Hello!
This is my first time posting here so apologies if i am in the wrong place. I am extremely new to Power Automate as a Process Specialist and so is my company. I have a process that I am looking to completely overhaul with the use of Power Automate. I want to make sure the process is even viable before going down this path and if there are better options that perhaps I haven't considered.
We have a Project Capital forecasting file which 20+ Project managers are updating manually causing errors/duplicates and overwrites. We use teams and overall 0365 and i would like to propose the below process using PowAut.
I would love to get some feedback on feasibility, risks, issues, changes, considerations, etc?
Thanks,
Tara
Hello @tlacava417
Yes, it looks like it could be doable! There is a but though!
Working with Excel has a risk of the Excel file being locked during the processing, thus a flow may fail. This is my experience.
From your scenario, I would look into converting the whole data storage into one or more lists in SharePoint, if you have that option.
Example (simple as I know nothing about the business domain):
Portfolio manager creates a task for each project manager in a task list.
Project managers opens their individual tasks, perform their duties and registers their findings. Marks the tasks completed.
Hope this helps you on the way. Kind regards, John
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