7 Top Power Automate Benefits

power automate benefits

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.

power automate benefits

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

Invoice Automation - AP Automation Process

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

  1. 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.
  2. 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
  3. 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.

Microsoft Power BI

Microsoft Power BI

Since data is such a critical aspect of business, it is important to use a strong Business Intelligence tool. Microsoft Power BI is a market-leading reporting & analytics product that has been acknowledged as a pioneer for 12 consecutive years in the Gartner Magic Quadrant for Analytics and Business Intelligence Systems, so why don’t more organisations use it to get more out of their company’s data? We will discuss a few of the many strengths that Power BI has and show you how you can get more from your business data in this blog post.

What is Power BI?

Power BI is a Microsoft cloud-based business intelligence tool that helps you to analyse your knowledge to obtain valuable insights, helpful in making data-backed choices to move your organisation forward. Power BI dashboards and analyses incorporate information in real-time from a large range of outlets to have a 360-degree view of the enterprise in one location. You may create personalised dashboards and reports or use pre-made models to view details, such as sales, promotions, customer support or any other business functions you choose to track, from several different aspects of your business.

Power BI Dashboard

What you can do with Power BI?

A basic drag and drop user interface is used to create immersive dashboards and reports using a drag-and – drop canvas loaded with entertaining visualisations that are modified in real time to create visualisations and reports. To show your results, Power BI comes with over 15 different visualisations, as well as an online library packed with additional community-created options.

Access and control from anywhere

You can view your Power BI dashboards and reports on any platform with native smartphone applications for iOS , Android, and Windows devices to ensure you’re never left out of the loop. Set up smartphone notifications and share your dashboards via text , email or on the app itself for critical KPIs.

Promotes collaboration

Power BI facilitates teamwork through the ability to collectively edit, collaborate and review dashboards. Power BI workspaces include an environment in which teams can collaborate together to exchange dashboard ownership and management, documentation, databases and workbooks. You should post the dashboards and files, allowing individuals to access and engage with the information, but not change it. You will also communicate and communicate with your colleagues or embed your dashboards and results on blogs, in SharePoint, applications, and more.

Natural language search

The in-built ‘Q&A’ functionality of Power BIs helps you to ask questions about your data using natural language, the same as when you look for something on Google. Power BI then interprets the question after posing a question and changes the visualisations on your dashboard to include an answer. Without the need to query a data scientist, this feature helps every user to get quick insights into their data.

Predictability

Power BI forecasting combines AI and machine learning to give you predictive modelling, allowing you an accurate idea of your potential success before it ever exists. In order to adjust the prediction on your visualisation, you should determine several inputs such as the forecast duration and confidence interval. Applying the forecasting tool to a visualisation would refresh it with a detailed representation of how the data might appear over the chosen time frame, allowing you to prepare your approach efficiently in the future.

Slicers, drill through, drill-down

Slicers are used to allow users to refine and display data for only certain selected elements in a study. For instance, you are looking at a general sales report from your shops, but you want to highlight each store’s results separately in order to compare your data. It is a much easier way to display multiple datasets than to construct a separate visualisation. Slicers can be coordinated with all the visualisations by a single click through several report sites.

Drill through is used in the report to create a website that focuses on a single business such as a provider, client or maker. When you right-click and visualise the main report tab, the pages are separate from your main report and take you to this separate page with the visualisations modified if you wish.

You may use the drill-down mode of Power BI to show more information about the data when a visualisation has a hierarchy. By default, drilling only filter data for one visualisation, but you can enable several visualisations to be filtered at once. If you look at a visualisation of your total sales of clothes, you can drill down and see the overall sales by item category, then you can drill deeper to see overall sales by item size or colour, giving you deeper insights into your information.

Business Central of Microsoft Dynamics 365

If you are already a Dynamics 365 Business Central customer, to provide you with easy insights about your business, you can see Power BI reports inserted directly into pages inside the programme. If you pick certain pieces of material, such as looking at total item sales and then clicking on one particular item, these embedded visualisations are interactive and dynamically modified. Power BI also helps you to connect Business Central as a database, allowing you an endless ability to produce insightful dashboards and analyses to provide you an in-depth view into the success of your business. We hope that this blog post has provided you more insight into some of Power BI’s many strengths, this is not a detailed rundown of all the features in the solution, but it gives you an understanding of how much more you can use it to get from your business data.

Hence, Power BI is Microsoft’s Business Intelligence (BI) and Analytics platform that offers effective real-time data analysis to customers and companies, helpful in making data-backed decisions to move your business forward and thoroughly understand your results.

Also Read More about – Power Automate UI Flows are available in CoE Starter Kit 

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.

Watch this video?  to get a quick overview of how the CoE Starter Kit can help you adopt the Power Platform at scale!

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.