CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

The ABCs of Automation with Microsoft’s Power Platform

Use Microsoft Power Platform's tools to create automated workflows and data reports.

Individual
Teams

$98.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Information Technology
Course Level
Basic
Format
Webcast

Course Description

Automation and standardization are two of the keys to productivity, but most people who are not programmers are unsure where to start. Microsoft’s Power Platform is a comprehensive platform for creating automated workflows, integrations, and data-driven reports. Components include Power BI, Power Apps, Power Automate, Power Pages, and Power Virtual Agents. Attend this session to learn about this platform and how everyone can use its low-code, no-code environment to solve process challenges.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Identify the major steps in automating business processes
  • Identify two rudimentary process automation applications in Microsoft 365 and explain how the use cases for these applications differ from those for Power Platform.
  • List the applications which make up the Power Platform
  • From a list, identify significant differences in expected use cases and user bases for Microsoft Forms in Microsoft 365 and Microsoft Power Automate/Power Apps in the Power Platform
  • Identify the Power Platform components used to solve common problems when creating process automation solutions
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Course Specifics

Course ID
WC1224387132
Revision Date
June 11, 2024
Prerequisites

Fundamental knowledge of business-related technology

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Brian F. Tankersley Headshot

Brian F. Tankersley, CPA, CITP, CGMA, is a consultant who advises firms and companies on accounting technology issues. Brian has made presentations in 46 of the 50 U.S. states, served as a guest speaker for many professional accounting organizations across Canada, and publishes a nationally recognized blog on accounting and technology. He has over 20 years of professional experience, including accounting, auditing, technology, and education. Cygnus Business Media recognized Brian F. Tankersley as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011–2014. He also received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs …