According a report by McKinsey Global Institute, in about 60% of occupations, at least one-third of the activities that make up a specific job could be automated. Wouldn’t it be great for your team if they could spend less time on manual, repetitive tasks like data entry, and more time adding value to the organisation? Too many workers are spending the majority of their days on manual work such as data collection, data entry, sign offs and approvals, status updates, and so much more. It’s frustrating for staff and managers when they could be using that time for high-value, interesting and rewarding tasks that make a positive impact within their team and your business.
Microsoft Power Automate is a cloud-based service that enables users to create and automate processes and actions that save a lot of time and effort with repetitive tasks. You can use Microsoft Flow to automate workflows between your apps and services to sync files, get notifications, collect data – and so much more. For example, you can create a flow so that whenever someone with 100+ followers tweets about your company, a lead is automatically added to Microsoft Dynamics 365 and a record is added in MailChimp.
With Microsoft Power Automate, you can connect to more than 220 services and manage data from cloud or on-premises sources. Microsoft Power Automate integrates with the Microsoft solutions you may already use, like Office 365, SharePoint, Excel and Teams so you can deploy easily and onboard your team quickly to work seamlessly with your existing solutions. You can create a flow and perform administrative tasks in a browser or, if you download the Microsoft Power Automate mobile app, on your phone. A common use of Microsoft Power Automate is to receive notifications. A recent Forrester Total Economic Impact study found that using PowerApps and Microsoft Power Automate resulted in 362% increased ROI, 70% reduced development costs and 15% increased business process efficiency. Get started in seconds and begin workflows in minutes, and at a lower cost, thanks to the familiar Microsoft interface.
Examples of automated workflows you can use with your Dynamics 365 solution include the following:
With a few clicks you can create Flows that turn repetitive tasks into multistep workflows. When you have created an app in PowerApps, create logic in them using Flow to perform one or more tasks when an event occurs, for on-the-go productivity.
Ensure people enter data consistently and follow the same steps every time by creating a business process flow. For example, you could create a business process flow for customer service requests, or to require that people get approval for an invoice before submitting an order.
Create, use, and share automated approval workflows to quickly respond to and process requests, from time off and travel plans to documents and sales opportunities. Make decisions in your workflow, like running an action only when certain conditions are met.
Flow lets you securely connect to on-premises data and cloud-based services, so you can make the most of the data you already have. Prevent sensitive data from leaving your company using built-in or customized data loss prevention policies.
Create a productivity-boosting app for every task and take advantage of built in extensibility and customisation opportunities.
Increase efficiency with customisable process flow templates for automated workflows, and guide users with business process flows.
Embed intelligence into your apps, make sense of your data and utilise deeper insights to discover new opportunities.
Choose Perfect Image as the Microsoft specialist to get you set up and taking advantage of this powerful analytics platform. We offer Power BI, PowerApps and Flow consulting and development services along with the wider Dynamics 365 and Office 365 platforms to make sure you get the productivity solution you need. Whatever you need to achieve, we will help you to reach your goals.
Our talented, innovative Microsoft-certified experts make us truly unique in the tailored solutions we can build. They will bring your aspirations to life based on what your business really needs.
We are an accomplished Microsoft Gold Partner with 25+ years of experience in architecting and delivering exceptional IT solutions that make a positive impact for customers.
You can be certain that your CRM solution is in good hands as we have helped many customers in a variety of industries to adopt and gain value from a Dynamics 365 solution.
You may need more than just Microsoft Dynamics 365 for a best-fit solution, and we can help with that. We have experience with the full Microsoft suite of products and more.
Get in touch with us to discuss your business requirements, and what you would like to achieve. One of our friendly experts will be happy to guide you through the process of implementation, the benefits, and considerations. Contact us today!