Live WebinarIntermediate level

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

★★★★★ 4.6 · 30 attendee ratings

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.

CPE Credits2
Length1h 40m
Instructor Brian Tankersley

Learning objectives

Upon completing this course, you should be able to:

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

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

Who this is for

Business professionals responsible for creating, maintaining, or auditing automated workflows

Prerequisites: Basic understanding of fundamental information technology concepts

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF

Course details

Recommended CPE credit
2 — Computer Software and Applications
Field of study
Computer Software and Applications
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Basic understanding of fundamental information technology concepts
Advance preparation
None
Length
1h 40m
Course number
25c-automspp
Provider
K2 Enterprises

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

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Your instructor

Brian Tankersley

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...

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