{"id":6610,"date":"2025-02-14T06:40:12","date_gmt":"2025-02-14T06:40:12","guid":{"rendered":"https:\/\/powergi.net\/?p=6610"},"modified":"2026-05-14T16:25:13","modified_gmt":"2026-05-14T16:25:13","slug":"crm-powerapps","status":"publish","type":"post","link":"https:\/\/powergi.net\/de\/blog\/crm-powerapps\/","title":{"rendered":"How to use Power Apps to create a powerful CRM?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"6610\" class=\"elementor elementor-6610\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-63b83ae elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"63b83ae\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f35648f\" data-id=\"f35648f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0cc22bd elementor-toc--minimized-on-tablet elementor-widget elementor-widget-table-of-contents\" data-id=\"0cc22bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings='{\"exclude_headings_by_selector\":[],\"no_headings_message\":\"No headings were found on this page.\",\"headings_by_tags\":[\"h2\",\"h3\",\"h4\",\"h5\",\"h6\"],\"marker_view\":\"numbers\",\"minimize_box\":\"yes\",\"minimized_on\":\"tablet\",\"hierarchical_view\":\"yes\",\"min_height\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_tablet\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]},\"min_height_mobile\":{\"unit\":\"px\",\"size\":\"\",\"sizes\":[]}}' data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__0cc22bd\" aria-expanded=\"true\" aria-label=\"Inhaltsverzeichnis \u00f6ffnen\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__0cc22bd\" aria-expanded=\"true\" aria-label=\"Inhaltsverzeichnis schlie\u00dfen\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__0cc22bd\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a8a532 elementor-widget elementor-widget-heading\" data-id=\"8a8a532\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">CRM and Power Apps <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ee57d0 elementor-widget elementor-widget-text-editor\" data-id=\"9ee57d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Power Apps is Power Platform\u2019s tool dedicated to developing applications for a wide variety of business needs and use cases. Development in Power Apps is very flexible and can be used for simple data-entry tasks or for end-to-end core processes such Customer Relationship Management. In this blog we will talk about how you can use Power Apps to build your own CRM system and how our <strong>consulting services<\/strong> have helped some of our clients create an in-house Power Apps powerful CRM.<\/span><\/p><p>For businesses aiming to streamline operations and enhance customer engagement, leveraging Power Platform tools can be transformative. As <a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\"><strong>Power Platform consultants<\/strong><\/a>, we specialize in tailoring CRM solutions that align perfectly with your unique needs. Our expertise in Power Platform Consulting Services ensures a robust, scalable infrastructure, optimizing both short and long-term business processes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-60d6395 elementor-widget elementor-widget-heading\" data-id=\"60d6395\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why create a CRM with Power Apps? \/ Using Power Apps for CRM development <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ee7cceb elementor-widget elementor-widget-text-editor\" data-id=\"ee7cceb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">When it comes to CRM Systems, there are many options such as Hubspot or Salesforce, which are great, but sometimes companies have very specific needs and may want to have features that are not available in standard CRM apps \u2013 this is when Power Apps and Power Platform come to the rescue and give developers and end users a lot of flexibility and room for customization \u2013 mainly using Power Apps and Power Automate.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Using Power Apps a custom interface with custom business logic can be built \u2013 this will allow you to standardize the process and define steps or stages that need to be followed. On top of this beautiful interface, with <\/span><a href=\"https:\/\/powergi.net\/\" target=\"_blank\" rel=\"noopener\"><b>Power Automate<\/b><\/a><span style=\"font-weight: 400;\"> add workflows and automatic notifications and reminders for your sales team and any other party involved.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Take it to the next level by adding an amazing dashboard with valuable insights to track your leads and not lose track of any sales opportunity!\u00a0<\/span><\/p><div id=\"seology-cta-1\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7267\" class=\"elementor elementor-7267\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Turn your ideas into digital solutions<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Our team guides you step by step to build custom apps in Power Platform.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/de\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c62b8f elementor-widget elementor-widget-heading\" data-id=\"5c62b8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Benefits of using CRM Power Apps <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aa6df33 elementor-widget elementor-widget-heading\" data-id=\"aa6df33\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">1. Cost-efficiency <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c8678bc elementor-widget elementor-widget-text-editor\" data-id=\"c8678bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Power Apps is a low-code platform that allows for rapid development, this will reduce development cost and will reduce deployment time, which is an amazing start when you\u2019re looking to implement your own CRM system.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Power Apps has a licensing structure that depends on the platform where your CRM data will be stored \u2013 it can go from $5 USD to $20 per user per month if you use a \u201cPremium\u201d data source such as Dataverse or SQL (your can read more about licensing here:<\/span><a href=\"https:\/\/powergi.net\/blog\/power-apps-pricing-updated-2024\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">https:\/\/powergi.net\/blog\/power-apps-pricing-updated-2024\/<\/span><\/a><span style=\"font-weight: 400;\">).\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">But if you use a \u201cBasic\u201d data source such as SharePoint lists, your Power Apps application can be used as an extension of your existing Microsoft 365 subscription (meaning: no additional cost!).\u202f\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dc5a640 elementor-widget elementor-widget-heading\" data-id=\"dc5a640\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">2. Improved decision-making <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-130fb6a elementor-widget elementor-widget-text-editor\" data-id=\"130fb6a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Having a standard interface and forms in Power Apps for your sales team to use will help you track all aspects of customer interactions. Use Power BI to extract insights from all the data these forms will generate: intake process, purchase history, demographics and much more. By having these insights you can make informed decisions that will help your company in the short and long term. <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3057d61 elementor-widget elementor-widget-heading\" data-id=\"3057d61\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">3. Empowered teams <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d201372 elementor-widget elementor-widget-text-editor\" data-id=\"d201372\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">When creating a centralized, standard and automated process to manage all customer interactions your team will be freed from those manual and tedious tasks such as finding emails, digging old spreadsheets or sending manual reminders \u2013 they will have more time to focus on tasks that add value to your core business.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Keeping track of all customer interactions will give your sales and marketing teams the tools they need to make informed decisions and to offer your customers and clients the goods and services that better adjust to their needs.\u202f<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aed090d elementor-widget elementor-widget-heading\" data-id=\"aed090d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How to create a CRM system using Power Apps and Power Automate <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ecfaffc elementor-widget elementor-widget-heading\" data-id=\"ecfaffc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 1: Identify business needs \n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57bf55c elementor-widget elementor-widget-text-editor\" data-id=\"57bf55c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The whole point of building an in-house CRM system with Power Apps is to tailor it to your business needs \u2013 so the first step must be to analyze the current process. You can start by asking some questions such as: How do customers reach out? or How do we keep track of leads? Are there third-party systems we\u2019re using? Which kind of reminders or follow-ups do we have right now? Which do we need to add?\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">It\u2019s also really important to write down any desired feature or improvement that needs to be implemented. It\u2019s key to not only identify how things are currently done but also identify all those bottlenecks, steps that need to be optimized and steps that need to be added to the process.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-071b70b elementor-widget elementor-widget-heading\" data-id=\"071b70b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 2: Design the CRM architecture \n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a3a212 elementor-widget elementor-widget-text-editor\" data-id=\"2a3a212\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Now that we know how we do things and what we want to achieve, it\u2019s time to design the solution:\u00a0<\/span><\/p><ul><li><span style=\"font-weight: 400;\">Which Power Platform tools will be used with which purpose?\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Will we use a Premium data source or a Basic one? Dataverse, SQL, SharePoint?\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create an entity-relationship diagram (ERD) of all tables, columns and relationships that the application and workflows will use\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create a SIPOC diagram (Supplier, Input, Process, Outcome and Customer), and identify all parties that will supply or receive information from the system, and which information they will supply or receive.\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create a wireframe of how the interface will be laid out\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">List all possible users of the CRM systems and their access\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create a process diagram of the workflows around the CRM system (notifications, approvals, reminders)\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e802d6b elementor-widget elementor-widget-heading\" data-id=\"e802d6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 3: Leverage Power Apps and Power Automate <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4220dbf elementor-widget elementor-widget-text-editor\" data-id=\"4220dbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Now it\u2019s time for development \u2013 when it comes to Power Apps, there are two options:\u00a0<\/span><\/p><ul><li><span style=\"font-weight: 400;\">Model-driven Apps\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Canvas Apps\u00a0<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">The tool that is picked depends a lot on the data sources that will be used for the CRM system and how much customization is required. Regardless of the type of Power Apps that is used for the solution, many features can be included:\u00a0<\/span><\/p><ol><li><span style=\"font-weight: 400;\">Create customer profile\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Add customer contact(s)\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Sales pipeline management\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Track customer interactions (services provided, support requests, customer reviews, purchases)\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create attachments or supporting documentation\u00a0<\/span><\/li><\/ol><p><span style=\"font-weight: 400;\">With Power Automate a wide variety of workflows can be built around the CRM system:\u00a0<\/span><\/p><ol><li><span style=\"font-weight: 400;\">Request approval of new clients\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Send automatic requests for e-signature\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Automatic input of customer data in the different systems your company uses\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Email list-building\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">New leads notifications\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Inactive leads or clients follow-ups\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Fill-out contract templates\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Expire dates notifications and reminders\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed5c8fb elementor-widget elementor-widget-heading\" data-id=\"ed5c8fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 4: Integrate with existing tools <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-de3f6a4 elementor-widget elementor-widget-text-editor\" data-id=\"de3f6a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Customer interactions usually require to be reflected in more than one place \u2013 for example, when a new customer is added to the system many things can be linked to this single action:\u00a0<\/span><\/p><ol><li><span style=\"font-weight: 400;\">Create a contract template and send for e-signature in Docusign\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create the customer in the billing system\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create customer number in the ERP system (Orable, SAP, Dynamics 365, Quickbooks, Zoho)\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create customer\u2019s supporting documentation in SharePoint\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create onboarding tasks in Microsoft Planner\u00a0<\/span><\/li><\/ol><p><span style=\"font-weight: 400;\">Using Power Automate as an orchestrator, your CRM system can integrate with other tools you are currently using and help you save tons of time by syncing and integrating your different systems.\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-82f6895 elementor-widget elementor-widget-heading\" data-id=\"82f6895\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Step 5: Test, deploy, and optimize your CRM \n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e689b41 elementor-widget elementor-widget-text-editor\" data-id=\"e689b41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Once everything is ready, you can use Power Platform\u2019s environments to test and deploy the solution. Usually at least three environments are suggested:\u00a0<\/span><\/p><ul><li><span style=\"font-weight: 400;\">Development\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Testing\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Production\u00a0<\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Power Apps applications and <\/span><a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Power Automate workflows <\/span><\/a><span style=\"font-weight: 400;\">can be moved and deployed across different environments \u2013 which allows for faster implementation and allows a faster cycle for feedback and bug resolution.\u00a0<\/span><\/p><div id=\"seology-cta-2\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"7276\" class=\"elementor elementor-7276\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-7e3f164 e-con-full e-flex e-con e-parent\" data-id=\"7e3f164\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"background_background\":\"classic\",\"jet_parallax_layout_list\":[]}'>\n\t\t<div class=\"elementor-element elementor-element-9078c9f e-con-full e-flex e-con e-child\" data-id=\"9078c9f\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b99949 elementor-widget elementor-widget-heading\" data-id=\"7b99949\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">From vision to execution<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e61db5 elementor-widget elementor-widget-heading\" data-id=\"8e61db5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Whether you're just starting or scaling automation, we help turn your ideas into impactful solutions.<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a578907 e-flex e-con-boxed e-con e-child\" data-id=\"a578907\" data-element_type=\"container\" data-e-type=\"container\" data-settings='{\"jet_parallax_layout_list\":[]}'>\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e8c827b elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"e8c827b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"#ctc_chat\">\n\t\t\t<i aria-hidden=\"true\" class=\"fab fa-whatsapp\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d834237 elementor-view-stacked elementor-shape-circle elementor-widget elementor-widget-icon\" data-id=\"d834237\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<a class=\"elementor-icon\" href=\"https:\/\/powergi.net\/de\/contact\/\">\n\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f99b3a3 elementor-widget elementor-widget-heading\" data-id=\"f99b3a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Integration with Microsoft Teams and Outlook\u202f <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33d93ed elementor-widget elementor-widget-text-editor\" data-id=\"33d93ed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">An important part of a CRM system is having automatic reminders and notifications \u2013 and the Power Platform has the perfect recipe for that: Power Automate and Power Apps have seamless integrations to all the Microsoft 365 suite:\u00a0<\/span><\/p><ul><li><span style=\"font-weight: 400;\">Send automatic Emails\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Move emails across folders in Outlook\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Create events in Outlook\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Send a chat message to a person or group in Microsoft Teams\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Add files to Microsoft Teams\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Post a message to a Channel in Microsoft Teams\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Automatically create Channels in Microsoft Teams\u00a0<\/span><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fbbb06d elementor-widget elementor-widget-heading\" data-id=\"fbbb06d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Real-world use cases of CRM Power Apps \n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc131a6 elementor-widget elementor-widget-heading\" data-id=\"cc131a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">CRM System for a Law Firm <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-20151e3 elementor-widget elementor-widget-text-editor\" data-id=\"20151e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">We partnered with a Law Firm that works with a base of over 4,000 clients across Latin America to create their own CRM system that includes some amazing features built with Power Apps and Power Automate:\u00a0<\/span><\/p><ol><li><span style=\"font-weight: 400;\">List of Client profiles and contacts\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Service Proposals tracking and follow-up\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Generate and automatically fill out Proposal templates\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Case tracking\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Client Satisfaction\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Reporting and Analytics <\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-969891e elementor-widget elementor-widget-heading\" data-id=\"969891e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">CRM System for a Managed Service Provider\u202f <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11a3f16 elementor-widget elementor-widget-text-editor\" data-id=\"11a3f16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">We worked with an IT services provider with clients all over the United States to create a system that has saved them tons of time by avoiding keeping data in multiple spreadsheets, manual reminders and\u202f data entry in multiple systems by building the following features with Power Apps and Power Automate:\u00a0<\/span><\/p><ol><li><span style=\"font-weight: 400;\">Opportunity tracking\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Generate and automatically fill out Contract templates\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Request e-signature from clients\u202f\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Integration with other apps and systems \u2013 Hubspot, Quickbooks and Docusign\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">Reporting and Analytics\u00a0<\/span><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b5993fa elementor-widget elementor-widget-heading\" data-id=\"b5993fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why partner with Power Platform consulting experts?\u202f <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0b57d5 elementor-widget elementor-widget-text-editor\" data-id=\"c0b57d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A key process of your operations has to be managed right, and you have almost all you need with the Power Platform tools \u2013 but if you want to add great infrastructure and robust\u202f solution design that helps you both in short and long term, you may need to partner with a<\/span><a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\" target=\"_blank\" rel=\"noopener\"> <b>Power Platform consulting services<\/b><\/a><span style=\"font-weight: 400;\"> company \u2013 we have developed and implemented CRM systems for clients in different industries and we combine our deep business background with Power Platform knowledge to create efficient and scalable solutions.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Whether you have an existing process in place or if you just want to start a conversation about how our experience may help your business manage customer relationships \u2013 contact us to know how you can develop and implement your own CRM system with our<\/span><a href=\"https:\/\/powergi.net\/microsoft-power-platform-consulting-services\/\" target=\"_blank\" rel=\"noopener\"> <b>Power Platform consulting services<\/b><\/a><span style=\"font-weight: 400;\">! <\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Table of Contents CRM and Power Apps Power Apps is Power Platform\u2019s tool dedicated to developing applications for a wide variety of business needs and use cases. Development in Power Apps is very flexible and can be used for simple data-entry tasks or for end-to-end core processes such Customer Relationship Management. 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Learn the benefits, features, and expert tips. 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