Introduction Automation has changed the aspects of the business today. In addition, the opportunity of applying robotic automation in business processes has been gaining more attention as they challenge in a digital world, which requires faultless operations. With RPA Robotic Process Automation. In this blog will see the creation of the first Power Automate Desktop … Continue reading Robotic Process Automation(RPA) #4: First Power Automate Desktop Flow
Tag: Power Automate
Robotic Process Automation(RPA) #3: Register System
Introduction In this Blog will see the register system to Power Automate for Desktop with the Power Automate Environment. In the previous blog, we have seen the installation of the Power Automate for Desktop (PAD) https://srinathpega.com/2022/08/10/robotic-process-automationrpa-2-install-power-automate-for-desktop-application/ Register System Steps: Open the Power Automate for Desktop App in the system. 2. Click on settings on the … Continue reading Robotic Process Automation(RPA) #3: Register System
Robotic Process Automation(RPA) #2: Install Power Automate For Desktop Application
Introduction In this blog will see the installation of Power Automate for Desktop Application to the system. In the previous blog, we have seen the Power Automate Envirnmont creation: https://srinathpega.com/2022/08/09/robotic-process-automationrpa-1-setup-environment/ Power Automate for desktop prerequisites & limitations Power Automate for Desktop Installation steps Go to https://make.powerautomate.com/.Click on My flows. 3. Click on Install and select … Continue reading Robotic Process Automation(RPA) #2: Install Power Automate For Desktop Application
Robotic Process Automation(RPA) #1: Setup Environment
Introduction Desktop flows broaden the existing robotic process automation (RPA) capabilities in Power Automate and enable you to automate all repetitive desktop processes. It allows you to automate both legacy applications, such as terminal emulators, modern web and desktop applications, Excel files, and folders. Interact with the machine using application UI elements, images, or coordinates.Β … Continue reading Robotic Process Automation(RPA) #1: Setup Environment
Power Virtual Agents #15:Β Authentication With Power Automate (Part-3)
Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #15:Β Authentication With Power Automate (Part-3)
Power Virtual Agents #14:Β Authentication With Power Automate (Part-2)
Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #14:Β Authentication With Power Automate (Part-2)
Power Virtual Agents #13:Β Authentication With Power Automate (Part-1)
Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #13:Β Authentication With Power Automate (Part-1)
Sales Forecasting: Activate and upload simple columns data
Use theΒ Activate & add quotasΒ step to activate the forecast and make it available for users. After the forecast is active, you can download a template (Excel workbook) and upload it back with data, such as quotas and sample column types for all users who are defined in the forecast hierarchy. Note: At a time, you … Continue reading Sales Forecasting: Activate and upload simple columns data
Sales Forecasting: Choose layout and columns
In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns
Sales Forecasting : Select a Forecast Template
You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. To select a template, go to the Forecast configurations page and select one of the following templates: Org chart forecast: Roll-up columns and projections are based on your organization's reporting structure. This template uses … Continue reading Sales Forecasting : Select a Forecast Template