Power Automation: Best Practices, Tips and Tricks video

  • Sandro Pereira
  • Oct 7, 2024
  • 2 min read

More than three years ago, I delivered a session at Virtual Scottish Summit 2021 focused on Power Automate: Best Practices, Tips, and Tricks. During that session, I encouraged attendees to reflect on their existing Power Automate flows. In addition, I walked through a set of must‑have best practices, practical tips, and useful tricks. Ultimately, these recommendations help you build more reliable, maintainable, and effective automation flows.

📝 One-Minute Brief

Watch this Power Automate best practices video to learn tips, tricks, and patterns for building reliable automation workflows.

For sure, I need to update my Power Automate slides and session, especially since we now have a new Flow design and, at a visual level, many things are different. Of course, there are new features. Don’t get me wrong, but… I’m amazed and happy to see that after 3 years, all those best practices, tips, and tricks are still essential and very useful:

  • Power Automate flow naming convention: Use descriptive names. They improve readability.
  • Actions naming convention: Use descriptive names. They improve readability.
  • Add comments: They improve readability.
  • Copy to my clipboard: Easy way to Duplicate Actions or Scope.
  • Using scopes: Scopes allow us to group actions together and much more. The scope also allows you to implement try-catch-finally mechanisms.
  • Error handling… configure run after settings: The ability to set action(s) after a failure or define retry policies
  • Learn from failures: You should analyze the run history from time to time and learn from failures… or mistakes.
  • Expressions nightmare: Basic operations you can use inside flow actions or conditions.
  • Flow checker: The Flow Designer performs design-time checks against your flow for design issues.
  • Send a copy: Share a flow without sharing a connection.
  • Share with other users or security groups: Share a flow between your team or company.

I hope you find this helpful! If you liked the content or found it useful and want to help me write more, you can buy (or help me buy) my son a Star Wars Lego! 

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Author: Sandro Pereira

Sandro Pereira lives in Portugal and works as a consultant at DevScope. In the past years, he has been working on implementing Integration scenarios both on-premises and cloud for various clients, each with different scenarios from a technical point of view, size, and criticality, using Microsoft Azure, Microsoft BizTalk Server and different technologies like AS2, EDI, RosettaNet, SAP, TIBCO etc. He is a regular blogger, international speaker, and technical reviewer of several BizTalk books all focused on Integration. He is also the author of the book “BizTalk Mapping Patterns & Best Practices”. He has been awarded MVP since 2011 for his contributions to the integration community.

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