Automate data entry into CRM application with Microsoft Power Automate Desktop
Do you have rows and rows of data to populate into your CRM application (or ERP, or any application for that matter)?
Data entry is a pain, but Microsoft Power Automate Desktop can help you get it done in a jiffy!
Here's how you can get your data from Excel into any legacy application. What you can do include:
populating a text field
selecting checkboxes
selecting radio buttons
navigating different screens/tabs
Watch the video to learn how to automate this data entry for yourself!
00:00 Introduction
00:16 The tasks
00:39 The Data and the CRM application
01:07 Start automating: Launch Excel & Run CRM application
01:43 Read data from Excel
02:56 Select UI elements
04:01 Populate/ fill in data into CRM application
04:50 Select radio button for "Gender"
06:20 Select dropdown for "State"
05:58 Select checkbox "Active"
09:44 Select tab "Company"
10:34 How to set certain field values to blank
This tutorial assumes knowledge of certain topics in our previous videos. Have a look at these previous videos first if you're not familiar with these concepts:
How to use loop actions in Microsoft Power Automate Desktop • How to use loops in Microsoft Power Automa...
How to read data from Excel • Power Automate Desktop Excel Automation Tu... 02:51 onwards
How to interact with windows and applications (UI Elements) with Microsoft Power Automate Desktop • How to Interact with Windows and Applicati...
How to use conditionals (if, else) • Conditionals (if, else, switch, case) in M...
#RPA #Microsoft #PowerAutomateDesktop #Automation #RoboticProcessAutomation #PowerAutomate
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