Automated Management System
Microsoft’s Automated Management System
What is Power Automate?
Microsoft’s Automated Management System ‘Power Automate’ (formerly known as Microsoft Flow) is part of the Microsoft Power Platform family of products. It is a cloud-based automated management system that allows users to automate repetitive business processes like posting to Social Media, marketing automation, data management or decision making. If you have an Office 365 subscription you already have a standard free license which will give you access to hundreds of pre-built flows and non-premium connectors (We will explain these a little further down).
What can Power Automate do?
Power Automate’s goal is to use computers to automate repetitive tasks within your business. Microsoft has hundreds of ready-made templates available from https://emea.flow.microsoft.com/en-us/templates/
Some examples of these are;
- Collate data from multiple data sources
- Populate Excel based on customer interactions
- Any type of approval process
How does Microsoft’s Automated Management System work?
A sentiment analysis flow could query incoming customer service email. Correspondence with a high negative sentiment could be automatically escalated directly to a supervisor.
The action could look something like this.
- Query the CRM for the Sales Rep based on the territory selected in the form.
- Create an opportunity in the CRM and assign it to the correct Sales Rep
- Add a To Do entry in the Sales Rep’s calendar.
The above actions are made possible using Connectors. Connectors enable you to connect apps, data, and devices to your flows. In the above example a CRM connector for Salesforce or Dynamics 365 could be used.
There are more than 275 connectors for the Power Platform. Examples of popular connectors include Dynamics 365, Salesforce, SQL Server, Power BI, Office 365, Twitter, Dropbox, Google services, and more. Custom connectors can also be created to integrate with any application that does not have a prebuilt connector. A full list of the available connectors can be found here.
To use premium connectors such as Salesforce, SQL server and Dynamics 365 you will need to move to the subscription-based plan. This could be as little as €12.60 per user depending on your requirements.
Automated Management System – Robotic Process Automation
Power Automate now has Robotic Process Automation or RPA for short. The Power Automate Desktop application includes an RPA recorder that allows you to record your actions in a legacy app or website and call upon them as an Action in one of your flows. This is a great solution for providing automation to legacy applications or websites that do not have a prebuilt connector or API.
The below video tutorial is a great example when to use RPA and how to set it up.
Microsoft has put together a comprehensive set of tools for automating your business processes. Power Automate has been designed to empower non-technical users to start using automation for basic tasks while extending the platform to cater for complex enterprise level tasks. The no-code/low code approach to automation has been designed with simplicity in mind and is refreshing to see. Access to hundreds of pre-built connectors and Robotic Process Automation simplifies the integration with both modern and legacy apps.
If you are interested in automating your business processes, please get in touch. Our approach to automation is to Analyse, Act & Automate.
We will review your business process, identify bottlenecks, and identify the appropriate solution.
Smart Office also specialise in office technology like Document Management Systems, Accounts Payable Solutions, Integrated Office Technology and more. Call today for more information, a member of our expert team will be delighted to help.
SmartOffice Technology caters for the growing requirements of document automation and workflow solutions within the modern office. Effective automation software has become critical to thriving in business.