CRM isn’t just for tracking customers anymore — it’s for running your business. In the latest episode of our YouTube series Not Your Grandfather’s CRM, we demonstrate how Microsoft Power Platform helped one of our clients streamline their product sample fulfillment process.
The old way involved emails, manual inventory checks, and unnecessary accounting steps. We replaced all that with a single, unified solution inside their CRM. Sales reps select from a curated list of sample kits tied to specific markets, submit the request, and operations handles fulfillment — all without switching systems or chasing paper trails.
Best of all, the entire process lives inside Power Apps, using a low-code approach that’s cost-effective and scalable.
This is the future of CRM: process-driven, cross-functional, and built for real-world operations.
Learn more at www.p2automation.com
The post Modern CRM in Action: Automating Fulfillment Requests with Power Platform appeared first on CRM Software Blog | Dynamics 365.
