6 Ways Power Automate can automate your workflows

Posted November 27, 2023

You want and expect technology to make your company more efficient. The heart of efficiency is finding ways to automate your workflows.

In our recent post on How the Microsoft Power Platform can enhance your Dynamics environment, Power Automate (formerly known as Microsoft Flow) was presented as the tool designed to deliver the automations your business is looking for.

Joesoftware explores six ways that Power Automate can bring greater automation to your operations.

1. Event-triggered workflow automation

Power Automate allows you to automate repetitive tasks and processes when they are triggered by events. Event triggers can be schedule-based such as when a report is generated, or based on when a specific email is received. There can also be Dynamics 365 triggers such as the creation or modification of a record.

2. Integration with hundreds of apps

Power Automate supports integrations with Microsoft systems like Microsoft 365 and Dynamics 365, and with many third-party applications. Some examples of third-party built connectors include Salesforce, Google Workspace, Dropbox, Twillo, Mailchimp, SurveyMonkey, Quickbooks, and many more. For more details on what apps are supported, go to the Power Automate Connectors list.

3. Custom connectors

For cases where standard connectors are not available, Power Automate allows custom connectors to be easily created. This capability fundamentally extends the platform’s ability to integrate with virtually any API or service.

4. Approval processes

Enforcing approval policies is an important way Power Automate can improve organizational efficiency. Automated workflows that route documents, forms or requests can be easily enabled while approvers can receive notifications and respond within the platform they are in, such as Outlook.

5. Data synchronization

Power Automate can ensure data sources are synchronized in real-time or whenever you choose to schedule it. Examples of data synchronization by Power Automate can be HR system & Active Directory syncing, CRM & marketing automation systems, financial data & expense management, and sales platforms & a contract management system.

6. Logging and error handling

Logging and error handling are important operational procedures for organizations.  If you have a workflow that does several functions, Power Automate can be set up to capture a complete log from start to completion.  An error example might be if a workflow is designed to fetch data from another system and it is down, notifications to the right person can be triggered immediately for resolution.

Joesoftware explores six ways that Power Automate can bring greater automation to your operations.

Power Automate is a powerful tool in the Microsoft Power Platform toolkit. Joesoftware specializes in improving business operations and processes, no matter how many data sources require management or how many workflows need to be designed. We’re ready to learn more about your company and help you address your automation improvement needs.