
Explore how Process Advisor in Power Automate Desktop delivers a sneak peek of in-depth process analysis with multiple recordings, time analysis, and an automatically generated process map.
Explore process advisory with Power Automate Desktop and Process Advisor by building and recording a CO invoice processing workflow, annotating it, and generating visual process diagrams for analysis.
Learn the course requirements for process adviser and Power Automate Desktop, including free access, Windows 10, enterprise vs personal accounts, installation, process map creation, and administration and management tools.
Navigate to the Power Automate Desktop download page, install the app, launch it to verify it works, and ensure the Process Advisor screen is ready for use.
Learn to analyze a basic invoice processing scenario using process advisor in Power Automate Desktop, including logging in, adding customers and invoices, and generating a process map.
Create a new process in Power Automate Desktop using Process Advisor, name it, add a description if needed, and share it with teammates to record and analyze workflow.
Define custom activity names to standardize workflow steps in recordings, such as log in, add customer, complete customer form, add invoice, and complete invoice form.
Create and manage recordings of your workflow in Process Advisor, including logging in, adding customers and invoices, and generating multiple variations to enrich later process analysis.
Annotate each recording by adding labeled activities with consistent names, then remove sensitive information before saving and preparing the data for analysis.
Analyze your process with Process Advisor to generate a process map, compare variants, and evaluate average durations for login, forms, and invoicing, identifying improvement opportunities.
Standardize activity names to produce clean process maps in process adviser. Remove sensitive information from descriptions and screenshots, and capture variations to ensure accurate diagrams, especially in health care contexts.
Export and import processes by creating a new solution, moving items between environments, and using export and import steps for seamless transfer across Power Automate Desktop environments.
Manage access and sharing in process mining with power automate desktop and process advisor by assigning contributors and co-owners with permissions, ensuring invited users are members of your organization.
Troubleshoot process advisor issues in power automate desktop, including recording highlighting problems and licensing or permission checks. Follow steps for import/export and restart recordings as needed to ensure reliable execution.
Discover upcoming Process Advisor features, including inviting colleagues, editing and annotating recordings, and viewing process maps, with application insights for process analytics arriving in June.
Welcome to Process Mining with Microsoft Power Automate Desktop & Process Advisor. With just over 20 minutes of video, this course will quickly teach you the skills you need to know to get the most out of Process Advisor.
Here's what you can expect to get from the course:
Taught by a certified Robotics Process Automation (RPA) Professional
Developed in 2021, including extended materials for the latest releases
The opportunity analyze software made specifically for this course
If you've never used a process visualization tool before, don't worry! I will take you step-by-step, from installation to visualization. We will be covering topics such as:
Installation
Recording Your Process
Creating Custom Activities
Annotating Your Process
Visualization and Analysis
Administration and Management
By the end of this course, you will be able to use Process Advisor to automatically create process maps!
What are you waiting for? Join the course today to get started on your process mapping journey.
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In this course, we will be working with Accuro Invoice Processing. This web-based tool can be used to track incoming invoices to ensure payments aren't missed. We will start by understanding our scenario and the different ways in which the software can be used. Then, we will create our process and a few custom activities in Process Advisor. Now we can record the process. After recording, we can annotate the recording to group actions together. Finally, we will analyze our process to create an interactive visualization!