Tag collection

#excel

2 solutions tagged “excel”.

Workflows

Built by Microsoft

Invoice Processing

Finance

Two invoice-processing workflows: log extracted email attachments to a self-provisioning Excel ledger, or use a Dataverse ledger with extraction status and duplicate tracking. Choose based on your use case and licensing.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

• 2

Workflows

Built by Microsoft

Sales Lead Qualifier

Sales & marketing

Two shared-inbox workflows that qualify sales enquiries with BANT: log leads to tiered Excel tables, or create structured Dataverse records with linked hot-lead alerts. Choose based on your use case and licensing.

IGJLPBIsha Gautam, Jasmita Lamba, and Pulkit Bhagat

• 2