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Power Automate with Business Central: Revamp Your Business with Automated Solutions

Power Automate with Business Central

Introduction
Power Automate and Business Central: Why They are Perfect Together
What Can You Expect from Business Central
What Can You Expect from Microsoft Power Automate
Automation Opportunities of Power Automate with Business Central Connector
How Can This Automation Benefit Your Business
Getting Started with Business Central and Power Automate Integration
How Can Akkomplish Help You

Introduction

Every business needs to streamline and automate their daily workflow to operate at their fullest potential. Microsoft 365 Power automate, formerly Microsoft Flow, is a software application that helps businesses automate their workflows across different applications and services. This software automates the manual and mundane processes using Microsoft Dynamics 365 Business Central, with the final aim of boosting your business productivity.

Power Automate works in perfect tandem with Business Central, helping businesses with better utilization of resources. Microsoft 365 Power Automate comes by default with all Office 365 applications to help businesses enhance their productivity and unlock new possibilities.

Let us now understand what makes Power Automate and Business Central a perfect pair:

Power Automate and Business Central: Why They are Perfect Together

The Business Central workflows are made using pre-built templates that can be customized or extended using custom-code blocks. This offers businesses with reasonable flexibility as long as their workflow needs are concerned. But, using Microsoft power platform will take this flexibility up a notch and help businesses explore the world outside Business Central. Businesses can also leverage the power of other apps in Microsoft sphere including Outlook, SharePoint and various third-party applications.

What Can You Expect from Business Central

Here is what one can expect from Dynamics 365 Business Central.

Centralized Management

Business Central helps you store all the data from finances to inventory and customer information, to keep things simple. Having a centralized database will save you the unnecessary time required for switching back and forth to external apps.

Sharing and Approvals

To maintain consistency across departments, Business Central allows for easy sharing of processes within an organization. It comes with an integrated feature of “easy approvals” that makes approval reminders appear on one’s dashboard. These reminders often lead to quick actions.

What Can You Expect from Microsoft Power Automate

Easy Integration with Other Platforms

With its robust connector library of over 300 pre-built connectors and user-friendly interface, Microsoft 365 Power Automate aces the game of seamless integration. Stepping outside the sandbox, it allows you to integrate with several other apps from SharePoint and Dynamics 365 to third-party services like Dropbox and Asana for streamlining Business processes.

More Approval Options

Power Automate allows for more complex approval scenarios instead of just “approve” and “reject” options. It also lets you determine how many approvals you need on a document for it to proceed. Not just that, approvers can also reassign the approvals to other individuals within the organization.

More Notification Options

One can create informative and targeted notifications by using versatile delivery channels like email, push notifications or messages. One also has a significant control on the message of notification, which means you can add additional information to the approval message to facilitate the process.

Additional Flexibility

Being an automation tool, Microsoft Power Automate lets you go beyond the linear workflows thus offering more flexibility. It also comes with robust error handling capabilities making it ideal for more complex projects. You can also prepare and clean your data using various operations like filtering, sorting, transformations, and calculations.

Automation Opportunities of Power Automate with Business Central Connector

Power Automate works in perfect tandem with BC Connector, thus allowing automation of repetitive tasks and their seamless integration. It allows businesses to easily integrate their existing processes with Business Central. This in turn reduces any chances of errors thus improving efficiency in day-to-day processes.

This duo can be a game changer for a business, thus taking its productivity to an all-new level while also unlocking new possibilities. Businesses can also maximize their ROI by optimally using their features and functionalities.

How Can This Automation Benefit Your Business

Using Power Automate and Dynamics 365 Business Central for your business can be game-changing for your business. Here are some ways in which different departments of your organization can benefit from it

Here is how you can improve your sales processes with this automation

Send personalized emails to your leads, assign leads to your sales representatives and arrange sales calls based on lead behavior.
Automate the process of quote generation using pre-built templates.
Seamlessly link these quotes to your sales orders in Business Central.
Generate tasks and activities automatically within Business Central based on sales interactions.
Power Automate can help businesses update their sales pipeline based on different factors like quote approvals, order confirmations, etc., thus providing real-time visibility.
Enhance your data visibility with Power Automate and see key metrics (like conversion rates, performance of sales representatives etc.) on your dashboard.
Automatically generate and distribute the sales reports to management or key stakeholders.

Here is how the alliance of Power Automate and Dynamics 365 Business Central can benefit your Finance department

Eliminate the need for manual data entry and its associated errors.
Streamline the invoice processing based on incoming invoices. Automate the process of data extraction from emails and route them for approval thus expediating payments.
Automate the reimbursement process for your employees, wherein they can submit their claims electronically, get them quickly validated and approved by their managers.
Power Automate can integrate with Excel or other financial tools for advanced tax calculations and budgeting needs of a company.
It can automatically capture all changes and approvals, ensuring financial compliances.
One can set up automated reminder for upcoming bill payments, invoice due dates, or approval deadlines.
See real-time financial dashboard with key metrics like cash flow, accounts payable/receivable, and budget variances for instant insights and quick decisions.

Here is how you can manage your inventory with Power Automate and Business Central

Businesses can set automatic reminders in Power Automate to generate alerts whenever inventory levels are below a pre-defined minimum threshold.
Automatically adjust the inventory levels to account for damage or returns.
Analyze your past sales trends and customer behavior to forecast the future demand for specific items.
Automatically generate purchase orders using Power Automate based on these forecasts, ensuring you have the right inventory to meet customer needs.
Experience better cost controls by maintaining optimal stock levels and minimizing stockouts

Getting Started with Business Central and Power Automate Integration

If you are a Business Central user, you automatically have access to Power Automate. Just start by selecting the “Automate” option and then choose “Get Started with Power Automate” option. You will then have to agree to the terms and policies, which will then redirect you to the “Automation” option:

Create approval flow
Create automated flow
Create action based on a flow
Manage Flows

Once you complete setting up the flows, you can view them, run them and even edit them on Business Central as per your business requirements.

How Can Akkomplish Help You

Akkomplish is a Microsoft Partner, and our team can help you automate your business processes. If you are a business struggling with the automation process or the Power Automate integration, then we are here to help.

Our team of technical consultants can assist you with every part of the process right from Dynamics 365 implementation to Power Automate integration. Get in touch with Akkomplish to automate your business processes today!