We live in a new normal: work-from-home. Applying this reality to our approval processes can be challenging. It requires a solution that functions regardless of location or device. What if I told you there was such a solution already available in many Office 365 / Microsoft 365 subscriptions? In this session, we will introduce you to Power Automate. It is a wonderful service with hundreds of connectors that will allow you to automate a wide range of everyday approval actions. In this session, you will learn how to send documents from person-to-person, and review and approve them quickly and securely.
• Identify commonly used Power Automate connectors • Identify commonly used Power Automate actions • Identify and understand types of flows available • List Power Automate benefits and challenges
• Power Automate connectors and actions
• Types of flows available
• Flow-building tips and tricks
• Automated approval demonstration
Business professionals wanting to use Power Automate and similar technologies to improve workflows, including those relating to approvals.
Basic knowledge of automated workflow concepts and personal computer operations.
This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.