Transforming Business Processes: From Manual Data Entry to Automated Efficiency with MS Forms & Power Automate
Session Overview:
“In this session, attendees will explore the journey of digitizing a classic business form and transforming a tedious, error-prone manual process into an efficient, automated workflow. We will begin by examining the traditional method of data intake, highlighting common issues such as human errors, delays in application vetting, and approval bottlenecks.
Next, we’ll demonstrate how to leverage Microsoft Forms for seamless data collection and Power Automate within the Power Platform to streamline and enhance the entire process. Attendees will learn how to integrate complementary Microsoft applications to create a robust, automated system that includes real-time approvals, status updates, and improved business efficiencies. We will even throw in an AI Buider option from a PDF form for those looking for an even more advanced solution.
By the end of this session, participants will have a clear understanding of how easy it is to implement these tools in their own organizations, driving productivity and reducing errors. Join us to discover how you can transform your business processes with MS Forms and Power Automate.”
Learning Objectives:
- Attendees will learn how to use Microsoft Forms and Power Automate to digitize traditional business forms, automate data collection, and reduce manual entry errors, resulting in a more efficient and accurate process.
- Participants will gain insights into integrating AI Builder and other Microsoft applications to create advanced workflows that include automated approvals, real-time status updates, and enhanced business efficiencies.
- Attendees will learn how to customize and tailor automated workflows to meet specific business needs, ensuring that the digital transformation aligns with their unique organizational processes and goals.
Speakers: Gina McBryan
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Power Platform
Tracks: Automation, Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
