Power Automate

Power Automate Desktop: Best Practices & More 

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Power Automate Desktop

Power Automate Desktop: Best Practices & More  Recently, we attended the Power Platform Community Conference, where we were able to learn more about the Power Platform and what it can do for those using Microsoft Windows. Power Automate Desktop was a hot topic of conversation because of it’s enablement of robotic process automation for Microsoft Windows.   Power Automate Desktop allows users to automate repetitive tasks by creating desktop flows, which can be built using prebuilt drag-and-drop actions or by recording your own desktop flows to run later.   Microsoft designed this powerful new tool with everyone in mind – it can be used in your home or within large organizations. Power … Read more

Power BI Reporting Improves Data Quality and Accuracy

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An Information Technology organization specializing in business solutions contacted Imaginet to create a more effective approach to their data reporting. They had been using Excel for reporting purposes and relied on manual manipulation of their data. Using Excel was neither effective nor efficient, and the manual work was leading to data quality issues. We determined the best solution for our client would be through Power BI reporting.   What We Did:  We recreated some of their existing reports in Power BI and created reports using data from Salesforce based on the following 2 requirements:  We changed their data reporting system report by report. To begin, we created the semantic model in … Read more

Power Automate Solution Automates Processes and Reduces Errors

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A North American capital management organization contacted Imaginet to create separate libraries for each of their fund types – direct and indirect. They did not have a solution in place to separate data and were relying on manual work. This led to errors, lost information, and wasted employee resources. We determined a Power Automate solution could solve the issues our client was experiencing.   We used Power Automate to create folder structures in document libraries that were based on data from a list provided by the client. When a new fund was created by someone in the organization a flow would automatically allocate it to the correct library (direct or indirect). … Read more

Site Configuration and Training Helps Organization Capitalize on Existing SharePoint Products  

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One of the largest trailer leasing and rental companies in the United States needed assistance building an intranet hub site and department sites for their organization. While they already had a couple of SharePoint sites built, they weren’t being used to their full potential. The client needed direction and guidance to make the most of their products and to get employees and leadership excited to use the sites. Phase one of the project involved assisting with the setup of the client’s hub site and two different department sites as a pilot – IT and Finance. Both departments required separate document libraries for their sub-departments, with custom permissions.  The Imaginet Business … Read more

Microsoft Power Automate Workflows Increase Efficiency for User Creation, Onboarding, and Approvals

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An innovative biopharmaceutical organization that Imaginet had previously helped with a SharePoint Online build wanted to automate workflows that were causing a lot of back-and-forth communication and delays in their approval process. Without the necessary knowledge or time to complete the build, the client contacted Imaginet to support the project.   Using Microsoft Power Apps and Power Automate, we created a workflow to assist with onboarding new hires and adding external user accounts to their Azure Active Directory environment. Microsoft PowerShell synchronizes the data between the SharePoint Online site and their local Azure Active Directory instance to allow communication between the different systems.  Once a record is created in SharePoint, either … Read more

Real-Time Data Analysis Made Accessible Through Online Calculator

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A provincial agricultural services corporation approached Imaginet to update and enhance their online calculation tools that were utilized by various people in the agricultural industry. Their calculators were in Microsoft Excel and prone to user errors and instability. Imaginet built an online suite of user-friendly calculators, making them easily accessible on any device – including mobile. This stage of the project focused on the development of a fertilizer efficiency calculator for farmers to have optimum fertilizer usage at all times to maximize profits.  The Imaginet Application Development team used Angular 12, TypeScript, and HTML5/CSS3 to build the application on the front end. On the back end, we used data stored … Read more

Optimized Accounts Payable Workflow Increases Efficiency and Organization 

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A global provider of learning and development solutions for applications engaged Imaginet to create a SharePoint Online site to track and organize invoices for their organization. Their existing external database held various accounting records, tracking charges and details on vendors, but lacked structure around the invoice approval process and a defined audit trail.   The Imaginet Business Productivity team built a SharePoint site that organizes invoices, routes them for approval, and identifies which ones are paid or outstanding. Workflows, set up with the help of Power Automate, automatically unzip any necessary files when new vendor invoices are uploaded and archive files when an invoice is approved (marked as paid). Bulk exports … Read more

How to Utilize AI-Infused, Low-Code Development Tools in Microsoft Power Apps and Power Automate 

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AI low code development

Power Apps and Automate are the perfect tools for low-code development. With AI-infused features, you can quickly create custom apps and automate processes with minimal effort. Get started today and unlock the power of AI-driven low-code development