Solutions Reporting
Exception alerts
Being told when a number moves, instead of reading a report to find out.
01 / What it looks like running
Start to finish, and where a person still comes in.
- 01 / TriggerA threshold is crossed
- 02 / AutomatedChecked against the rule
- 03 / AutomatedContext attached
- 04 / AutomatedNamed person told
- 05 / Needs a personDeciding what to do about it
Automated Needs a person 3 of 5 run without anyone
02 / What stops happening
6 steps become 1.
The struck lines are the ones nobody performs after this is live.
- A report is produced on a schedule
- Someone opens it
- They scan for anything that looks wrong
- They find it days after it happened, or not at all
- They forward it to whoever should know
- Deciding what to do about it
03 / Built on
In your tenant, under your licences.
- Power Automate
- Dataverse
- Microsoft 365
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.