Business Solutions

Automate business processes with Microsoft solutions

Boost productivity by removing laborious and repetitive manual tasks through business process automation.

Why automate business processes?

Most businesses have repetition within their core processes, and if these tasks are not streamlined, they can take up valuable time that could be better spent elsewhere. With Microsoft Dynamics 365 and the Power Platform, you can automate business processes to cut down on often laborious tasks, saving your business time and money.

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Get it right every time

A key benefit of business process automation tools is the standardisation of your processes. Emails are sent with consistent formatting and on schedule, leads are passed to the right team, and the right data is captured when it is needed.

Uncover Insights

Generate clear analytics reports so you can see the full picture. Streamline your end-to-end processes by connecting to all your data, even from external sources, using Microsoft Power Automate.

Provide Guidance

Provide user guidance at every stage to ensure consistency of your sales, marketing, and services processes, no matter how complex they may be.

Ensure Data Accuracy

When completing forms, there are often scenarios where fields need to be mandatory, optional, or hidden altogether. Business Rules provide a straightforward method for ensuring your users are only entering the required data.

Why use automation for Business Process Management (BPM)?

Previously, automating business processes required programming, but thanks to over 400 Power Automate Connectors to Microsoft services such as SharePoint, Dynamics 365 and Outlook, plus external connectors such as Adobe Sign, Asana, Dropbox and Stripe, as well as the ability to connect to web-based APIs, users can now integrate multiple services.

By automating your business processes, you can ensure that steps are carried out in a predefined manner to ensure data consistency and save time. You can do this by creating a ‘flow’, which is the term for a set of automations, to allow your favourite apps and services to synchronise files, get notifications, collect data, integrate with external systems, and more.

What business process software does Microsoft offer?

You can automate business processes with Microsoft Power Automate.

☁ Establish ‘business process flows’ to ensure a consistent multi-step process.

☁ Use Cloud Flows to set up a series of commands to be carried out either: on a
schedule (for example to send out a weekly report), on a trigger (such as sending a
Teams notification to the sales team when a new lead is created) or manually triggered
by the click of a button (in Dynamics 365 or a Power App for example).

☁ Link your processes to hundreds of connectors such as Dynamics 365, SharePoint,
Teams, plus numerous third-party systems such as Salesforce, Twitter, Asana, Dropbox, Google services, and more.

Discover how Power Automate can help you to automate business processes in more depth in these articles:

What is a Power Automate business process flow?

A business process flow allows you to use Business Process Automation (BPA) to quickly map out the stages and steps of your business process using a simple flowchart inspired interface.
TIP: You can easily run Cloud Flows right from your business process flow to automate a process.
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Business process automation examples

It can be hard to visualise the full scale of Microsoft’s business process software solutions, so here are some automation examples to get you started…

Automatic record creation & updating

Intuitive flows can be created to automate business processes, from simple things like sending a mobile notification when an opportunity is due for a follow-up, or more complex scenarios like automatically creating a set of records when a new account is won.

Automatic sending of emails

Need to automate a process involving emails? For example, if you need to remind a client when they are getting close to a product expiry, or simply want to welcome them as a customer. Powerful options are available for sending timed, perfectly presented emails.

Process scheduling

Maybe you need a range of tasks to automatically begin at 8am on a Monday morning ready to start the week or perhaps generate month-end documents. Whatever your requirements, schedules can be constructed to suit.

Document generation

Traditionally, producing documents for clients used to involve a lot of manual effort, including mail merges and copying and pasting text. Now, with the use of flexible templates, you can automate your business process for creating documents such as letters, quotes, and invoices with just a few clicks.

Solution components

Below is a list of suggested components which will allow you to
automate business processes, and these can be tailored to suit your
exact requirements:

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