Customer verification with Power Automate directly in Microsoft Teams
When our customer validation solution based on the Microsoft Power Platform is used, Power Automate automatically triggers an approval workflow as soon as a new customer is created in Dynamics 365. The customer is initially blocked in this first step to minimize business risks.
New debtor entry is blocked for verification.
Power Automate sends a notification via Teams to the department responsible for approval – in our example, the internal sales team. The message includes a short profile of the new customer along with a validation request. The internal sales team can now approve the new customer directly in Teams with a single click and add a comment on the approval. Both the approving person and their comment are stored in an audit-proof manner in Dynamics 365, so that all relevant people are informed about the customer approval.
Teams notification to the relevant department by Power Automate.
If a more detailed check of the new customer is required, the internal sales department can forward the request to another department, such as accounting, with a single click. If this option is selected, Power Automate automatically sends a message to the accounting department. This message includes an approval button, a direct link to external verification systems such as Creditreform or the credit protection association, and a link to the tax office for VAT validation. The accounting department can then approve the customer with one click and add a comment to the approval. Both the approval and the comment are stored in Dynamics in an audit-proof manner. If only a partial approval is desired, accounting can access and edit the customer record in Microsoft Dynamics 365 via a direct link.
Automatic message via Power Automate to the accounting department.
Customers can be approved and commented on with a single click.
Our Power Platform solution for customer approval in Dynamics 365 enables secure and efficient verification of new customers, without requiring those involved to leave their familiar working environment. Unapproved customers are automatically collected in a blacklist and documented transparently.
Advantages of integrating Power Automate into Dynamics 365
The integration of the Power Platform in Microsoft Dynamics 365 offers numerous advantages:
- Automated and accelerated processes
- Traceable documentation of all workflow steps
- High process acceptance through the use of familiar platforms such as Teams
- Further ERP development in line with the Microsoft maxim “Keep the core clean”
Conclusion
Integrating the Microsoft Power Platform into Dynamics 365 opens up new possibilities for optimizing your business processes. Automation makes processes faster and less prone to errors. Your employees benefit from being able to complete all relevant process steps directly in their familiar working environment – in this case, Microsoft Teams – gaining time for more demanding tasks.
Do you have questions or need support with implementing Dynamics 365 or customizing workflows using the Microsoft Power Platform? Contact us and learn how you can automate your business processes with the Microsoft Power Platform. We look forward to your inquiry – and your processes!
Getting started with the Power Platform - free workshop
Would you like to learn more about the Power Platform and explore how to use it for your company? In our Envisioning Workshop, your team will learn hands-on how to digitize processes with the Power Platform using an example from your company – with a practical focus on knowledge sharing. The best part is that Microsoft generally covers the workshop costs.
- Without prior IT knowledge
- Practical example from your company
