Microsoft RPA & PowerApps Consulting Canada & USA

Robotic Process Automation (RPA), Custom Tables and Apps for Dynamics 365

Microsoft PowerApps is the tool of choice for Dynamics 365 RPA, CRM modification & Custom tables

Endeavour recommends Microsoft PowerApps, PowerApps Portal, Power Virtual Agent, and the Power Platform for its Microsoft Dynamics 365 customers across Canada and USA for building custom workflows, RPA (Robotic Process Automation), new CRM screens, new CRM forms, and new business-centric applications to expand and enhance their use of Microsoft Dynamics 365 CRM (Sales Enterprise, Customer Service, Member Management, and Field Service).

At Endeavour, we recommend that you engage with our team to guide your initial design and development. Contact us for subscription and services quotes.

Let us help build the initial foundation for running Microsoft PowerApps (Bots and RPA) within your business before expanding and maintaining your own set of PowerApps using these powerful cloud-based tools. Endeavour can assist with your strategic plans for RPA (Robotic Process Automation) to automate repetitive business tasks to free up the time of your Microsoft CRM and ERP users. Endeavour has specialized Canadian expertise in Microsoft Dynamics 365 Portals, now PowerApps Portals.

Learn more.

The following lists some examples of common uses of Microsoft RPA (Robotic Process Automation) aka. Power Automate workflows:

  • Click a button to launch a flow in the background that aggregates data from multiple sources.
  • Use the backlog or a schedule to trigger recurring processing.
  • AI and RPA Dynamics 365Collect recent purchase history automatically before any meeting with a customer.
  • Expire all records older than seven days.
  • Use data or service events to send a follow-up email.
  • Use a record or file creation to start a “new prospect” process.
  • Add context to a workflow triggered by a mobile user button click.
  • Click a button to create a “To Do” item that includes the customer information from on the current appointment.
  • Send all POs in Dynamics 365 above $200 to a manager for approval.
Powerapp screens
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With a CRM solution based on Microsoft PowerApps and Endeavour Solutions’ expertise, you can expect:

  • CRM model-driven Apps for Dynamics 365 screens
  • Cloud-centric design and development tools
  • A powerful built-in Data platform and access to Dynamics 365 Common Data Service
  • Canvas Apps for mobile and web access
  • Task and role-specific functions and views
  • RPA functions - Robotic Process Automation
  • Integration with web based and on-premise data sources including CRM, ERP, Office 365, and Azure
  • Creative and highly tailored designs by the consultants at Endeavour Solutions

Contact us today

Steve Ewing photo

Steve Ewing

Vice President - CRM, ERP, & Cloud

Contact Steve and his team to talk about your Business Needs.

"Let's find a fit between your needs and our Professional Services for Microsoft CRM, ERP, & Cloud solutions."

1 (888) 257-3577 x 213
sewing@endeavour365.ca


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