27% Reduction in Monthly HR Hours Through Automation with Dynamics 365 and Power Platform
Automated Approvals | Workflow Notifications | Employee Self-Service Foundation
At a Glance
| Industry | Enterprise Services |
|---|---|
| Services | Microsoft Power Platform, Dynamics 365 HR Automation, Approval Workflow Design, Employee Self-Service Foundation |
| Challenge | Manual approval routing and repetitive notification handling left HR spending significant hours a month on work that didn't need a person doing it. |
| Solution | Aegis automated HR approvals, notifications, and employee requests using Dynamics 365 and Microsoft Power Platform. |
| Key Result | Cut monthly manual HR effort by 27%. |
About the Client
The client's HR team handled approvals, notifications, and routine employee requests largely by hand, with no automated path connecting one step to the next.
The organization wanted a scalable foundation it could build on — one that would support employee self-service now and Copilot-enabled HR tools later.
The Challenge
Every approval, every notification, every routine request still needed a person to push it forward manually.
The key challenges included:
- Manual Approval Routing: Approvals moved between managers and employees one at a time, routed by hand at every step.
- Repetitive Notifications: Follow-ups and status updates didn't send themselves — someone had to remember each one, at every stage.
- Inconsistent Process Handling: How a request moved depended on whoever happened to be processing it that day. Similar requests didn't always follow the same path.
- No Path to Self-Service: Employees couldn't submit or track routine requests on their own. HR stayed pulled into work that didn't actually need a person's judgment.
The Solution
Aegis Softtech used Microsoft Power Platform and Dynamics 365 to automate the HR team's approval and request processes.
The solution also laid the groundwork for employee self-service and future Copilot-enabled HR experiences.
Automated Approval Workflows
Approval requests now route automatically to the right person without HR pushing each one forward by hand.
This cut out the manual handoffs that used to slow every approval down.
Automated Notifications
Status updates and follow-ups now fire on their own at each stage of a request.
This meant nothing sat waiting on someone to remember it.
Consistent Process Handling
Every request of a given type now moves through the same automated steps, regardless of who's running HR operations that week.
This removed the variation that came from different people handling requests differently.
Foundation for What's Next
The workflows Aegis built were structured to support employee self-service and Copilot-enabled HR tools as the client rolls those out.
This gave the client a base to expand automation without rebuilding it later.
The Results
Aegis automated the HR team's approval and request processes using Dynamics 365 and Power Platform, cutting manual effort significantly in the process.
- 27% Reduction in Monthly HR Hours: Automated approvals and notifications cut the time HR spent on manual routing and follow-up by more than a quarter.
- Fewer Manual Handoffs: Requests move through approval automatically, cutting the back-and-forth that used to slow every request down.
- More Consistent Processing: Requests of the same type now follow the same path no matter who's handling HR operations that week.
- Ready for Future Automation: The workflow foundation supports employee self-service and Copilot-enabled HR tools without a rebuild.
Technology Stack
- Automated Approval Workflows
- Notification Automation
Need to Cut Manual Effort Out of Your HR Approvals?
Aegis Softtech helps organizations automate approval routing, notifications, and employee requests using Dynamics 365 and Microsoft Power Platform — building a foundation that scales into self-service and Copilot-enabled HR tools.
Talk to a Dynamics 365 HR Automation Specialist
*Client identity is confidential.