I'm a new Power Automate user, and cannot find exactly what I'm looking for, and maybe my unicorn doesn't exist when I combine all the features I want into one item.
I have an excel workbook/report that contains a list of tasks; the list includes the person responsible for completing the task, definition of the task, the client name, and the transaction that the task is related to. Right now, we have a shared excel workbook, and when an item is completed there is a drop down to mark complete, and conditional formatting strikes through the line item. However, we are trying to better track the life cycle of these tasks and this method leaves a lot to be desired in reviewing efficiencies.
My challenge in searching is that "Tasks", "To Do"... are the words that I would use to define these items, and are the Microsoft program names. My results are always pointing to me to the product based on what term I've used.
Attempt 1: The Excel Document is in Share point and I've been able to successfully connect to Microsoft To-Do (Business), however, I have not been able to figure out how to set the to-do lists to go to the assigned employee to complete the task they all come to me.
Attempt 2: Power Automating from Excel/Share Point to Planner/Tasks got me almost there, but the "Title" field is not long enough for all the data I need to provide with the task, and it does not appear that I can power automate anything to drop more details in the Task's "Notes" field. (Which would be ideal.) This would be my dream if possible.
Any recommendations would be appreciated!
Thank you!
I think you could benefit from transitioning to a SharePoint list. SharePoint lists offer several advantages, such as centralized data management, integration with Power Automate for automation, and improved collaboration among team members. SharePoint lists allow you to create and customize additional fields beyond what To-Do and Planner offer. It’s similar to Excel but with additional features like custom views and better integration with Microsoft Teams. Would you be open to exploring this option?
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We are excited to announce the Summer of Solutions Challenge! This challenge is kicking off on Monday, June 17th and will run for (4) weeks. The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities. Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”) - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024 Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods. You must enter into each weekly Entry Period separately. How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different. Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers. At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing. Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner. A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random. Individuals will be contacted before the announcement with the opportunity to claim or deny the prize. Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners. Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event. ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE** Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24 17 @Anil_g 7 @ManishSolanki 13 @eetuRobo 5 @David_MA 10 @VishnuReddy1997 5 @SpongYe 9JhonatanOB19932 (tie) @Nived_Nambiar 8 @maltie 2 (tie) @PA-Noob 2 (tie) @LukeMcG 2 (tie) @tgut03 2 (tie) Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate @Deenuji 12@ManishSolanki 19 @Anil_g 10 @NathanAlvares24 17 @VishnuReddy1997 6 @Expiscornovus 10 @Tjan 5 @Nived_Nambiar 10 @eetuRobo 3 @SudeepGhatakNZ 8 Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22 Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2 Anil_g2 SharonS2
On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights. Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.
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