Power Automate

Automation
Core

Feature Functional Description Technical Description
Cloud Flows Automate business processes that run in the cloud across applications and services. Event-driven workflows orchestrated using Power Automate cloud runtime.
Instant Flows Trigger workflows manually from an app or user action. User-initiated flows triggered via Power Apps, buttons, or APIs.
Scheduled Flows Run automated processes at defined times or intervals. Time-based triggers managed by the Power Automate scheduler.
Desktop Flows Automate repetitive tasks on desktops and legacy systems. Power Automate Desktop (PAD) using UI automation and RPA engine.

Triggers &
Actions

Feature Functional Description Technical Description
Triggers Start flows based on events across systems. Event listeners tied to connectors, Dataverse, and webhooks.
Actions Perform operations such as create, update, send, or calculate. Connector-based actions executed step-by-step in a flow.

Connectors

Feature Functional Description Technical Description
Standard Connectors Integrate with Microsoft 365 and common SaaS applications. Prebuilt connectors (e.g., Outlook, SharePoint, Teams) using REST APIs.
Premium Connectors Connect to enterprise and third-party systems. Licensed connectors (e.g., Dynamics 365, SQL, SAP, Salesforce).
Custom Connectors Integrate with proprietary or unsupported systems. REST-based connectors defined using OpenAPI specifications.

Data
Integration

Feature Functional Description Technical Description
Dataverse Integration Automate processes using Dataverse data events. Native Dataverse triggers and actions with transactional support.
File Automation Process files and documents automatically. File system, OneDrive, SharePoint, and FTP connectors.

Business
Logic

Feature Functional Description Technical Description
Conditions Add decision logic to flows. Declarative expressions evaluated at runtime.
Switch Controls Branch logic based on multiple conditions. Multi-path control statements within flows.
Loops Repeat actions over data sets. For each, Do until, and parallel loops.
Expressions & Formulas Transform and manipulate data values. Workflow Definition Language (WDL) expressions.

RPA

Feature Functional Description Technical Description
Attended RPA Automate tasks with user interaction. Desktop flows triggered manually or via cloud flow.
Unattended RPA Run automations without human intervention. Machine-based execution via Power Automate Desktop agents.
Legacy System Automation Automate systems without APIs. UI automation using selectors, OCR, and keyboard/mouse actions.

Human
Interaction

Feature Functional Description Technical Description
Approvals Manage approval processes with tracking and outcomes. Built-in approval framework with responses stored in Dataverse.
Adaptive Cards Collect structured input from users. Adaptive Cards rendered in Teams, Outlook, and Power Apps.

AI &
Intelligence

Feature Functional Description Technical Description
AI Builder Integration Add AI capabilities such as prediction and form processing. AI models invoked as actions within flows.
Document Processing Extract data from forms and invoices. AI Builder form processing models executed in flows.
Copilot for Power Automate Use AI assistance to build and understand flows. Microsoft Copilot integrated into Power Automate designer.

Error
Handling

Feature Functional Description Technical Description
Run History Monitor execution details and outcomes. Flow run logs with step-level telemetry.
Error Handling & Retry Gracefully handle failures and retries. Configurable retry policies and exception paths.
Notifications & Alerts Notify users of failures or outcomes. Email, Teams, and push notification actions.

Integration

Feature Functional Description Technical Description
Power Apps Integration Trigger and consume flows from Power Apps. Bidirectional invocation using connectors and parameters.
Dynamics 365 Integration Automate business processes across D365 apps. Native integration with Dataverse-backed Dynamics 365 solutions.
Microsoft Teams Integration Trigger and surface flows in Teams. Teams connector and adaptive card interactions.

App
Lifecycle

Feature Functional Description Technical Description
Solutions Support Package flows for deployment across environments. Managed and unmanaged solutions in Power Platform.
Environment Management Separate dev, test, and production automation. Environment-scoped flows with environment variables.

Governance

Feature Functional Description Technical Description
Data Loss Prevention (DLP) Prevent unauthorized data movement. Tenant and environment-level DLP policies.
Admin Monitoring Track usage, performance, and errors. Power Platform Admin Center analytics.

Security

Feature Functional Description Technical Description
Authentication & Authorization Secure access to systems and data. OAuth, service principals, and connection references.

Compliance

Feature Functional Description Technical Description
Audit & Compliance Meet compliance and regulatory requirements. Audit logs and Microsoft Purview integration.

Scalability

Feature Functional Description Technical Description
Enterprise Automation Platform Support large volumes of workflows and executions. Azure-hosted, multi-tenant scalable workflow engine.