During this session, we will use Power Automate to develop a project, program, or grant onboarding process. The automation includes email approvals and updates to records in Financial Edge NXT. Upon final approval, the record is activated for journal entry and available for use within Financial Edge NXT.
- Access to Financial Edge NXT and access to Power Automate
- Download and configure Financial Edge NXT Power Automate connector accessible from: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/showcase