{"id":4486,"date":"2020-12-22T08:00:00","date_gmt":"2020-12-22T16:00:00","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/"},"modified":"2024-10-04T16:23:11","modified_gmt":"2024-10-04T23:23:11","slug":"learn-how-to-automate-your-business-process","status":"publish","type":"power-automate","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/","title":{"rendered":"Learn how to automate your business process"},"content":{"rendered":"\n<p>Do you want to use Power Automate to automate your business processes but don\u2019t know where to start? Are you a pro developer looking for the best practices for planning and delivering a business process automation or RPA project? Or are you a Power Platform expert on your team who wants to help other people in your organization thoughtfully plan and execute a project with Power Platform?<\/p>\n\n\n\n<p>Today is your day! We have just launched a new set of documents to help people learn how to automate their business processes with Power Automate \u2013&nbsp;<a href=\"https:\/\/aka.ms\/StartPowerAutomateProject\">https:\/\/aka.ms\/StartPowerAutomateProject&nbsp;<\/a><\/p>\n\n\n\n<p>In these new articles, you\u2019ll learn about the five basic steps of automating with Power Automate, using the best practices and knowledge from Power CAT (Customer Advisory team). The articles focus on the non-technical aspects of automating business processes with Power Automate, such as how to plan your Power Automate project, how to discover automation areas, how to assess business value, etc.<\/p>\n\n\n\n<p>Whether you\u2019re a businessperson who has never participated in an automation or RPA project before, or you\u2019re a \u201cfull stack\u201d developer who wants to use Power Automate to bridge between cloud services and legacy systems \u2013 this set of articles is for everyone who wants to learn or upgrade their methodology for business process automation projects.<\/p>\n\n\n\n<p>We recommend that you start from the introduction and read through the document step by step. Or, you can jump to one of the five main sections as described below.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"planning-phase\">Planning phase<\/h2>\n\n\n\n<p>This section focuses on gathering important pieces of information, getting requirements for the business process you want to automate, and planning a software project. There are also business aspects covered, such as optimizing business processes and executing business value assessments. These best practices have been documented directly from our Customer Success teams. These are the same steps for planning a project for Power Apps, and so we have put the documents together.<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.microsoft.com\/powerapps\/guidance\/planning\/planning-phase\">Link&nbsp;to the&nbsp;planning phase&nbsp;<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"designing-phase\">Designing phase<\/h2>\n\n\n\n<p>This section is split to two sections:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Process design, which covers the grand design of the automation prior to working on the technical aspects.<\/li>\n\n\n\n<li>Architectural design, which covers the fundamental architecture: determining which automation methods to use, securing your data, reducing risks from errors, etc.<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/docs.microsoft.com\/power-automate\/guidance\/planning\/process-design\">Link to the designing phase<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"making-phase\">Making phase<\/h2>\n\n\n\n<p>This section is split to two sections:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Process design, which covers the grand design of the automation prior to working on the technical aspects.<\/li>\n\n\n\n<li>Architectural design, which covers the fundamental architecture: determining which automation methods to use, securing your data, reducing risks from errors, etc.<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/docs.microsoft.com\/power-automate\/guidance\/planning\/making-phase\">Link to the making phase<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"testing-phase\">Testing phase<\/h2>\n\n\n\n<p>This section covers the testing strategy, as well as an introduction to tools and settings to help you test your automations.<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.microsoft.com\/power-automate\/guidance\/planning\/testing-strategy\">Link to the testing phase<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"deploying-and-refining-phase\">Deploying and refining phase<\/h2>\n\n\n\n<p>Lastly, this section covers how to make sure the apps you created are used, ensuring users have the right visibility to the apps, and making sure feedback is collected so you can enhance the app in future.<\/p>\n\n\n\n<p><a href=\"https:\/\/docs.microsoft.com\/powerapps\/guidance\/planning\/discoverability\">Link to the deploying and refining phase<\/a><\/p>\n\n\n\n<p>We are planning to continually evolve these documents for better guidance. If you have any feedback to the documents, please feel free to make a feedback comment in the docs!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to use Power Automate to automate your business processes but don\u2019t know where to start? Today is your day! We have just launched a new set of documents to help people learn how to automate their business processes with Power Automate.<\/p>\n","protected":false},"author":180,"featured_media":110101,"comment_status":"open","ping_status":"open","template":"","power-automate-category":[2793],"power-automate-tag":[2464,2472,2621,2733,2765,2818],"coauthors":[3142],"class_list":["post-4486","power-automate","type-power-automate","status-publish","has-post-thumbnail","hentry","power-automate-category-stories","power-automate-tag-automation","power-automate-tag-beginner","power-automate-tag-how-to","power-automate-tag-power-automate","power-automate-tag-robotic-process-automation","power-automate-tag-tutorial"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Learn how to automate your business process - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Learn how to automate your business process - Microsoft Power Platform Blog\" \/>\n<meta property=\"og:description\" content=\"Do you want to use Power Automate to automate your business processes but don\u2019t know where to start? Today is your day! We have just launched a new set of documents to help people learn how to automate their business processes with Power Automate.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/\" \/>\n<meta property=\"og:site_name\" content=\"Microsoft Power Platform Blog\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-04T23:23:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.png\" \/>\n\t<meta property=\"og:image:width\" content=\"624\" \/>\n\t<meta property=\"og:image:height\" content=\"230\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 min read\" \/>\n\t<meta name=\"twitter:label2\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data2\" content=\"Taiki Yoshida\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/\",\"name\":\"Learn how to automate your business process - Microsoft Power Platform Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp\",\"datePublished\":\"2020-12-22T16:00:00+00:00\",\"dateModified\":\"2024-10-04T23:23:11+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp\",\"contentUrl\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp\",\"width\":624,\"height\":230},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Power Automate\",\"item\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Learn how to automate your business process\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\",\"name\":\"Microsoft Power Platform Blog\",\"description\":\"Innovate with Business Apps\",\"publisher\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization\",\"name\":\"Microsoft Power Platform Blog\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png\",\"contentUrl\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png\",\"width\":194,\"height\":145,\"caption\":\"Microsoft Power Platform Blog\"},\"image\":{\"@id\":\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Learn how to automate your business process - Microsoft Power Platform Blog","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/","og_locale":"en_US","og_type":"article","og_title":"Learn how to automate your business process - Microsoft Power Platform Blog","og_description":"Do you want to use Power Automate to automate your business processes but don\u2019t know where to start? Today is your day! We have just launched a new set of documents to help people learn how to automate their business processes with Power Automate.","og_url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/","og_site_name":"Microsoft Power Platform Blog","article_modified_time":"2024-10-04T23:23:11+00:00","og_image":[{"width":624,"height":230,"url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 min read","Written by":"Taiki Yoshida"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/","name":"Learn how to automate your business process - Microsoft Power Platform Blog","isPartOf":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage"},"image":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage"},"thumbnailUrl":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp","datePublished":"2020-12-22T16:00:00+00:00","dateModified":"2024-10-04T23:23:11+00:00","breadcrumb":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#primaryimage","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp","contentUrl":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/12\/coverphoto.webp","width":624,"height":230},{"@type":"BreadcrumbList","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/learn-how-to-automate-your-business-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/"},{"@type":"ListItem","position":2,"name":"Power Automate","item":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/"},{"@type":"ListItem","position":3,"name":"Learn how to automate your business process"}]},{"@type":"WebSite","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#website","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/","name":"Microsoft Power Platform Blog","description":"Innovate with Business Apps","publisher":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#organization","name":"Microsoft Power Platform Blog","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png","contentUrl":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2020\/03\/Microsoft-Logo-e1685482038800.png","width":194,"height":145,"caption":"Microsoft Power Platform Blog"},"image":{"@id":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/#\/schema\/logo\/image\/"}}]}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Microsoft Power Platform Blog","distributor_original_site_url":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate\/4486"}],"collection":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate"}],"about":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/types\/power-automate"}],"author":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/users\/180"}],"replies":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/comments?post=4486"}],"version-history":[{"count":4,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate\/4486\/revisions"}],"predecessor-version":[{"id":125593,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate\/4486\/revisions\/125593"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/media\/110101"}],"wp:attachment":[{"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/media?parent=4486"}],"wp:term":[{"taxonomy":"power-automate-category","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate-category?post=4486"},{"taxonomy":"power-automate-tag","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/power-automate-tag?post=4486"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-json\/wp\/v2\/coauthors?post=4486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}