K2's Automation - Beyond The Basics With The Microsoft Power Platform

K2's Automation - Beyond The Basics With The Microsoft Power Platform

K2’s Automation – Beyond The Basics With The Microsoft Power Platform

Computer Software and Applications
2 CPE Credits
Course - K2's Automation - Beyond The Basics With The Microsoft Power Platform
25c-automspp
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Explanation and demonstration of the use of a wide range of automation tools with a focus on “low-code/no-code
  • Practical examples of real-world applications for Power Platform tools – such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions
  • Challenges and risks of automating business processes

Learning Objectives

  1. Understand and describe how diverse data sources, including Microsoft Dataverse, can be incorporated into process automation solutions
  2. Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately
  3. Design workflows in Power Automate for automating approvals and basic workflows.

Description

This session is for accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including “describe it to design it.” The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform’s tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.

Compliance Information

Business professionals responsible for creating, maintaining, or auditing automated workflows None Computer Software and Applications 2 Credits January 1, 2025
Topics

Overview

This session is for accounting professionals aiming to enhance their automation expertise with the low-code/no-code tools in Microsoft Power Apps and Power Automate. Participants will explore techniques to create simple workflows and develop custom applications, including “describe it to design it.” The session focuses on automating processes, such as approvals, workflow automation, and data manipulation, while accessing and utilizing data from Microsoft Fabric and external databases. Attendees will learn about different types of workflows and the platform’s tools for Robotic Process Automation (RPA). Further, they will leave with a better understanding of the Power Platform so they can drive digital transformation in their organizations.

Course Details

  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

  1. Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  2. Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
  3. Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
  4. Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Intended Audience — Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

No items found