The Power Automate homepage provides multiple options for creating flows and familiarizing yourself with the key features of Power Automate. It offers an easy way to explore its capabilities and understand how it can benefit your business.
If AI is enabled within your organization, you will also have access to new Copilot features.
Key Features:
- Left Navigation Pane
- Search
- Environment Settings
- AI Copilot
- Learning Resources
- Chatbot Support
1 – Left Navigation Pane
The left navigation pane helps you find what you need quickly. When logged into the Power Automate homepage, you'll see the following menu items:
- Home: Directs you back to the Power Automate homepage.
- Create: Build flows using Copilot, templates, or by creating custom ones.
- Templates: Browse and search for flow templates to kickstart your automation.
- Learn: Access the Power Automate documentation and learning resources.
- My Flows: View or edit any flows you've created or that have been shared with you.
- Your Most Used Pages: Upon login, commonly used features such as Approvals, Solutions, Process Mining, AI Models, and Desktop Flow Activity will appear. You can customize this list using the "More" menu.
- More: Pin frequently accessed items like Tables, Cloud Flow Activity, Connections, and more to the left navigation for easy access.
- Power Platform: Discover other products within the Power Platform suite.
Pinning and Unpinning Items
Customize your navigation pane by pinning frequently used pages for quicker access. Additional pages can be found under the "More" menu. When you pin an item, it will appear in the middle section, just above "More."
Upon signing in, the left navigation pane displays default options like Templates, Approvals, Solutions, Process Mining, AI Models, and Desktop Flow Activity. However, you can adjust these by pinning or unpinning pages to suit your needs.
To pin or unpin an item, click on "More," then select the pin or unpin icon next to the item. Alternatively, you can unpin an item by clicking the vertical ellipsis (⋮) next to it and selecting "Unpin."
Click on "Discover all" to access the Discover page from the left navigation pane.
Move up or move down
If you have pages pinned in the navigation pane, you can reorder them by moving them up or down.
To do this, click the vertical ellipsis (⋮) next to the page you want to move, then choose either "Move up" or "Move down."
Power Platform
In the left navigation pane, click on Power Platform to access various services like the Power Platform admin center, Power BI, and Power Apps.
2. Search
Utilize the search bar at the top of the screen to create flows.
3 – Environment Details and Settings
Access and view your environment details and settings.
Selecting an Environment
Environments serve as boundaries to separate various types of work. For instance, an organization might maintain different environments for various departments. Environments are often used to distinguish between flows that are in development and those ready for full deployment. You may have access to multiple environments, or just one, depending on your role. If you have the necessary permissions, you might also be able to create new environments.
To check which environment you’re currently using, locate the environment switcher on the right side of the header.
The environment selector organizes environments into two categories: "Build Flows" and "Other Environments." You can use the Filter option to narrow down the list based on your role, data platform (e.g., Dataverse or none), and the type of environment, such as production or sandbox.
Environments where you hold a system administrator or system customizer security role are listed under "Build Flows." The "Other Environments" section includes environments where you have read-only access, allowing you to view approvals.
Why are the environments displayed in Power Automate different from Power Apps?
Both Power Automate and Power Apps display environments where users have administrator or environment maker access.
However, Power Apps also shows environments where users have app contributor access. This occurs when users, without a maker-level security role, have edit permissions for at least one canvas app in the environment. For more details, refer to the guide on choosing an environment in Power Apps.
Power Automate, on the other hand, displays environments where users can manage approvals. Users are granted read-only access to environments that handle approvals.
Because approvals are commonly used in Power Automate, users may have read access to numerous environments.
Settings
Click the gear icon to manage tasks such as checking your Power Automate licenses and accessing the administrative functions.
- Admin Center: Access the Power Platform admin center.
- View All Power Automate Settings: Adjust your language and time settings, notifications, or access directories.
- View My Licenses: Check your licenses. For more information, visit the Licensing Overview for Microsoft Power Platform.
- Themes: Choose a theme for your organization from the available options.
- Password: Update your password.
- Contact Preferences: Modify your contact details.
Help
In the header, click on the question mark icon to access additional information about Power Automate.
Here are some examples of what you can discover through the help feature:
- Access links to the documentation.
- Explore Power Automate training resources on Microsoft Learn.
- Join the Power Automate Community, where you can exchange information with users from different organizations.
- Stay updated with announcements about the latest features through the Power Automate blog.
4 - AI Copilot
If your organization has AI functionality enabled, you will see the option to "Start building your flow with Copilot" on the Power Automate Home screen.
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Power Automate