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Democratizing RPA with Power Automate Desktop: Boost your productivity by implementing best practices for automating repetitive desktop processes

by Peter Krause (Author)
4.8 4.8 out of 5 stars 14 ratings
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Purchase options and add-ons

Discover how desktop flows can interact with your everyday tools and automate tasks, freeing up time to do more important things

Purchase of the print or Kindle book includes a free PDF eBook

Key Features
  • Learn how Office programs can assist with automating recurring tasks
  • Maintain superior work quality by including daily desktop and web applications in your flows
  • Enrich your flows with additional AI-based information and integrate them with cloud systems
Book Description

Whether you want to organize simple files or perform more complex consolidations between different Office programs and remote-control applications that don't allow outside access, Power Automate Desktop helps meet these challenges. This book shows you how to leverage this workflow automation platform by explaining the underlying RPA concepts in a step-by-step way.

You'll start with simple flows that can be easily recorded and further processed using the built-in recorder. Later, you'll learn how to use the more advanced actions to automate folder and file management and enable Office programs to interact with each other. You'll also get to grips with integrating desktop flows into other cloud environments and further enhance their value using AI. As you progress, you'll understand how flows can run unattended and how they are managed in the Power Platform, as well as key concepts such as creating, modifying, debugging, and error-handling UI flows. Finally, the book will guide you to use Process Automation Designer (PAD) in conjunction with your frequently used desktop systems to automate routine tasks.

By the end of this book, you'll have become a Power Automate Desktop expert, automating both professional and personal tasks.

What you will learn
  • Master RPA with Power Automate Desktop to commence your debut flow
  • Grasp all essential product concepts such as UI flow creation and modification, debugging, and error handling
  • Use PAD to automate tasks in conjunction with the frequently used systems on your desktop
  • Attain proficiency in configuring flows that run unattended to achieve seamless automation
  • Discover how to use AI to enrich your flows with insights from different AI models
  • Explore how to integrate a flow in a broader cloud context
Who this book is for

Whether you're a home user looking to automate simple tasks on your workstation or a business user or citizen developer seeking to automate more complex rule-based processes, this book will help you overcome the challenge. No knowledge of a programming language is required, but in the more advanced chapters, a general understanding of information technology, including basic programming language structures, protocols, and cloud concepts, will be helpful.

Table of Contents
  1. Getting Started with Power Automate Desktop
  2. Using Power Automate Desktop and Creating First Flow
  3. Editing and Debugging UI Flows
  4. Basic Structure Elements and Flow Control
  5. Variables, UI Elements, and Images
  6. Actions for UI Automation
  7. Automate Your Desktop and Workstation
  8. Automating Standard Business Applications
  9. Leveraging Cloud Services and Power Platform
  10. Leveraging Artificial Intelligence
  11. Working with APIs and Services
  12. PAD Enterprise Best Practices
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Previous page
  1. ISBN-10
    1803245948
  2. ISBN-13
    978-1803245942
  3. Publisher
    Packt Publishing
  4. Publication date
    April 28, 2023
  5. Language
    English
  6. Dimensions
    9.25 x 7.52 x 0.65 inches
  7. Print length
    308 pages
  8. See all details
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Editorial Reviews

Review

“Democratizing RPA with Power Automate Desktop by Peter Krause is one of the first books on the market to delve into the realm of Power Automate Desktop, making it a welcome addition to the field. The book provides a thorough review of the available functions within the software, ensuring that readers gain a solid understanding of its capabilities. The book is fresh, covering even the latest features of Power Automate Desktop and reflecting the author's commitment to keeping the content current.”

--

Michal Rok, Global Black Belt, Senior Technical Specialist, Microsoft Power Platform

About the Author

Peter Krause looks back on more than 30 years of IT experience, during which he has experienced the entire spectrum from mainframes to client servers to today’s software as a service (SaaS) services. In 2003, he witnessed the birth of Microsoft CRM, = the foundation of today’s Power Platform. From that time on, Microsoft technology has shaped his professional life, where he has held roles in nearly every IT project. Peter is a certified trainer and works at Microsoft Corporation as a solution architect, where he helps enterprise customers successfully build their businesses in the cloud.

Product details

  • Publisher ‏ : ‎ Packt Publishing (April 28, 2023)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 308 pages
  • ISBN-10 ‏ : ‎ 1803245948
  • ISBN-13 ‏ : ‎ 978-1803245942
  • Item Weight ‏ : ‎ 1.19 pounds
  • Dimensions ‏ : ‎ 9.25 x 7.52 x 0.65 inches
  • Customer Reviews:
    4.8 4.8 out of 5 stars 14 ratings

About the author

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Peter Krause

Peter Krause

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Peter Krause is a FastTrack Solution Architect for Dynamics 365 and Power Platform at Microsoft. In this role, he helps customers to successfully implement their business in the cloud. A second aspect is actively listening and collecting feedback to incorporate new ideas and suggestions into the products and thereby influence the product roadmap.

With more than 30 years of experience in various areas, he is also a certified trainer (MCT) for Dynamics 365, Power Platform as well as Azure. You can read more about Peter on his LinkedIn profile under https://www.linkedin.com/in/ms-peterkrause/

Customer reviews

4.8 out of 5 stars
4.8 out of 5
14 global ratings

Top reviews from the United States

Michal Rok
5.0 out of 5 stars If you're a tech-savvy PC user, who's looking to automate repetitive tasks, you need this book!
Reviewed in the United States on May 25, 2023
"Democratizing RPA with Power Automate Desktop" by Peter Krause is one of the first books on the market to delve into the realm of Power Automate Desktop, making it a welcome addition to the field. It surprised me to see that almost all books on the subject were written in Japanese - this one seems to be the first in English.

The book provides a thorough review of the available functions within the software, ensuring that readers gain a solid understanding of its capabilities. The book is fresh, covering even the latest features of Power
Automate Desktop, and reflecting the author's commitment to keeping the content current.

The book is particularly valuable for technology-focused individuals who are automating their daily work either for themselves or for a small group. It offers practical guidance and insights, empowering readers to streamline their tasks effectively. The detailed exploration of various functions equips readers with the knowledge they need to automate their workflows efficiently.

"Democratizing RPA with Power Automate Desktop" caters to two distinct target audiences with different automation needs. On one hand, there is a wide audience of tech-savvy PC users seeking to automate their Windows desktops for personal or small group productivity. On the other hand, there is a narrower group of enterprise professionals involved in Robotic Process Automation (RPA) at scale. It is important to note that the my perspective and expectations have been shaped by their regular interactions with the latter group.

While the book covers a wide range of essential topics, it falls short in certain areas. Notably, it lacks in-depth discussions on selectors, which are often the critical aspect of automating web applications reliably.
Additionally, the book does not extensively cover best practices for creating automations that can be maintained in the long run. Topics such as when to use subflows, comments, or reusable child flows are not thoroughly addressed. Incorporating these best practices would have enhanced the book's value, allowing readers to develop robust and sustainable automations.

There are a few aspects of the book that left me disappointed. The author takes an unconventional approach by starting with desktop automation instead of cloud-based automation, which I recommend as a first step. The book demonstrates without appropriate comments some questionable practices, such as automating Dynamics 365 through the web UI (in presence of a fully capable out-of-the-box connector), or utilizing desktop Microsoft Access as a database (in presence of many modern and cloud-based alternatives).

Furthermore, I feel that the author went only half-way with the promise of democratizing automation. It seems to be a deliberate choice that the content focuses on the most complex aspect of automation (RPA), where a market niche for such a book exists. However, the choice of technology is on its own potentially excluding an even wider user audience. I would recommend new readers to start with learning Power Automate (not Desktop) first, and then exploring Power Automate Desktop as an extension of their skills.

"Democratizing RPA with Power Automate Desktop" serves as a valuable resource for individuals already familiar with other vendor's RPA but looking to venture into Power Automate Desktop. It also caters to those well-versed in Power Automate's cloud-based features who wish to expand their automation skills to the desktop environment. The inclusion of cloud automation in Chapter 12 (last one), while informative, feels more like a compilation of step-by-step recipes rather than the author's original insights. Overall, the book provides a solid foundation for new users of Power Automate Desktop.
One person found this helpful
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Brad
5.0 out of 5 stars An excellent read for Power Automate professionals
Reviewed in the United States on July 18, 2023
This book encompasses an extensive range of topics related to Power Automate Desktop. It provides non-technical users with the ability to automate tasks and streamline business processes. It also delves into the installation process, system requirements, and user interface, offering a practical guide for beginners to get started with Power Automate Desktop.

Additionally, finding our way into creating automation flows, editing, and debugging UI flows, and utilizing basic structure elements and flow control to design effective automation scenarios. It also emphasizes the importance of variables, UI elements, and images, detailing their role in data manipulation and interaction within automation flows.

The area I was most interested in was UI automation actions, automation of standard business applications, leveraging cloud services and the Power Platform, working with IaaS offerings (Azure/AWS), integrating artificial intelligence through Microsoft Cognitive Services, and working with APIs and services. The author provides best practices, and practical examples to guide users in leveraging these capabilities effectively.

Finally, we have a dedicated chapter on enterprise best practices. It addresses governance, security, scalability, and performance optimization, catering to the needs of organizations implementing Power Automate Desktop at scale. It also emphasizes the importance of proper project management, data security, collaboration, and reliable execution.

Peter has done a great job with this book, and it caters to both beginners and experienced users, offering a well-rounded understanding of the software and equipping readers with the knowledge to leverage its capabilities in various automation scenarios.
One person found this helpful
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Matt Sims
5.0 out of 5 stars Automate, automate, automate!
Reviewed in the United States on July 27, 2023
Wonderful book summarizing the benefits and application of robotic process automation as a means of enhancing common business processes and workflows. Microsoft's Power Automate Desktop provides a robust platform for RPA - the author does an excellent job describing how to realize value from it.
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Dan Maverick
5.0 out of 5 stars Great insights into PAD
Reviewed in the United States on July 24, 2023
The book covers the basics but also dives into scenarios that can be used in real-life. At the end it also covers enterprise best practices. This is a good resource to have handy when working with PAD.
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Joshua Brown
5.0 out of 5 stars An Essential for those serious about RPA with Power Automate Desktop
Reviewed in the United States on July 6, 2023
This was the first book I have come across that fully covers RPA with Power Automate Desktop. This book will provide readers with a solid foundation for developing the skills necessary to build RPA solutions. If you're looking for a deeper dive on the technology than the MS Learning Paths, then be sure to pick this up!

Reasons to consider picking this up:
- easy to navigate and understand
- comprehensive coverage of the technology
- quickly get up to speed automating workflows with PAD
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Amazon Customer
5.0 out of 5 stars Well organized and easy to work thru
Reviewed in the United States on June 28, 2023
Simply stated, this is a great book for learning PAD. It's much better than the Microsoft training in my opinion. The MSFT online training is too basic and doesn't give you the skill you need to use PAD for real life use cases. This book does that. The author does an excellent job of organizing content, providing useful examples, and explaining things that you would never figure out on your own, like how PAD can recognize patterns when you use the recorder. Well done.
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Top reviews from other countries

Hussein
5.0 out of 5 stars Great book!
Reviewed in Canada on July 4, 2023
Verified Purchase
What a great book providing great understanding of Power Automate RPA
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