Microsoft Dynamics 365 and AX

How RPA templates improve automation?

How RPA templates improve automation?

The ability to innovate, adapt to a dynamic environment, meeting customer expectations, dealing with stiff competition and industry trends are the key factors that determine the success of businesses. However, it’s not easy to achieve success when employees are occupied with mundane, time-consuming, and repetitive tasks.

Therefore, you must consider automating manual business processes to shift your focus on significant tasks that are important for your business and customers. Pre-built RPA solution templates in Dynamics 365 lead to enhanced workplace automation. These templates integrate seamlessly with select Dynamics 365 applications.

What are the benefits of RPA automation templates?

The pre-built RPA automation templates make it easier for businesses to put their common business tasks on autopilot, thus freeing employees from manual tasks. Further, you can customize the solution by utilizing custom actions, connectors, and APIs to gain maximum benefit from the Microsoft cloud and data eco-system.

How can RPA templates streamline processes?

In this section, we’ll discuss the different ways in which the Pre-built RPA templates can save the valuable time of your employees. 

  • Dynamics 365 customer service: Authenticate customer credentials

The contact centers need to validate customer identities prior to commencing service engagement. Using RPA templates, customer service agents can automate the validation process, streamline call times, thus providing faster troubleshooting and resolution of processes. 

  • Dynamics 365 supply chain management: Streamline assurance process

There is a growing desire among manufacturers to automate requests for quality checks. To commence with the quality assurance process, technicians examine the effective parts, write down their numbers, and make quality orders. However, all this is time-consuming and error-prone. With the integration of RPA templates into the supply chain management, technicians can fill in the part details and submit quality orders to initiate the quality check. It reduces bottlenecks and saves your time.

Moreover, the solution can be easily customized to automate quality checks from sensor data, predictive analysis, and artificial intelligence. 

  • Dynamics 365 Finance: Perform tasks at the end of the financial period

The finance team has to perform a number of tasks at the end of the financial year. Such tasks include report generation and account validation. Through RPA templates, your finance team can automate time-consuming tasks, giving them more time to focus on important business tasks. Moreover, it will also help to meet the financial audit regulations. However, before beginning you need to make sure that you have the accurate licenses and software set-up.

So, are you ready to put your mundane, time-consuming tasks on autopilot? If yes, then it’s high time to take the right steps now. It’s the best way to empower your customer service, supply chain, and finance teams. Also, this will boost your organization’s productivity and efficiency by making employees focus on tasks that are crucial for your business. Kickstart your journey to make your use of Dynamics 365 more productive and efficient.

If you need any help or Microsoft Dynamics 365 support services, Dream Dynamics is your one-stop destination. You can reach out to our consultants anytime to get the best Microsoft Dynamics 365 integration and customization services.

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