Manual processes
Automation with Power Automate and Dynamics 365
Email and spreadsheets are error-prone, and a lot of time is lost to routine work.
Typical situations where this challenge surfaces
If one of these cases sounds familiar, it usually pays to take a closer look at process, data and ownership.
Quoting lost in email
Sales reps build quotes manually in Word, copy prices from Excel, send them by email and track status in yet another spreadsheet. The process takes hours and is error-prone.
Approvals without oversight
Approvals bounce between people by email. No one knows where a request currently sits. Escalations are missed and important decisions get delayed.
Onboarding without a system
New hires go through a manual onboarding process driven by email checklists. IT, HR and the line of business work in isolation. Important steps are forgotten.
What's really behind it
Email and spreadsheets are error-prone, and a lot of time is lost to routine work.
Recurring tasks are handled manually by email and Excel
There is no transparency on processing status or ownership
Manual data entry produces a high error rate
A significant share of team capacity goes to routine tasks instead of value-adding work
Processes do not scale as the business grows
What we change together
We digitise the workflows and make ownership transparent — freeing up time for higher-value work.
Automation of recurring processes with Power Automate
Digital workflows with clear ownership in Dynamics 365
Real-time transparency on processing status
Automated notifications and escalations
What gets noticeably better for your team
No technology for technology's sake — the value has to be visible in daily work.
Significantly less time spent on recurring routine tasks
Fewer errors thanks to clear workflows and less manual data entry
Full transparency over running processes
Faster end-to-end cycles and shorter response times
Staff gain more time for value-adding work
How we start without overloading
Depending on maturity, we start small, validate the value and then expand in a controlled way.
Assessment
We clarify the problem, priority, value and the smallest sensible starting point.
Rapid Delivery
A clearly scoped process is made visible and usable quickly.
Full Implementation
For end-to-end solutions with data model, governance and rollout.
Process analysis
Identify the most time-consuming manual processes. Document the as-is and define the to-be state.
Deliver quick wins
Automate simple but high-impact processes with Power Automate. Early wins build broad adoption.
Complex workflows
Implement end-to-end Business Process Flows in Dynamics 365 and integrate with existing systems.
AI integration
Use AI Builder for document recognition, form processing and intelligent routing decisions.
Continuous improvement
Monitor process performance, identify further optimisation potential and expand step by step.
Technology as a means, not an end
We pick Dynamics 365, the Power Platform and Azure so they fit your process, your governance and your team.
Microsoft Dynamics 365
Dynamics 365 Sales - automated quote creation
Dynamics 365 Customer Service - case routing & escalationPower Platform
Power Automate - process automation
Power Apps - digital forms
AI Builder - document recognition & OCRIntegration & AI
Email Integration - Outlook automation
Teams Integration - notifications & approvals
Azure AI Services - intelligent data extractionWhat the solution can look like
Indicative building blocks from Dynamics 365 and the Power Platform. The exact shape emerges from your process.
Example view
Power Automate cloud flows
Visual process automation with triggers, conditions and actions across multiple systems
Example view
Business Process Flow in Dynamics 365
Guided processes with clear steps, ownership and automatic status transitions
Example view
AI Builder document processing
Automatic extraction of data from invoices, orders and other documents using AI
Often relevant in these industries
Industry helps frame the picture. What matters most is the specific process inside your company.
Related challenges
Scattered Customer Data, No Complete Picture
Customer data scattered across CRM, ERP and Excel. An incomplete view leads to poor decisions.
ERP-CRM gap & finance data silo
CRM and ERP live in separate worlds. Master data, orders and invoices are reconciled by hand — with delays, errors and duplicate maintenance.
No Clear View of Your Customers
Customer behaviour stays out of reach. Decisions are made on gut feel rather than on data.
Contact & Initial Consultation
Let's discuss your challenges
Free Initial Consultation
In a free initial consultation, we identify the levers with the greatest benefit and outline a feasible path to implementation.
- Analysis of your current challenges
- Evaluation of solution approaches
- Roadmap for implementation
info@theiasolutions.ch
Phone
044 561 56 83
Address
Wasserwerkstrasse 2
8006 Zürich