Business Automation - Intro to the Power Platform

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FredBrandonAuthorMCP

Rockville Power User Group June 1, 2019

Technology

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

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…

Introducing the Power Platform
Display
Collection
Connecting
Systems
People

• 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

• 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

• 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

• 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

• Twitter/YouTube/IG: @imfbrandon
• LinkedIn: https://linkedin.com/in/fbrandon
• Email: fbrandon@brandnewtechnologies.com
• Website: fredbrandon.info
• YouTube: bit.ly/brandonvids
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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

4. Look familiar?

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

11.

12. Power Platform

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

15. Connectors

16. Flow

17. PowerApps

18. PowerApps

19. PowerApps

20. PowerApps

21. Power BI

22. Power BI

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

27. https://www.powerplatformug.com

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

29. Questions?

30. • 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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