Building business productivity by integrating Dynamics 365 with Power Platform-based solutions
Advaiya Solutions, Inc
Making technology work with tailored digital transformation solutions
Microsoft Power Platform and Dynamics 365 were designed to help businesses optimize their operations. You'll be amazed at what these technologies can do for enterprises; you may even gain an edge over your competition due to their impressive features!
Power BI, Power Automate, Power Apps, and Power Virtual Agents are the four offerings from Power Platform that help enterprises automate processes, develop solutions, and analyze data. This blog post will demonstrate how businesses can utilize data for improved operations and examine how these business solutions interact with Dynamics 365.
How can Microsoft Dynamics 365 and Power Platform integration help your business achieve growth?
Microsoft Power Platform tools are well-known by many businesses, yet many still face obstacles when applying them to their operations. Let us examine how the integration of Power Platform with?Dynamics 365 applications ?can help modernize business operations.
Power Apps' Form Processor -?The Form Reader component allows you to train a model that can read data from an image or document. Automating AP operations with invoices is one popular use case; create an app that takes a photo of your invoice and reviews it before sending it off with standard connectors to Dynamics 365 for Finance. Alternatively, Power Automate flows can take an invoice from email and send it straight away via Outlook Connector.
Power Virtual Agent -?Virtual assistants can free up employees to focus on more important tasks. Power Platform allows you to build Power Virtual Agent integrations that facilitate sending invoices, accessing project documents, and running test scripts. The Virtual Agent provides support by answering users' questions and directing them toward SharePoint sites or Microsoft Documents websites. You may even send an email alert if users are having difficulty finding the information they require.
Make CRM easier -?While Microsoft Dynamics 365 CRM is probably one of the best CRM solutions for enterprises, often the sheer amount of customer data might make it challenging for employees to effectively access and utilize the information stored in the CRM for their purpose. There, a peripheral automation approach could make your CRM very effective. Let’s say a sales representative gets an advanced dashboard that allows them to access customer insights easily to cater to their specific needs without having to search through the CRM for the customer profile and the conversations. Such peripheral automation using Power Platform could find many applications in improving customer experience.
Increased mobility -?There has been a lot of pressure to meet the growing mobility requirements of businesses, particularly in sales and marketing. Manual updates from front to back don't cut it anymore - instead, Dynamics 365 integration and other tools offer a comprehensive solution for businesses and customers alike, regardless of location. Features like staff mapping, scheduling appointments, managing service agreements, and providing users with better data are just some of the capabilities offered by Dynamics 365.
Take your business to the next level with Microsoft Dynamics 365 and Power Platform integration.
Let's take a look at some examples of how these two comprehensive?productivity solutions ?can benefit you in the short term.
Power BI + Dynamics 365
Integrating Power BI and Dynamics 365 gives you deeper insights that will enable better business decisions.
Power BI in Dynamics 365: Use Cases
Sales
Power BI utilizes Dynamics 365 Sales data to help you improve and comprehend your sales performance by:
Customer service
Power BI utilizes your Dynamics 365 Customer Service data to help you enhance and develop your customer service practices.
Marketing
Power BI gives your marketing department valuable insight into campaign performance, evaluates engagement value, tracks budget spending, and keeps tabs on it. Furthermore, Power BI enables you to:
Field service
With Power BI solutions, field service organizations can bring data to life. The solution when integrated with Microsoft?Dynamics 365 Field?Service ?can provide detailed and high-level reporting on field service performance. With these integrated dashboardsthe company's leadership can get better visualization of data which can help analyze data faster and more efficiently. Field service managers and dispatchers can easily use dashboards, interactive reporting, and draw valuable insights that will help them take best course of action to improve customer experience.
Power Automate + Dynamics 365
Power Automate ?is a solution designed to automate workflows, business processes, and tasks in Dynamics 365 as well as other business applications.
Use case of Power Automate integrated with Dynamics 365
Request approval for new documents or requests.
Many tasks in a business require approval - from customer quotes to holiday leave requests - which can be challenging to manage with so many people and systems involved. Power Automate offers Dynamics 365 approval management so you can save time, ensure compliance, create audit trails, and streamline your request process for improved productivity and efficiency.
Automating email
To guarantee that no new information is lost, automated emails can be generated and sent out to the appropriate personnel after comments are made to a case or record.
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Power Apps + Dynamics 365
Microsoft Power Apps ?allows businesses to design custom apps tailored to their individual requirements. Your stored business data can be quickly connected with the apps you use, whether it is stored in an underlying platform like Microsoft Dataverse or an on-premise/online source like Dynamics 365.
Use cases of Power Apps integrated into Dynamics 365
Application for employee onboarding
Many businesses utilize the Power Apps template to create an app to assist new employees and HR with their onboarding process. These applications offer resources such as links to policy documents, contact info for team members, and forms that enable them to complete their internal profiles.
Sales intake forms
Field employees who visit client sites to fill sales orders can use Power Apps with a subscription to Microsoft Dynamics 365. With easy-to-use forms, this integration enables users to insert and extract data into Dynamics 365 CRM.
Power Virtual Agent + Dynamics 365
Bot technology is becoming increasingly popular and in demand. There are various tools available for creating bots.?Power Virtual Agent , for instance, lets you make a chatbot that can provide customer support. Furthermore, Microsoft Flow lets you integrate your bot with Dynamics 365 and then deploy it on either your website or Dynamics 365 portal.
Use case of Power Virtual Agent integrated with Dynamics 365
Empower groups
Lower costs
Improve customer satisfaction
Provide personalized troubleshooting.
Integrating with Dynamics 365 services enables virtual agents to access a wealth of information, including customer and employee records. They can use this data to provide tailored recommendations and responses tailored specifically for each individual they are interacting with.
Reimagine your business possibilities with Microsoft's business applications.
Microsoft ecosystem provides your company with all the necessary tools to analyze data, build apps and automate processes. It also enables virtual agents when needed. Through Power Platform integration with Dynamics 365, Office 365, and Azure, as well as other apps, it is now possible to design and automate business processes quickly. This combination creates the foundation for rapid value realization and transformative digital customer experiences.
For Power Platform integration into your existing Dynamics 365 Business Application, connect with us. Our?Power Platform development services ?are tailored specifically to meet your business requirements.
Swati Shrimali
“Swati has spent most of her career programming codes and she has found that all these years in software development still hasn’t diminished her love of writing code. As a founding member of Advaiya, she has been instrumental in leading development initiatives, establishing innovative processes and successfully executing large-scale projects to meet client needs. Swati possesses excellent analytical and problem-solving capabilities and takes keen interest in all aspects of a project lifecycle management from requirements analysis to architecture, design, implementation and closure.
She attended the University Institute of Technology, RGPV where she received her Master’s in Computer Applications Degree. She is also a Microsoft Certified Professional and a Microsoft Certified Technology Specialist in Enterprise Project Management. She also has received a number of recognition’s at Advaiya. “