Description

In last year’s "next steps" CRC had laid out four fields that we were trying to work with and this year we will be able to present on how 3 of those areas are now being updated using BVDL. As part of the presentation, we’ll show the next part of our data flows that take a table visualization in Power BI and turn that into an import file for UNITY queue to process all without a user needing to make the change. The next part will be to discuss limits that have been found and pushed in Power Automate for large files and moving data around. We’ll finish out with a bit of additional reporting that we do with this type of process to watch for issues in the automation. We will also touch on CRC’s data security best practices and how these add additional challenges to the work that we do for the users.

Name
Agile Importing: See How the Canadian Red Cross Has Improved their Processes
Date & Time
Wednesday, June 5, 2024, 1:30 PM - 2:15 PM
Dan Korth Erin Frisby Katie Zhou
Day
June 5
Session Type
Demo
Solution
Blackbaud CRM
Competencies and Skills
Low-code, Automation