Order management is one of the most complex processes in any business, especially when multiple departments and customer touchpoints are involved.
In our latest episode of Not Your Grandfather’s CRM, we highlight how one printing company used Microsoft Power Apps with custom automation to simplify a process that involves:
- Sales entry and contact preferences
- Accounting and credit checks
- Art department collaboration
- Customer proof reviews
- Production notifications
The secret? A mix of automatic and semi-automatic workflows. Routine notifications (like credit hold alerts) are fully automated, while others (like order confirmations or proofs) allow for manual review and personalization before sending.
This approach ensures accuracy, maintains flexibility, and keeps customers informed without overwhelming employees with rigid automation.
See how modern CRM workflows can handle even the most complex order processes in our latest video, and learn how to bring similar efficiency to your business at www.p2automation.com.
The post Custom CRM Order Management: Semi-Automation Done Right appeared first on CRM Software Blog | Dynamics 365.
