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Power Automate

 

Streamline repetitive tasks by creating automated workflows; it’ll save you time and let you focus more on what you need to.

With Power Automate, tasks like data entry, data collection, sign-offs or approvals and status updates instantly become more efficient. The proof is out there - in the Forrester Total Economic Impact study, PowerApps and Power Automate resulted in 362% increased ROI, 70% reduced development costs, and 15% increased business process efficiency.

Power Automate, at a glance

Cloud-based workflows

Automate workflows between your apps and services to sync files, get notifications, collect data – and so much more – all in the cloud.

Seamless integration into your Microsoft apps

Get your workflows up and running in no time. 

Hundreds of connections available

Connect to more than 220 services and manage data from cloud or on-premises sources. Use out of the box data sources including Office 365, LinkedIn, OneDrive, SharePoint, SQL Server, DropBox, Facebook and Twitter.

Quick and secure automation at scale

A no-code guided experience and cloud-based data loss prevention, identity, and access management services.

Set up anywhere, anytime

Create a flow and perform administrative tasks from your desktop or the Microsoft Power Automate mobile app.

Create intelligent workflows

Automate time-consuming manual tasks with built-in AI capabilities, freeing up time to focus on strategic, high-value opportunities.

Key benefits

Power Automate makes day-to-day business processes simpler, quicker and far more efficient.

Enable Consistent Processes

Follow the same steps every time by creating a business process flow. Use it for customer service requests, invoice approvals and lots more.

Save time

Create, use and share automated approval workflows for swift response and request processing - everything 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.

Secure your data 

Securely connect to on-premises data and cloud-based services. Prevent sensitive data from leaving your company using built-in or customised data loss prevention policies.

Use case scenarios 

  • New opportunity updates - send a weekly email summary of new Dynamics 365 opportunities to your Sales team.
  • Approval processing - start a contract approval process when you’ve won an opportunity.
  • Creating a new contact in CRM - extract contact data from a new email and create a new contact record in Dynamics CRM, flagging potential duplicates.
  • Automating an onboarding process 

From manual to automated: Streamlining the IRD form onboarding process 

Many organisations will manually process new employee information, including the IRD Tax Declaration form - but there's an easier way using Power Automate:

1. New employees complete the IRD Tax Declaration form.

2. This IRD Tax form is uploaded into a private SharePoint site.

3. A flow is executed that will review and extract the data – either handwritten or digitally typed, and store that data against a Contact record in a model-driven app. This model-driven app can live in either Dynamics 365 or the Common Data Service [CDS].

This is all possible with AI Builder Form Processing, where an AI Model is trained to analyse and detect data from fields in the scanned IRD Tax Declaration forms. Using flow in Power Automate, the information is automatically extracted and stored with other employee information.

Take a look at the video below produced by Theta's Power Automate pro, Elaiza Benitez.