K2’s Automation – Beyond The Basics With The Microsoft Power Platform
Computer Software and Applications
2 CPE Credits

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
- 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
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
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
- 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
- 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
Intended Audience — Business professionals responsible for creating, maintaining, or auditing automated workflows
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 2 Credits
IRS Program Number –
Published Date – January 1, 2025
Revision Date –