Microsoft Power Automate Consultant
We design, build, and govern Power Automate flows for organizations already on Microsoft 365, Dynamics, and the Microsoft cloud — with the security and audit story your IT team needs.
Trusted by teams across 15+ countries
Why Microsoft shops pick Power Automate
Native to your tenant — flows run inside your M365 environment, no third-party data processors to vet.
Deep M365 integration — SharePoint, Teams, Outlook, OneDrive, Dynamics, Dataverse all work out of the box.
Enterprise governance — DLP policies, environment isolation, audit logs, and admin controls your IT team already manages.
Bundled in M365 — most enterprise plans include Power Automate seats already, so there's nothing new to procure.
AI Builder + Copilot — native AI capabilities for document processing, prediction, and conversational automation.
Everything you need to know about Power Automate Consulting
When to choose Power Automate over n8n or Make
Power Automate wins for organizations already on M365 — your IT team already manages identity, governance, DLP, and compliance. Adding another vendor means another audit, another DPA, another approved-vendor process. For non-Microsoft shops or engineering-led ops teams, n8n or Make.com are usually the better fit. For the full comparison across platforms, see our AI automation agency overview.
Common Power Automate use cases we build
Document processing (SharePoint → AI Builder OCR → Dataverse → notification), approval workflows (Teams → Power Automate → SharePoint → Outlook), Dynamics 365 automations (lead routing, opportunity hygiene, account enrichment), HR and onboarding flows (Forms → SharePoint → Teams → ServiceNow), and reporting automations (Dataverse → Excel → Power BI → email digests). We also build desktop flows (RPA) for legacy systems that don't have APIs.
Cloud flows vs desktop flows vs AI Builder
Cloud flows are the default — modern API-based automation that runs in Azure. Desktop flows (legacy 'Power Automate Desktop') are RPA — UI automation for legacy systems that don't have APIs. AI Builder adds prebuilt AI models for OCR, prediction, and language understanding without code. Most engagements use cloud flows; we add desktop flows when there's a legacy system with no API, and AI Builder when there's a clear OCR or prediction use case.
How we deliver Power Automate engagements
We work inside your tenant from day one — no third-party environment, no data leaving your boundaries. Discovery → scope → build → governance handoff. Every flow follows your IT team's DLP and environment policies. Documentation in SharePoint, error handling on every critical path, and Teams alerts when anything fails. Optional monthly retainers cover monitoring, fixes, and new flows.
Governance, DLP, and environment strategy
Power Platform sprawl is a real problem in enterprise M365 tenants — hundreds of flows with no owner, no environment isolation, and no DLP policy. Our governance engagements set up environment tiers (dev / test / prod), DLP policies matched to your compliance posture, naming conventions, and admin dashboards so your Power Platform team can actually see what's running. Usually a 2–3 week engagement.
Power Automate for Finance, HR, and IT teams
The three teams that get the most value from Power Automate in M365 shops. Finance: invoice approvals, expense processing, close-cycle reminders. HR: onboarding, offboarding, PTO workflows, performance review reminders. IT: ticket routing, access reviews, software request flows, M365 license automation. Each one pays back within a quarter. See how we automated invoice tracking with Power BI + Power Automate for a finance team.
Why hire Lets Viz for Power Automate
We've shipped Power Automate for finance, HR, and operations teams across mid-market and enterprise organizations.
Tenant-native delivery
We work inside your M365 environment with your governance and DLP policies. No new vendor approvals required.
Dynamics & Dataverse expertise
Deep experience with the Microsoft cloud — Dynamics 365, Dataverse, SharePoint, Teams, and the Power Platform admin center.
AI Builder + Copilot ready
We use AI Builder for OCR, prediction, and language understanding — and integrate with Azure OpenAI for advanced AI flows.
Governance from day one
DLP policies, environment isolation, naming conventions, and audit logging baked into every engagement.
Logic Apps + Power Automate
We build in both depending on who owns the workflow. Business-user flows in Power Automate, developer-owned integrations in Azure Logic Apps.
RPA where you need it
Desktop flows for legacy systems without APIs. We build, monitor, and recover attended and unattended RPA bots inside your tenant.
Our 4-step Power Automate Consulting engagement
From discovery to live workflows in 2–4 weeks. Fixed-fee MVPs, no open-ended timesheets.
1. Discover
60-minute working session to map your top automation opportunities and quantify the savings potential.
2. Map & scope
We document the workflow end-to-end, confirm the right approach, and lock the scope and price for the MVP.
3. Build MVP
First workflow live in 2 weeks. We build, test with your real data, and ship a working automation plus monitoring.
4. Operate & improve
Optional monthly retainer — we run, monitor, and tune your workflows, plus add new ones every month.
Frequently asked questions
Find answers to common questions about our services and process.
Get a Power Automate readiness review
30 minutes with a Microsoft Power Platform consultant. We'll review your M365 setup, identify automation opportunities, and quote your first flow. No commitment, no sales deck.