Power Automate Expert for Automation of Outlook and ERP
Budget: $30 – $250 USD
I'm in need of an experienced Power Automate expert to create a seamless automation process for case creation in our ERP CRM system from Outlook.
Description:
We are seeking a skilled Power Automate expert to develop an automation workflow for Microsoft Exchange. Our goal is to streamline the process of creating cases in our ERP CRM system based on email categories received in Outlook. Currently, this is done manually, and we are looking to enhance efficiency through automation.
Requirements:
Automate Case Creation:
Automatically create cases in our ERP CRM based on the category of emails received in Outlook.
Categories include:
Inquiry: Convert to a quotation in ERP.
Local Purchase Order: Convert to a sales order in ERP.
Incoming Fax: Includes clarification emails, document requests, etc.
Handling Attachments:
Ensure the automation handles attachments such as Excel files, drawings, and project specifications.
AI Integration:
Implement AI to read and categorize emails effectively.
Display a summary of the email and provide next action recommendations within the ERP application for user/supervisor decision-making.
Deliverables:
A fully functional Power Automate flow that integrates with Microsoft Exchange and ERP CRM.
Documentation on the setup and configuration.
Testing and validation to ensure the automation works as intended.
Skills Required:
Expertise in Microsoft Power Automate.
Experience with Microsoft Exchange and ERP CRM systems.
Knowledge of AI and its application in email processing.
Description:
We are seeking a skilled Power Automate expert to develop an automation workflow for Microsoft Exchange. Our goal is to streamline the process of creating cases in our ERP CRM system based on email categories received in Outlook. Currently, this is done manually, and we are looking to enhance efficiency through automation.
Requirements:
Automate Case Creation:
Automatically create cases in our ERP CRM based on the category of emails received in Outlook.
Categories include:
Inquiry: Convert to a quotation in ERP.
Local Purchase Order: Convert to a sales order in ERP.
Incoming Fax: Includes clarification emails, document requests, etc.
Handling Attachments:
Ensure the automation handles attachments such as Excel files, drawings, and project specifications.
AI Integration:
Implement AI to read and categorize emails effectively.
Display a summary of the email and provide next action recommendations within the ERP application for user/supervisor decision-making.
Deliverables:
A fully functional Power Automate flow that integrates with Microsoft Exchange and ERP CRM.
Documentation on the setup and configuration.
Testing and validation to ensure the automation works as intended.
Skills Required:
Expertise in Microsoft Power Automate.
Experience with Microsoft Exchange and ERP CRM systems.
Knowledge of AI and its application in email processing.