RPA (Robotic Process Automation) and Business Central

Robotic Process Automation (RPA) adds value to Business Central by automating the repetitive and time-consuming tasks you often find in many business processes.

Identify the processes to automate

We can help you identify the business processes that are suitable for automation with RPA.

RPA work includes analyzing business processes, developing automation strategies and helping you implement RPA bots.

RPA stands for Robotic Process Automation. It refers to the technology that makes it possible to build, implement and manage processes and workflows.

We can develop customized RPA scripts or bots specifically designed to work with data from Business Central. This allows us to address unique customer-specific needs or industry requirements. The robots can perform a wide range of repetitive and time-consuming tasks with high precision and speed.

RPA technology is often used to automate business processes that require interaction with different IT systems or applications.

What can RPA be used for?

Data entry and processing
Automate routine data entry tasks, such as entering data from paper forms into digital databases, copying data between different IT systems, or updating customer records.
Finance and accounting tasks
Automate invoice processing, statement reconciliation, report generation, and budgeting, reducing manual work and increasing accuracy.
Customer service
Handling frequent customer inquiries, creating service orders, and updating customer bases, improving response time and customer satisfaction.
Compliance reporting
Collecting and processing data to meet industry and regulatory requirements, ensuring accuracy and timeliness in compliance reporting.
Supply Chain Management
Automate order processing, inventory management, shipping documentation, and supplier communication to improve supply chain efficiency.
HR tasks
Automate HR-related processes such as updating employee information, absence management, and payroll processing.

RPA’s main benefits include improved efficiency, reduced costs, increased accuracy, and freeing up human resources to focus on more strategic and value-adding activities. By automating the monotonous and repetitive tasks, RPA allows for a more agile, flexible, and scalable workflow.

Power automate – A Microsoft tool

Power Automate is part of Microsoft’s Dynamics 365 toolbox. A tool – a platform – that makes it possible to easily build automated workflows.

Using the simple, easy-to-use platform, you can improve, automate and develop smarter ways of working, such as automating heavy manual paper-based processes.

Automated workflows go by many names, but are also known as office robots, RPA (Robotic Process Automation) or robotic process automation.

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What can you use RPA / robotics for?

You can choose to automate parts of a task or entire processes. It just needs to be rule-based and recurring routine workflows.

For example, use RPA / an office robot to replace cumbersome ordering and invoicing procedures, or other slow, manual and paper-based workflows.

RPA can be used for approvals, data collection and integrations – even with 3rd party products/apps.

An example of using RPA to automate processes

Where it used to take 3-4 “physical” signatures on a document to approve a case, with Power Automate it can be done much faster because the paper no longer needs to be physically moved from one desk to another.

With Power Automate, an email requesting electronic approval can be sent to all relevant people. Once all approvals are registered, a response is automatically generated and sent. Power Automate can also be set up to automatically send a reminder for an approval if it has not arrived within the deadline.

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The benefits of an RPA / process automation:

Eliminate routine work
Minimize data entry errors
Shorten processes – it takes less time to process and respond
Free up time for more important tasks

How do you get started using RPA?

1
Identify relevant tasks and processes
The first thing you need to do is identify the relevant tasks and processes that you want to automate. Remember, choosing rule-based, routine, recurring tasks provides the most value.
2
Set up process description
Next, a process description must be set up, for example using a flowchart.
3
Implementation
Finally, the process can be implemented.

If you need help identifying relevant workflows, write or call us – we have experience in process optimization with RPA technology and can advise you on how to get started.

Moving to the cloud? Let’s talk!

How to get started

Are you getting started with RPA? Then contact us for a chat about how to get started.

Why Vektus

How we work

We work to make your investment in Business Central a success both now and in the long run.

Do you have any questions? Send us an email or give us a call

We are available at the office every weekday Monday to Thursday from
8.30 – 16.30 and Friday from 8.30 – 16.00.

Call us on tel: +45 5353 2020
Write to us at kontakt@vektus.dk

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Vektus A/S: Måløv Byvej 229 V, 2760 Måløv | Vektus – VALBY: Paradisæblevej 4, 2500 Valby | Vektus – AARHUS: Runevej 2 , 8210 Aarhus | Vektus – KOLDING: Jernbanegade 27 , 6000 Kolding
Phone: +45 5353 2020 | Email: kontakt@vektus.dk
CVR-Nummer: 34728720

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RPA (Robotic Process Automation) and Business Central

Robotic Process Automation (RPA) adds value to Business Central by automating the repetitive and time-consuming tasks you often find in many business processes.

Identify the processes to automate

What can RPA be used for?

Data entry and processing

Finance and accounting tasks

Customer service

Compliance reporting

Supply Chain Management

HR tasks