Summitna

Using Copilot with Power Automate

An introduction to Copilot in Power Automate and Power Automate in Copilot.

Tuesday, November 25, 2025 | 1 minute Read

Revolutionizing Business Processes with Power Automate Desktop

Here’s a version of a conference talk I recently gave at #SummitNA2025 in Orlando. It covers the capabilities of Power Automate Desktop and an introduction thereto. #powerautomate #powerautomatedesktop #rpa

Friday, November 21, 2025 | 1 minute Read

AI Builder: Training an Object Recognition Model

Last time we looked at identifying information on an invoice. Another feature AI Builder in Power Automate offers is the ability to recognize objects in an image. This time we’re going to look at how to set up AI Builder to identify dice. It should be noted that AI Builder is a paid add-on to Power Automate and does incur an extra cost to use. However, a free trial is available. See the Microsoft Power Automate site for more info. Getting Started Invoice processing required that you gather at least 6 samples of each invoice that you wanted to train the model for. Object identification requires quite a bit more. For training, you will need a minimum of 15 images for each object that you want to identify, plus additional images for testing. Ideally, however you will want at least 50 images of each object.

Monday, November 15, 2021 | 7 minutes Read

AI Builder: Training a Invoice Processing Model

One of the more complex features of Power Automate is the ability to train it to pull data out of scanned images of invoices and automatically import the information. I included a walkthrough of how to get started with this feature in my recent conference talk at Summit NA 2021, but I felt it would be beneficial to provide it in blog form as well. It should be noted that AI Builder is a paid add-on to Power Automate and does incur an extra cost to use. However, a free trial is available. See the Microsoft Power Automate site for more info. Getting Started The first thing you are going to need to get started is to gather at least 6 images of each format of invoice you intend to automate. You will need at least 5 images of each type to use to train the AI model to recognize where to find the data being sought from the invoice. The rest of the sample images will be used to test the model once it’s trained. If you’re looking for example invoices to use for learning purposes, the Microsoft AI Builder documentation includes 2 versions of invoices you can use for this purpose. Or you can use real invoices that you have around.

Sunday, November 7, 2021 | 9 minutes Read

Community Summit 2021 Demos

Photo by Tara Winstead from Pexels I delivered two presentations at Community Summit NA 2021. As part of that, I provided a number of demos. Below you can find some of the flows I used in my presentation. None of them are all that complicated, but could be used as simple starter templates. Power Automate for Dynamics Users Posting a Blog Post to Twitter and LinkedIn This demonstrates how to watch an RSS feed for new blog posts and post messages to Twitter and LinkedIn with links to the post. (NOTE: Posting to Twitter no longer works. See my YouTube channel for updates for posting to BlueSky and Mastodon)

Tuesday, November 2, 2021 | 2 minutes Read

Join me at the AXUG UserGroupSummit

If you work with Microsoft Dynamics, then User Group Summit North America in October is the one conference that you really need to attend. And this year’s conference will be something extra special. Why? Because I’ll be speaking! Come and see my co-worker Pi-Jou Lin and I during the eXtreme365 portion of the event as we share some fantastic ways to utilize the power of Flow to make your Dynamics 365 lives better. While we’ll be focusing on Flow and D365 F&O, the principals apply to any of the cloud versions of Dynamics.

Friday, September 6, 2019 | 1 minute Read