Search Results: automate (1333)

Geared to experienced Workflow builders and Power Automate novices, this will teach Dynamics 365 users how to make the jump to Power Automate. We will cover existing D365 workflow steps and how to replicate them in Power Automate, where you still want to use classic workflows over Power Automate, and of course some of the cool things you can only do in Power Automate such as querying for data other long requested features.

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

In this session, 3 MVP’s will demonstrate some out of the box uses for the Power Automate.  Most are personal use cases.  The audience will vote on who has the coolest apps, giving that MVP bragging rights for the year. 

This is a great opportunity to help you, the attendee, generate ideas for your own use cases.  We’ll even leave room at the end for Q&A.

Session Level: Basic

Connecting to the Common Data Service (CDS) with Power Automate connectors can sometimes be confusing. 

In this session we will explore the Power Automate CDS Connector to understand: 

•The triggers and actions 
•How to filter data
•Fetch XML options
•Bound actions
•Other tips & tricks
You will leave the session with a better understanding of your options when connecting to CDS with Power Automate.

Session Level: Intermediate

Join this session to learn how to leverage Power Automate to transform your business processes. 

Attendees will learn the benefits of using Power Automate, including:

•How to identify processes that need automation
•Power Automate Use cases – Modern workplace
•Power Automate Use cases – Business Apps/D365
•Connecting Apps with Power Automate

Session Level: Basic

In this exciting, yet practical hands-on course you’ll learn how end users can configure Microsoft Flow to create customized emails and approval processes to people both inside and outside of Dynamics 365 F&O, based on the new Business Events framework. You’ll learn how alert rules, workflows, change-based events, and much more in F&O can act as triggers to perform functions outside of the system.

Learning Objectives

Following this course you will be able to:

•Explain the basics of Business Events
•Explain the basics of Microsoft Flow
•Create alerts in F&O that trigger a Flow
•Create a Flow that triggers off a change in F&O
•Create an approval process in Flow based on a Business Event in F&O
•Update a record in F&O when an approval is completed
Preparation: Please bring your own internet capable Windows PC to class for the hands-on lab portion/class exercises.

We’ll go over the use of PowerAutomate Flow to connect to Business Central page data through the WebService.

We will review How to:

–    Create a recurring PowerAutomate Flow;

–    Review BC page data and how we want to change it;

–    What credentials and data we need to set up the connection to BC environment;

–    Sending request to get data though the web service and parse it;

–    Analyze received data and send an email based on field values;

–    Change page data.

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

Learn how to use three simple Power Automate flows within Dynamics 365 Sales to enhance the effectiveness of your sales team and automate your internal processes.  Don’t have the users work for the system let the system do the work for the users.

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Your Microsoft Dynamics SL data is one of the keys to your business success. But the data is only valuable if the information gets to the right people at the right time.  Power Automate emails are the perfect way to keep user update to date so they can take proactive actions, rather than being reactive.  For example, know when a new entry is made into SL or if a customer is over balance.  Attend this session to see all of the included email notifications included in Dynamics SL and learn how to get started on creating your own notifications.

Learning Objectives:

•    Upon completion of this session, participants will be able to describe the Dynamics SL Flow solutions.

•    Upon completion of this session, participants will be able to describe where to get SL Flow solutions.

•    Upon completion of this session, participants will be able to understand the basics of how a Flow solution is created.

Level: Intermediate

As the adoption of Teams is increasing along with that have increased the Teams sprawl. One of the methods to avoid the Teams Sprawl is to add the governance policies and automate the Teams creation via the approval process.
In this demo-driven session, we will cover how to implement Teams Governance using Power Automate, Microsoft Graph APIs, and SharePoint.
You will learn:
1) Microsoft Teams Governance via Automation
2) Automate Microsoft Team Provisioning using Power Automate, Microsoft Graph APIs, and SharePoint
3) Automate Microsoft Team Provisioning using Logic Apps, Microsoft Graph APIs, and SharePoint

Session Level: Advanced

Join this session to learn the latest updates on Power Automate from Microsoft.

 Session Level: Basic

The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:

•    Eliminate paper-based document processes 

•    Capture, process, retrieve & deliver documents automatically from anywhere

•    Streamline previously manual processes

We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.

Getting paid by your customers can be a hassle! This session will highlight the SK Global suite of AR modules including: Cash Application, Online Invoice Presentment, Online BillPay, Embedded Credit Card Processing and Remit Text Analysis.

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

Learn how to use the robust Approval engine in Power Automate to streamline your business process approvals. Power Automate allows an approver to “take action” in a variety of ways including from the Power Automate mobile app and from within Outlook. It couldn’t be more convenient. 

In this session, we’ll start by building a simple approval process (one manager) and work our way up to sequential multi-stage approvals (more than one manager); and we’ll review parallel approvals too. If you have anything that requires approvals, this will make your life easier and save you money.

Session Level: Basic

Microsoft’s 2026 Release Wave 1 introduces deeper Copilot integration, expanded agentic AI experiences, and new governance and automation capabilities across Dynamics 365, Power Platform, and Microsoft 365 Copilot, accelerating the shift toward enterprise-wide agentic operations.

Mason Siefert explains how autonomous agents are transforming finance teams by replacing manual reconciliation and accounts payable tasks with intelligent, always-on systems that learn, adapt, and reduce risk.

Google Cloud showcased its cybersecurity strategy at RSAC 2026, highlighting its Wiz acquisition and new agentic AI tools designed to automate threat detection, improve response times, and strengthen multicloud security in an increasingly complex digital landscape.

New AI platforms are eliminating data silos by integrating multiple enterprise systems into unified, intelligent workflows.

The company and ISV partners deliver agents that inject new functions into Copilot, Defender, and other Microsoft platforms, driving significant growth in the security ecosystem.

Agentic AI is transforming ERP implementations by automating design, testing, and support, reducing costs and accelerating delivery timelines significantly.