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Leverage Copilot Studio and Power Automate to Create an Intelligent Copilot Agent Capable of Reconciling Invoices using a Third-Party AI Service

April 26, 2025

In today’s fast-paced business environment, managing financial transactions with precision and efficiency is crucial. One of the most challenging tasks in financial management is reconciling invoices with their corresponding purchase orders. This process, often tedious and

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SharePoint List Vacation Time Off Tracker that Removes Weekends and Holidays

January 26, 2025

After receiving many comments from two previous posts based on Vacation Trackers in SharePoint, one such area of interest is around automating the calculation of time off that includes factoring in weekends and holidays. This is

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Populate a SharePoint Document Library’s Metadata Using JSON and Power Automate

September 29, 2024

Intro In this blog post, I discuss how to save a PDF document to a SharePoint Document Library, with some of its content previously extracted via AI, and saved in a JSON file, that will populate

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5 Big Enhancements to a SharePoint Vacation Tracker in Microsoft Lists

February 25, 2024

Intro In a previous blog post I created a Vacation tracker in a SharePoint List and in this post, I’ll be adding enhancements to the list. These enhancements are fairly straight forward and will improve the

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Directly Query a Power BI Dataset Using Power Automate and Save it to Excel in SharePoint

January 28, 2024

Intro: I received a request from one of my viewers for help in developing a Power Automate flow and after completing the flow decided to do a blog post and YouTube video on it. The Request:

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How to Export a Large Filtered SharePoint List into a CSV File Using Power Automate

December 17, 2023

In the previous post I imported 100,000 rows of data from Excel into a SharePoint List using Power Automate. In this post, I will export a large amount of filtered data out of the same SharePoint

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How to Import a Large Excel Dataset into SharePoint Using Power Automate

December 4, 2023

In this blog post, I discuss how to import 100,000 rows and 56 columns (5.6m data points) into a SharePoint List (Microsoft Lists) from a Microsoft Excel csv file using Power Automate. I downloaded a 1.8

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How to Set Up a Data Gateway in Power Automate

October 11, 2022

In this blog post, you’ll learn how to setup a data gateway in Power Automate using a premium power automate subscription. Setting up a Data Gateway in Power Automate is fairly straight forward. Start by going

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Cloud Data Pull Using JSON HTTP Request in Power Automate

October 7, 2022

This post reviews the process of setting up a Scheduled Cloud Flow to pull data from the cloud to a local SQL Server using an HTTP request. The pulled data comes in the form of a

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Using Power Automate to Move and Rename Excel Files and Copy its Content to Another Excel File-Series Summary

September 5, 2022

Every day, while running the Supply-Chain at Cuisine Solutions for one of our plants, our 3rd party warehouse emailed me a copy of the daily raw material inventory report within an Excel file. I’d manually save

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Microsoft Certified Power Platform Fundamentals
Microsoft Power Platform
Leverage Copilot Studio and Power Automate to Create an Intelligent Copilot Agent Capable of Reconciling Invoices using a Third-Party AI Service
April 26, 2025
SharePoint List Vacation Time Off Tracker that Removes Weekends and Holidays
January 26, 2025
Get a Custom Project Tracker Up and Running in Minutes with Dataverse
October 31, 2024
Microsoft Dynamics 365 Fundamentals Certification
Microsoft 365
SharePoint List Vacation Time Off Tracker that Removes Weekends and Holidays
January 26, 2025
Populate a SharePoint Document Library’s Metadata Using JSON and Power Automate
September 29, 2024
Why Use Microsoft Teams Channels for Project or Program Management in 2024?
August 31, 2024
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