Make the most of your Dynamics 365 CRM with Power Apps

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Microsoft Dynamics 365 is known for its flexibility and customization capabilities: not only are views and dashboards completely customizable, but if you have very specific needs, the Microsoft Power Apps platform can help you take things even further. Indeed, Power Apps let you build focused custom apps to streamline your processes instead of using larger modules or applications that are often more expensive. Read on to find out how Power Apps can help you make the most of your Dynamics 365 solution.

What are Power Apps?

Microsoft Power Apps lets users with no coding experience build apps to meet specific needs. Built from scratch or prebuilt templates, these no-code or low-code apps can be used to automate and streamline processes. Sitting within the Dynamics 365 environment, Power Apps let your teams complete their tasks more efficiently and focus on their priorities.

Canvas apps can be configured from a simple interface for web, mobile, and tablet applications by connecting to your choice of 200 data sources. Model-driven apps let you configure more complex operations by using the Dataverse, the platform on which Dynamics 365 CE applications are built.

How to customize your CRM with Power Apps?

Using the Power Apps Studio, you can design, build, and manage apps, and connect to all the data you need using a large library of connectors or the Dataverse. Apps can be completely customized to meet your own unique needs, then securely shared with the team members who need them. This lets you save up on license costs while still ensuring everyone can access the data they need to work efficiently.

For professional services firms, the sales cycle can be a great opportunity to use Power Apps. It often involves a team to build and validate mandates, requiring additional steps, data, and approvals on top of the standard sales process. Power Apps can be useful to let users view or complete only the information they need instead of the entire CRM Sales modules used by other industries.

Microsoft strives to empower organizations with the tools they need to elevate their solution and meet their unique needs, and Power Apps is one such powerful tool. For more information about how you can customize your Dynamics 365 solution, read our articles How to Customize Microsoft Dynamics 365 Sales and How Power Apps and Power Automate Can Optimize Dynamics 365 Sales for Professional Services Firms.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec


About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

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