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Power Platform automation

XCLRTD / Services / Power Platform


Power Platform: routines that run on their own.

We build approvals, forms and recurring workflows with Power Automate and Power Apps. Connected directly to Business Central. Fewer follow-ups, less manual work.

  • Power Automate
  • Power Apps
  • Dataverse
Person working on an approval workflow on a laptop

Starting point

Today, the process depends on reminders.

An order waits for approval because the email gets lost in the inbox. Leave requests lie around as PDFs. Excel lists are reconciled by hand. Everyone knows the process, but no one sees where things stand.

  1. 01

    Approvals by email

    No one knows where a case is currently stuck.

  2. 02

    Paper and forms

    Entries are retyped and changed along the way.

  3. 03

    Excel as the control centre

    Lists drift apart as soon as two people maintain them.

  4. 04

    Manual reminders

    Deadlines and follow-ups depend on individual people.

  5. 05

    Media breaks

    Data travels from email via Excel into Business Central.

  6. 06

    Knowledge in one head

    When that one person is away, the process stops.

Building blocks

What we build for you with the Power Platform.

We start small, with the workflow that costs the most time today. Then the solution grows.

  • 01

    Approval workflows

    Purchase order Invoice Leave Budget

    Multi-level approvals with deputies, deadlines and reminders. Every decision stays traceable.

  • 02

    Forms and requests

    Power Apps Forms SharePoint

    Entries made directly on a tablet or phone. Required fields and picklists prevent typos.

  • 03

    Business Central connection

    API Webhooks Connector

    Orders, master data and postings flow between Business Central and your workflow, without retyping.

  • 04

    Business apps

    Power Apps Dataverse

    Small apps for field sales, warehouse or service. Tailored to your day-to-day work, without major development.

  • 05

    Notifications

    Teams Outlook Adaptive Cards

    The right person learns at the right time what needs to be done. Directly in Teams or by email.

  • 06

    Scheduled workflows

    Schedule Trigger Recurrence

    Month-end closing, dunning runs and reports start on time, even if nobody thinks of them.

  • 07

    Data storage in Dataverse

    Dataverse SharePoint SQL

    Structured data with roles and permissions instead of scattered Excel files.

  • 08

    Process documentation

    Flowchart Roles Owners

    Every workflow has a plan and an owner. That keeps it understandable and easy to change.

  1. Rule 01

    Understand the process first

    We first look at how things work today. What is unnecessary is not automated but dropped.

  2. Rule 02

    Standard before custom build

    We use existing connectors and licences. Custom development only where it is needed.

  3. Rule 03

    Plan for exceptions

    Every workflow knows the case where something is missing or rejected. Then it goes to a person, not into the void.

  4. Rule 04

    Assign permissions properly

    Access runs via Entra ID and roles. Everyone only sees what they need for their task.

  5. Rule 05

    Make errors visible

    If a run fails, the person responsible gets a notification. Nothing is left lying around unnoticed.

  6. Rule 06

    Handover without dependency

    You get documentation and training. Your key users make small changes themselves.

Process

Four steps to a workflow that runs.

  1. System Audit

    ½-day workshop

    We capture workflows, systems and licences. You receive a prioritised list with a clear effort estimate.

  2. Prototype

    Duration: 1 to 2 weeks

    The most important workflow runs as a prototype with real data. Your team tries it out.

  3. Implementation

    Duration: depends on scope

    We build, test with the users and connect Business Central. Changes are incorporated continuously.

  4. Operations

    Duration: ongoing

    Monitoring, adjustments and support. New workflows are added as needed.

  1. Lead time

    Metric 01

    From request to decision, in hours instead of days.

  2. Follow-up questions

    Metric 02

    How often a case is chased up or entered again.

  3. Manual work

    Metric 03

    Time per week your team spends transferring data.

Platform
Power Platform in your M365 tenant, separate test and production environments.
Development
Solutions packaged as Power Platform solutions, versioned and transportable.
Connectivity
Business Central via API and connectors, other systems via HTTP.
Integration
Dataverse, SharePoint and Teams as data storage and user interface.
Operations
Error monitoring, an owner for each workflow, support with response times.
Security
Entra ID, roles, data loss prevention policies. EU data centers only on request.
Quality
Testing in a separate environment, acceptance by the business team.
Handover
Documentation, key-user training, licence overview.

Audit deliverables

  • List of your workflows by time spent
  • The three best candidates for automation
  • Overview of Power Platform licences and permissions
  • Roadmap with effort and sequence

No. The Power Platform is designed for business teams. We build the complex parts. After training, your key user can make small adjustments themselves.

That depends on users and workflows. Much is already included in Microsoft 365. In the System Audit we review your licences and state what you need.

Yes. There are standard connectors and the Business Central API. We check in advance which version and which extensions you use.

The person responsible gets a notification with the cause. The case is not lost; it waits for clarification.

In your Microsoft 365 tenant. On request, we use data centers in the EU exclusively.

A first prototype is usually ready after one to two weeks. The scope determines when it goes live.

Then we adapt the workflow. It is documented and versioned. Your team can make smaller changes themselves.

No. Business Central remains the leading system. The Power Platform handles the workflows around it that the ERP does not cover.

Where is your company losing time it does not need to? Let’s find out what will speed your business up.

No obligation. Plain language. Focused on your actual business benefit.

In a first conversation we work out which processes offer the biggest lever – functionally, technically and commercially. No buzzwords, just a clear view of feasibility, risks and benefits.