Microsoft 365 and Dynamics organisations
Automate SharePoint, Teams, Outlook, Excel, Forms, Dataverse, Dynamics 365, approvals, notifications, and records.
Cloud flows, desktop flows, Microsoft 365, Dataverse, Dynamics 365, approvals, connectors, solutions, and governance
Rokad develops and governs Microsoft Power Automate cloud and desktop automation across Microsoft 365, Dataverse, Dynamics 365, enterprise applications, and legacy systems.
Platform fit / 01
Power Automate can coordinate Microsoft 365 and business applications through cloud flows, while desktop flows extend automation into user interfaces and legacy systems. Rokad designs solutions, environments, connectors, gateways, identities, approvals, RPA machines, monitoring, deployment, and lifecycle governance.
Automate SharePoint, Teams, Outlook, Excel, Forms, Dataverse, Dynamics 365, approvals, notifications, and records.
Use attended or unattended desktop flows where supported APIs and integrations are unavailable.
Establish environments, solutions, connectors, data policies, service identities, deployment, support, and platform standards.
Implementation risks / 02
Connections, environment variables, ownership, dependencies, deployment, rollback, and change records become difficult to control.
Screen layout, selectors, sessions, pop-ups, files, machine state, credentials, and application updates cause unpredictable failures.
Employee departure, password changes, licensing, permissions, and mailbox ownership interrupt production workflows.
Platform capabilities / 03
Cloud flows, instant, automated, scheduled, approval, child-flow, and solution-aware design
Power Automate Desktop attended and unattended RPA implementation
Microsoft 365, Teams, SharePoint, Outlook, Excel, Forms, Dataverse, and Dynamics integration
Standard, premium, custom, on-premises gateway, API, and desktop connectors
Solutions, environment variables, connection references, service identities, and deployment pipelines
Data policies, environments, roles, credentials, machine groups, queues, monitoring, and governance
Process mining, document workflows, AI-assisted automation, testing, support, and managed operation
Implementation system / 04
Tenants, environments, solutions, Dataverse, policies, roles, connections, variables, ownership, and lifecycle.
Triggers, connectors, approvals, child flows, HTTP, validation, retries, concurrency, data, and business state.
Machines, sessions, selectors, applications, files, credentials, queues, attended or unattended operation, and recovery.
Deployment, monitoring, alerts, logs, licensing, support, audits, updates, standards, and centre-of-excellence practices.
Use cases / 05
Coordinate forms, lists, documents, email, Teams, approvals, files, calendars, records, and notifications.
Automate customer, sales, service, finance, case, approval, data, and integration processes.
Operate supported Windows applications, browser interfaces, files, terminals, and repetitive user tasks under control.
Inventory flows, establish environments, policies, ownership, solutions, deployment, monitoring, and support.
Architecture / 06
Package flows, connection references, environment variables, Dataverse components, and dependencies for controlled deployment.
Prefer supported connectors and APIs; use desktop flows where necessary with stronger monitoring, selectors, machine, and recovery controls.
Use suitable service accounts, application identities, shared ownership, licensing, and access review for critical processes.
Quality and governance / 07
Permissions, approvals, idempotency, retry, reconciliation, audit, and rollback are defined for workflows that change business systems.
Triggers, runs, failures, latency, volume, cost, credentials, and downstream impact are visible to operators.
Naming, folders, environments, documentation, test data, connection ownership, versioning, and support procedures are established.
Delivery / 08
Clarify the business outcome, current systems, platform constraints, data, integrations, risks, ownership, and measurable acceptance criteria.
Define the platform architecture, workflow or storefront model, extensions, integrations, security, environments, and migration sequence.
Build in controlled increments with testing, stakeholder review, observability, documentation, and platform-specific quality controls.
Deploy safely, transfer ownership, monitor production behaviour, support users, and improve the implementation using operational evidence.
Typical platform deliverables
Engagement models / 09
A bounded review of the current platform, requirements, gaps, risks, architecture, and an executable next-stage plan.
A defined integration, migration, storefront, application, workflow, or platform outcome with explicit acceptance criteria.
Specialists working alongside internal product, engineering, operations, marketing, data, or enterprise teams.
Ongoing maintenance, releases, integrations, support, optimisation, governance, and roadmap execution after launch.
Related platforms and services / 10
Enterprise RPA, robots, document workflows, orchestration, and human validation.
Enterprise application, data, workflow, and AI orchestration across broader systems.
Rapid SaaS automation for less Microsoft-specific operational workflows.
Custom applications, backends, integrations, APIs, marketplaces, and enterprise systems.
Ongoing application, cloud, security, reliability, support, and continuous improvement.
Discovery, architecture, roadmaps, due diligence, vendor evaluation, and execution planning.
FAQ
Platform scope, ownership, licences, data, integrations, security, migration, and long-term operation are clarified before delivery.
Yes, where supported through the on-premises data gateway, APIs, custom connectors, files, databases, or desktop automation, subject to network and security design.
Yes. We design attended or unattended desktop flows with machine, session, selector, credential, exception, monitoring, and recovery controls.
Often yes. We inventory dependencies, connection references, environment values, ownership, child flows, Dataverse components, and deployment requirements before migration.
Yes. Scope can include environments, data policies, connectors, roles, service accounts, inventory, standards, deployment, monitoring, support, and centre-of-excellence practices.
Microsoft Power Automate · Automation and integration development
Rokad can build cloud and desktop flows, structure solutions and environments, and establish governance and support.
Contact / 05
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.