Microsoft Power Automate Consultants

Make Information More Accessible and Improve Efficiency with Power Automate

  • Launch and monitor approval workflows using emails or Microsoft Teams messages.
  • Monitor business processes and trigger actions based on metrics or other business conditions.
  • Get external data via api connections and integrate it with your internal systems.
  • Create a single and seamless business process by connecting internal systems.
  • Save time and improve information quality by automating repetitive tasks.

The Real Power of Power Automate

Power Automate is the popular workflow automation tool from Microsoft and is part of the Power Platform along with Power Apps, Power BI, and Power Virtual Agents. From a lot of the "press" given to Power Automate, you would be forgiven if you thought it was just for approval workflows. This is surely one of the common uses for the tool, but there are many more.

Our Thesis Technologies team recently evaluated the Power Automate flows we had written over the last few months. Here is how our sampling of 45 flows broke down by purpose: 20 were used to connect systems, 10 were used to automate processes, 10 were used to monitor processes and notify users, and 5 were used to automate reports.

The real power of Power Automate is not the technical purpose for a particular flow, but the impact these automations can have on your business. Here are 4 Key Business Advantages achieved with Power Automate:

Better Insights and Decisions

Power Automate is a tool for bringing your data together and getting it organized. When the right data is delivered to the right people at the right time, the result is better insights into your business operations and better decisions made by all involved.

Management by "Triggers"

If you manage an organization with some complexity (who doesn't), it can be difficult to stay on top of all the things you need to pay attention to. Power Automate gives you the ability to monitor key processes and data in your organization and to notify you when something is out of line.

An Efficient Team

Power Automate can be used to automate a wide range of repetitive tasks. Power Automate has over 300 connectors and thousands of actions and triggers which provide an almost endless list of automation possibilities. Have a particular process in mind? Connect with us and we will help you ponder the possibilities for automation and improvement.

An Engaged Team

When Power Automate lends a hand in empowering your team with key information and relieving them of repetitive tasks, they have the time and the tools to engage in new ways. We see this again and again as we help clients "get their systems right". When systems are right, people are happier and make a bigger impact in your business.

Power Automate Consulting Services

FLOW DESIGN

Power Automate flow design is an important step in the implementation process. Our Team works hard to understand your desired workflow results and we design the automation to make it happen.

FLOW DEVELOPMENT

After a successful flow design, our team then adds the connections, triggers, actions and conditions that bring the flow to life. We also spend time testing and optimizing the flow to achieve the desired results.

BUSINESS PROCESS EVALUATION

Our Team of consultants is well prepared to work with our clients through a process of current business process evaluation. Understanding the current process is a key step in automation and improvement.

BUSINESS PROCESS DESIGN

Our Team at ThesisTech has many years of very broad business experience. We have also helped hundreds of clients redesign their business processes. Often a process redesign is a natural fit with process automation.

CUSTOM CONNECTORS

Often external system APIs can be a challenge to work with. One way to address this complexity is to create a Custom Connector in Power Automate to structure an easier way for your team to use the API.

API CALLS & DATA

Power Automate can often be an effective way to make API calls to external systems and process the data. Using Power Automate for this task reduces the coding time required for API integrations.

DYNAMICS 365 FLOWS

One of our most common uses of Power Automate is to connect data and automate processes in the Dynamics 365 CRM and ERP environment. Dynamics 365 data is open and accessible to Power Automate.

FLOWS FOR MICROSOFT TEAMS

Power Automate can be installed as an app inside of Teams or can access Teams elements independently outside of Teams. Flows used with Teams provide many opportunities to create a new level of productivity.

EXCEL BASED FLOW TRIGGERS

Excel Online is one of the Power Automate connectors. This allows direct access to tables inside a workbook. We also integrate Excel Desktop data with Power Automate using VBA and SQL Azure tables.

QUICKBOOKS DATA FLOWS

QuickBooks Online data can be accessed using an API. Server versions of QuickBooks require other methods of data access. For both versions, we use Power Automate to retrieve data for various purposes.

SQL AZURE DATABASES

SQL Azure provides cloud databases that we often use for system integration purposes. Power Automate can read, write and manipulate data in a SQL database and move this data between systems.

TRAINING AND SUPPORT

Our Team provides training for your team on Power Automate if desired. We also provide ongoing support for our client's flows or host client flows in our ThesisTech Power Automate accounts.

Power Automate Examples

WORKFLOW AUTOMATIONS

  • Route a document for approval
  • Send an email with dynamic choices
  • Launch a workflow from SharePoint
  • Launch a workflow from Teams
  • Launch a workflow from Dynamics 365
  • Distribute quote docs if over $20K
  • Notify customer when shipdate changes
  • Sales Process - advance to next stage
  • Automate account management process
  • Post order details to customer portal
  • Maintain customer segmentation

TRIGGER BASED ACTIONS

  • No CRM follow-up - Create new task
  • Email received - Change CRM Status
  • Follow-up due - Change CRM Status
  • Product Shipped - Change CRM Status
  • Product Shipped - Schedule 90 day task
  • Twitter Post - Send Email
  • Field value changed - Set another field
  • Margin below 20% - Send an email
  • Safety incident - Notify management
  • Quote Complete - Notify management
  • Run a Flow at 11:00 PM each night

CONNECT SYSTEMS

  • Push QuickBooks sales data to CRM
  • Push Excel quotes to CRM
  • Create a Sales Order in Business Central
  • Quick create Account-Contact-Opp in CRM
  • Integrate Time-Tracking System w/CRM
  • Integrate Time-Tracking System w/ERP
  • Connect PowerApps to organization data
  • Make API Calls to external system
  • Push data to and from SQL Database
  • Sync Email lists between CRM and MailChimp

AUTOMATE REPETITIVE TASKS

  • Create a Teams Channel for a Project
  • Assign a new project number
  • Create a PDF or Excel file
  • Add Social posts
  • Distribute reports automatically
  • Geocode addresses for mapping
  • Re-calculate key metrics each night
  • Automate a monthly email
  • Add data to an Excel sheet each day
  • Retrieve daily stock prices
  • Automate a new customer email

Power Automate Case Studies

Create Sales Order in Dynamics 365 Business Central

Our client wanted to automatically create a Sales Order in the Dynamics 365 Business Central ERP system after the quote had been finalized in the Dynamics 365 CRM. To accomplish this automation, we used Power Automate to access the CRM data, assemble it into a Sales Order format, and push the Sales Order into Business Central.

Send Emails and Create Tasks based on Triggers

A comprehensive CRM system can contain many customer data points and relationships. Monitoring this customer data can be made much easier with trigger-based workflows. We implemented several Power Automate flows that send an email or assign a task based on certain conditions in the CRM.

Push Excel Product Quotes to Dynamics 365 CRM

Our client has a sophisticated and complex product configuration and estimating system built in Excel. They desired to push the details of quotes into their Dynamics 365 CRM system. To accomplish this integration, we utilized a combination of Excel VBA, a SQL Azure Database, and Power Automate. We used flows to create a two-way integration between Excel and the CRM.

Approval Workflow - Emails With Choices

Our client develops complex formulas for their products. Because of strict lot control requirements and regulations, each time a formula changes, review and approval is required by all departments. Power Automate was used to route key documents through the approval process. The process is dynamically impacted by the approval or rejection of each manager.

QuickBooks Data Push to Dynamics 365 CRM

Our client desired to integrate QuickBooks sales data into their Dynamics 365 Sales Enterprise CRM. To accomplish this task, we used a combination of SQL Azure database with Power Automate to push both sales summary data by account to the CRM and also invoice detail records. This integration allows the sales team to evaluate metrics such as top 20 customers, year over year increases and decreases and new customers.