Expand Dynamics 365 CRM Using the Microsoft Power Platform

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Expand Dynamics 365 CRM with the Help of the Microsoft Power Platform

Now more than ever, data is important to the success of your business. In many instances, expanding the role of your CRM platform and the data it manages could benefit your business significantly. But at the same time, doing so often involves investing significant resources into IT -- a strategy that’s not always realistic.


Fortunately, businesses using Microsoft Dynamics 365 CRM are in an excellent position to take full advantage of their data and CRM platform. How? With the help of the Microsoft Power Platform.



Understanding the Microsoft Power Platform

Microsoft knows that businesses and everyday users need the ability to easily customize their Dynamics 365 solution, and the Microsoft Power Platform makes this possible with the help of three powerful tools:

1. Power BI for Business Analytics

As a business intelligence software solution, Microsoft Power BI has the ability to pull data from Dynamics 365 CRM, Excel spreadsheets, the cloud, data centers, and other resources. This data can then be easily combined and analyzed for valuable insights. The growth of this tool over the past four years is a testament to its value to millions of users around the globe.


2. PowerApps for App Development

Microsoft PowerApps makes it easier than ever for non-tech users to develop apps of their own. Everyday users can create functional, user-friendly apps without ever having to write a line of code, and this a game-changer for productivity and efficiency.


3. Flow for Workflow Automation

Microsoft Flow allows you to automate complex business processes -- again, without the need for extensive technical know-how. Thanks to its easy-to-use interface, Flow allows you to create workflows which can be triggered via Power BI, apps built with PowerApps, or third-party applications.


Analyze, Act, and Automate with the Microsoft Power Platform: Triple A Loop

With the Microsoft Power Platform, you can generate what’s called a “triple A loop” to analyze data, act on what you find, and then automate future processes:

  • With Power BI, you can assess a problem and analyze relevant data sets.
  • Using PowerApps, it’s easy to develop a custom application that can act on what you’ve learned from your data.
  • Thanks to the capabilities built into Microsoft Flow, you can then automate the entire process moving forward.


Where to Get the Microsoft Power Platform

In some cases, it’s possible to purchase the Microsoft Power Platform on its own. But if you already have a Dynamics 365 CRM plan, the Power Platform may be included in your existing subscription. By utilizing the Power Platform, you can eliminate the need for many third-party tools and start taking full advantage of your data.


The Power Platform: Not Just for Tech Experts

With the Microsoft Power Platform, it’s easier than ever to analyze, act, and automate. Best of all, you don’t have to be an IT expert to make it happen. This psychology student with no background in IT was able to build a universal audit app using PowerApps and Flow. Working toward a completely different result, this American Red Cross worker used the Power Platform to improve the training supplies ordering process for more than 650 CPR and first aid instructors nationwide.


The Microsoft Power Platform: Used By AKA Enterprise Solutions

Here at AKA Enterprise Solutions, we’re big fans of the Power Platform. As our VP of Financial Services Tom Berger recently raved: “I love my new CRM PowerApp!!! We’re drinking our own champagne!” Once you’ve seen what the Microsoft Power Platform can do, and how easy it is for anyone to use, we think you’ll be just as excited as we are.


Ready to put the Power Platform to work for your business? We’re here to help. If you don’t yet have Microsoft Dynamics 365 CRM or Office 365 set up, we can help with that, too. For a more in-depth look at Power Platform’s capabilities, check out our recent webcast, No-Code Applications that Solve Real Business Problems.


AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!

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