What do you do when your CRM service process needs more than tickets—but doesn’t need the complexity (or cost) of Dynamics 365’s full Case module?
In Episode 3 of Not Your Grandfather’s CRM, Steve Pestillo shares how P2 Automation built a custom Power Apps module for a client whose customer service issues span six departments, but only needed to manage a few cases per month.
Key solution highlights:
- Multi-role approval workflow (QA, Manager, President, Accounting, etc.)
- Mobile photo upload support
- Vendor and rework plant claim tracking
- Built-in approval timeline
- Timeline for email and calls
- Task assignments for better follow-through
- Fully costed financial tracking per item
This isn’t “out of the box” CRM—it’s built for purpose using the Power Platform, at a fraction of the cost of traditional tools.
- Watch the full episode
- Learn how to modernize your customer service: Schedule a Strategy Session
The post When CRM Cases Are Too Much: A Custom Approach with Power Apps appeared first on CRM Software Blog | Dynamics 365.
