PL-7002: Create and Manage Automated Processes by using Power Automate

Note: This lab pre-provisions a per-student Power Platform environment at start — allow up to 10 minutes for the environment to become ready before beginning the exercises. Your environment URL appears on the Environment tab under Lab Resources.

Build four cloud flows in your Ridgefield environment and prove you can switch between creation paths. You'll start from a published template (daily weather forecast), ask Copilot to build you a daily weather email, hand-assemble an automated flow that posts a Teams message when a high-importance email arrives in your mailbox, and open the Cloud flow activity view to inspect the runs you just produced.

Note: This lab pre-provisions a per-student Power Platform environment at start — allow up to 10 minutes for the environment to become ready before beginning the exercises. Your environment URL appears on the Environment tab under Lab Resources.

Build the Ridgefield Opportunity table from scratch in your per-student Dataverse environment. You'll create the custom table with its primary column, add seven strongly-typed columns (including a Currency column, a Date-only column, a multi-line text column, and a local Choice column for Opportunity Status with values New / Open / Closed), add a Lookup column to the built-in Account table so the model is relational, and seed four realistic Ridgefield opportunity rows. This is the data model every downstream flow in this course reads from and writes to.

Note: This lab pre-provisions a per-student Power Platform environment and a per-student SharePoint site at start — allow up to 10 minutes for the environment to become ready before beginning the exercises. Your environment URL and SharePoint site URL appear on the Environment tab under Lab Resources.

Build the Ridgefield Properties Tasks list inside your pre-provisioned SharePoint site. You'll open the site from the Lab Resources card, add a Tasks list, add the four columns (Description, Owner Name, Deadline, Approval Status), and seed three Ridgefield property-management rows. You'll finish with the exact SharePoint data source the next lab's approval flow is wired against.

Note: This lab pre-provisions a per-student Power Platform environment and a per-student SharePoint site at start — allow up to 10 minutes for the environment to become ready before beginning the exercises. Your environment URL and SharePoint site URL appear on the Environment tab under Lab Resources. The Ridgefield Tasks list is pre-populated inside the site at lab-start — you do not need to re-create it.

Wire a Microsoft Power Automate approval flow against the Ridgefield Tasks SharePoint list. You will create an automated cloud flow triggered on When an item is created on the Tasks list, resolve the task-creator's manager via Get manager (V2), route the row to the manager using Start and wait for an approval with Approve/Reject - First to respond, branch on Outcome with a Condition action, and write Approved or Declined back onto the Tasks row with two Update item actions. You will finish by adding a test row to the Tasks list, clicking Approve in the Teams Approvals app, and watching the row's Approval Status flip to Approved end-to-end.

Note: This lab pre-provisions a per-student Power Platform environment at start — allow up to 10 minutes for the environment to become ready before beginning the exercises. Your environment URL appears on the Environment tab under Lab Resources.

Build the Ridgefield "Create opportunity" button flow from scratch. You'll create an instant cloud flow with the Manually trigger a flow trigger, add Text and Number inputs for the customer name, comments, and potential sale amount, wire a Microsoft Dataverse — Add a new row action that writes a new row to the pre-provisioned Opportunity table, test the flow with real values, and verify the opportunity row appears in Dataverse.

Note: This lab pre-provisions a per-student Power Platform environment and SharePoint site at start — allow up to 10 minutes for the environment and site to become ready before beginning the exercises. Your environment URL and the SharePoint site URL (which hosts the pre-provisioned Tasks list) appear on the Environment tab under Lab Resources.

Build the Ridgefield daily task-reminder scheduled flow from scratch. You'll create a scheduled cloud flow with the Recurrence trigger set to fire daily at 08:00, add a SharePoint Get items action that reads from the pre-provisioned Tasks list, loop over the returned rows with Apply to each, use a Condition action to keep only rows whose Deadline is today, and send the task owner an HTML email via Office 365 Outlook — Send an email (V2). You'll finish by running the flow manually and verifying the email arrives.