Automate Manual Processes with Microsoft

Client Spotlight: Quickdraft

Automate Manual Processes with Microsoft


Ingram Micro Biz Apps Session Overview

Are you thinking about how Power Apps could help your business achieve its growth objectives? Here is one story how a custom canvas app helped our customer, Quickdraft, achieve goals of increasing productivity and eliminating manual files using Powers Apps, SharePoint, Teams, Planner, Dynamics GP and Dynamics 365 for Sales.

previously recorded on 9/28/2021

Session Summary

The goal of the Quickdraft solution was to create a Job Order Entry application that could get rid of manual paper processes and integrate into front-line technologies including Microsoft Teams and Dynamics 365 CRM.

Chris Johnson, the business lead at Quickdraft, had an idea of what he wanted to create based on how CRM functioned along with other Power Apps the Quickdraft team had deployed with TrellisPoint’s assistance previously. In this case, TrellisPoint helped finalize the solution specifications and automate the order entry process using several Microsoft applications to result in a user-friendly and paperless process. Not only was the order entry form digitized, it also included logic and database connectivity to improve order entry speed and accuracy. The agile-nature of TrellisPoint’s design and delivery processes also afforded the client an opportunity to modify the project scope mid development cycle to include a “copy order” function that cloned prior orders for large jobs.


Process Automation Takeaways

  • Software solutions can be built in a cost-effective manner if you know your requirements and select a partner who specializes in delivering those outcomes.
  • TrellisPoint can help your business vet ideas and make recommendations on the most effective way to deliver outcomes that meet your business goals.
  • Often times you may think you need a full CRM solution, when a Power App can be tailored to deliver the features and functionality you need.
  • If your company is looking to streamline paper-heavy processes, TrellisPoint can help by using Power Apps as a stand-alone solution, or by combining the Power Platform with other Microsoft applications.

Automate Manual Process with Dynamics 365 & Power Apps

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