Microsoft Power Automate is a service that we built on top of the Microsoft Graph. It enables you to trigger macros in a text-based or visually-driven flow. You can also use Microsoft Power Automate to transform the workflow into a workflow that you can publish to an existing platform. You can automate data collection for a receipt service or conversion to an invoice.

Using Power Automate

You can use the Microsoft Power Automate REST API to connect to the Microsoft Graph services.

The Microsoft Power Automate REST API is available on the Azure services list in the left pane and managed through the Azure Management Portal.

Here’s how to connect to Microsoft Power Automate.

  • To open the Microsoft Power Automate dashboard, select Microsoft Power Automate in the left pane. Click “Get Started” in the bottom right corner. 
  • Enter a primary name for your Power Automate team and press the “Get Started” button.
  • If you’re a recurring user, you’ll be taken to a verification page and must enter your dashboard token.
  • If you’re a new user, go to this page and follow the prompts. You’ll then be sent to this page.

You can now start using the Microsoft Power Automate service. You can read more about the Microsoft Power Automate REST API on the Microsoft Azure blog.

Here’s an example of how you would use Microsoft Power Automate with the Microsoft Graph to create a receipt template.

Save the receipt, and then use the Windows Address Book API to create a new contact in your Outlook calendar. This action will automatically open the event and add the receipt to the calendar. Next, let’s go into the Microsoft Power Automate dashboard and create the workflow to take the receipt and add it to the invoice. For this, click the “Create workflow” button. Enter the date of the receipt, enter the new contact’s information, and press the “Create workflow” button. Finally, click “Create workflow,” and the service will create the workflow. You can then view the workflow in the Microsoft Flow dashboard and add other sources for the workflow to use.

Using Azure Functions

You can use Azure Functions to automate processes. These functions are simple to use and are easy to integrate with your existing Office 365 and SharePoint infrastructure.

In the Office 365/SharePoint/PowerApps app, you can use Azure Functions to execute custom PowerShell tasks and automate your SharePoint processes. You can also connect these PowerShell tasks to your Azure Functions service to automate more complex processes.

Here’s an example of using Azure Functions to connect a SharePoint pipeline to the Excel workflow task from earlier.

You can start using Azure Functions to automate SharePoint and Office 365 processes on your Azure subscription with no additional services. Once you have signed up for a subscription, you will receive an email invitation to use the services for free.

Learn RPA using the advanced UiPath platform with the Robotic Process Automation certification training course.

Conclusion

Microsoft Flow lets you define simple workflows to perform a specific set of tasks. This example shows you how to use Microsoft Flow to trigger the SharePoint workflow and then automate the process into an invoice. The workflow uses the Microsoft Flow REST API, Azure Functions, and the Azure Management Portal to connect the workflow to the Office 365 and SharePoint processes. Check out Simplilear's RPA course, with this course, you will become an RPA expert, leading RPA initiatives, and improving decision-making in your organization.

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