It seems that at every juncture, businesses are uncovering ways the COVID-19 pandemic has disrupted their business. Just when you figured out how to get employees working from home, you realize that an existing manual process that was effective in the office is cumbersome and time-consuming in a remote environment. For example, you may use Integration Manager or config packages for on-going journal entry imports. Or perhaps you have a non-ERP user who is responsible for approving or completing a task when a new customer or vendor is created. When our clients ask about how to deal with these types of issues, our answer is “Let’s see how we can make your current solution more efficient”. And one of the best ways to do this is by using Microsoft Power Automate. Why?
Increasing Efficiency with Microsoft Power Automate
Power Automate lets you automate and streamline repetitive tasks across your existing apps and services. You can set up simple automations or advanced ones with branches or loops. You can trigger actions, approvals and get notifications, so the automation doesn’t leave essential people out of the process. What’s more, Power Automate is designed for “citizen developers”. Therefore, you can take control of your own system and processes without relying on outside resources for development.
Connectivity to Microsoft Dynamics Applications
Now, back to the original advice about making your current solution more efficient. Power Automate has seamless connectivity to Microsoft Dynamics on-premise applications. It also provides the same connectivity to hundreds of cloud services, files, databases, web APIs, etc. This means you can easily connect to your existing Microsoft infrastructure. Best of all, you don’t have to purchase, replace or learn new software or add-on solutions to become more efficient.
Here are some examples of how companies have used Power Automate:
- A field service organization saved technicians and managers time by providing a full list of jobs assigned to each technician. Power Automate then automatically updates the system when jobs are complete. Previously, the data was sent via email, and employees needed to open multiple spreadsheets to view their workload.
- A medical organization eliminated paper order forms that were scanned and submitted to group email inboxes. They replaced the process with a basic shopping-cart like app that included checks and balances that were never part of the previous ordering process.
- A software implementation and services provider transformed a tedious manual move of data into a streamlined, automated process. (Full disclosure – this example is Velosio!)
Creating efficiencies is vitally important as businesses address disruptions due to the coronavirus pandemic. The benefit to implementing these efficiencies now is that they will continue to deliver value even after the crisis abates and the process of recovery begins.
Velosio hosts free training opportunities that teach you how to leverage Power Automate to make your existing Microsoft Dynamics solution more efficient. Visit our Events page to find the next virtual App in a Day training session, or contact us to learn more.