Transition D365 Sales module to PowerApps
Whenever we approach a potential PowerApps transition project, we often don’t require more than a 30 minutes overview of your current system and talk about your ‘pain points’ or ‘nice to have’ ideas. Having seen enough implementations we can fill in the blank you’d find us very understanding of what’s currently holding you back and appreciate our on-point level of consultancy and the offers we are going to make to you.
Yes, we talk a big promise about a smarter and more capable CRM, of course these are just words. But once we get an overview of your current system and where you stand with it, we can better discuss your best case scenario (ideal state) from where you can really start holding us down to our promises.
With PowerApps, our team would use the same Dynamics 365 technology to tailor a custom-made Sales module dedicated to your way of business, whether more generic or unique, whether you decide to work with Leads and/or Opportunities, or need new ways to sort and promote Products Services and/or Bundles, create configurable Quotes, automate invoice notifications and maybe anything else, you can rely about PowerApps to achieve all that! With CRM it is often more a question of design and implementation.
We use our vast knowledge and past experience to design solutions that are user-configurable to avoid being heavily relied on system administrators. We sort most system elements into records and build smarter data structures, ultimately letting your users to self-manage a “system of records”, as God may have intended when CRMs were invented. We then add quality logic throughout certain triggers (on both client & server) to enable your users to speed through their processes.
Having considerable experience with Dynamics 365 modules and more recently PowerApps, we naturally had the opportunity to build wide range of features, most with different sets of pros & cons. Evaluating design options is the first and foremost critical step so we give that an ample of thoughts. Essentially winning your battles before they are fought.
Certain design options would be more “capable” than others (hence more demanding to implement). Work with us to find the right path between budget and value! With our first year in business as an independent team and the confidence we have in our skillsets, we make our PowerApps transition plans risk-free for new clients, allowing them to pay us after seeing the value in our solutions and adopt them!