Description

Discover how the University of Manitoba leveraged the Microsoft Power Platform to automate the creation of prospect research profiles, significantly reducing manual labor and increasing efficiency. This session will provide a detailed walkthrough of the automation process, from initial setup to final implementation, showcasing the practical application of Power Automate and the SKY API®. Ideal for developers, IT professionals, and anyone involved in managing or implementing automation projects within their organization. his session will provide a comprehensive overview of the project, including:

Project Overview: An introduction to the need for automation in prospect research and the goals of the project.

Technical Setup: A step-by-step guide to setting up the automation using Power Automate and SKY API®, including selecting templates and configuring workflows. Implementation Challenges: A discussion of the challenges faced during implementation and how they were overcome.

Outcomes and Benefits: An analysis of the outcomes, including time savings, increased efficiency, and improved data accuracy.

Future Plans: Insights into future plans for expanding the automation and potential applications in other areas.

Name
Boosting Prospect Research Efficiency with Microsoft Power Platform
Date & Time
Thursday, June 5, 2025, 1:00 PM - 2:00 PM
Laya Bisk Alex Campomanes
Day
June 5
Session Type
Demo
Solution
Raiser’s Edge NXT
Competencies and Skills
Low-code, Automation, Power Platform