A multi-location organization with complex travel expense management process was facing difficulty managing the expenses

Edgo is a diverse and multidisciplinary company operating in 35 locations in 20 countries. Their experienced teams deliver oilfield services and support operations throughout the Middle East and Africa. Edgo pioneering spirit and resilience has seen us succeed in some of the world’s harshest and most physically complex environments.

Having offices in multiple global locations, Edgo was struggling with managing the business travel expenses. Their current process was manual and too cumbersome. They were not able to itemize the expenses with proper expense categories, approval workflow was manual with lots of paperwork, hard copies of receipts were maintained for expenses and above all, manual control on expenses was present.  Since Edgo has been using Microsoft Dynamics ERP as their backend business application, they had a mandatory requirement to integrate Expense Management with the ERP.

While looking for a technology solution to digitize the expense management process, Nabil came across KAISPE Expense Report app on Microsoft AppSource. Founded in 2018, KAISPE focuses on helping customers with their digital transformation journey by using Microsoft technology, including Microsoft Azure, Microsoft Dynamics and the Microsoft Power Platform. After the very first Product Demo, Nabil was impressed with how KAISPE app was offering highly configurable approval workflow with flexible expense control policies.

Strong internal control on expenses with configurable policies

KAISPE app provides a configurable way to define expense policies with custom violation messages to the app user based on expense categories and keeps audit history of any violations occurred. Edgo was able to define their own expense policies resulted in strong internal control in place.

“Using KAISPE app, we were able to achieve the internal control we wanted to above and beyond. Audit history against each violation on expense reports helps us getting insights to further improve this control”, Nabil said.

Highly flexible expense itemization and approval workflow

Edgo required its employees to provide a detailed breakdown of expenses incurred during a travel trip. Using KAISPE Expense Report app, users were able to select the expense category along with relevant subcategory on expense entry making it possible to report the expense on a more granular level.

Edgo had a very complex workflow requirement for expense review that involved multiple personas on multiple locations. Thanks to the underlying Microsoft Power Automate workflow platform strength, KAISPE app offered configurable workflow options to cater these requirements. With the workflow configuration implemented, Edgo was able to achieve the desired automation along with a strong notification mechanism and flexibility for reviewers to review the expense report using Email, Microsoft Teams and other mediums.

“We were amazed with some of the very unique features that KAISPE Travel Expense app provides, like approval workflow, policy management, receipt capturing in real time and expense itemization. The solution has greatly help us achieving the end-end business integration.”, Nabil Shalan, Edgo.

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Scenario:

The scenario we will cover helping customers to create an inquiry case for their products and to provide update information for their cases to keep updated with their open inquires.

You can start free or sign in with this URL to get started. Once you sign in, you will find yourself in homepage like in image below and click the red box icon to create new bot:

So, just to orient you around what we have got inside this platform.

On left side we have:
Home – Where you have multiple option with testing your created bot etc.
Topics – Which are the main part we will be focusing on in order to create our bot.
Entities – Working with text, extract key information from text which allow bot to recognize thing like age, email, color etc.
Analytics – Comes with built-in dashboard that allows you to see which topics are escalating and which are resolves also customer satisfaction etc.
Publish – Once you built your bot you can publish it in order to go live.
Manage – Where you have option to deploy your bot and embed in your custom website, MS Teams and many more.

Let’s create a new topic for our scenario. Click New topic to start

So, lets give it a name of our topic and add some phrases for bot to understand which topic to trigger

Next, we have to add an action in next to ask a question whether to create a new case or want an update on an existing case which will automatically add variable and condition

To update customers for their case inquiry, we have to ask case number and add flow to communicate with backend ERP.

Power Automate flow:

To create a new case with given options above, we have to get information like their name, product they are inquiring about etc.

Once we get all required information to create a new case for it we can connect Power Automate flow for create a new case and responds them back with their created case number.

Power Automate flow:

Now, your bot is ready. Publish your bot and test in you demo website.

Test bot screenshot in demo website:

Hope you like this blog. If you have any query regarding this, please feel free to contact us or visit our website KAISPE LLC.

The post Automation Through Conversation with Power Automate and Power Virtual Agents appeared first on KAISPE.

Tessa Therapeutics is a clinical-stage biotechnology company developing a portfolio of novel next-generation cell therapies for cancer. Tessa’s state-of-the-art GMP cell therapy manufacturing facility, expected to be ready in 2021, will substantially enhance in-house production capabilities and ensure that patients can benefit from our cell therapies more rapidly.

At KAISPE, we pride ourselves on our innovation, expertise, and our continued commitment to ensuring delivery of the highest quality products to our customers. As a Microsoft Certified Partner, we provide solutions backed by industry best practices and standards. We are Microsoft Co-Sell partner and have strong presence on Microsoft marketplaces with our remarkable apps and services.

To learn more, visit https://www.kaispe.com or call (315) 791-4472. Connect with us on Twitter, LinkedIn, and Facebook.

The post KAISPE collaborates with ITNextDoor to automate Antigen Rapid Testing process appeared first on KAISPE.

• Contact creation in MS Dynamics 365 CE using MS Power Automate, Common Data Service (CDS) and Excel
• IoT alert handling using MS IoT Central, MS Teams, Dynamics 365 CE Field Service and Power Automate
• Automatic lead generation in MS Dynamics 365 CE using MS Power Automate (UI Flow) and Outlook
• Sales Quote process automation using MS Dynamics 365 CE Sales, CDS and Power Automate
• Product information management using MS Dynamics 365 CE, CDS, OneDrive and Power Automate

Please feel free to contact us info@kaispe.com for product demo.

The post KAISPE – IPs developed using Microsoft Power Platform for Dynamics 365 CE appeared first on KAISPE.

First of all, we will create two entities.

• kspInvoiceHeader
• kspInvoiceLine

Now Create one to many using kspInvoiceHeader “OR” many to one using kspInvoiceLine relationship in between kspInvoiceHeader and kspInvoiceLine.

Now open Portal Management in powerapps, goto Entity Permissions.

Create two entity permissions.

• InvoiceEntityPermission
• InvoiceDetailPermission

In InvoiceEntityPermission, Select entity name, your website, and Scope.

I am going to select Contact Scope because I want to display only Current Portal Sign in user data.

Ok! Now for InvoiceDetailPermission, Select entity name, your website and Scope.

Your Scope should be Parent for this.

In Parent Entity Permission, Select the InvoiceEntityPermission and Select relationship which was created on CDS.

Now handling GUID’s from Flow.

I hope you found it useful. If you have any queries, please feel free to contact us info@kaispe.com

The post Parent Child Relationship in Common Data Service (CDS) using Power Automate and Power Portal appeared first on KAISPE.

Leveraging the Robotic Process Automation platform from Power Automate is a service that helps you create automated workflows between applications and services to synchronize files, get notifications, collect data, etc.

Using Power Automate, there are some processes that start immediately, while others seem to take some time to start. The difference between these processes is in how they operate.

Now, let’s take look at the different types of triggers and the difference in triggering these processes.

First, we need to sign in and click on Create. Here we will see three following flows:

• Automated
• Instant
• Schedule

Automated Flow:

The automation flow is initiated by data events. For example, when a blob is added or modified in your container it sends an email with file attachment.

Instant Flow:

Instant flows do not have the same processes as automatic processes. Instead, they are triggered manually, such as when users click the flow button in a mobile app. For example, sends an email with contact information when the user clicks a button.

Schedule Flow:

Schedule flows does not have triggers, they simply run when schedule time arrives. For example, sends me an email with current weather on a define schedule.

I hope you found this blog post helpful. If you have any questions, please feel free to contact info@kaispe.com.

The post MS Power Automate: Difference between Automated vs Instant vs Scheduled Flows appeared first on KAISPE.