Project Overview

Project Name

SRNTS Learning & Placement Management System – Automation Project

Business Scenario

SRNTS Training Institute provides:

• Training Programs
• Corporate Training
• Job Support
• Placement Assistance
• Certification Guidance

Currently, many processes are performed manually, resulting in delays, missed follow-ups, and inconsistent communication.

The management wants to automate all critical business processes using Power Automate.

The solution should automate:

• Student Enrollment
• Payment Tracking
• Trainer Allocation
• Course Completion
• Certification Processing
• Placement Activities
• Referral Programs
• Management Reporting

Tables Used

Student

• Student Name
• Mobile Number
• Email
• Status

Course

• Course Name
• Duration
• Fee

Enrollment

• Student
• Course
• Batch
• Enrollment Date

Payment

• Payment Amount
• Payment Date

Placement

• Company Name
• Package

Referral

• Referrer
• Bonus Amount

Power Automate Requirements

Module 1

Welcome Email Automation

Requirement

When a student enrolls:

Automatically send:

• Welcome Email
• Course Brochure
• Batch Details

Power Automate Concepts

• Dataverse Trigger
• Send Email (V2)
• Dynamic Content

Module 2

WhatsApp Notification Flow

Requirement

After enrollment:

Send WhatsApp message containing:

• Student Name
• Course Name
• Trainer Name
• Joining Link

Concepts Covered

• HTTP Actions
• Third-Party APIs
• JSON Parsing

Module 3

Fee Payment Confirmation

Requirement

Whenever payment is received:

Automatically send:

• Payment Receipt
• Remaining Balance

Concepts Covered

• Dataverse Trigger
• PDF Attachment
• Email Automation

Module 4

Reminder Before Batch Start

Requirement

Send reminder:

• 7 Days Before
• 3 Days Before
• 1 Day Before

Concepts Covered

• Scheduled Flow
• Date Calculations
• Filter Queries

Module 5

Referral Bonus Processing

Requirement

When referred student completes payment:

Calculate referral amount.

Create referral transaction record.

Notify finance team.

Concepts Covered

• Condition Control
• Multiple Entity Updates

Module 6

Trainer Approval Workflow

Requirement

New trainer onboarding requires:

• HR Approval
• Training Manager Approval

Concepts Covered

• Approval Flow
• Parallel Approval
• Outcome Processing

Module 7

Corporate Training Approval Process

Requirement

Corporate training requests require:

• Sales Approval
• Delivery Manager Approval
• Finance Approval

Concepts Covered

• Multi-Level Approvals
• Switch Cases
• Approval History

Module 8

Automatic Certificate Generation

Requirement

Generate certificate when:

• Course Completed
• Attendance > 80%
• Fee Paid

Concepts Covered

• Word Template
• PDF Conversion
• SharePoint Integration

Module 9

Student Inactivity Monitoring

Requirement

If student does not attend training for:

• 7 Days

Send reminder email.

After 15 days notify manager.

Concepts Covered

• Scheduled Flow
• Escalation Process

Module 10

Placement Interview Automation

Requirement

When interview is scheduled:

Send:

• Interview Details
• Company Information
• Preparation Material

Concepts Covered

• Email Templates
• Dynamic Content

Module 11

Placement Follow-Up Process

Requirement

Automatically create follow-up activities:

• Day 1
• Day 7
• Day 30

after student joins company.

Concepts Covered

• Scheduled Flows
• Dataverse Activities

Module 12

Escalation Flow

Requirement

If support ticket remains unresolved:

• 24 Hours → Team Lead
• 48 Hours → Manager
• 72 Hours → Director

Concepts Covered

• Delay Until
• Escalation Logic

Module 13

Monthly Revenue Report

Requirement

Generate monthly report containing:

• Total Enrollments
• Total Revenue
• Pending Fees
• Placement Count

Send report automatically.

Concepts Covered

• Scheduled Flow
• Excel Generation
• Reporting

Module 14

Daily Management Dashboard Mail

Requirement

Every morning send:

• New Leads
• New Enrollments
• Collections
• Placements

Concepts Covered

• Recurrence Trigger
• HTML Table Creation

Module 15

Bulk Student Import Automation

Requirement

User uploads Excel file.

System should:

• Read Excel
• Validate Data
• Create Students
• Generate Error Log

Concepts Covered

• Excel Connector
• Apply To Each
• Exception Handling

Module 16

Document Management Automation

Requirement

When student uploads:

• Resume
• Certificate
• ID Proof

Automatically move document to proper folder.

Concepts Covered

• SharePoint Integration
• Folder Automation

Module 17

AI-Based Resume Analysis

Requirement

Upload resume.

Automatically:

• Extract Skills
• Identify Experience
• Store Skills in Dataverse

Concepts Covered

• AI Builder
• Document Processing

Module 18

Job Matching Automation

Requirement

When new job is posted:

Match students based on:

• Skills
• Experience
• Certification

Notify matching candidates.

Concepts Covered

• Dataverse Queries
• Filter Arrays
• Automated Notifications

Module 19

Student Satisfaction Survey

Requirement

After course completion:

Automatically send survey.

Capture responses.

Generate feedback score.

Concepts Covered

• Microsoft Forms
• Dataverse Integration

Module 20

End-to-End Placement Process

Requirement

When student gets placed:

Automatically:

1. Update Placement Status
2. Notify Student
3. Notify Management
4. Create Follow-up Tasks
5. Update Placement Dashboard

Concepts Covered

• Child Flows
• Reusable Components
• Enterprise Automation

Advanced Power Automate Topics Covered

Flow Types

• Automated Cloud Flow
• Instant Flow
• Scheduled Flow
• Business Process Automation

Expressions

• if()
• equals()
• contains()
• coalesce()
• formatDateTime()
• addDays()
• length()

Error Handling

• Configure Run After
• Try Catch Pattern
• Scope Actions
• Logging Framework

Integration

• Dataverse
• SharePoint
• Outlook
• Teams
• Excel
• Word
• Power BI
• HTTP APIs
• Azure Functions

Enterprise Topics

• Child Flows
• Solution-Aware Flows
• Environment Variables
• Connection References
• ALM Deployment
• Production Best Practices

Training Outcome

By the end of this project, participants will build 20+ real-world Power Automate solutions and gain hands-on experience with:

• Approval Workflows
• Notification Systems
• Document Automation
• Reporting Automation
• Third-Party Integrations
• AI Builder Scenarios
• Enterprise-Grade Flow Design