Microsoft 365 Business Automation: Understanding What’s Possible

Session Questions

“Do all Microsoft licence types give me access to the tools discussed today?”

Tools/applications available to you are dependent on the Microsoft 365 licence tier(s) you have at your business. Click here to see an overview of which apps come with each Microsoft 365 licence.

Should you not have access to an application you need, you can add certain programs on separately to maximise your return on investment. Get in touch for more information.

“Do I need special/admin permission to create automated processes, or can anyone do it?”

Generally speaking, most users will have the ability to create Teams Approvals, build Microsoft Forms and Microsoft Booking Appointments – all of the foreground automation examples we shared on the webinar. 

Should this not be suitable for your staff, you can put administrative actions in place to reduce user functionality (ensuring only certain people can action automated processes), however this tends to be applicable for much larger organisations. 

“Do you have any examples of how I can use Microsoft 365 automation to reach more customers/prospects?”

A good example would be using the data you capture using Microsoft Forms to connect with new prospects or existing customers – based on the information and permission they have provided. Remember – communications can be automatically sent to each respondent too, saving you even more time.

To add to that, including a Microsoft Booking link in your emails is a great way to encourage more appointments. In our experience, customers appreciate having the control themselves to book a call back at a time that suits them – helping you to prepare for sales meetings and convert prospects into customers.

“Some staff find it hard to adapt to change, especially changes to processes that have existed for years. How would you suggest we get our people onboard with new automated processes?”

A really common concern, trying to implement automation across every process from day one probably isn’t the best path to follow…

We would recommend implementing change in bite-size pieces and articulating the benefits of the output to affected staff. For example, if a new automated process saves someone time, frees them up to focus on their core responsibilities or removes dull administrative processes etc. they’re sure to come around.

Additionally, I would also suggest that working with a technology partner like Welcomm is a great way to gain staff buy-in, as they can support the transition across the business and help train key personnel – providing transparency to affected staff and helping everyone remain informed throughout a period of change.