The old way of introducing a new product?

Emails, spreadsheets, and lots of waiting.

In Episode 6 of Not Your Grandfather’s CRM, we share how we helped a client move their product setup process from a manual bottleneck to a streamlined, automated workflow using Microsoft Power Apps. In this process…

1. Operations initiates a product change request.
2. Management reviews and approves or rejects with one click from their email.
3. Accounting adds key financial details to the ERP System.
4. CRM/Product Configurator updates instantly through a SQL Server connection.

Each role sees what they need to see. Approvers can't accidentally change records. Rejected requests are automatically sent back with detailed reasons—and the system tracks the entire timeline for audit purposes.

The result?

• Faster product launches
• Fewer process errors
• Clear, trackable communication

This is modern CRM done right—tailored to your business, designed for real teamwork.

Learn more about process automation with Power Apps at www.p2automation.com.