Automation Kit: A Comprehensive Guide

The Automation Kit is a set of tools designed to accelerate the use and support of Power Automate for desktop for automation projects. It provides tools that help manage automation projects and monitor them to estimate money saved and return on investment (ROI). The Automation Kit applies the HEAT (Holistic Enterprise Automation Techniques) to support your organization.

Detailed Features

The Automation Kit supports an automation Center of Excellence (CoE) with the following components:

• Automation Project: This project is a canvas app that supports requesting automation projects and submitting them for approval.
• Automation Center: This is a model-driven app that organizations can use to create and maintain automation assets, such as master data records, map resources and environments, and assign roles to employees.
• Automation Solution Manager: This is a canvas app in satellite environments that enables the metering of solutions and their artifacts.
• Cloud flows: These cloud flows use Dataverse tables to sync data from satellite environments, in near real time, to the main environment.
• Power BI dashboard: This provides insights and monitors your automation assets.

These two solutions contain the components in the kit:

• The main solution, which you deploy to the main environment.
• The satellite solution, which you deploy in each satellite environment.

Use Cases

The Automation Kit is especially useful to an Automation Center of Excellence (CoE) team, which is a team of experts who support automation within your organization. They have good knowledge about Power Automate for desktop, set up and maintain the Automation Kit, and maintain the configuration data such as departments, process categories, goals, and more.

The goal of the Automation Kit is to enable organizations to manage, govern, and scale automation platform adoption based on best practices. The Automation Kit provides the following items in support of your Automation Center of Excellence:

• Near-real time ROI / SLA: Short and long-term analytics to drive towards your business goals.
• Tools for all users: These tools are for makers (citizen and pro developers), your Automation CoE team, and executive sponsors.
• End-to-end automation lifecycle: These tools help to automate and manage all aspects of hyperautomation scenarios, including ALM and templates to drive consistency.
• Enterprise readiness: Helps to secure, govern, audit, and monitor your automation deployment.

Conclusion

The Automation Kit is a powerful tool for anyone working with Power Automate and Dynamics 365 CE. With its wide range of built-in tools and additional options available in the Tool Library, the Automation Kit can significantly enhance productivity and efficiency. Whether you’re an administrator, a developer, or an end-user, the Automation Kit has something to offer you.