Customer Order Management on Dataverse

Power AppsPower AutomateDataverse

THE PROBLEM

Orders came in over email and were tracked in a shared spreadsheet. Customers chased the team for status, and warehouse handoffs missed orders regularly.

THE APPROACH

Canvas + Model-driven hybrid: customers (or sales staff) lodge an order, Power Automate routes for internal approval, and Dataverse tracks fulfilment. Customers and warehouse get automated status notifications at each stage.

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Walkthrough

1 screen

Order management Kanban board with To-be-Quoted, Submission Created, Submission to be Checked, and Contract Pending columns — Order board — Kanban stages, deal value roll-ups, search & business-unit filter

WHAT CHANGED

Order-to-fulfilment time cut materially. Status questions dropped to near-zero because customers now get notified automatically.

TECH STACK

Power Apps (Canvas + Model-driven)Power AutomateDataverse