Boost productivity by removing laborious and repetitive manual tasks.

Efficiency through automation

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 the power of Microsoft Dynamics 365 and the Power Platform, these often laborious tasks can be automated, saving your business time and money.

Getting it right every time

Another key benefit of automation 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.

Solution Components

Below is a list of suggested components for this solution and can be tailored to suit your exact requirements:

  • Microsoft Power Automate
  • Microsoft Dynamics 365 Applications
  • Implementation services
  • Software licensing
  • Support services

 

Find out more

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Solution Features

Automatic creation and updating of records

Intuitive flows can be created to cater for your key 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 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.
 

Managing processes from stage to stage

Complex business processes, such as lengthy multi-stage deal negotiations, need to be carefully managed from stage to stage to ensure that all the necessary information is captured, providing certainty and valuable analytics. Business Process Flows inside Dynamics 365 and Power Apps brings this and more.
 

Ensuring data accuracy

When completing forms, there are often scenarios where some fields need to be mandatory, optional or hidden altogether. Dynamics 365 and Power Apps Business Rules provide a straightforward method for ensuring your users are only entering the data they need to and preventing mistakes.
 

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, documents such as letters, quotes and invoices can be produced with just a few clicks.