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

  • Understanding the best types of visualizations to use in specific situations
  • Creating compelling visualizations using Excel
  • Adding interactivity to your Excel-based visualizations

  1. Identify the types of visualizations that you should use to communicate specific messages
  2. List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
  3. Identify options for creating interactive visualizations
  4. Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
  5. Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Intended Audience — CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

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

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