Automation for Small Business using the Power Platform
- 1. Automation for the Small Business Owner using Flow & PowerApps Fred Brandon @imfbrandon DC Flow UG April 2019
- 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
- 4. Why Should I Consider Automation?
- 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. Notable Business Apps (Connectors)
- 8. Sharpen The Saw • Before we allow frustration to set it… • Work smarter, not harder
- 10. • 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
- 11. Flow
- 12. Connectors
- 13. Flow
- 14. PowerApps
- 15. PowerApps
- 16. PowerApps
- 17. PowerApps
- 18. Power BI
- 19. Power BI
- 20. • 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
- 21. From Zero to Superhero
- 22. Demo
- 23. • 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
- 25. • 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 Resources
- 26. Questions?
- 27. • Twitter/YouTube/IG: @imfbrandon • LinkedIn: https://linkedin.com/in/fbrandon • Email: [email protected] • Website: fredbrandon.info • YouTube: bit.ly/brandonvids Contact Me