Customer data accuracy is no longer a “nice to have.” It’s business-critical—especially when your CRM is tightly connected to your ERP and marketing platforms.
In Episode 7 of Not Your Grandfather’s CRM, we walk through a process automation solution built for a client that relies on a Master Data Manager to handle customer record changes. Using Microsoft Power Apps, we developed a smart change request workflow that:
- Dynamically shows users only the fields they need for the request type
- Collects essential supporting documents (like credit applications and POs)
- Routes approvals to accounting, credit, or management as needed
- Tracks step-by-step progress, including time held by each user
- Provides a dashboard to quickly see the status of all open requests
Whether the request involves setting up a new customer or changing payment terms, this system ensures everyone—from sales to credit—gets exactly what they need, when they need it.
Discover how process automation in Power Apps can streamline your data governance at www.p2automation.com
The post Managing Change Requests with Power Apps and a Master Data Workflow appeared first on CRM Software Blog | Dynamics 365.