Power Platform Success: Purveyor of Premium Coffee and Related Products

How the Power Platform got a big technology investment back on track and enhanced it with automation, optimizing back-end management

About

A renowned purveyor of premium coffee and related products distributes coffee machines to commercial organizations, including offices, hotels, restaurants, cafeterias, hospitals, and nursing homes, delighting discerning consumers with a wide range of meticulously crafted offerings,

Challenge

This organization had attempted to implement Microsoft Dynamics 365 CE and Dynamics 365 Finance, but the implementations had not been successful, resulting in both applications operating inefficiently for over a year. They needed to get both projects back on track fast.

Solution

HSO delivered essential customizations to both applications, and through Power Automate,  crafted cloud flows to introduce new enhancements and enhance the user interface to cater to specific needs not readily available out-of-the-box.

The achievements were noteworthy:

  1. A successful implementation of D365, which met the organization's requirements effectively.
  2. Streamlining complex and time-consuming manual processes, such as tracking machine builds, delivery locations, and delivery times, through automation.
  3. Empowering users with the capability to manage all processes conveniently within a single unified platform.

Results

The combined efforts of D365 work and Power Automate resulted in an impressive solution that brought substantial improvements:

  1. Significantly enhanced the functionality of both D365 CE and Finance, unlocking their potential to deliver even more value to the organization.
  2. Remarkably increased process efficiency by implementing automation, streamlining various tasks and reducing manual efforts.
  3. Achieved optimization of back-end management for all processes, leading to smoother and more effective operations across the board.

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