Automation Archives - Microsoft Power Platform Blog Innovate with Business Apps Tue, 03 Dec 2024 22:16:19 +0000 en-US hourly 1 The next frontier in enterprise intelligent automations with Microsoft Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/the-next-frontier-in-enterprise-intelligent-automations-with-microsoft-power-automate/ Tue, 19 Nov 2024 13:30:00 +0000 The latest AI experiences in Microsoft Power Automate are redefining the boundaries of what is possible in enterprise automation—transforming how we optimize and manage business processes to achieve more.

The post The next frontier in enterprise intelligent automations with Microsoft Power Automate appeared first on Microsoft Power Platform Blog.

]]>
The latest AI experiences in Microsoft Power Automate are redefining the boundaries of what is possible in enterprise automation—transforming how we optimize and manage business processes to achieve more. Developers can now create advanced automation faster, business analysts can quickly extract, analyze, and optimize critical processes, and IT administrators can seamlessly manage and govern automation at scale. Copilot in Power Automate makes it faster to build solutions that save valuable time and reduce costs, thereby achieving business outcomes. Step into the future with the Power Automate advanced, enterprise-grade intelligent automation solutions.

Build advanced, reliable automations faster with AI 

Developers are key to business process innovation. In Power Automate, it is now possible to build automations that utilize AI within cloud flows using generative actions, easily use natural language to create expressions for flows with Copilot for expressions, and incorporate document processing into workflows with next-generation document processing. These features enhance developers’ ability to deliver solutions efficiently and effectively. 

Introducing next-generation document processing with GPT 

Efficient document management is vital for smooth operations and timely decisions, but traditional AI models require lengthy training and frequent updates. With GPT-4-powered document processing, now available in public preview, you can use natural language to extract and process unstructured data from documents like invoices, medical results, or emails. This next-gen tool handles multi-modal content, automating email, document, and image processing for improved productivity. For makers who want to blend in pro-code or gain greater control, we’ve added the ability to structure outputs using JavaScript Object Notation (JSON) directly inline. Makers can combine multi-modal content with enterprise knowledge from Microsoft Dataverse in their prompts. This feature enables makers to quickly deploy document and image processing directly into existing workflows using natural language instructions.  

Learn more in our detailed blog Boost productivity: Automate emails, documents, and images with Microsoft AI Builder.
Visit our Use AI Builder in Power Automate documentation
Join our Power Automate session for a deep dive. 

Transform your automation processes with generative actions 

Generative actions allow you to add AI-powered steps to your cloud flows, letting AI reason over enterprise guardrails provided in unstructured content format such as documents and PDFs, and decide the best course of action for complex tasks. For example, with generative actions you can automate conditional approvals based on the content of incoming emails and company policies. This feature, currently in the Early Access Program, is coming soon to public preview, when you will be able to create, edit, test, and run generative actions all from within the cloud flow designer. 

Screenshot showing cloud flows designer in Power Automate where user selects "add generative action (preview)" and proceeds through process of describe what they want to do using natural language.

Create and edit expressions faster with Copilot 

Copilot for expressions, now in public preview, is designed to assist developers and makers in creating or editing complex expressions using natural language. By simply describing what you want to build and referencing the dynamic data in the flow, Copilot translates your prompts into specific expressions in your Power Automate flow, speeding up development and reducing manual coding time. 

graphical user interface, text, application

To learn more about this feature and how to get started, read our Create and edit expressions with Copilot documentation.

Streamline automation and operations  

Monitor and manage at scale with new automation center 

Automation center, now generally available, is a central hub for efficient monitoring and troubleshooting experiences for automation processes across Power Automate at scale. The automation center provides comprehensive visualizations that enable you to monitor the health of your automations, quickly detect issues or trends, and troubleshoot problems more efficiently. 

Whether you’re a developer, operator, Center of Excellence team member, or business analyst, the automation center provides a centralized view of all automation activities. Now generally available, it features a user-friendly interface with dashboards that show recommendations, the health status of work queues, and desktop flow activity. Additionally, new views for execution logs, performance metrics, and integrated agents are now available in public preview. 

UI of the automation center dashboard in the Power Automate web portal

To learn more and to get started, read our Automation center documentation.

Improve robotic process automation (RPA) reliability using repair with Copilot 

Repair with Copilot, now in public preview, simplifies resolving user interface (UI) control issues in both attended and unattended RPA with Power Automate for desktop. By proactively providing solutions to common automation issues, such as notifying the right person in the automation center, repair with Copilot reduces downtime for RPA scenarios.  

Example of using repair with Copilot for unattended RPA:

Animation of a Windows desktop going through the repair with Copilot scenario for unattended RPA

Example of using repair with Copilot for attended RPA: 

Animation of a Windows desktop going through the repair with Copilot scenario for attended RPA

To learn more and get started with repair with Copilot, read our UI and browser automation actions documentation.

Start your journey into a new era of automation and AI 

Are you ready to bring your organization into the future with the latest AI capabilities in Power Automate? Get started with a free trial or compare plans, join our sessions below at Microsoft Ignite 2024, and read about other exciting announcements for Microsoft Power Platform.  

two colleagues looking at computer

Power Automate

Find the right low-code automation plan for your business.

The post The next frontier in enterprise intelligent automations with Microsoft Power Automate appeared first on Microsoft Power Platform Blog.

]]>
Elevating Efficiency: How Microsoft Customer Experience & Success streamlines operations with process mining in Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/elevating-efficiency-how-microsoft-customer-experience-success-streamlines-operations-with-process-mining-in-power-automate/ Tue, 27 Aug 2024 16:06:52 +0000 Learn how to leverage process mining in Power Automate as a turnkey solution to optimize internal processes. The power of Power Platform integration combined with existing experience shortened the time to insight for this team.

The post Elevating Efficiency: How Microsoft Customer Experience & Success streamlines operations with process mining in Power Automate appeared first on Microsoft Power Platform Blog.

]]>
In an earlier blog, we showed you how the Microsoft Customer and Partner Solutions (MCAPS) organization is optimizing internal processes using Copilot for automation and process mining in Microsoft Power Automate. In this blog, we explore how another Microsoft division is using the same tools to get similar results.

Streamlining security access requests

Microsoft Customer Experience & Success (CE&S) is one of the largest customer support teams in the world. With over 17,000 employees worldwide, CE&S is responsible for shaping the strategy, design, and implementation of Microsoft’s end-to-end customer experience.

For one of their projects, CE&S focused on their Just in Time (JIT) security process used to grant access to resources.  “Leveraging the process mining capabilities in Power Automate, we wanted to explore ways to improve our responsiveness – without compromising on security,” says Kirk McNesby, Senior Business Process Manager at Microsoft. 

In just one week, CE&S successfully deployed process mining and began gathering insights. “With process mining in Power Automate, we were able to easily input data and immediately jump behind the wheel to do meaningful exploration,” says Kirk. “We had no prior knowledge or training. We were ingesting data and learning how to use the tool – all at the same time.”  

To begin using process mining, over 14GB of event log data (consisting of SR events and JIT security logs) was loaded into the tool. The team was particularly impressed with the easy-to-use interface. “We liked the out of the box presentations. Variances were presented in a clear, visual format and filtering worked really well with our data,” says Kirk.  

The team used the filtering capabilities within process mining to quickly segment access requests by type and looked for patterns that would contribute to optimization. This strategy revealed bottlenecks in a specific access request for users acting as backup support on cases when the main support engineer was unavailable.

By automating approvals for this scenario, the team estimated that they could automate up to 54,000 approval requests per year, saving users 13,200 hours of wait time. As Kirk adds, “The process mining capabilities in Power Automate were critical to achieving insights this quickly.”
 

Estimated saving by automating approvals with process mining in Power Automate

Get started with process mining in Power Automate

Start a free trial today – and discover how easy it can be to optimize processes in your organization using process mining in Power Automate.

The post Elevating Efficiency: How Microsoft Customer Experience & Success streamlines operations with process mining in Power Automate appeared first on Microsoft Power Platform Blog.

]]>
ArcGIS, Meisterplan and Microsoft Translator among 60+ new connectors, 50+ connector updates launched to accelerate value from low code http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/arcgis-meisterplan-and-microsoft-translator-among-60-new-connectors-50-connector-updates-launched-to-accelerate-value-from-low-code/ Thu, 16 Nov 2023 16:00:00 +0000 ArcGIS, Meisterplan and Microsoft Translator among 60+ New Connectors, 50+ Connector Updates launched to get more value out of the box with Power Platform.

The post ArcGIS, Meisterplan and Microsoft Translator among 60+ new connectors, 50+ connector updates launched to accelerate value from low code appeared first on Microsoft Power Platform Blog.

]]>

Power Platform is excited to announce over 60 new connector releases for Ignite 2023, along with more than 50 updates to the existing connectors. These connectors are available in Power Automate, Power Apps, and Azure Logic Apps & cover the breadth & depth of solutions and tools for IT Operations, AI, Business Intelligence, Productivity and much more. Power Platform has an existing fleet of 1000+ connectors in the catalog to help creators and learners of all ages and backgrounds connect with the tools and information they need to build a more intuitive & productive solutions.

We are extremely honored to have a great partnership with all our Partners, and we look forward to partnering with many more Enterprises & community developers for providing wonderful solutions in the future.

New Connectors released by Verified Publishers include:

Interested in submitting your connector? Visit our documentation and our GitHub repository to learn how to get started.

  1. 3E Events
  2. DocuMotor
  3. Dokobit Universal API
  4. Microsoft Translator V3
  5. The IT Tipster
  6. HTML to PDF by Pascalcase
  7. Monday
  8. Eden AI
  9. ServiceDesk Plus Cloud
  10. ReversingLabs A1000
  11. Azure Text to speech
  12. StarRez REST v1
  13. iManage Insight Plus
  14. Adobe Acrobat Sign Government
  15. Peakboard
  16. Calendly
  17. Adobe Acrobat Sign Sandbox
  18. BlueInk
  19. D7Messaging
  20. Event Tickets
  21. Tesseron Asset
  22. The Events Calendar
  23. Navisphere
  24. Microsoft Teams Virtual Events

Below are the major releases for you in Ignite 2023:

1Me Corporate

1Me is your next-gen digital contact card. It provides the easiest & fastest way to share your contact information with anyone worldwide. 1-QR Code or 1-Tap is all what you need to share your contacts information.

1Me Corporate Edition, you will be able to manage your entire company’s contact cards, empowered by many powerful tools, such as digital card branding and administration corporate contracts.

Visit www.1me.live to learn more about 1Me.

Now with Power Automate adapter integration, onboarding your team is now a seamless experience, where you will be able to build automation processes that send onboarding invitations automatically to your team members.

Ramy Mostafa, CEO

Visit the 1Me Corporate connector documentation to learn more.

3E Events

3E is Elite Technology’s market leading law firm management, productivity, and financial solution. With the recent availability of the 3E Events Connector Configuration capability, 3E Cloud customers now have the ability to develop event-based integrations using Microsoft Power Platform. This new integration development option combines 3E APIs and 3E Events Hub, in conjunction with the Power Platform 3E Events connector. This combination enables customers to extend 3E’s capabilities using Microsoft’s low code/no code Power Platform to create more interactive, immersive, responsive integrated solutions.

Visit 3E Events connector documentation to learn more.

DocuMotor

The DocuMotor connector allows you to convert data from any system into professional Word documents, PowerPoint presentations, Excel spreadsheets, or accessible PDFs (PDF/UA). Simplify your document creation process with our intuitive yet flexible document automation platform tailored for businesses and the documents that matter.

With DocuMotor, you can effortlessly generate on-brand and compliant documents, saving valuable time and ensuring consistency across your organization. Experience seamless integration and unleash the full potential of document automation for your business.

Easily insert and preview text, conditional sections, images, charts, and tables all within our browser-based template builder. Once you are satisfied, go live with a single click.

Learn more about our user-friendly platform and its capabilities in our documentation.

Visit the DocuMotor connector documentation to learn more.

Dokobit Universal API

Dokobit Universal API is a versatile tool that enables signing documents internally, within your system, and collecting signatures from 3rd parties, outside your system. Document signing occurs in an accountless Dokobit signing (where invited participants can sign documents without registering on the Dokobit portal) interface with your organisation’s branding. Actions also include access to an eIDAS-certified service for qualified e-signature and e-seal validation.

Visit the Dokobit Universal API documentation to learn more.

Microsoft Translator V3

The Microsoft Translator V3 connector now allows you to translate documents and text. Using this connector, you can create automated workflows to translate single/multiple documents that are stored in SharePoint, OneDrive, local folder, or any other storage location. You can also create automated workflows to translate text from any source such as incoming emails via Outlook provider. This connector leverages Azure AI Translator which supports 125+ languages. For more details, check out the following resources:

Visit the Microsoft Translator V3 connector documentation to learn more.

The IT Tipster

IT Tipster connector allows the end user to generate code128 barcodes and QR codes by passing in a simple text string to the connector. The barcode and QR code are returned to the user in base64 format.

For more information head over to https://www.theittipster.com and here.

For the person to attribute the connector please use Shane Cosgrove, Solution Architect

Visit the The IT Tipster connector documentation to learn more.

HTML to PDF by Pascalcase

The “HTML to PDF by Pascalcase” connector allows transformation of HTML files into high-quality PDF documents. It allows conversion of web pages, reports, or other HTML content to PDF documents. The connector has the ability to handle heavy-duty PDF generation without any size limitations making it perfect for both small-scale and large-scale projects.

Visit HTML To PDF Converter Help Document for more details.

Visit the HTML to PDF by Pascalcase connector documentation to learn more. 
monday

The monday connector seamlessly integrates Power Automate with monday.com. Create monday items, notifications, subitems, boards, groups, updates and more. Trigger Power Automate flows based on a variety of monday events, such as when an item is created or updated.

Get started by installing the Microsoft Power Automate app in the monday.com marketplace.

Visit monday connector documentation to learn more.

Eden AI

Eden AI makes AI accessible to everyone by providing a unique API connected to the best engines for more than 50 AI technologies.

With the Eden AI connector for Power Automate, you can integrate advanced AI features such as natural language processing, image recognition, document parsing, audio processing, generative AI, and more. Eden AI allows you to enhance your apps and workflows with all the best AI engines (more than 30 different AI providers).

Visit the Eden AI connector documentation to learn more. 
ServiceDesk Plus Cloud (powerautomate.com)

ServiceDesk Plus is the unified service management platform from ManageEngine (a division of Zoho Corporation). ServiceDesk Plus offers a short runway to value with its out-of-the-box industry best practices and helps tackle complex service scenarios with its no-code visual automation.

Packed with contextual integrations with both IT and business apps, ServiceDesk Plus connector is now available in the Power Automate platform. IT admins can now include ServiceDesk Plus in their Power Automate workflows, to more efficiently manage their requests, and changes.

Visit ServiceDesk Help Document to learn more.

Visit the ServiceDesk Plus Cloud documentation to learn more.

ReversingLabs A1000

The ReversingLabs A1000 connector enables Microsoft Azure users to add advanced threat hunting and malware analysis capabilities to their toolbox. Based on the TitaniumCore static analysis engine, security teams using the A1000 can gain rich context and threat classifications across thousands of file types based on a comprehensive history of goodware and malware. Additionally, security teams can also utilize YARA rule matching for further file-based threat detection.

For more information on the ReversingLabs A1000 platform, see the following: ReversingLabs

Visit the ReversingLabs A1000 connector documentation to learn more.

Azure Text to speech

Azure AI Text-to-Speech allows you to build apps and services that speak naturally with more than 400 voices across 140 languages and dialects.

Visit the Azure Text to speech connector documentation to learn more.

StarRez REST v1

The StarRez resident and property management platform is the perfect tool to help your community thrive. With the StarRez REST API, you can automate regular tasks, import and export data and streamline your business processes.

Visit the StarRez REST v1 connector documentation to learn more.

BlueInk

The Blueink connector allows you to incorporate Blueink’s eSignature platform into your automated workflows. The connector allows you to send documents for eSignature, store signed documents, and check the status of your signature requests. Streamline your document management processes by adding Blueink to your existing workflows.

Learn more about Blueink at www.blueink.com.

Visit the BlueInk connector documentation to learn more.

D7Messaging

Direct7 Networks offers a messaging API platform that enables you to establish global connections with your customers. Now, streamlining your Microsoft workflows is more convenient with the D7 messaging connector. Easily dispatch verification messages using the D7 Verifier and gain insights into phone numbers through the D7 Number Look-Up.

Additionally, this connector is highly efficient for sending SMS, OTP SMS, and Viber messages to your customer base. The integration process is straightforward, making it easier to engage with your customers for messaging and verification needs.

For further information, please visit D7Messaging

Visit the D7Messaging connector documentation to learn more.

Updates released for Connectors by Verified Publishers include:

  1. AADInvitationManager
  2. Adobe Acrobat Sign
  3. Centrical
  4. Encodian
  5. Microsoft Bookings
  6. Snowflake
  7. Talkdesk
  8. The Bot Platform
  9. Zoho Sign Team Forms
  10. Yeeflow
  11. ReversingLabs TitaniumCloud
  12. RegexFlow ExecutePython
  13. ArcGIS
  14. Encodian
  15. Survey123
  16. LCP – iCordis
  17. SmartCOMM DocGen
  18. Bitskout
  19. ModuleQ
  20. Seismic Library
  21. AvePoint Cloud Governance
  22. Apptigent PowerTools PRO
  23. allGeo
  24. Adobe PDF Services
  25. CobbleStone – Contract Insight
  26. Vocean
  27. Jupyrest
  28. Blackbaud SKY Add-ins
  29. Advanced Data Operations
  30. FactSet
  31. U.S. Bank Treasury Management
  32. Maximizer
  33. DocuSign Demo
  34. Dokobit Portal
  35. Meisterplan
  36. Power Textor
  37. Converter by Power2Apps
  38. SMSAPI
  39. CivicPlus Transform
  40. OneBlink
  41. iManage Work for Admins
  42. DocuSign
  43. Data Activator Early Access
  44. InEight
  45. Tesseron Invoice
  46. Plumsail HelpDesk
  47. ArcGIS
  48. ArcGIS Enterprise
  49. GMO Sign
  50. OpenText Extended ECM
  51. OpenText eDOCS
  52. OpenText Core Share
  53. Plumsail HelpDesk
  54. ArcGIS
  55. ArcGIS Enterprise
  56. GMO Sign
  57. OpenText Extended ECM
  58. OpenText eDOCS
  59. OpenText Core Share

Below are few of the most significant updates.

Microsoft Bookings

With this change, customers can select a booking page from the drop-down menu instead of entering the SMTP address for creating a Bookings trigger. We have also powered the connector with newer APIs for the experience to be better. If you run into any connection related issues, please delete and recreate Bookings connection from Data->Connections tab as we have updated our APIs as well for this new change.

Visit the Microsoft Bookings connector documentation to learn more.

Snowflake

Build low-code data applications in just a few clicks with Microsoft Power Platform and Snowflake. The Snowflake Connector for Microsoft Power Platform provides instant access to up-to-date data within your Snowflake environment without manually integrating against API endpoints. Now anyone can easily build low-code applications or workflows on Power Platform that leverage Snowflake data without any previous technical or app development experience.

The Snowflake Connector for Power Platform provides a wide range of benefits:

  • Seamless data connectivity: You can easily connect to your Snowflake account from within the Power Apps environment.
  • Advanced analytics:  Snowflake’s advanced analytics capabilities allow you to extract deeper insights from your data, including predictive analytics, machine learning, and data science workflows.
  • Automation capabilities: Automate processes, trigger workflows, stay informed about data updates, and execute actions based on events in Snowflake.
  • Secure data access: The Snowflake Connector for Power Platform provides secure data access, helping to protect from unauthorized access.

Get the Snowflake Connector for Microsoft Power Platform by installing it from the Power Platform Connectors listing. Explore our detailed Snowflake Quickstart guide or read the documentation and start building your data applications today.

Zoho Sign

The Zoho Sign platform enables organizations to digitally sign, send, and manage business paperwork from anywhere. This connector allows you to set up automated workflows to collect signatures on documents from your everyday apps and business tools such as CRM, HRMS, cloud storage, and other communication and collaboration platforms.  With this update, you’ll be able to connect your apps to the Zoho Sign service across all of our regional datacenters to initiate workflows for signing and processing document data within geographical boundaries that are best suited to your business operations.

Visit the Zoho Sign connector documentation to learn more.

Team Forms (powerautomate.com)

Teams Forms brings digital forms into Microsoft Teams and empowers your teams to build and deliver forms from within the productivity tools they already know and trust. Unlike many other forms solutions on the market, Team Forms works offline and communicates directly with your Teams SharePoint, ensuring that data captured by forms remains under your control and never leaves your trusted Microsoft 365 environment.

You can use the Team Forms connector to trigger automated workflows, access response fields, attachments, and generated PDFs.

Visit the Team Forms connector documentation to learn more.

Yeeflow

The Yeeflow connector bridges the gap between Yeeflow and Microsoft Power Automate, offering users an intuitive way to trigger workflows when data is added or updated in Yeeflow Data Lists. By eliminating the need for manual interventions, businesses can now automate their operations and ensure smooth data flow across platforms.

With the Yeeflow connector, Microsoft 365 users can seamlessly integrate Yeeflow with Microsoft Products and Third-party systems without writing a single line of code. This powerful integration empowers organizations to streamline their business processes and enhance collaboration effortlessly.

Highlights of the Yeeflow Connector:

  • Effortless Integration: Microsoft 365 users can integrate Yeeflow with their existing Microsoft Products and Third-party systems seamlessly, simplifying the management of business processes.
  • Code-Free Automation: With the Yeeflow connector, you don’t need to write any code. The user-friendly interface allows you to set up and customize workflows quickly, saving valuable time and resources.
  • Streamlined Collaboration: Collaborate effortlessly between Yeeflow and Microsoft Power Automate users, enhancing cross-platform communication and optimizing productivity.

Visit the Yeeflow connector documentation to learn more.

RegexFlow ExecutePython

RegexFlow’s ExecutePython service allows users to execute Python scripts remotely.  All standard Python libraries are supported along with  openpyxl and pillow.  Additional libraries can be added by request.  The ExecutePython connector for Power Automate allows users to easily extend their Flows’ functionality with the flexibility of the Python programming language.

Visit the RegexFlow ExecutePython connector to learn more.

ArcGIS Survey123

ArcGIS Survey123 is a powerful solution for creating smart forms and surveys that accelerate data collection on web and mobile devices. Benefit from dynamic form builders that make designing simple to complex, engaging forms enriched with location data easy. Visualize and analyze survey results with a geographic lens to better understand where and why things occur. Share data to other critical business apps and services staff uses daily with the Survey123 Power Platform Connector. Provide instant access to real-time information to better support decision-making and improve business processes.

Visit the Survey123 connector documentation to learn more.

Vocean

Vocean, where co-creation meets next-level innovation, offers a powerful platform for open innovation and idea generation. Vocean enables effortless collaboration and use of the collective intelligence to drive innovation and achieve your organization’s full potential, further increased by the seamless Teams integration. With Vocean Copilot, our advanced AI-powered assistant, ideas can be refined, hidden patterns uncovered, and valuable suggestions for improvements revealed – leading to groundbreaking solutions. The Vocean connector for Power Automate empowers seamless connectivity between the Vocean platform and other apps, further enhancing the innovation process.

Visit the Vocean connector documentation to learn more.

Meisterplan

Meisterplan is a portfolio-level resource management tool that helps portfolio and resource managers manage people across teams and initiatives whether your work is traditional, agile or hybrid.

With the update to the Microsoft Power Automate Connector for Meisterplan, you can now read and update data of Financial Actuals. Additionally, we have added actions to read Meisterplan user data.

Visit the Meisterplan connector documentation to learn more. 
Power Textor

Power Textor is the ultimate game-changer for businesses looking to elevate their SMS game within Power Automate. The powerful SaaS tool helps businesses integrate SMS functionality to trigger flows relating to sending SMS and MMS to customers and receiving push notifications when a text message is received. This enables businesses engage with their audience through one-to-one conversation, tapping into the heart of their customer base.

Power Textor supports various text messaging options, including on-demand SMS, scheduled SMS, event reminders, and Google Review requests. All of it helps businesses build long-term brand loyalty with their customers.

Power Textor connector is currently available in the USA, Sweden, UK, and Canada and can be integrated with Power Automate, Logic Apps, and Power Apps to automate messaging.

Visit the Power Textor connector documentation to learn more.

Converter by Power2Apps

The Converter by Power2Apps allows you to easily convert common data formats to others (JSON to CSV, CSV to XLSX, File to PDF and many more). The focus here is on user-friendliness, in which the data structure is automatically detected.

In addition to better integration with Power Apps, many new actions have been added. These new actions cover 4 topics:

  • Image conversions (Format conversions, Rotation, Compress).
  • QR and barcodes (Create/read)
  • PDF editing ((Un)-Protect, Merge, get Metadata)
  • Add content to DOCX (Images, Text and Tables)

Visit the Converter by Power2Apps connector to learn more.

SMSAPI

SMSAPI is a global professional SMS provider and a part of the mobile industry-leading LINK Mobility Group. We excel at providing easy and powerful SMS gateway, API, ready-to-use integrations, and Microsoft Power-Up has become one of them. This connector enables adding SMS as a channel to your Microsoft workflows. It automates sending messages like SMS reminders, marketing, notifications, and one-time passwords.

To use the official SMSAPI Connector, register first at www.smsapi.com. Create a free test account, and we will add extra points to kickstart your journey with SMS communications.

Visit the SMSAPI connector documentation to learn more.

Data Activator Early Access

Data Activator is a no-code experience in Microsoft Fabric for automatically taking actions when patterns or conditions are detected in changing data. It monitors data in Power BI reports and EventStreams items, for when the data hits certain thresholds or matches other patterns. It then automatically takes appropriate action such as alerting users.

Using the Data Activator Power Automate connector, you can generate actions in external systems when your Data Activator triggers activate. This can be useful for sending notifications, creating action items in ticketing systems, or calling line-of-business apps from within Data Activator.

Click here to learn more about Data Activator.

(** Please note that Data Activator is currently in private preview, so you will need to be signed up for the private preview in order to use the Data Activator Power Automate connector.)

Visit the Data Activator Early Access connector documentation to learn more.

InEight

“Allowing for the seamless exchange of data between your existing back-office applications and InEight’s integrated project controls platform, InEight Connector brings proven project certainty to your business without all the hassle. Eliminating manual data entry and providing robust real-time analytics across your applications, the connector gets you one step closer to realizing complete project visibility and confidence. With over $1 trillion worth of construction projects around the world relying on InEight’s integrated project controls, you have full confidence in InEight on your projects. “

Author: Catie Williams, Vice President Product

Visit the InEight connector documentation to learn more.

Plumsail HelpDesk

Plumsail HelpDesk helps you to turn your SharePoint site into an efficient and user-friendly HelpDesk. In this update, we have added a new region. Now you can select a region while installing HelpDesk. It allows you to achieve better compliance with regional and industrial regulations.

Visit Plumsail HelpDesk to learn more.

ArcGIS

ArcGIS connects your automated workflows to resources from your ArcGIS organization. Access geoenrichment, geocoding, and routing services to add demographics and location information to your data. You can also use the ArcGIS connector to create feature layers and fetch data from existing feature layers in your ArcGIS organization. The ArcGIS connector works seamlessly with all the connectors in the Power Automate library. Further, it enables you to create automated flows leveraging triggers and webhooks based on record or attachment changes in your feature layer. The ArcGIS connector helps you easily maintain records and attachments through CRUD-based actions (insert, update, delete) in near real-time allowing you to fetch changes when you need them most.

Visit ArcGIS to learn more.

ArcGIS Enterprise

ArcGIS Enterprise connects your automated workflows to resources from your ArcGIS organization. Access geoenrichment, geocoding, and routing services to add demographics and location information to your data. You can also use the ArcGIS Enterprise connector to create feature layers and fetch data from existing feature layers in your ArcGIS organization. The ArcGIS Enterprise connector works seamlessly with all the connectors in the Power Automate library. Further, it enables you to create automated flows leveraging triggers and webhooks based on record or attachment changes in your feature layer (currently in Preview). The ArcGIS Enterprise connector helps you easily maintain records and attachments through CRUD-based actions (insert, update, delete) in near real-time allowing you to fetch changes when you need them most.

Visit ArcGIS Enterprise to learn more.

New Connectors released by Independent Publishers include:

Interested in submitting an Independent Publisher connector? Visit our documentation and our GitHub repository to learn how to get started.
Calendarific by Andras Fordos

Calendarific is a developer-friendly, worldwide service giving you access to public, local & bank holidays and observances; and spanning over 230 countries, 3,300+ states and 100+ languages.

View this connector in GitHub.
Leap-Ai by Chandra Sekhar

LeapAi image recognition service.

View this connector in GitHub.
MessageBird SMS  by Troy Taylor

Messagebird’s SMS service allows you to send and receive SMS messages to and from any country in the world.

View this connector in GitHub.
Microsoft Partner Center by Oleksii Skirko, Innoware Ukraine LLC

This connector allows you to connect to MPC API and collect some information including customer details, orders and subscriptions.

View this connector in GitHub.
Monster API  by Troy Taylor

With Monster API, you can effortlessly access powerful generative AI models such as Stable Diffusion for text to image and image to image.

View this connector in GitHub.
ScreenshotOne by Troy Taylor

ScreenshotOne is a scalable and straightforward screenshot service to cover all your needs by making screenshots. It converts any given URL or HTML to PNG, PDF, etc.

View this connector in GitHub.
SolarEdge by Richard Wierenga

The SolarEdge connector gives you the opportunity to display system data in other applications.

View this connector in GitHub.
Threads by Troy Taylor

Threads is a Slack replacement designed for makers. Threads provide a simple, focused canvas for sharing your work and getting rich feedback in return.

View this connector in GitHub.
io by Troy Taylor

Improve operational efficiency with the world’s leading enterprise-grade weather service. Use our hyper-accurate weather data for endless use cases across all industries.

View this connector in GitHub.
dev  by Troy Taylor

Create a short, temporary, self-destructing link to a website or message.

View this connector in GitHub.
WhatIsMyBrowser by Troy Taylor

The WhatIsMyBrowser.com service provides an easy way for your website or system to get detailed information about the technology that your visitors are using to browse your website. There are lots of uses for it, but some of the most popular ones include using this information to personalize the content and advertising on your site for each visitor, help identify “strange” or risky activity on your site, and to gather general demographic information about the visitors to your site.

View this connector in GitHub.
io by Troys Taylor

APlace is a service that allows you to simply integrate powerful geolocation tools into your application, including address autocomplete and reverse geocoding.

View this connector in GitHub
ApyHub by Troys Taylor

ApyHub is the a service utility belt that helps developers save time and boost efficiency. Included are actions for archiving and unarchive files.

View this connector in GitHub.
Daffy by Troys Taylor

Daffy is a not-for-profit community of members who have the commitment to put money aside for those less fortunate than themselves. Find organizations and causes you care about and recommend donations to over 1.5 million charities in the US.

View this connector in GitHub.
Dandelion by Troys Taylor

Dandelion is semantic text analytics as a service. They provide actions for entity extraction, sentiment analysis, keyword extraction, semantic similarity, and Wikisearch results.

View this connector in GitHub.
Fun Translations by Troy Taylor

Have some fun with our language translations.

View this connector in GitHub.
Hashtag API by Troy Taylor

The Hashtag Generator service allows you to generate relevant hashtags for your content based on a given keyword or image.

View this connector in GitHub.
Pixela by Troy Taylor

Pixela is the pixelation service. With this service, you can get a GitHub-like graph that expresses the degree of your various activities on a basis with a vivid gradation.

View this connector in GitHub.
Supportivekoala by Troy Taylor

Supportivekoala allows you to autogenerate images using templates.

View this connector in GitHub.
BKK Futar by Andras Fordos

Get and search planned and real-time information from the BKK FUTAR system – public transportation of Budapest – regarding journeys, vehicles, stops and many more!

View this connector in GitHub.
IP2LOCATION  by Andras Fordos

IP2Location returns geolocation information like country, region, city, latitude & longitude, ZIP code, time zone, ASN, ISP and so on for an IP.

View this connector in GitHub.
IP2WHOIS by Andras Fordos

Obtain domain information and WHOIS record by using a domain name, such as creation date, updated date, expiration date, etc.

View this connector in GitHub.
Sunrise-Sunset by Andras Fordos

Sunrise-Sunset provides sunset and sunrise times for a given latitude and longitude, including twilight informations. Attribution required.

View this connector in GitHub.
Updown by Andras Fordos

Updown is an online service that checks your website’s status by periodically sending an HTTP request to the URL of your choice. It then notifies you by email, sms or even a webhook, when your website is not responding correctly.

View this connector in GitHub.
Wayback Machine by Andras Fordos

The Wayback Machine is a digital archive of the World Wide Web and it allows the user to go \”back in time\” and see how websites looked in the past.

View this connector in GitHub.
Airlabs by Andras Fordos

Airlabs collects extensive real-time aviation and flight data from thousands of sources to cleanse, aggregate and organize it into comprehensive collections.

View this connector in GitHub.
Anthropic by Troy Taylor

Claude is a large language model (LLM) built by Anthropic. It’s trained to be a helpful assistant in a conversational tone.

View this connector in GitHub.
Mailinator by Troy Taylor

The Mailinator service provides programmatic access to the Mailinator system. This includes fetching and injecting messages into the Mailinator system and creating routing rules for specific message domains within the system.

View this connector in GitHub.
Mime Automation by Andreas Cieslik

Mime Automation provides a way to extract data from a TNEF (winmail.dat) encoded file

View this connector in GitHub.
Reflect by Troy Taylor

Reflect is a beautiful note-taking tool designed to help you think. Mirror the way your mind works by associating notes through backlinks. Reflect builds you a second brain that you can reference anytime.

View this connector in GitHub.
Kroki by Troy Taylor

Kroki provides a service to create diagrams from textual descriptions.

View this connector in GitHub.
Abbreviations by Troy Taylor

The Abbreviations service from STANDS4 enables you to get classified acronyms and abbreviations content for a given term.

View this connector in GitHub.
ai by Troy Taylor

Meet your brainstorming buddy, blank page remover, research assistant, and expert copywriter: Chat by Copy.ai. Use our generative AI platform to work faster, smarter, and anything but harder.

View this connector in GitHub.
Diffchecker by Andras Fordos

Diffchecker will compare your inputs to find the difference between two text files, images, PDFs and many other.

View this connector in GitHub.
Feathery by Troy Taylor

Feathery is transforming the way user interfaces for collecting information are built. We help users build customizable and developer-friendly forms.

View this connector in GitHub.
Hash Generator by Troy Taylor

This hash generator allows you to generate hashes from your input string. You can choose between SHA1, SHA256, SHA512 and MD5.

View this connector in GitHub.
Letterdrop by Troy Taylor

Letterdrop is the only SEO tool that optimizes for people-first content. Beyond SEO, it’s actually a complete content marketing suite designed to help you go from idea to publish as quickly as possible while following best practices. This includes project management, social distribution, and repurposing content.

View this connector in GitHub.
LoginLlama by Troy Taylor

LoginLlama adds an extra layer of customer security without the extra work. LoginLlama uses a number of ranking factors to decide if a login is deemed suspicious. We determine a score for each login based on how ‘suspicious’ it is. We then use Bollinger Bands to determine if the login is suspicious or not.

View this connector in GitHub.
NameAPI by Andras Fordos

NameAPI is a web API to handle people’s names in your software.

View this connector in GitHub.
Pinecone by Troy Taylor

Pinecone makes it easy to provide long-term memory for high-performance AI applications. Pinecone is a managed, cloud-native vector database with no infrastructure hassles. Pinecone serves fresh, filtered query results with low latency at the scale of billions of vectors.

View this connector in GitHub.
PixelMe by Troy Taylor

PixelMe links allow you to track customers across platforms and increase the likelihood of turning clicks into conversions. Deep links direct users straight to a particular website or app page, eliminating the need for them to navigate or re-enter billing details. PixelMe\u2019s deep links open directly in the Amazon app, allowing you to drive customers directly to the Amazon app for better UX, enhanced retention, and higher likelihood of conversion.

View this connector in GitHub.
TLDR by Troy Taylor

TLDR helps you summarize any piece of text into concise, easy to digest content so you can free yourself from information overload. Summarize any URL or text using state-of-the-art abstractive and extractive summarization models.

View this connector in GitHub.
vatcheckapi by Andras Fordos

vatcheckapi is a free and easy-to-use VAT lookup & validation service.

View this connector in GitHub.
VoiceRSS by Andras Fordos

Voice RSS Text-to-Speech (TTS) allows conversion of textual content to speech easier than ever.

View this connector in GitHub.

Learn more about Power Platform Connectors at the following links:

The post ArcGIS, Meisterplan and Microsoft Translator among 60+ new connectors, 50+ connector updates launched to accelerate value from low code appeared first on Microsoft Power Platform Blog.

]]>
Certified Public Accountant transforms accounting processes using Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/certified-public-accountant-transforms-accounting-processes-using-power-automate/ Thu, 10 Aug 2023 16:00:00 +0000 Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly . She also is giving back to her accounting community by teaching others how AI and automation can help transform their practices.

The post Certified Public Accountant transforms accounting processes using Power Automate appeared first on Microsoft Power Platform Blog.

]]>
The Francis Group practice in Seattle. She has been practicing for over 20 years and works with high-net-worth families providing tax compliance and tax planning services that coordinate with the family’s estate planning attorney or financial planner. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly reduce time spent on manual processes. She is also giving back to her accounting community by teaching others how AI and automation can help transform their practices. Despite having zero experience with automation, Ashley automated multiple accounting processes such as generating engagement letters and importing financial data for her practice. Ashley continues to learn more about how Power Platform can transform traditional processes, increase efficiency, and save time.

“Finding out about all the things in the Power Platform has been amazing. Like this is technology that I didn’t even know existed. I want so much more time to learn everything on the Power Platform and AI because it can do so much for my profession.”

– Ashley Francis, Certified Public Accountant, The Francis Group
 

Crossing paths with generative AI automation

Ashley heard of automation platforms through her network and by attending a local user group, Realize – an online community for technology-forward accountants created by another CPA, Jason Staats. Ashley learned from monthly “Show & Tell” sessions within this community that many automation tools have high costs and require the data to reside within the 3rd party software platforms. Ashley researched alternatives that could work with her current processes and came across Power Automate which addressed her concerns around data security and ease of use. Interested in its abilities to connect with multiple data sources using Power Platform connectors, Ashley invested in learning more about Power Automate. To help accelerate her abilities with automation, she used the generative AI capabilities of “Describe it to design it” (an earlier version of Power Automate Copilot). Using natural language, she described what she wanted to automate, and the AI engine translated the descriptions into cloud flows. Within a month, she had her first automation running in production.  

Generation of engagement letters

The first manual process she tackled using Power Automate was the generation of engagement letters. Engagement letters are a legal agreement between Ashley’s practice and their clients about what services are provided and the associated fees, as well as the responsibilities of the clients. This process involves the following tasks:
  • Determine the type of engagement
  • Add details such as the date, the client’s name, fee information, and the due date to file taxes
  • Add correct text for certain conditions, such as “first year” statements for new clients
  • Generate the letter as a PDF
  • File the PDF into the correct folder for the project
Ashley was previously using mail merge from Microsoft but it would often result in incorrect output without any error messages. This was time consuming to review and resolve. Now, she uses a cloud flow to perform the task, using the logic she’s defined. Traditionally it took 30-60 minutes to create a single engagement letter. With the cloud flow, all the client letters could be generated in less than an hour in total, which includes the time needed to do a final check of the source data to be used by the flow. Power Automate cloud flow generates all client engagement letters in less than 1 hour When Ashley showed her user group peers how she automated the engagement letter process, they were blown away by the automation she single-handedly developed.  

“It was incredible to see the amazement on people’s faces when they realized what Power Automate could do in moving information from point A to point B, which is a huge benefit amongst accountants as the applications we work with don’t interact with each other.”

– Ashley Francis, Certified Public Accountant, The Francis Group
 

Importing financial data – from a week to minutes

The next process she automated was for a project that required extracting 3 years of data from financial statements and investment bank statements using the intelligent document processing (IDP) capabilities of AI Builder in Power Automate. This process enabled Ashley to quickly import transaction data from these statements into her accounting software. Since there was no digital link between the bank accounts of her clients and the accounting software for extraction of the data, Ashley turned to AI Builder for automation. It enabled Ashley to easily automate the extraction of information spread out across financial statements and investment bank statements. She was able to train an AI model in less than an hour using sample financial and investment bank statements to show AI Builder what information to extract. The cloud flow built by Ashley saves the extracted information into an Excel spreadsheet which she can then import into her accounting software. Power Automate cloud flow diagram extracting information from files using AI Builder With Power Automate, Ashley reduced weeks of effort down to minutes. Traditionally it would have taken Ashley an hour for each document, to go through the document and transfer the information. Now, the only human effort required in the new automated process is for her to upload the financial statements into a specific folder, which triggers the cloud flow to run.  

4 ways accountants can benefit from AI and Power Platform

Ashley sees several areas that can benefit from AI with Power Platform to modernize the practice of accounting. Examples include –  

Email management

Using AI to detect what type of email is received from a client, automatically save the email in dedicated folder, extract important data and write a summary, and notify an accountant of the summarized information.  

Generate suggested responses to clients

During the peak time of the annual tax returns, a large number of emails are received from clients and the challenges of responding to clients during a stressful period consume a lot of time from accountants. With the help of built-in generative AI capabilities in Power Automate cloud flows, suggested responses can be generated, which accountants can modify and use in response to the client emails.  

Summarize information aligned to the current tax law

Tax law can change annually, and the documentation associated takes hours to read. Sometimes accountants can miss information or have to read the documentation several times before understanding it. AI can help by summarizing the information for accountants to ensure they are practicing in accordance with current tax laws.  

Educating new accountants

New accountants in training can learn from embedded AI in virtual agents to have responsive conversations when verifying questions they have on accounting. AI can answer their questions in real time and with citations and detailed explanation if requested.  

Helping the community upskill with AI and automation

Ashley created a newsletter , Kitchen Table Automation, that covers generative AI tools and automation with Power Automate. The goal of the newsletter is to make AI and Power Automate less intimidating for new learners. She has a 30 Days of AI series where she walks professionals (typically tax, accounting, and financial planning professionals) through 30 days of exercises and lessons around ChatGPT and Bing Chat. She plans on creating a future “30 days” series to cover:
  1. Process mapping, as she sees this as a preliminary step to automation
  2. Using AI tools for documenting manual processes identified from the process mapping
  3. Automate the process that was mapped and documented
 

Looking ahead

Ashley felt inspired to learn Power Apps after watching the demonstration of the new Power Apps AI capabilities at this year’s Microsoft Build. The demo that caught her attention was the ability to create an app in minutes from data in an Excel spreadsheet. Power Apps Copilot Excel to App demo video link Accountants use multiple Excel spreadsheets annually, which is time-intensive due to dispersed file management of spreadsheets and error-prone. Ashley sees Power Apps solutions as an effective way to alleviate some of the time spent on information management. One use case is to use Power Apps for onboarding clients, as information is kept initially in a spreadsheet, and after a client is onboarded, the information is transferred to another spreadsheet. The ability to change the designation within the app itself and have it automatically move the data to the required destination would reduce the time spent on managing the onboarding process. Ashley sees Power Platform as an enabler in her profession – to streamline processes that traditionally took hours and simplify accounting practices. She’s excited to learn more and continues to be an advocate of working smarter with Power Platform.
Profile photo of Ashley Francis

“This Power Platform technology is amazing; it’s not just making our jobs easier. It’s helping our profession thrive and grow and continue to help other people – both accountants and clients.”

– Ashley Francis, Certified Public Accountant, The Francis Group

 

Share your story with us!

Do you have a story or experience to share? We are excited to learn more about how individuals and organizations are using Power Platform with generative AI and Copilot capabilities! Submit your story at https://aka.ms/ShareAIStory  

Availability

These features are currently available in the United States and English language by signing up. Note that these preview features are experimental, and accuracy and relevance cannot be guaranteed.  

Responsible AI

Microsoft is committed to creating responsible AI by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are helping our customers use our AI products responsibly, sharing our learnings, and building trust-based partnerships. For these new services, we provide our customers with information about the intended uses, capabilities, and limitations of our AI platform service, so they have the knowledge necessary to make responsible deployment choices.

The post Certified Public Accountant transforms accounting processes using Power Automate appeared first on Microsoft Power Platform Blog.

]]>
Introducing the Automation Kit for Power Platform http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/introducing-the-automation-kit-for-power-platform/ Tue, 20 Sep 2022 13:30:18 +0000 The Automation Kit for Power Platform is designed to help organizations manage, govern, and scale automation platform adoption based on industry best practices. The Automation Kit for Power Platform is now available to the public as an open source GitHub project.

The post Introducing the Automation Kit for Power Platform appeared first on Microsoft Power Platform Blog.

]]>

To establish a successful automation culture, you typically need to build an Automation Center of Excellence (CoE) to maximize your organization’s investments and define guardrails to develop RPA and other hyperautomation scenarios for digital transformation in a controlled manner.  Back in December 2021, we blogged about HEAT (Holistic Enterprise Automation Techniques) and automation adoption best practices.

We also released a private preview version of Automation Kit (previously Automation CoE Starter Kit), which has been implemented by many customers across the globe at early stages of the development.

Today, we are happy to introduce the Automation Kit for Power Platform, now available to the public as an open source GitHub project.

 

What is the Automation Kit?

The Automation Kit for Power Platform is designed to help organizations manage, govern, and scale automation platform adoption based on industry best practices. The toolkit is a collection of components and tools based on HEAT concepts and built using Power Apps and Power Automate, so you can easily extend and customize the kit to your needs.

The Automation Kit for Power Platform helps you accelerate your organization’s automation CoE. It includes a set of Power Apps applications and Power Automate flows that provide ready-made solutions to manage your automation projects, capture near-real-time value tracking, and gain insights to your automation initiatives. The kit was built based on feedback from customers across the globe using Power Automate as their choice of hyperautomation and RPA platform.

 

Case study: Cineplex accelerates establishing their Automation Center of Excellence with Automation Kit

Cineplex Inc. is a leading media and entertainment company that welcomes millions of guests through its 170+ cinemas and entertainment venues.

Bo Wang, Vice President of Taxation & Treasury, started using Power Automate desktop flows back in September 2020 to automate business processes within his team. After realizing the benefits in process efficiencies and time savings, he decided to set up the Automation Center of Excellence so that he could further scale the use of Power Automate across the entire organization. To do so, Bo and his team adopted the Automation Kit to manage and have visibility across the automation development lifecycle. The Automation Kit helped Cineplex:

  • Accelerate the development of their Automation Center of Excellence
  • Centrally manage the automation lifecycle from ideation to production
  • Get insights for both leadership and operations team about return on investment (ROI) in automation

What’s included in the Automation Kit?

Automation Project Management

Use this app to manage the automation initiatives in your organization and define the metrics to calculate ROI.

Projects are managed in the Automation Center

 

Solution Metering

The kit offers capabilities to link Automation Project definitions with their Power Automate cloud flows, desktop flows and other artifacts in order to automatically capture and calculate the contributions of an automation.

Artifacts are attached to solution metering for automatic metric captures

Automation CoE Dashboard

The dashboard provides a holistic view of your automation projects, ROI, and goals. It includes multiple views and metrics that are automatically calculated and refreshed based on what you have defined in the Automation Projects.

Your organization can identify which automation projects to work on using the complexity score and estimated savings to ensure correct prioritization is being made on the automation investments.

Once the automations are established, the organization can then track the savings and track them against goals.

Dashboard showing the complexity score and list of projects

Where to start

Now that you do have a sneak peek of all the cool features the Automation Kit has to offer, here are resources that can get you started.

What’s next

We’re continuing to evolve and expand Automation Kit features based on customer feedback to support your ability to grow your organization’s automation maturity to enterprise scale.

We will regularly publish a prioritized list of features from our open-source backlog that we will work on and release in our next monthly update.

As part of our upcoming planned regular office hours that start Tuesday 11th October 7:00AM – 8:00AM PDT with you can register at https://aka.ms/ak4ppofficehours. We will showcase new and planned features and hold an “ask me anything”-style conversation to get feedback about your use of the Automation Kit and prioritize areas that we should work on to provide the most impact for you.

Disclaimer

Although the underlying features and components used to build the Automation Kit (such as Microsoft Dataverse, admin APIs, and connectors) are fully supported, the kit itself represents sample implementations of these features. Our customers and community can use and customize these features to implement admin and governance capabilities in their organizations.

If you face issues with:

  • Using the kit: Report your issue here: aka.ms/automation-kit-issues. Microsoft Support will not help you with issues related to this kit, but they will help with related, underlying platform and feature issues.
  • The core features in Power Platform: Use your standard channel to contact Support.

The post Introducing the Automation Kit for Power Platform appeared first on Microsoft Power Platform Blog.

]]>
Get to insights even faster with new features from Process advisor task mining http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/get-to-insights-even-faster-with-new-features-from-process-advisor-task-mining/ Thu, 10 Feb 2022 15:29:00 +0000 We’ve made several exciting enhancements to Process advisor in January 2022 to make it even easier and faster to visualize your processes and get to insights with task mining. These features include auto creating activities from recordings, removal of "Ready to analyze", and a link back to Process advisor from the recorder.

The post Get to insights even faster with new features from Process advisor task mining appeared first on Microsoft Power Platform Blog.

]]>
We’ve made several exciting enhancements to Process advisor in January 2022 to make it even easier and faster to visualize your processes and get to insights with task mining. From a combination of talking to customers, looking at the data, and dogfooding our own product, we identified three bottlenecks in the prior task mining experience:

  • Preparing recordings for analysis is time consuming.
  • Requiring users to set recordings as “Ready to analyze” introduces additional friction on the path to insights.
  • Navigating from the recorder to recording details requires too many clicks.

Read on to discover how we are alleviating these pain points and really reducing the amount of time and number of clicks to get to insights.

 Auto create activities from recordings

We have heard your feedback! Manually preparing screen recordings can be painful. Previously you needed to:

  1. Review the recorded actions (e.g. mouse clicks or keyboard events)
  2. Identify sensible groupings
  3. Define a label for each group, AKA activity

Thankfully, Process advisor now support auto creating activities from the recording. We automatically group related recorded actions into a single activity and create a label that accurately describes the user’s action, leveraging the application and window used. You can accept auto created activities as is, you can edit individual auto created activities, or delete all auto created activities and create your own from scratch.

Editing the activities in anyway will remove the “Auto created” tag so you know which activities were edited or added after. This solution helps first time users quickly understand their process activities, while more advanced users have a starting point to fine tune the activities to get the desired results.

Removal of “Ready to analyze”

With the addition of auto created activities, we wanted to streamline the steps to getting to analytics. Having to toggle ready to analyze every time was more of a hinderance than of value. Now, as long as you have two activities in your recording, you are ready to analyze!

Link back to Process advisor from recorder

We added a button once you have finished recording to open the recording details in Process advisor portal. Previously you had to navigate to the page on your own, which required many clicks and was another source of additional friction.

Get started with process advisor to experience these enhancements or try it out for the first time!

The post Get to insights even faster with new features from Process advisor task mining appeared first on Microsoft Power Platform Blog.

]]>
Mine your business with Process and Task mining http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/mine-your-business-try-process-and-task-mining/ Wed, 01 Dec 2021 01:15:46 +0000  In this blog we will explain what Process mining and Task mining are and how to use them to discover what is going on in your organization and how to improve your operational processes.  

The post Mine your business with Process and Task mining appeared first on Microsoft Power Platform Blog.

]]>
How does your company perform fundamental operational processes such as Account Payable, Sales, Purchase to Pay, etc.? Are you trying to uncover insights on organizational goals such as cost, efficiency, or other business metrics? Could you uncover how these processes are run and optimize them without hiring consultants? In this blog we will explain what Process mining and Task mining are and how to use them to discover what is going on in your organization and how to improve your operational processes.

During your digital transformation journey at an enterprise level, you might wonder if you are tackling the correct processes to automate, or if you are setting up process automations in the most optimal way before starting.  Process mining and Task mining are technologies that provide visibility into how your operational processes look like, not what people guess they look like. With such knowledge, you can fully unlock the benefits of automation.

Process Mining: Identify company-wide bottlenecks and inefficiencies in main operational processes

Process mining uses event logs of key enterprise systems to reveal the steps and variations in completing a specific process. For example, if you use Dynamics apps to manage your Sales process, you could look for event logs from Dynamics for Sales to start with Process mining.

You can use Process mining to improve larger processes with a specific goal such as: Purchase to Pay, Inventory management, Account Receivable, etc…

Try analyzing an Account Payable process with sample data using Process advisor: process mining tutorial.

Task Mining: Discover possibilities for automation for individual workflows

Task mining can capture the user activity and interaction on the desktop. A user records their task using Power Automate Desktop and contributes such recording to the process analysis by Process Advisor. Multiple recordings can represent diverse ways people perform the same process, and Process Advisor analyzes them to synthesize an overall process map.

Some example of use cases for Task mining are tasks such as invoicing, data entry, getting a more granular analysis of activities within a process, and understanding how different applications are used so you can discover automation opportunities and improve efficiency of the process.

What’s next for you: Try out Process Advisor. Anyone can start a free trial!

Learn more about Process advisor and Power automate:  Optimize how you work with RPA and process mining in Power Automate | Power Automate Blog (microsoft.com)

 

The post Mine your business with Process and Task mining appeared first on Microsoft Power Platform Blog.

]]>
Hyperautomation special video series for SAP based integration and automation with Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/hyperautomation-special-video-series-for-sap-based-integration-automation-with-power-automate/ Wed, 30 Jun 2021 21:30:00 +0000 This series designed for IT Pros, Professional and Citizen Automation Developers, who want to learn more about the different SAP automation options available, in Power Automate. While previous SAP automation experience would be beneficial, it is not required to follow along. The demo use case for this series is based on a real-world inspired, purchase requisition process at our fictitious Retail company called Contoso.

The post Hyperautomation special video series for SAP based integration and automation with Power Automate appeared first on Microsoft Power Platform Blog.

]]>
In October last year, we’ve published a dedicated RPA playbook for SAP GUI based automation with Power Automate that outlines the different RPA based automation options for SAP GUI in Power Automate.

Today we’re excited to announce the first hyperautomation special video series, which has been designed for fusion teams of IT Pros, Professional and Citizen Automation Developers, who want to learn more about the different SAP integration and automation options available in Power Automate and the broader Power Platform.

The series includes nine episodes that introduces you to several no-code, low-code, and pro-code hyperautomation development techniques, leveraging Power Automate, Process advisor, Power Virtual Agents, Power Apps, Microsoft Dataverse and Microsoft Teams.

Episode highlights

Episode 1: Introduction to SAP automation in Power Automate
In the first episode, we’ll introduce you to the overall Power Platform and the different SAP integration & automation options available in Power Automate.
Episode 2: Uncover process automation opportunities with Process Advisor
In the second episode, we’ll use Process advisor’s process mining features, to identify process bottlenecks of a fictitious purchase requisition process. The outcome of this analysis will be used to improve the process and to apply automation with the help of Power Automate.
Episode 3: Building SAP automations with the SAP ERP Connector
In the third episode, we’ll build an SAP-connected on-hand inventory lookup chatbot, using Power Virtual Agents, Power Automate and the out-of-the box SAP ERP Connector. In less than 15 minutes you’ll have a fully functionality chatbot which is published to Microsoft Teams, making it available 24/7 through the Microsoft Teams mobiles app.
Episode 4: Building Custom Connectors for SAP OData Endpoints
In the fourth episode, we’ll build a Custom Connector from scratch that connects to OData endpoints on the SAP ES5 demo system. We then use the Custom Connector in our low-code purchase requisition Power App.
Episode 5: Introduction to SAP GUI based RPA in Power Automate Desktop
In the fifth episode, we’ll discuss the different SAP GUI RPA options in Power Automate Desktop which can range from no-code to pro-code techniques. In the following three episode we will see detailed walkthroughs of each approach.
Episode 6: No-Code RPA with SAP GUI in Power Automate Desktop
In episode six, we’ll show you how build an SAP GUI automation flow using pure no-code techniques. The use case is aligned to the no-code option you’ll find in the RPA Playbook for SAP GUI automation.

 

Episode 7: Low-code RPA with SAP GUI in Power Automate Desktop
In episode seven, we’ll show you how to build an SAP GUI automation desktop flow using no-code and low-code techniques. You will learn how to apply custom UI selectors and use regular expressions to extract dynamic data from a string.
Episode 8: Pro-Code RPA with SAP GUI in Power Automate Desktop
In episode eight, we’ll show you how to use SAP’s own recording engine and use its scripting output to playback the automation from Power Automate Desktop. We’ll used pro-code selector techniques for SAP GUI element identification and leveraging regular expressions to extract number from a string.
Episode 9: Web UI-based RPA with SAP Fiori and Power Automate Desktop
In the ninth and last episode, we’ll showcase Web automation techniques that can be used to automate SAP Fiori based applications in Power Automate Desktop. This will cover advanced Web automation techniques to support dynamic selectors of the SAPUI5 (SAP User Interface for HTML5) user interface.

Call to action

Start watching the full series today and download the latest RPA playbook for SAP GUI based automation with Power Automate to learn more.

Useful links

Power Automate learning resources
https://flow.microsoft.com/blog/power-automate-learning-resources/
https://www.youtube.com/watch?v=AVe3CGruiOk&list=PLi9EhCY4z99UlSA7ykeZtSLraL8qlhFeq
Process advisor
https://flow.microsoft.com/process-advisor/
https://flow.microsoft.com/blog/reduce-process-bottlenecks-with-process-advisor-for-power-automate-now-generally-available/
SAP ERP connector
https://powerapps.microsoft.com/blog/general-availability-of-the-sap-erp-connector/
https://powerapps.microsoft.com/blog/connecting-to-an-sap-odata-api-from-a-canvas-app/
https://powerapps.microsoft.com/blog/introducing-the-sap-erp-connector/
https://docs.microsoft.com/connectors/saperp/
https://community.dynamics.com/365/mbas/f/microsoft-business-applications-summit-gallery-2020/391095/sap-surround-options-with-the-power-platform
https://powervirtualagents.microsoft.com/en-us/
Custom connector
https://docs.microsoft.com/power-automate/developer/register-custom-api
https://docs.microsoft.com/powerapps/maker/canvas-apps/register-custom-api
RPA Playbook for SAP GUI and Power Automate
https://flow.microsoft.com/blog/rpa-playbook-for-sap-gui-automation-with-power-automate-api-flows-ui-flows-and-power-automate-desktop/
Regular expressions
https://docs.microsoft.com/power-automate/desktop-flows/actions-reference/text#parsetext
https://docs.microsoft.com/dotnet/standard/base-types/regular-expression-language-quick-reference

The post Hyperautomation special video series for SAP based integration and automation with Power Automate appeared first on Microsoft Power Platform Blog.

]]>
Automation made easy with Dataverse for Microsoft Teams and Microsoft Power Automate http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/automation-made-easy-with-dataverse-for-microsoft-teams-and-microsoft-power-automate-2/ Mon, 14 Jun 2021 15:00:00 +0000 Learn about Power Automate integration with Dataverse for Teams.

The post Automation made easy with Dataverse for Microsoft Teams and Microsoft Power Automate appeared first on Microsoft Power Platform Blog.

]]>
Microsoft has always strived to offer the best low-code automation capabilities available on the market.  At this year’s spring Ignite conference we demonstrated our commitment to ensuring developers have even greater access to robotic process automation by offering Power Automate’s Desktop Flows with devices running on Windows 10.  At Microsoft Build, we demonstrated how the easy access to Power Automate Desktop Flows also empowers experienced developers and announced the general availability of Process Advisor. With its low-code functionality and extension into Azure, Power Automate empowers developers of all skill levels, from citizen to professional developers, to easily collaborate and create business solutions that can combine the technical skills of pro developers with the exact business requirements gained from the frontline knowledge of citizen developers.  For those who have followed the evolution of Power Automate, you are aware of the rapid growth and release of features which further enhance Power Automate capabilities.  Another exciting feature we launched a few months ago, is the seamless integration of Power Automate to apps created using Microsoft Dataverse for Teams which recently became generally available.  With Dataverse for Teams, users can create fully functional apps or chatbots using Microsoft Power Apps or Microsoft Power Virtual Agents canvas tools right from Teams.  With the deeper focus on mobile work, Teams has grown into the hub of collaboration for many organizations.  With the launch of Dataverse for Teams, collaboration is seamlessly integrated with creation.  Let’s look at how Dataverse for Teams and Power Automate plays a significant role in enhancing the work experience.

Dataverse for Teams

Dataverse for Teams is an important subset of Microsoft Dataverse. With Dataverse, users can:
• Deliver services with agility by using an extensible data platform that uses out-of-the-box common tables, extended attributes, semantic meanings, and an open ecosystem.
• Increase scale and efficiency by quickly developing applications, processes, and reusable data schemes. Also, easily build, validate, and deploy your applications using GitHub and Azure DevOps.
• Make your data work smarter by adding low-code AI tools to your process automation. Identify and resolve duplicated and conflicting data with a managed data platform that includes built-in business logic and rules.
• Rely on the security of a trusted platform with a robust security management infrastructure that provides critical security and compliance capabilities—advanced encryption, rich access control, and deep integration with Azure Active Directory.
As Figure 1 depicts, Microsoft Teams integrations offer development capabilities which range from full-code custom solutions to ready-made apps. The new Dataverse for Teams provides a balance for pro developers and citizen developers to create unique solutions to address business challenges.

 

Dataverse for Teams offers a suite of  embedded Microsoft Power Platform tools in Teams, including Power Automate.  With Dataverse for Teams, organizations can easily build low-code apps, automate processes, and deploy chatbots without leaving Teams.  All of this creative capability comes with rich administration, security, and governance. Microsoft Dataverse for Teams follows the existing governance rules established by Power Platform and offers access control through the Teams Admin Center.  Check out more more details about the Teams Admin Center.  Also learn more about  Power Platform admin center which provides more detail on Power Platform solutions and control, including monitoring dedicated capacity utilization. Since Dataverse for Teams entered preview in September, many organizations have been using Power Platform in Teams, driven by the ease of use of Dataverse for Teams as a low-code back end.  Let’s look at how Power Automate can be used in Dataverse for Teams.

 
Easily add automations to Dataverse for Teams App

With Power Automate’s integration to Dataverse for Teams, users can easily add automation to apps built with Dataverse for Teams.  Figure 2 shows the ‘solution explorer’ view in the Teams UI and the list of flows created using Dataverse for Teams for one team.  With Dataverse for Teams, the apps, bots, and flows are created by team members of a given team.  While a team owns the apps, bots, and flows, they can be shared organization-wide if desired.

 

Power Automate’s UI makes it very easy to create a step-by-step view of the automation a user creates.  That same easy to follow UI is available in Dataverse for Teams.  It is seamlessly embedded into Teams so users can create their automation right from Teams as shown in figure 3.  With Power Automate in Dataverse for Teams, users have the same rich experience offered by the native Power Automate service.  The seamless integration across the multiple connectors and ease of use in Teams, makes it easy to create powerful automations for apps right inside the Teams experience.  With Dataverse for Teams, automation for apps and bots is an easy, seamless process, and enabled within the collaborative environment of Teams.  It is a powerful example of the benefits of integration and combining collaboration and creativity.

 

Enhance Your Digital Transformation with Power Automate

Learn more about Power Automate by joining our growing Power Automate community and participate in discussions, provide insights, and even influence product roadmap. If you’re not already, begin following the Power Automate blog to get news on the latest updates.  To get started on your first flows, learn how to use Power Automate from our tutorials and our video channels hosted by Power Automate engineers who will demonstrate how to create sophisticated flows within a matter of minutes. Go to powerautomate.com, to get started with Power Automate today!

The post Automation made easy with Dataverse for Microsoft Teams and Microsoft Power Automate appeared first on Microsoft Power Platform Blog.

]]>
Direct purchase on Power Automate RPA attended is now available http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/direct-purchase-on-power-automate-rpa-attended-is-now-available/ Tue, 27 Apr 2021 20:26:31 +0000 Have you been wanting for a long time to start using Power Automate RPA to increase your personal productivities as a citizen developer yourself? Now you can now directly purchase the Power Automate per user plan with attended RPA for yourself, or even for all members in your team without need to be an M365 tenant/org admin!

The post Direct purchase on Power Automate RPA attended is now available appeared first on Microsoft Power Platform Blog.

]]>
Have you been wanting for a long time to start using Power Automate RPA to increase your personal productivities as a citizen developer yourself? Or have been you running an Automation CoE central team, want to get your team to embrace the full power of Power Automate RPA capability? However, you have been struggling to find out how to actually do the purchasing, who can you talk to, or where to do the license assignment? You are not alone! Those challenges exist for many because the limitation before that we only support the purchase channel for the Microsoft 365 tenant/org admin role only.

Good news is that this is changing today! Now you can now directly purchase the Power Automate per user plan with attended RPA for yourself, or even for all members in your team without need to be an M365 tenant/org admin! Anyone who has a valid organization email account is now able to purchase RPA directly from our pricing page.


— Power Automate per user plan with attended RPA is the most complete offer that you can use to take full advantage of the landscape of Power Automate premium capabilities, including hundreds of premium cloud-based API connectors, as well as to orchestrate and connect to any desktop/web based application that do not have existing API connection built-in. You can also use Process Advisor to easily get insights on your daily manual process and identify the highest ROI areas to automate, or to use various of AI builder intelligent models to recognize and understand unstructured such as image, data, forms, text sentiments etc.

After you click the “Buy now” button under the plan, you will be guided through to login, confirm the plan/price to purchase, enter your credit card to setup an individual subscription, and finish the purchase process.

After completed purchasing, as the “mini admin” for your subscription, you will be able to go to M365 admin center to manage everything about this subscription including renewal, cancel, assign to user or unassign plans etc.

Here are some notes that you should be aware of:

1. The direct purchasing experience is for commercial or non-profit clouds only. It is not available for governance sovereign or education clouds.

2. MSA account is not supported to do direct purchasing at this time.

3. Your M365 tenant/org admin still can choose to block the direct purchase channel from the whole org. In that case, you will be shown an messaging stating that. However you will still be able to submit a request to your admin directly within the same UI. When the admin receives your request, they can approve by assigning a corresponding license, or deny this request.

4. Your M365 tenant/org admin will have limited visibility on your specific subscription (they will not be able to manage your user assignment, view or use your credit card information etc.) However, they will still have the option to cancel your subscription, or to move this subscription into the centralized managed org subscription if they choose to.

5. Direct purchasing does not support the unattended add-on because that is a tenant wide capacity, which will still require tenant/org admin to purchase. Here is the details steps need to be followed regarding how to purchase unattended capacity or start an unattended trial.

Hope you enjoy this new unlocked purchase path and we are excited to learn what you build!

The post Direct purchase on Power Automate RPA attended is now available appeared first on Microsoft Power Platform Blog.

]]>