walkthrough Archives - Microsoft Power Platform Blog Innovate with Business Apps Mon, 08 Jul 2024 22:23:05 +0000 en-US hourly 1 Walkthrough of achieving cloud scale with Robotic Process Automation http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/walkthrough-of-achieving-cloud-scale-with-robotic-process-automation/ Tue, 26 Apr 2022 15:00:00 +0000 New video walkthrough of Azure Virtual Desktop integration with Power Automate unattended RPA capabilities is now available.

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Last November, we announced there is an easier way to manage installing and provisioning RPA across your organization with the Azure Virtual Desktop (AVD) integration starter kit. This allows organizations to quickly scale up or scale down and support unpredictable spikes in demand. With the starter kit, you can integrate existing AVD deployments and automatically turn on virtual machines (VMs) to scale RPA workloads faster, helping optimize costs and reduce overall wait times for flow runs in Power automate. More information is available at https://aka.ms/AVDPA.

The team has heard from many customers interested in this capability and also about the strong interest in Microsoft Mechanics videos in the past (how Xerox benefits from RPAPower Automate Desktop walkthrough). We thought it’d be useful to present a walkthrough starting from a simple automation and make it scale across AI, unattended, multiple virtual machines, then enable automatic scale up and down with the Azure Virtual Desktop starter kit. The video is available here:

In the video, we go through a few steps:

  1. Implement a very common scenario of taking data from Excel and enter data into a web form through Power Automate for desktop.
  2. Use AI Builder to process the incoming requests, automating a key part of the process and bypassing manual data entry in Excel.
  3. Run the overall process in an unattended mode and monitoring execution runs in the Power Automate portal.
  4. Dynamically scale unattended RPA through Azure Virtual Desktop integration starter kit.

For those unfamiliar with Microsoft Mechanics, Jeremy and team drive Microsoft’s official video series for IT Pros, Solution Architects, Developers, and Tech Enthusiasts. Here, Microsoft engineers show you how to get the most from the software, service, and hardware we’ve built. Through in-product demos, recommendations, how-to’s, and tips, we simplify complex topics so you can share them with clients, peers, and your management team. These are in-depth looks at Microsoft 365, Azure, Data and AI, Surface, Windows, and the Power Platform. Get up to speed and subscribe here.

We hope you find the video as useful as it was fun to make. Happy Automating at https://Microsoft.com/PowerAutomate!

 

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Respond to your approvals from your inbox and Set an Approval Expiry http://approjects.co.za/?big=en-us/power-platform/blog/power-automate/actionable-messages-approvals/ Thu, 29 Jun 2017 12:50:06 +0000 With modern approvals and Outlook's Actionable Messages, you can now respond to your approvals directly from your inbox! Learn more about the new functionality and how to set approval expiry and escalations.

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Hello Flow Community! Today, we’re going to talk about some expanded approvals functionality.

Actionable Messages

With the launch of our modern approvals experiences, we sent you an email whenever you received a new approval request. This email led you to the Approvals Center on the Flow website. Now using the Actionable Messages platform, you can respond to your approvals (Approve or Reject) and provide an optional message directly from your inbox!

For example, suppose your employee has sent you a travel request. You can reject it and tell him/her why directly from your email.

Note – Actionable Messages is available only on the Outlook web app and on the desktop version of Outlook 2016. For the latter, you can install the latest update to get Actionable Messages functionality.

As we discussed in a previous post, you can also respond to your approvals on your mobile phone using the Flow mobile app (available on iOS, Android, and Windows Phone).

Setting an Approval Expiry and Automatic Escalations

With this week’s release, you can also set an expiry for approval requests. By setting an expiry, you can expire and thereby remove approvals assigned to an individual and take specific actions like escalate to the individual’s manager or provide an automatic rejection.

For example, imagine that you want to escalate an approval for travel requests to an individual’s manager if they haven’t responded to a request within 7 days.

Starting with the Flow below, choose the ellipsis next to the Start an approval action and select the Settings option.

 

In the Settings dialog, set a duration for the action using the ISO 8601 format. In this case, the duration would be PT7D. For 12 hours, use PT12H, 1 day ->PT1D, 1 week -> PT7D, 2 weeks -> PT14D, 1 month -> P1M.

Now configure the escalation portion of the flow. After the Start an approval action, add another Start an approval action and assign it to the first approver’s manager.

After the second Start an approval action, add a condition and inform the item creator when something has been approved or rejected.

Once you’ve added all the necessary actions and conditions. Configure the order of how actions will be executed. Ensure that the Start an approval 2 action runs after the first Start an approval action has timed out and that Condition 2 runs after the Start an approval 2 action has succeeded. To configure when an action should run, select the ellipsis next to an action and choose Configure run after.

Lastly, select the first Condition and set it to run after Condition 2 is skipped.  

Thanks for reading. We hope you enjoy the added functionalities as well as this tutorial on how to begin to use them.

Please share your feedback about the modern approvals experience in the comments below.

 

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