RPA (Robotic Process Automation) and Business Central

Traditionally, RPA has been referred to as “office robots” that:

  • repeats the same steps over and over again
  • follows set rules
  • works across systems that normally require manual data entry

But these days, we often talk about Power Automate, Copilot, and agents when we want to automate processes and workflows.

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Identify the processes to automate

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

Work with RPA includes analyzing business processes, developing automation strategies, and assisting with the implementation of 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 custom 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 various 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 toolkit. A tool—a platform—that makes it easy to build automated workflows.

Using this simple, user-friendly platform, you can improve, automate, and develop smarter ways of working—such as automating labor-intensive, manual, paper-based processes.

Automated work processes go by many names, but are also referred to as office robots, RPA (Robotic Process Automation), or process automation using robot technology, among other terms.

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 how RPA can 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.

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.

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Frequently Asked Questions About RPA (Robotic Process Automation) and Business Central

When companies work with RPA and process automation in conjunction with Business Central, a number of questions often arise: Which processes make sense to automate? What is the difference between RPA, Power Automate, and Copilot? And how can you get off to a good start without making it unnecessarily complex?

Here, we’ve compiled answers to some of the questions we most frequently encounter when speaking with Vektus customers.

RPA (Robotic Process Automation) is a technology that automates rule-based and repetitive tasks across systems. When integrated with Business Central, RPA can handle tasks such as data entry, updates, and approvals that would otherwise require manual work. This creates more efficient workflows and reduces the risk of errors.

Typically, we see the greatest value in tasks that are repetitive, rule-based, and time-consuming. These can include invoice processing, reconciliations, updating master data, order and inventory processes, or approval workflows. The more consistent the process is, the better suited it is for automation with RPA.

Power Automate is Microsoft’s modern platform for process automation and covers both traditional RPA and more intelligent workflows. Whereas traditional RPA often mimics the user’s clicks, Power Automate works closely with Business Central, Microsoft 365, and other systems through integrations. This provides more stable, scalable, and future-proof solutions.

Yes, one of the major strengths of RPA and Power Automate is the ability to work across systems. Automation can encompass Business Central, Excel, email, third-party apps, and legacy systems that aren’t otherwise directly integrated. This makes RPA particularly well-suited for complex IT environments.

Many companies are experiencing shorter turnaround times, fewer errors, and lower operating costs. At the same time, this frees up employees’ time, allowing them to focus on tasks that add more value. RPA thus contributes to both greater efficiency and higher quality in processes.

At Vektus, we help identify the right processes, develop process descriptions, and select the appropriate automation method. We provide consulting on both RPA and Power Automate and ensure a solution that fits your business and your Business Central setup. The goal is to deliver rapid value and lay a solid foundation for further automation.

Would you like to hear more?

If you would like more information or have any questions, please feel free to contact us.

Feel free to contact us by email, phone, or by filling out the contact form on this page.

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