Microsoft RPA & PowerApps Consulting Canada & USA
Robotic Process Automation (RPA), Custom Tables and Apps for Dynamics 365
Microsoft PowerApps is the tool of choice for Dynamics 365 RPA, ERP, CRM modification & Custom tables
Endeavour recommends Microsoft PowerApps, PowerApps Portal, Power Virtual Agent, and the Power Platform for its Microsoft Dynamics 365 customers across Canada and USA for building custom workflows, RPA (Robotic Process Automation), ERP workflow, new CRM screens, new CRM forms, and new business-centric applications to expand and enhance their use of Microsoft Dynamics 365 CRM (Sales Enterprise, Customer Service, Member Management, and Field Service) along with Business Central ERP.
At Endeavour, we recommend that you engage with our team to guide your initial design and development. Contact us for subscription and services quotes.
Let us help build the initial foundation for running Microsoft PowerApps (Bots and RPA) within your business before expanding and maintaining your own set of PowerApps using these powerful cloud-based tools. Endeavour can assist with your strategic plans for RPA (Robotic Process Automation) to automate repetitive business tasks to free up the time of your Microsoft CRM and ERP users. Endeavour has specialized Canadian expertise in Microsoft Dynamics 365 Portals, now PowerApps Portals.
The following lists some examples of common uses of Microsoft RPA (Robotic Process Automation) aka. Power Automate workflows:
- Click a button to launch a flow in the background that aggregates data from multiple sources.
- Use the backlog or a schedule to trigger recurring processing.
- Collect recent purchase history automatically before any meeting with a customer.
- Expire all records older than seven days.
- Use data or service events to send a follow-up email.
- Use a record or file creation to start a “new prospect” process.
- Add context to a workflow triggered by a mobile user button click.
- Click a button to create a “To Do” item that includes the customer information from on the current appointment.
- Send all POs in Dynamics 365 above $200 to a manager for approval.