power Platform:

https://powerplatform.microsoft.com/en-us/return-to-the-workplace/

The Return to the Workplace Solution (RTW) provides helpful tools for executive leaders, facility managers, employees, and health and safety leaders. Use this technology to return to the workplace with confidence by creating a safer and healthier work environment for your teams. The tools include:

  • Location readiness: In the Leadership Dashboard, executive leaders review current workplace data pertaining to COVID-19 conditions and facility readiness factors. These dashboards provide selected metrics associated with established goals by facility and by the respective government agency guidelines and phase rules.
  • Facility safety management: The checklist tab helps facility managers manage their building-associated checklist. A model-driven app displays the checklist for the current facility and phase combination. The app provides an easy way for users to find checks by category and then update the individual checks where applicable.
  • Employee health and safety management: Used by employees seeking to return to the workplace, this app identifies open buildings and allows employees to complete a health check prior to returning to a workplace.
    In the app, employees sign in with the company’s Azure Active Directory account to view apps available through their organization.
  • Workplace care management: Manage cases for employees under investigation.

An impactful ability of the system allows the creation of vaccine attestations and test attestations for employees and enables the organization to help employees track their health and safety.


So now we will extend the RTW Power Platform Solution and the Power Automate flow created in the first post to create a Vaccine Attestation record for the Employee in the RTW solution when the vaccine card is emailed.

So let’s look at some of the new steps to create the record.

First we have to add a couple columns to the Vaccine Attestation Table that is created when the RTW solution is deployed. Go to Power Apps:

https://make.powerapps.com/

Log in, and select your environment. Then go to Data->Tables

Make sure the view selected is “All” (see the red outline in the image below), and then select the “Vaccination Attestation” table.

Click “Add Column” and add a column of type URL for the file URL NOTE: be sure to expand the advanced panel and increase the maximum length to at least 500, the automation will fail if the default max of 100 is set. Click Done.


Then add another column of type Image which will eventually store the Vaccination Card Image, click Done and then click Save to save the table.

Now the new fields need to be added to the Form for the Vaccination Attestation. Click Forms

Then select the Main information form, click the ellipse (…) next to the form name, and select Edit->Edit form in new tab.

Drag and drop the fields for the File URL and Image where you want them on the form, click save, then click Publish. Don’t forget the Publish step!

Now the Vaccination Attestation form has the new fields on it, and we are ready to modify the automation!

The new first step in the Automation uses the Dataverse “Add a Row” Power Automate component to create a new Dataverse record of type “Vaccination Attestation”. For this example I pre-set the Employee ID to create the attestation for, a great exercise would be to expand the automation to search all the Users in the system to match the User information extracted from the card.

The next step is to use the Dataverse “Upload an Image” component to save the vaccination card image to the attestation. Note due to the way the Power Platform works, the image cannot be uploaded to the Attestation until the record is actually created and saved, and that’s why this was broken into 2 separate steps. The table is set to “Vaccination Attestations”, the Row ID is set to the ID produced from the creation of the Attestation step, the column is set to “Vaccine Card”, and the content is set to the Attachment.

The last additional step is to use the Add a Row component to add a Note to the new attestation, describing the upload and marking the record with a time stamp.

That’s it! Now it’s time to see the flow in action. Click Save, then when the save is complete, click test.

Select “Test Manually” and then click Test.

The automation is ready to go!

The flow is using the same trigger as in the first post, when an email is received with a COVID Card Image attachment and subject “COVID Vaccination Card”. So to run the flow, an email is sent:

And we see the flow start to run!

We know the flow has completed when the Success notification displays and every component has a green check mark:

So now let’s look at the results. Go back to the RTW solution, Workplace Care Management, select Employees in the left navigation, and then select the record for Abbie Gardiner.

Once Abbie’s record is open, click Vaccine Attestations

And then click the newly created vaccine attestation

We see that our automation has successfully created the Vaccination Attestation, uploaded the image to the Image field we created, and also set the URL of the image file to the OneDrive location the file is saved to by the original flow. Note this step is really not needed because we save the image to the record, however if a customer does not want to display the image in the record, saving the URL enables viewing the image on OneDrive. We can view the Card from the Attestation record by clicking Open.

Or we can click the URL to see the card on OneDrive:


So now we have seen both a theoretical and practical example of using Power Automate, AI Builder, LOBE, and a Power Platform Solution (RTW) to aid organizations in COVID readiness. This solution provides tremendous value for our customers as everything we have seen is out of the box on the Power Platform, and is all done using our low and/or no code components.

Stay tuned for more posts coming soon!

The post Using the Power Platform to Automate the Classification and Validation of US Vaccination Record Cards – Part 2 appeared first on Microsoft Power Platform Blog.

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Walkthrough of achieving cloud scale with Robotic Process Automation http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/walkthrough-of-achieving-cloud-scale-with-robotic-process-automation/ Tue, 26 Apr 2022 15:00:00 +0000 New video walkthrough of Azure Virtual Desktop integration with Power Automate unattended RPA capabilities is now available.

The post Walkthrough of achieving cloud scale with Robotic Process Automation appeared first on Microsoft Power Platform Blog.

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Last November, we announced there is an easier way to manage installing and provisioning RPA across your organization with the Azure Virtual Desktop (AVD) integration starter kit. This allows organizations to quickly scale up or scale down and support unpredictable spikes in demand. With the starter kit, you can integrate existing AVD deployments and automatically turn on virtual machines (VMs) to scale RPA workloads faster, helping optimize costs and reduce overall wait times for flow runs in Power automate. More information is available at https://aka.ms/AVDPA.

The team has heard from many customers interested in this capability and also about the strong interest in Microsoft Mechanics videos in the past (how Xerox benefits from RPAPower Automate Desktop walkthrough). We thought it’d be useful to present a walkthrough starting from a simple automation and make it scale across AI, unattended, multiple virtual machines, then enable automatic scale up and down with the Azure Virtual Desktop starter kit. The video is available here:

In the video, we go through a few steps:

  1. Implement a very common scenario of taking data from Excel and enter data into a web form through Power Automate for desktop.
  2. Use AI Builder to process the incoming requests, automating a key part of the process and bypassing manual data entry in Excel.
  3. Run the overall process in an unattended mode and monitoring execution runs in the Power Automate portal.
  4. Dynamically scale unattended RPA through Azure Virtual Desktop integration starter kit.

For those unfamiliar with Microsoft Mechanics, Jeremy and team drive Microsoft’s official video series for IT Pros, Solution Architects, Developers, and Tech Enthusiasts. Here, Microsoft engineers show you how to get the most from the software, service, and hardware we’ve built. Through in-product demos, recommendations, how-to’s, and tips, we simplify complex topics so you can share them with clients, peers, and your management team. These are in-depth looks at Microsoft 365, Azure, Data and AI, Surface, Windows, and the Power Platform. Get up to speed and subscribe here.

We hope you find the video as useful as it was fun to make. Happy Automating at https://Microsoft.com/PowerAutomate!

 

The post Walkthrough of achieving cloud scale with Robotic Process Automation appeared first on Microsoft Power Platform Blog.

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