Power Apps Archives

7 Top Power Automate Benefits

October 12, 2021March 31, 2022HABY JOSEPH

Power Automate, formerly known as Microsoft Flow, automates business processes between web apps by aiding employees to monitor specific tasks or do predetermined work at certain times are some power automate benefits. For instance, an employee could be notified by the tool once his computer is connected to the internet (triggered by an event), and then he can respond with his login credentials for Office 365 cloud storage (using information from Dynamics 365). As a result, files could also be automated for sharing.

The term “business process automation” (BPA) can be defined as the application of technology to automate repeatable daily tasks. It helps get work accomplished by directing information to the correct person at the appropriate time by defining the use of user-defined guidelines and procedures. BPA assists organizations in streamlining processes like onboarding employees and onboarding, contracts management, accounts payable and many more.

Benefits of using Power Automate

1. All day tasks can be simplified

Consider how many e-mails you get each day. Imagine getting a message when a priority e-mail is received. Power Automate allows users to create a template to receive the notification whenever an important e-mail is received.

2. Improve workforce productivity

Benefits of Power Automate will help your business save time, increase productivity, and work more efficiently. Employees can be more productive by automating a variety of repetitive tasks that consume time throughout the day. This will allow them to work smarter and increase their overall business performance.

3. Automate tasks across all business systems

Power Automate automates hundreds of tasks from hundreds of apps within the Microsoft ecosystem and other sources. Many popular connectors include Microsoft SharePoint, Power BI, and Word, Outlook, Teams. Planner, Asana. Mailchimp. Twitter. DocuSign. Google Drive. Eventbrite. FreshBooks. Trello.

4. Reduce human error with employee satisfaction.

Employees can focus more on the important things and pay more attention by automating repetitive, time-consuming tasks. This can increase job satisfaction and feelings of accomplishment. Automation reduces human error and allows you to feel confident that your tasks will be done correctly.

5. Automate your decision-making process with real-time data.

Automating processes such as sales opportunities approval workflows, time off requests, approval of documents, and approval workflows can help you save time in decision making.

6. Pre-defined templates to create a flow.

Power Automate offers a wide range of pre-defined templates. These templates allow you to save time on approvals, notifications and productivity.

7. Make your business accessible from anywhere.

Microsoft Power Automates mobile application allows team members to create, run and review automated workflows while away from the office.

It’s not only about changing paper documents with PDF’s about making sure that business process automation seeks at making processes cost-effective automated, efficient, error-proof and transparent. Automated processes help businesses are able to save time and ensure the most effective practices are followed to enhance overall efficiency.

Power Automate Uses:

Automating specific tasks can help you achieve the following:

Receive immediate alerts for important e-mails or notifications
Meet new customers and keep in touch
Automated saving of e-mail attachments in OneDrive or SharePoint
Social media is a great way to engage. You can tweet a blog post or publish it on Facebook automatically. Or you can get notified if a tweet using a specific keyword has been retweeted.

Automate approval processes such as document approvals or time-off requests. Once the approval is complete, employees can be notified by Teams.
Push notifications to your phone when you get an e-mail from your customers
Keep up to date with Dynamics 365 Opportunities
When a Power BI alert has been triggered, you will receive an e-mail notification. This could include alerting support staff when there are more than 100 incidents or sales managers if ten or more leads have not been updated in the past two weeks.

A low-code solution for easily automating your IT workflows.

The process of automating business tasks has grown in popularity over the past few years, especially among small to medium-sized businesses who are looking for an efficient way to streamline simple or complex processes. The Power Automate app within Microsoft 365 is a low-code solution that provides an easy interface allowing users with basic technical knowledge to set up intricate automated tasks.

Artificial Intelligence marketing will play a huge role in your marketing strategy going forward. It has the ability to bring a ton of value to a wide range of marketing activities. It will help you to identify and convert your customers better. It will allow you to target the right customers with the right message at the right time.

With valuable solutions that can be configured in less than 10 minutes, it allows you to transform your business no matter the size. Although this software is aimed at people who are already familiar with certain technical concepts, the initial installation and configuration may feel overwhelming.

Also Read More about – Invoice Automation / AP Automation

Sysfore is a Microsoft Gold Partner with unique customer stories using the Microsoft Power Platform. Being a low code/no code platform, partner could help customer in quickly building apps for their key business challenges leveraging the various solution components. As requested sharing with you the solutions which Sysfore has already built on Power Apps platform for customers.

Get Sysfore Cloud Managed Services For Your Enterprise

Sysfore, A Microsoft Cloud solution provider and a Gold Partner, uses leading network, technology, and service expertise to deliver our service anytime, virtually anywhere, quickly and efficiently. We have helped over 80 small enterprises and 30 mid-sized enterprises across the globe for a successful cloud migration in the past 8 years.
Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.

Invoice Automation / AP Automation

June 8, 2021June 9, 2021HABY JOSEPH

What Is Invoice Processing?

Invoice automation processing is the process your company’s accounts payable team uses to handle invoices from various Vendors. It starts when you receive an invoice and finishes when payment has been made and recorded.

How AP Automation works?

Vendor sends invoices to respective initiators. You can receive paper invoices, PDF, or other electronic means. The invoice must either be scanned or manually entered into Sysfore AP Automation System. In case of Scanned copy, Initiator can send to a configured e-mail. With the help of Cognitive service capabilities using pre-defined Invoice AI data model, data will be extracted from invoice copy and create an invoice transaction in the Sysfore AP Automation System built using Microsoft Power Apps & Power Automate.

Invoice Automation Process (Video)

Invoice automation details will be validated with the customer’s existing ERP system. Then, the invoice shall be sent to the respective stakeholder or budget owner for review and approval. The multi-step approval workflows take time but can be automated for faster and more efficient processing. This process is seamless, works smoothly with the Office 365 tools and helps approvers to use approve or reject from their mails in Outlook.

Once the approval process is completed, Finance person can post invoice to ERP system for payment processing. Here the direct integration with the ERP system is done, where the invoice entries and payment processing are initiated from within the Sysfore AP Automation solution. System does 3-way matching and the solution can verify all the Goods Receipt Notes(GRN), Purchase Order(PO) and Advance payments made against the same. Power Automate connectors are used to establish secure connection with ERP’s like SAP, Oracle, Dynamics 365 or use custom connectors for API’s provided by the ERP system. Thus, the entire process is automated, and no manual intervention is required except for the approvals or exceptions.

Advantages of Sysfore AP Automation

Reduce human error.
Easy track of invoices.
Avoid late payments which may leads to additional amount.
Integrating invoice processing with ERP.
Reduce manual work.
More Early pay discounts.
Increase Productivity.
Enhanced Insight with the help of dashboards.

Technologies Used

AI Builder: AI Builder is a Microsoft Power Platform capability which you can use to bring the power of Microsoft AI to your organization, without the need for coding or data science skills. Reference link to know more about AI Builder Learn More
• AI Builder helps in extraction of invoice data.
Power Automate: How to use AI model in Power Automate?
• Triggers when an email arrived to a configured Email box.
• Create transaction in PowerApps with Data extracted with help of AI Builder.
• Automates Approval process using outlook email.
• Integrate with ERP systems like SAP, Oracle, MS Dynamics
PowerApps:
• PowerApps helps to create forms and also to represents data to users.

Automate your vendor invoice payments today!

Blog authored by Abhilash M., Power Apps Consultant at Sysfore Technologies.

Building responsive apps using Power Apps Canvas

December 15, 2020May 25, 2021Ajith George

What is a Responsive design?

Responsive design by the terminology means a dynamic or fluid design, which can adapt to any screen size irrespective of the device on which the end user is using the application. One of the key aspects when a customer looks at new application development is the capability to have a responsive design for the application responsive Power Apps Canvas, which helps them to give the end users same experience on a large screen like in a desktop, to a mobile device like in a mobile phone. The need of a responsive design is becoming critical in every customer decision making whether it’s a new custom development or even a platform driven development approach.

Microsoft Power Platform, a low code / no code application platform (NCAP) provides this capability in the rapid application development using Power Apps. The key thing to note is the fact that in a traditional development, such a responsive development would require a good amount of work from a UI/UX engineer working in detail using CSS. This approach reduces the time taken for such development.

How to create an new App using Power Apps?

Steps to create App.

Go to chrome and type make.powerapps.com
It will lead to sign in, give credentials Email and Password to sign in.
Once you login in left hand side you can see different options such as Home, Learn, Apps etc.
Click on Apps.
Once you click on App on top you can see New app option.
When you click new app, you can see 3 options such as Canvas, Model-driven and Portal.
Select Canvas
It will lead to new tab where you can find 2 options for creating app (Please refer below screenshot).
- Phone Layout and Tablet Layout in Blank App (you need to insert all controls)
- Phone Layout and Tablet Layout in Template App (prebuilt templates will be given you can modify)
As we are building Responsive canvas app, please select Phone Layout as your preference (Blank or Template).
For more detailed information on creating app please refer: https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/get-started-test-drive

Power Apps has provided some new features enabled to make an app responsive. We need to follow below steps.

Once you create app you can find on top menu you can see File, Home, Insert, View, Action.
Click on File.
On left menu click on Setting
You can see one more menu list beside left menu.
Click on Screen size + orientation.
Beside one more screen visible as shown in the below screenshot.
Off the Scale to fit, so that your app will fix to whichever window size.
Off the Lock orientation, so that it will not affect while your mobile rotation will be done.
To save the changes click on Apply and save the app and publish.

How to add screen and form?
To make the Form we are creating responsive, we need to follow below steps.
Click on Home option in top menu.
Click on New Screen
Click on Insert option in top menu.
You can see all different controls such as gallery, form, button, input etc.
Click on Form, you can see 2 options.
- Edit
- Display
Select Edit Form

Once you insert form you can see as shown in below screenshot.

How to configure form

How to configure form?

You can find on right side Property name called DataSource.
Click on dropdown of DataSource.
You will get list of entities (Tables), you can select for which entity (Table) you want create form.
Once you add DataSource, below Datasource property you can see Edit fields.
You can select fields of form which is required.
In below you have one more property called Default Mode
Select Default Mode as New for the new form.
In form on left side, you can see Tree View.
You can see inside form DataCard.
In DataCard you will be having 4 controls
- StarVisible – If the field in form is required then star will be visible.
- ErrorMesssage – If the field is mandatory, without filling this field if you try to save, then error message will be shown.
- DataCardValue – It is used to enter the data by end user (Depends on datatype)
- DataCardKey – Name of your field which you have entered in your table.

You can see below screenshot how it displays if you try to submit form without filling detail which is mandatory field.

How to make the form as Responsive?

Set Columns to 4 (So that we can see 4 field in single row for browser)
Set form width property as Parent.Width (Note: Width will automatically adjust to browser or mobile width)
Set form Height property as Parent.Height (Note: If give Parent.Height it will set to screen height, in below image I have given Parent.Height-250, so that we can place Submit button below)
Select Datacard of your form.
Set DataCard Width property as Parent.Width./App.ActiveScreen.Size
Set DataCard Width property to all DataCard. (You can use Ctrl+A to select DataCard at a time)