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Power Platform Community / Forums / Power Automate / Power Automate Test Case
Power Automate
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Power Automate Test Case

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I am new to Power Automate.  Was introduced to the system when seeking an RPA solution.  It was presented as an alternative to UI Path, and I am trying to navigate the differences between the two.  The main difference is that UI Path has or considers RPA as it's primary product where as with Power Automate, RPA is a component of a larger ecosystem. 

 

With that intro, I am struggling with finding the right approach to what some may consider a simple automation.  I have a site using CRM/Dynamics 365 runs two reports using a filter, exports both to individual files, and then e-mails the two reports.  This is repeated 12 times each with it's own filter an e-mail.

 

We had chosen this as a possible option for our first RPA automation.  It fits the RPA criteria as may be defined in the UI Path world.  It is simple, direct, few decision points and a seemingly good starting test case.  However as I have dived into Power Automate, the approach and process seemed muddied.  Instead of an RPA (Desktop Flow), I've been told this is more suited to a Cloud Flow.  Yet, as I have played with cloud flows, I am seeing how I can select and extract data, and generate e-mails, but I am not seeing how I can run an existing report and accomplish my goals.  There seems to be a disconnect between what is expected as an RPA and how the Cloud Flows function.

 

Given that are there any suggestions as to how I may approach this test case?  Is this best suited to a cloud flow?  Perhaps a hybrid of desktop and cloud flows (We have a gateway installed).  Please advise.  Look forward to a response.

 

JG

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