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Power Automate — Automate your Microsoft 365 processes with IT Systems

Deploy Power Automate in your SME: cloud flows, desktop RPA, ERP and CRM integration. Training, guidance, and support from our Microsoft experts. Results from the very first week.

Our Power Automate expertise by use case

Document flow automation

Automatic archiving of Outlook attachments in SharePoint, generation of Word/PDF documents from templates, automated approval workflows. Result: no manual sorting, complete traceability.

Validation and approval workflows

Leave requests, purchases, quotes, expense reports: employees fill out a form, Power Automate routes it to the right manager, waits for a response, notifies the employee, and updates the status. The result: approval time reduced by two-thirds.

CRM synchronization and business tools

Two-way synchronization between Dynamics 365, Salesforce, or HubSpot and your SharePoint lists, Outlook contacts, and billing tools. Every new lead, contact, or opportunity is automatically replicated.

Desktop RPA automation (software without API)

Does your ERP or business software lack an API? Power Automate Desktop simulates human actions: opening applications, data entry, data extraction, copying and pasting between systems. Ideal for legacy software (Sage, Cegid, older business tools).

Automated reporting and alerts

Automatic generation of Power BI reports, Teams alerts when a threshold is reached, email notifications when a document is modified. Your teams are informed in real time without manual verification.

Employee onboarding and offboarding

New employee joining? Power Automate creates their Teams profile, sends the welcome kit, assigns SharePoint access, and notifies the manager and IT. Leaving? The reverse procedure is automated. Result: onboarding in 15 minutes instead of 3 hours.

Power Automate Cloud vs. Desktop: two complementary tools

Power Automate Cloud Power Automate Desktop
Works on In the cloud (web browser) On your Windows computer
Automates Cloud applications: Outlook, Teams, SharePoint, CRM, ERP via API, Forms Desktop applications: legacy software, ERP without API, manual entry, report extraction
License Included in M365 E3/E5 (standard connectors) Free in assisted mode / Premium for non-assisted mode
Typical case Leave approval, attachment archiving, CRM synchronization, Teams alerts Entering data into legacy ERP systems, extracting reports, copying and pasting between software programs
Combination A cloud flow can trigger a desktop flow and vice versa—the two orchestrate natively.

Summary paragraph:

By combining cloud flows and desktop flows, Power Automate covers 90% of the automation needs of an SME using Microsoft 365. The cloud orchestrates flows between your SaaS applications, while the desktop automates tasks on your business software that does not have an API. And when your needs exceed Power Automate (multi-ERP integrations, complex orchestration), IT Systèmes complements it with FlexFlow, our iPaaS platform.

Why deploy Power Automate with IT Systems

  • Certified Microsoft expertise: 15 years of experience with the Microsoft ecosystem (M365, Azure, Active Directory, Power Platform). We know your IT system because we already manage it.
  • Training included: we don't just set up your flows. We train your teams to create and maintain their own automations. Autonomy guaranteed.
  • RPA for software without APIs: thanks to Power Automate Desktop and FlexFlow, we can even automate your legacy business software (Sage, Cegid, internal tools) without replacing it.
  • End-to-end support: from identifying use cases to deployment, including testing and post-go-live support. No "here you go, figure it out yourself."
  • Quick wins from the first week: we start with the three most profitable flows (validated during the audit). Your teams will see the benefits immediately.
  • Security and compliance: each flow complies with your security rules (access rights, encryption, logging). Integrated GDPR and NIS2 compliance.

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A clear, rapid and personalized approach

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01

Free audit of your processes

We work with your teams to identify the 5 to 10 most repetitive and time-consuming tasks. We assess the feasibility using Power Automate (Cloud or Desktop) and estimate the time saved. Deliverable: report with the 3 priority quick wins. Duration: 1 week.
02

Configuring the first flows (quick wins)

We implement the three priority workflows identified during the audit. These are typically: automatic archiving of attachments, validation workflows, or data synchronization. Your teams will see the benefits within the first week.
03

Training your teams

We train your key employees to create and modify their own flows. Level 1: simple flows with templates. Level 2: advanced flows with conditions, loops, and premium connectors. Objective: autonomy.
04

Advanced deployment (RPA and premium connectors)

For more complex cases: automation of legacy software with Power Automate Desktop (RPA), connection to premium connectors (Salesforce, SAP, SQL Server), integration with Power BI for automated reporting.
05

Ongoing support and development

Monitoring of production flows, error resolution, addition of new flows as needed. Responsive French support. Your automations evolve with your business.

Your IT experts

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Power Automate FAQ

Is Power Automate included in Microsoft 365?

Yes. If you have a Microsoft 365 E3 or E5 subscription, your employees can create cloud flows with standard connectors (Outlook, SharePoint, Teams, Excel, OneDrive, Forms) at no additional cost. Premium connectors (Salesforce, SAP, Dataverse, SQL Server) require a Power Automate Premium license at $13.30/user/month.

Do you need to know how to code to use Power Automate?

Not for simple flows. The interface is visual (drag and drop) and Microsoft offers hundreds of ready-to-use templates. For advanced flows (nested conditions, loops, API calls), training is recommended. IT Systèmes offers training courses tailored to each level.

Can Power Automate automate software without an API?

Yes, thanks to Power Automate Desktop. It simulates human actions on your Windows workstation: opening applications, entering data, extracting reports, navigating interfaces. It is native Windows RPA, ideal for ERPs and legacy business software (Sage, Cegid, internal tools).

What is the difference between Power Automate Cloud and Desktop?

Cloud automates flows between cloud applications via connectors (emails, files, CRM). Desktop automates tasks on your Windows workstation by simulating clicks and keystrokes. The two combine: a cloud flow can trigger a desktop flow, and vice versa.

How long does it take to deploy Power Automate?

The first quick wins are operational within 1 to 2 weeks. A full deployment with desktop RPA and premium connectors takes 4 to 8 weeks. Team training takes 1 to 2 days.

Is Power Automate secure and GDPR compliant?

Yes. Power Automate inherits the security of the Microsoft platform: encryption of data at rest and in transit, MFA authentication, granular rights management via Azure AD, comprehensive logging. Data remains in your Microsoft 365 tenant. GDPR, ISO 27001, and NIS2 compliance.

What if my needs exceed Power Automate?

For complex integrations (multi-ERP, critical flow orchestration, API management), IT Systèmes complements with FlexFlow, our sovereign iPaaS platform. And for processes that require reasoning and natural language understanding, we deploy custom-built AI agents. Power Automate is the entry point, not the limit.