Articles Tagged “Business Automation”
14 articles tagged “Business Automation”, newest first.
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Choosing Between Power Automate and PowerShell + Task Scheduler — Putting Each Automation Tool Where It Fits Instead of Mixing Them
For IT staff at small and mid-sized companies where PowerShell + Task Scheduler nightly batches and Power Automate flows have started to coexist, this articl...
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Preventing Key-Person Dependency in Power Automate — Keeping Flows Running After the Person Who Built Them Leaves
An overview of how to counter the risk of Power Automate flows stopping when their creator resigns or transfers: what happens when the owner is deleted, sett...
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Reading Faxed Purchase Orders With AI Builder — A Realistic Design for Cutting Manual Data Entry, and Where It Stops
A walkthrough of how to cut manual entry of faxed purchase orders using AI Builder document processing: turning faxes into PDFs on the MFP, training a custom...
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Power Automate Licensing — How Far Microsoft 365 Gets You for Free, and When You Need Premium
Within Microsoft 365 you can build and run cloud flows on standard connectors at no extra cost, but premium connectors such as HTTP, SQL Server, and Datavers...
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Building an Intake for Internal Requests with Microsoft Forms — Consolidating Email and Verbal Requests into a Form
A practical guide to consolidating the email and verbal requests that land on IT, general affairs, and accounting into Microsoft Forms. Covers question desig...
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Replacing an Excel Ledger with a SharePoint List — Sharing, History, and Flow Integration to Put an End to the Broken Ledger
A practical guide to migrating an Excel ledger on a shared folder to a SharePoint list (Microsoft Lists). Covers solving concurrent editing, overwrites and r...
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Power Automate Error Handling and Retry Design — Preventing 'The Flow Was Working, Then It Just Stopped'
A collection of design patterns for preventing Power Automate flows from silently stopping without anyone noticing. Based on Microsoft Learn's official speci...
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Designing Scheduled Flows in Power Automate — Month-End Processing, Business-Day Checks, and Reminders in Practice
A practical guide to automating recurring processes with Power Automate's Recurrence trigger. Covers the trap of the default time zone being UTC, date expres...
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Automating Data Entry Into Legacy Core Systems With Power Automate for Desktop — Replacing Manual Entry From Excel and Paper With UI Automation
A practical guide to replacing manual data entry into old core systems that have no API, using UI automation in Power Automate for desktop (PAD). Covers what...
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Automating Purchase-Order and Invoice PDFs That Arrive by Email With Power Automate — Designing Storage, Routing, Notification, and Extraction
A practical guide to automating the storage, routing, and notification of purchase-order and invoice PDFs that arrive by email with Power Automate, covering ...
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Building an Approval Workflow in Power Automate — Digitizing Paper and Email-Based Approval Requests
A practical guide to digitizing paper approval forms and email-attached Excel requests with Power Automate: the types of approval actions, choosing among For...
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Migrating Excel VBA Macros to Power Automate — What to Replace with Office Scripts, and What to Leave as VBA
A guide to whether Excel VBA macros can migrate to Power Automate, covering what Office Scripts can replace, what only VBA can still do, connector limits, li...
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When Task Scheduler Tasks Don't Run or Exit with 0x1 — Isolating the Cause and Designing for Reliable Operation
A design guide to putting Windows Task Scheduler into reliable production use: execution accounts and logon types, what 'Run whether user is logged on or not...
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Automating Business Processes with Power Automate — Cloud Flows, Desktop Flows, and Robust Error Handling
A practical design guide to Power Automate: the difference between cloud flows and desktop flows, when to use PowerShell or VBA instead, licensing, error han...