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.
