Power Platform for ERP Automation Training Course

Power Platform for ERP Automation Training Course

Introduction

In today’s fast-evolving business landscape, organizations demand agile, data-driven solutions to optimize operations and maximize efficiency. Microsoft Power Platform emerges as a game-changing suite for ERP automation, enabling enterprises to streamline processes, eliminate repetitive tasks, and enhance data integration. By leveraging Power Apps, Power Automate, Power BI, and Power Virtual Agents, businesses can transform complex ERP workflows into intelligent, automated solutions, driving productivity, scalability, and strategic decision-making. Power Platform for ERP Automation Training Course equips professionals with hands-on expertise to design, implement, and manage end-to-end ERP automation solutions, ensuring measurable ROI and operational excellence.

This course empowers participants to harness the full potential of Power Platform technologies to automate finance, supply chain, HR, and other ERP-centric processes. Through practical case studies, live demonstrations, and interactive labs, learners will gain real-world experience in building custom apps, automated workflows, interactive dashboards, and AI-driven virtual assistants. Designed for business analysts, ERP consultants, and IT professionals, this program bridges the gap between technical capabilities and business strategy, fostering digital transformation and enabling organizations to stay ahead in a competitive marketplace.

Course Duration

5 days

Course Objectives

1. Master Power Platform fundamentals for ERP automation.
2. Build low-code/no-code apps using Power Apps for enterprise processes.
3. Automate repetitive ERP tasks with Power Automate workflows.
4. Analyze ERP data with Power BI dashboards and reports.
5. Create AI-driven chatbots using Power Virtual Agents for ERP support.
6. Integrate Power Platform with Dynamics 365 and other ERP systems.
7. Implement workflow approvals, alerts, and notifications in ERP processes.
8. Optimize supply chain, finance, HR, and inventory workflows.
9. Enhance decision-making with real-time analytics and KPIs.
10. Design secure, compliant, and scalable automation solutions.
11. Leverage AI Builder to enhance ERP automation capabilities.
12. Apply best practices in solution deployment and change management.
13. Solve real-world ERP challenges with hands-on case studies.

Target Audience

1. ERP Consultants and Analysts
2. Business Analysts
3. IT Managers and Professionals
4. Power Platform Developers
5. Finance and Accounting Professionals
6. Supply Chain and Operations Managers
7. HR Professionals
8. Digital Transformation Specialists

Course Modules

Module 1: Introduction to Power Platform & ERP Automation

• Overview of Microsoft Power Platform
• Understanding ERP automation opportunities
• Low-code/no-code approach for business solutions
• Key integration points with ERP systems
• Case Study: Automating invoice processing in Dynamics 365

Module 2: Power Apps for ERP Solutions

• Canvas apps vs Model-driven apps
• Custom app development for ERP processes
• Connecting apps to ERP data sources
• User experience and interface best practices
• Case Study: Employee onboarding app automation

Module 3: Power Automate for Workflow Automation

• Designing automated workflows
• Integration with ERP modules
• Approval processes and notifications
• Error handling and monitoring
• Case Study: Automating purchase order approvals

Module 4: Power BI for ERP Analytics

• Connecting ERP data to Power BI
• Creating interactive dashboards and reports
• KPI tracking and real-time analytics
• Advanced data modeling and DAX formulas
• Case Study: Sales and inventory dashboard automation

Module 5: Power Virtual Agents for ERP Support

• Building AI chatbots for ERP queries
• Integrating chatbots with workflows
• Automating routine ERP support tasks
• Monitoring and improving chatbot performance
• Case Study: HR leave request virtual assistant

Module 6: Integration with Dynamics 365 & Other ERP Systems

• Connecting Power Platform with Dynamics 365
• Data connectors and API integration
• Ensuring secure data flow between systems
• Real-time vs batch integration strategies
• Case Study: Inventory management integration

Module 7: Advanced Automation with AI Builder

• Introduction to AI Builder capabilities
• Predictive analysis and intelligent decision-making
• Automating document processing
• Using AI models in workflows and apps
• Case Study: Predictive maintenance for supply chain

Module 8: Deployment, Governance & Best Practices

• Environment management and solution deployment
• Security, compliance, and data governance
• Monitoring and troubleshooting automated solutions
• Change management and user adoption strategies
• Case Study: Full ERP automation rollout in finance department

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.