We’ve already covered how to use Power Platform for AP Invoices automation in a previous blog, and today, we bring you how to incorporate AI prompts to automatically recognize which GL account, company and cost center should be assigned to the invoice based on the invoice content. This blog will show the step-by-step process to
Power Platform has been around for quite some time now and Power Automate has become a powerful and popular tool for automation, used for a wide variety of processes. But after all the Artificial Intelligence (AI) hype started a few years ago and with all the improvements to agents in the last couple of months,
Table of Contents In some scenarios, we may need to ask users for double confirmation when they click on the “finish” button of a business process flow (BPF) and only allow the process to finish after explicit confirmation. This blog will show how to use JavaScript code to customize Model-Driven Apps and show users a confirmation dialog before finishing
Sometimes we need to calculate a list of dates in Power Automate workflows to for example generate a Planner task for each date in the list and assign it to a team member, or to generate a Teams meeting for each date in the list. There are many uses cases where a list of dates
Table of Contents Copilot Studio is Microsoft’s low-code platform for building custom AI agents, in this blog post we will cover the basic concepts to get stated with Copilot Studio and we will cover a simple but powerful use case for an agent that helps users to streamline the preparation process for Monthly Business Review
Table of Contents In some scenarios, we may need to restrict users from saving records under specific conditions within a Model-Driven App. For example, when the record has certain status, or when record changes should only be made by users with specific roles. This blog will show how to use JavaScript code to customize your
Table of Contents Manually sorting incoming emails can be time-consuming and prone to error. All companies have at least one team that needs to check emails regularly and classify them based on some type of criteria. One example is an Accounts Payable (AP) inbox, where messages may include invoices, account statements, payment status requests, or
Table of Contents Introduction to Excel templates in Power Automate Filling out an Excel file with repeating data is a very common scenario in many departments: Invoices Project charters Marketing proposals In this blog, we will show how to create fillable Excel templates with Power Automate that can be populated automatically with information from a
Table of Contents Introduction to billing plans for pay-as-you-go Setting up Copilot Pay-as-you-go in your Power Platform environment allows you to enable AI features that use Copilot credits like generative actions in Power Automate (Agent flows from Copilot) and use a Copilot Agent without committing to upfront licensing (which is currently around 200 USD /
Table of Contents What Is Microsoft Power Automate? In this blog, we will go over Power Automate Benefits and review some of the best practices recommended when working with Microsoft’s automation tool If you would like to learn more about Power Automate in general, make sure to check our blog on Power Automate. What is
Table of Contents What are data operations in Power Automate? Data operations in Power Automate allow you to manipulate (sort, filter, rearrange, and much more) data while the flow is running. The list of data operations available in Power Automate are: Parse JSON Create CSV table Filter array Select Join Create HTML table Compose In
Table of Contents Logging in to a website by entering user and password is pretty common for many web apps, some websites add another layer of security by adding a set of semi-dynamic questions you need to answer to let you in. This blog and video will show how to login to a website and answer
Table of Contents Working with dates and times is really common for many types of automations. Data often comes in one format but needs to be displayed, stored, or compared in another. That’s when format datetime in Power Automate becomes really important . There are basically two ways to format dates or datetime stamps in
Table of Contents Working with images stored in a SharePoint list column is a common scenario for Canvas Apps in Power Apps. In this guide, we’ll walk you through how to download images in SharePoint columns, directly from your Canvas App. Use case description We have an image-type column in SharePoint: We want to allow
Table of Contents This post and video will show how to customize Model-Driven apps integrating JavaScript code to set a tab in the form as visible or invisible, depending on another field in the form. This example is focused on a simple customization but the general process of Model-Driven Apps form customization with JavaScript usually follows the
Table of Contents Introduction to Power Platform tools for app and website development The Power Platform is a set of powerful tools that can be used for different purposes: Power Automate: Process Automation Power BI: Business Intelligence Power Apps: Business Applications development Power Pages: external-facing websites While each business need can lead to different decisions
Table of Contents What is Power Pages? Microsoft’s official definition of Power Pages is: Microsoft Power Pages is a secure, enterprise-grade, low-code software as a service (SaaS) platform for creating, hosting, and administering modern external-facing business websites. With Power Pages, you can build sites by using the same shared business data stored in Microsoft Dataverse
Table of Contents This post and video will show how to dynamically manage item security level in SharePoint lists based on Security groups. This automatic assignment is done from a Power Automate workflow. This approach is really powerful and can be used to show or hide rows in Power Apps applications, the security configurations covered
How to use the lookup function in Power Apps Table of Contents What is the Lookup function in Power Apps? Think about how you use the VLOOKUP or XLOOKUP formulas in Microsoft Excel – there are two tables in the file and one table has some column that the other one doesn’t, so a VLOOKUP
Table of Contents This post and video will show how to combine Power Automate and Office Scripts to convert Excel file to CSV format and store in SharePoint. The approach shown only requires a few lines of code in the Office Script and it is leveraging standard connectors (no license required) and it doesn’t use