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Approval Flow How-To Instructions for Associations

Streamline your association’s approval process with this step-by-step approval flow guide A new approval flow that speeds up the process and reduces headaches is a big win for your association staff and your newest members. This post outlines another way that you can leverage association software and Power Automate to work more efficiently with your…

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Paginated Report Power BI (Easy Instructions) 

The paginated report Power BI generates for printing or sharing is built to impress, and easy to turn out. It does require the proper Power BI license and the Power BI Report Builder, however. Don’t worry, if you are using Power BI Free or Power BI Pro, you still have plenty of powerful report sharing…

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How to Embed Power BI in Microsoft Teams

In our fast-paced, data-driven world, non-staff resources are increasingly needing access to an association’s data for a variety of reasons. In this post, we will demonstrate how to embed Power BI in Microsoft Teams. A common complaint we hear from our customers is staff spends way too much time pulling data from their association management…

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PowerApps Business Process Flows for Membership Lifecycles

Managing your member lifecycles is incredibly useful and easy with Microsoft PowerApps Business Process Flows. In our recent webinar, Staying Relevant During Difficult Times: Engaging At-Risk Members, we had the chance to show associations how to combine certain data points in your AMS to identify at-risk members. One of the data points we used was…

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