Wednesday, 11 January 2023

Process Advisor - recordings and data (preview)

Process Advisor is one of the easy-to-use tools now in Microsoft stack. It has 2 parts - recordings and data (preview). You need to login to Power Automate to get access to Process Advisor. The processes getting created can be shared as other Flows.

Recordings option was available for some time, which has the capability of recording and analyzing your manual business tasks. This can be very helpful in recording the business process models and sharing it across organizations or sharing it as standard processes across projects. Additional help in this compared to task recorder is, it records everything getting done, not only the tasks being performed inside AX 2012 or Dynamics 365 F&O.

Data option is still in preview mode. Process mining in process advisor allows you to take the event data from your system of records and visualize the processes happening in your organization. Process mining provides novel insights that can help you identify automation opportunities, and address performance and compliance opportunities. There are multiple OOB connectors available. You can use OData to connect Dynamics 365 F&O and it supports multi-tenants as well (I connected a tier 2 environment for testing purpose, which is in a different tenant, from my organizational ID). You can connect other data sources over here as well (which can be excel, Dataverse, SQL etc.; apart from Dynamics 365 F&O), collect and transform data, draw necessary insights and analyze further using KPIs and Visualizations. 

You can also schedule it for recurrence purpose; even solutions can be created, exported and imported as required. Sharing with other team members as co-owner or contributor is also possible.