Solutions / Power Platform

Microsoft Power Automate

The repetitive, manual tasks your team does every day — approvals that go by email, data that gets copied between systems, notifications that someone has to remember to send — Power Automate eliminates them. Automate workflows across your entire Microsoft and third-party technology estate without writing a line of code.

professionals in discussion

The Hidden Cost of Manual Processes

Manual processes are invisible costs. The purchase order that sits in an inbox waiting for approval. The new customer record that someone has to create in three different systems. The weekly report that takes four hours to compile. The onboarding checklist that relies on someone remembering every step. These tasks are not just slow — they introduce errors, create compliance risk, and consume the time of your best people on work that adds no strategic value.

Power Automate turns these manual steps into automated flows that run instantly, consistently, and without human intervention — freeing your team to focus on the work that actually matters.

Instant Automation

Flows trigger and execute in seconds — approvals, notifications, and data updates happen automatically.

900+ Connectors

Connect to Microsoft systems, Salesforce, SAP, Xero, Sage, ServiceNow, and hundreds more.

RPA Capability

Automate legacy desktop applications with robotic process automation — no API needed.

Cloud Flows, Desktop Flows & Business Process Flows

Power Automate covers three distinct automation scenarios, and Finsys Apps designs and implements across all three. Cloud flows handle API-connected automations — triggering when a record changes in Dynamics 365, an email arrives, a form is submitted, or a file is uploaded. Desktop flows use robotic process automation to automate interactions with legacy desktop applications and websites that have no API. Business process flows guide users through structured, consistent processes in Dynamics 365 — ensuring every case, order, or onboarding follows the right steps in the right sequence.

Common automation scenarios we implement

  • Purchase order and invoice approval workflows with multi-stage sign-off
  • New customer or supplier onboarding — automated across CRM, ERP, and finance
  • Contract expiry alerts and renewal workflow triggers
  • Automated data synchronisation between Dynamics 365 and third-party platforms
  • HR onboarding flows — system provisioning, welcome communications, and task assignment
  • Field service job scheduling and engineer notification flows

AI-Assisted Automation with Copilot

Person working on laptopMicrosoft Copilot is built into Power Automate, enabling users to describe a workflow in plain English and have Copilot suggest or build the flow automatically. For business teams who want to automate their own processes without waiting for IT, this dramatically lowers the barrier to getting started.

AI Builder — included with Power Automate — adds machine learning capabilities to your flows without any data science expertise. Process invoice data automatically using AI-powered document processing, classify incoming emails by intent and route them to the right team, or extract key information from scanned documents and update your CRM in real time.

  • Describe your workflow in plain English — Copilot builds the flow
  • AI Builder for document processing, classification, and extraction
  • Intelligent document handling — invoices, forms, and contracts processed automatically
  • Sentiment analysis and email classification for customer communications

Why Businesses Choose Finsys Apps for Power Automate

Automation projects fail when they are built in isolation — a flow that works today breaks when someone upgrades a connector or changes a field in Dynamics 365. Finsys Apps designs Power Automate solutions as part of your wider Microsoft ecosystem, with proper error handling, monitoring, and documentation built in from the start. Your flows are resilient, maintainable, and yours — not a black box that only one person understands.

We run automation discovery workshops to identify your highest-value opportunities before building anything, ensuring every flow we deliver has a clear business case and measurable return.

  • Discovery workshops to identify and prioritise your automation opportunities
  • Flows built with error handling, monitoring, and full documentation
  • Integrated with your Dynamics 365 and Power Platform governance framework
  • Training for your business teams to build and maintain their own flows
  • Ongoing support as your automation landscape grows

“I started Finsys Apps because I believed businesses deserved better — better implementations, better support, and better outcomes from their technology investment. Every client we work with gets my personal commitment to that standard.”

Matt Cooke

Founder & CEO, Finsys Apps

Frequently Asked Questions

Power Automate combines cloud-based workflow automation with desktop robotic process automation (RPA) in a single platform. Unlike traditional RPA tools such as UiPath or Automation Anywhere, Power Automate is natively integrated with the Microsoft ecosystem, has a significantly lower total cost of ownership, and is accessible to business users without specialist RPA skills. For organisations already running Dynamics 365 or Microsoft 365, it is typically the most practical and cost-effective automation choice.
Yes. Power Automate includes over 900 pre-built connectors covering Salesforce, SAP, Oracle, Xero, Sage, Slack, ServiceNow, Shopify, and many more. For systems without a pre-built connector, custom connectors can be built using any REST API. Finsys Apps assesses your connector requirements during the discovery phase and will recommend the most practical integration approach.
AI Builder is an add-on component of Power Platform that allows you to add machine learning models to your Power Automate flows without data science expertise. Pre-built models cover document processing, object detection, text classification, and form recognition. It is most valuable for organisations with high-volume document handling — invoices, contracts, purchase orders — and for intelligent email routing. Finsys Apps will advise whether AI Builder is worthwhile for your specific use cases.
All flows built by Finsys Apps follow our automation design standards: clear naming conventions, error handling at every step, run history logging, and alert notifications when flows fail. We provide full documentation for every flow we build, and we train your team so they can manage and adapt flows independently. We also offer a managed service option where Finsys Apps monitors and maintains your automation estate on an ongoing basis.

Let’s Make Things Happen

Take the first step to streamlining your business processes by getting in touch today.

“Matt and his team at Finsys Apps were fabulous. They took us through the implementation of Microsoft Dynamics Business Central, helping us design our new BI financial reporting structure, migrate our legacy data and developed new integrations. The whole process was painless”.

David Drummond

Finance Director, Stott and May