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Business Automation
- An Intro to the Power Platform
Fred Brandon
Brand New Technologies
@RockvilleUG #rockvillepowerUG
@imfbrandon
Overview
Housekeeping Speaker
Why Should I
Automate?
Power
Platform
Demo Questions
About The Speaker
Entrepreneur
Technologist
Blockchain Enthusiast
Author – Children's Book
TV/Radio Producer
World Traveler
Look familiar?
Why Should I
Consider Automation?
• AI
• IOT
• ML
“Alphabet Soup of Data”
Why Automate?
Saves Time / Saves Money
Frees up resources
Allows employees to focus on
other things
Trust
Reduces/Eliminates the need
to hire VAs / Fiverr
Passwords / Websites
Sharpen The Saw
• Before we allow frustration to set in…
• Work smarter, not harder
People
Processes
Systems
• Create an autonomous
ecosystem that
encompasses our people,
systems, and processes.
In The End…
How Well Are Your Systems Connected?
Introducing the Power Platform
Display
Collection
Connecting
Systems
People
Business Automation - Intro to the Power Platform
Power Platform
• Build an application where you maintain productivity with the ability to connect
to multiple data sources
• Save time by building quick low-to-no code solutions
• Empower your staff to become Citizen Developers
Advantages of the Power Platform
Flow
Connectors
Flow
PowerApps
PowerApps
PowerApps
PowerApps
Power BI
Power BI
• Business Owner sends employees to American League baseball games for
coverage.
• Employees are currently updating Excel sheet upon return.
• Some costs are not being captured.
• Business Owner would like employees to submit expenses via an application to
track costs real-time.
• Receive notifications when employees exceed budget
Demo Scenario
From Zero to Superhero
Demo
• Create SharePoint list
• Plan your fields to collect data
• Provide at least one row of data
• Create and customize PowerApps
• Connect to SharePoint list
• Link SP list data source to Power BI Desktop
• Create dashboard visualization
• Push to Power BI Service
• Create Flow to send email
Solution
*Flow and PowerApps steps can be simplified with modern sites
https://www.powerplatformug.com
• Power Platform UG: https://www.powerplatformug.com
• Microsoft Learn: https://docs.microsoft.com/en-us/learn
• Pluralsight: https://www.pluralsight.com/courses/getting-started-microsoft-flow-
usage-administration
• EDX.org: https://www.edx.org
• Microsoft Flow: https://flow.microsoft.com
• PowerApps: https://powerapps.microsoft.com
• Power BI: https://powerbi.microsoft.com
• BASE graphic: http://aka.ms/AllAboutBASE
Resources
Questions?
• Twitter/YouTube/IG: @imfbrandon
• LinkedIn: https://linkedin.com/in/fbrandon
• Email: fbrandon@brandnewtechnologies.com
• Website: fredbrandon.info
• YouTube: bit.ly/brandonvids
Contact Me

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Business Automation - Intro to the Power Platform

  • 1. Business Automation - An Intro to the Power Platform Fred Brandon Brand New Technologies @RockvilleUG #rockvillepowerUG @imfbrandon
  • 2. Overview Housekeeping Speaker Why Should I Automate? Power Platform Demo Questions
  • 3. About The Speaker Entrepreneur Technologist Blockchain Enthusiast Author – Children's Book TV/Radio Producer World Traveler
  • 5. Why Should I Consider Automation? • AI • IOT • ML “Alphabet Soup of Data”
  • 6. Why Automate? Saves Time / Saves Money Frees up resources Allows employees to focus on other things Trust Reduces/Eliminates the need to hire VAs / Fiverr Passwords / Websites
  • 7. Sharpen The Saw • Before we allow frustration to set in… • Work smarter, not harder
  • 8. People Processes Systems • Create an autonomous ecosystem that encompasses our people, systems, and processes. In The End…
  • 9. How Well Are Your Systems Connected?
  • 10. Introducing the Power Platform Display Collection Connecting Systems People
  • 13. • Build an application where you maintain productivity with the ability to connect to multiple data sources • Save time by building quick low-to-no code solutions • Empower your staff to become Citizen Developers Advantages of the Power Platform
  • 14. Flow
  • 16. Flow
  • 23. • Business Owner sends employees to American League baseball games for coverage. • Employees are currently updating Excel sheet upon return. • Some costs are not being captured. • Business Owner would like employees to submit expenses via an application to track costs real-time. • Receive notifications when employees exceed budget Demo Scenario
  • 24. From Zero to Superhero
  • 25. Demo
  • 26. • Create SharePoint list • Plan your fields to collect data • Provide at least one row of data • Create and customize PowerApps • Connect to SharePoint list • Link SP list data source to Power BI Desktop • Create dashboard visualization • Push to Power BI Service • Create Flow to send email Solution *Flow and PowerApps steps can be simplified with modern sites
  • 28. • Power Platform UG: https://www.powerplatformug.com • Microsoft Learn: https://docs.microsoft.com/en-us/learn • Pluralsight: https://www.pluralsight.com/courses/getting-started-microsoft-flow- usage-administration • EDX.org: https://www.edx.org • Microsoft Flow: https://flow.microsoft.com • PowerApps: https://powerapps.microsoft.com • Power BI: https://powerbi.microsoft.com • BASE graphic: http://aka.ms/AllAboutBASE Resources
  • 30. • Twitter/YouTube/IG: @imfbrandon • LinkedIn: https://linkedin.com/in/fbrandon • Email: fbrandon@brandnewtechnologies.com • Website: fredbrandon.info • YouTube: bit.ly/brandonvids Contact Me