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Microsoft Power Automate

Automate processes intelligently 

[Translate to English:] Mitarbeiterin und Mitarbeiter stehen gemeinsam vor einem Laptop und unterhalten sich.

Microsoft Power Platform

Challenges in day-to-day business

Many business processes are still handled manually — such as forwarding emails, entering data into multiple systems, or approving invoices. These tasks consume time and energy every day, while the actual core business takes a back seat.

Our solution:

Automation with low code and AI 

With Microsoft Power Automate, part of the Microsoft Power Platform, you can digitize recurring tasks without extensive programming effort. Routine activities run automatically, systems are connected, and your employees gain more time for value-added work.

  • Cloud Flows: Automate workflows across different applications — for example, Outlook → SharePoint → Dynamics 365
  • Desktop Flows (RPA): Automate processes directly on the desktop by replicating clicks, inputs, and workflows in desktop or legacy applications — even when those systems do not have an API or modern interface
  • Business Process Flows: Standardize processes directly within Dynamics 365
  • Approvals: Fast, transparent, and directly integrated into Microsoft Teams
  • Process and Task Mining: Analyze processes, identify bottlenecks, and receive AI-supported recommendations for optimization

With the new Copilot in Power Automate, you can even create flows using natural language - simple, secure, and AI-assisted.

What sets MODUS Consult apart
We bring automation to the areas where it creates the greatest value: ERP, CRM, and business intelligence. Our solutions connect Business Central, Dynamics 365 CE, Finance and Supply Chain Management, Power BI, Power Apps, and SharePoint into seamless end-to-end processes - practical, maintainable, and secure.

Your benefits at a glance

Time savings

Routine tasks run automatically — so you can focus on what matters most.

Integration

More than 1,000 connectors for Microsoft 365, Dynamics 365, SAP, Salesforce, Jira, and many more.

Scalability

From a small approval workflow to complex enterprise logic.

Transparency

Every flow is documented, traceable, and easy to adjust.

Process quality

AI-supported, consistent, and auditable — for greater efficiency and security.

Use cases

Whether in sales, administration, or production, Power Automate optimizes processes across all business areas. Recurring tasks are handled reliably, transparently, and in real time. 

  • Quote approval: Changes in Dynamics 365 Sales automatically trigger a Teams workflow - enabling faster decisions without long email chains.
  • Invoice processing: Incoming documents are recognized, stored in SharePoint, and transferred to Business Central - reducing manual entry and improving traceability.
  • Onboarding: New employees automatically receive accounts, Teams group assignments, and tasks - for a structured start with less administrative effort.
  • Service ticket notifications: New or escalated tickets in Dynamics 365 Customer Service automatically trigger a notification to the responsible service employee in Teams — reducing response times and increasing customer satisfaction.
  • KPI monitoring: If a Power BI value exceeds its target threshold, a flow notifies management and creates tasks — supporting decisions based on current data.

The result is a connected, intelligent process landscape that relieves employees and delivers information exactly where it is needed.
 

Our approach

  • Analyze and assess your processes
  • Identify meaningful automation opportunities
  • Develop, test, and roll out flows
  • Integrate with ERP, CRM, and Microsoft 365 systems
  • Train your teams to make adjustments independently

Let’s uncover your automation potential together

from the first idea to the productive solution.

Contact us

FAQ - Microsoft Power Automate

With Power Automate, you can digitize and simplify almost any recurring process — from everyday tasks such as email notifications, approvals, or data entry to complex ERP, CRM, or document workflows. This saves time, reduces errors, and creates more space for value-adding activities.

No. Power Automate is a low-code platform that allows workflows to be created intuitively using drag-and-drop - without deep programming knowledge. Advanced users can still integrate their own scripts and connectors when needed to make processes even more customized.

Yes. Power Automate is built on Microsoft’s strong security and compliance standards. Governance capabilities, centralized user management, and data encryption ensure that your automations remain traceable and protected at all times - even when working with sensitive business data.

Through more than 1,000 prebuilt connectors, Power Automate can be seamlessly linked with applications such as Microsoft 365, Dynamics 365, SharePoint, Teams, SAP, or Salesforce. This enables connected, cross-system processes without manual handoffs.

Power Automate is a core component of the Microsoft Power Platform and works especially well together with Power Apps, Power BI, and Power Pages. This means you can not only automate processes, but also create custom applications, analyze data, and embed workflows directly into your apps or dashboards.

In combination with Dynamics 365 - for example Finance and Supply Chain Management, Sales, or Business Central - Power Automate enables seamless processes without system breaks. For example, invoices can be checked automatically, customer data can be synchronized, or approvals can be triggered directly from the ERP or CRM system.

We support you from the initial idea through the development of your automations all the way to governance and team training. With our experience from numerous projects, we help identify the right use cases and anchor Power Automate efficiently in your day-to-day business.