Automated processing of incoming invoices and approving digital invoices remain an unresolved issue in the Microsoft universe. Both Microsoft Dynamics 365 Finance and Operations (F&O), and the previous version – Dynamics AX 2012, don’t have any functions for these purposes. Many managers and end-users involved in processing and approving invoices within their companies could make good use of such a function. And why is it such a problem? In its default state, the various sub-processes do not automatically interact with one another, which results in a lot of manual tasks left to the user.
Digital leave application, implemented quickly and easily
This probably sounds familiar: Your employee is planning an eagerly anticipated holiday. But then he remembers that he still has to fill out a leave application (PTO = Paid time off) and send it to you for approval – on paper no less! This means: print out the form, fill in and sign the application, scan it and send it to you.
In earlier SharePoint on-premises installations, such as SharePoint 2013, 2016, or 2019, SharePoint workflows were based on SharePoint Designer or Nintex workflows.
You can still create workflows using these tools. However, in Microsoft 365, Power Automate (also known as “Flow”) provides a new and popular option for workflow creation. This article shows the different ways you can use the tools. In addition, it describes where the workflows reach their limits and how you can reach your goals despite those limits by using holistic specialist solutions.
Supporting companies and organisations to develop their full potential, connecting people and simplifying work processes – this has been our credo for years. This is what drives us daily to shape digital change together with our customers. In doing so, we not only question the processes and procedures of our customers, no! We also take a look at our own nose. We regularly rethink our own processes and retrospectively illuminate our motives.
Many companies have already digitized a large share of their processes without media discontinuities. However, this is often the case only until something needs to be signed by hand. At this point, the document is printed and circulated for manual signatures. Afterwards, the document is scanned again and archived, and the original document is also stored in paper form. Every day, the relevant authorized signatories need to sign stacks of documents. Let’s be honest: manual signatures take a lot of time and increase paper consumption considerably.