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Dynamics CRM and Power Apps Implementation for a leading full-service Contractor Firm

Challenges

The client is a full-service contracting firm specializing in full-service building and construction services of remarkable quality and customer service.

  • The client was looking to implement the Sales module of Dynamics CRM.
  • Power Apps creation to track bills against projects
  • Power Apps for adding Time Entries, Job Logs, and Shop Materials
  • Custom Reports and Dashboards in CRM
  • Embedding the Power apps with CRM
  • Power Page Website

Technology

  • Dynamics CRM Sales Module
  • Power Apps
  • Power Pages Website

Results

  • Streamlined Sales Team operations and management in CRM.
  • Easy-to-use application for users to add Time entries and Job Logs against various projects.
  • Separate app for creating New Bills and modifying existing Bill Details.
  • Power Page Website for uploading pictures from anonymous users without logging into the System.