You’ve heard this a number of times – there’s a lot you can do with your Microsoft 365 platform. However, you’re wondering exactly how you can go about this. Do you want to organize your company’s IT space and automate unit workflows to become more proficient? 

Well, there are a number of ways to do this. However, your best route will be to familiarize yourself with the CoreView platform that allows you to optimize the Microsoft 365 flow for your organization. CoreView allows you to automate several processes across Microsoft 365’s apps and data. Here’s a guide on how CoreView can help you with workflow and automation.

  1. Creating automated workflows and subdividing the workflow types

The first step of the process is to create an automated workflow that allows you to use conditional logic and integrate other workflows into the stream. Creating flows on your own for the first time may prove a bit tricky, and that’s why you need a platform like an efficient Microsoft Management Console like CoreView to aid you through the process.

The CoreView platform has its own workflow automation engine that allows users to combine multiple tasks into a single process and also to delegate to local operators securely. By creating workflows, users will not only be able to save tremendous amounts of time on individual projects, but they’ll also be able to minimize human error, simplify the experience, and maximize the sustainable alignment of processes.

Across organizations, workflows are centralized and inherit all the virtual tenants and role-based access control permissions in place from the assigned operator. This ensures that users can distribute enough power for operators to perform complex tasks while making sure they are working only within their operation.

During workflow creation, CoreView offers you not only Microsoft 365-related native and custom actions but also actions solely connected to the engine itself.

Different types of workflows work for different scenarios, and you can create workflows like automated flow, business process flow, instant flow, and scheduled workflow.

3.     Creating platforms for each department

Lastly, one great way of getting the most out of Microsoft 365 is for end users to create purpose-built solutions for their organizations and departments. Across organizations, there are several functional roles that can get as specific as geographies. You need a system to manage this to ensure that the department workflow is smooth enough.

The benefits of CoreView’s automation engine go beyond the basic management and custom actions available on the platform. It is possible for CoreView's workflow to communicate with other third-party solutions as a result of the API keys that can be generated and used for such a connection.

For instance, there could be a ticket in ServiceNow triggering a workflow in CoreView. Even after the actual Microsoft 365-related process has been done on the CoreView end, it can still go ahead to communicate that back and then update the ticket as a result or even pass information if, for any reason, an error has occurred.

Schedule your demo today to see how CoreView can help.

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