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K2's Automation - Beyond The Basics With The Microsoft Power Platform

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Online, OK 00000

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2.00 Credits

Member Price $105

Non-Member Price $135

Overview

This session is for accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including “describe it to design it.” The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform’s tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.

Highlights

Explanation and demonstration of the use of a wide range of automation tools with a focus on “low-code/no-code , Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions

, Challenges and risks of automating business processes

Prerequisites

Basic understanding of fundamental information technology concepts

Designed For

Business professionals responsible for creating, maintaining, or auditing automated workflows

Objectives

Design workflows in Power Automate for automating approvals and basic workflows. , Understand and describe how diverse data sources, including Microsoft Dataverse, can be incorporated into process automation solutions

, Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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Non-Member Price $135

Member Price $105