Many organizations invest heavily in Microsoft Dynamics 365 only to find their teams still drowning in manual spreadsheets, disconnected processes, and a “one size fits all” interface that doesn’t quite fit anyone. The gap between having data and actually using it to drive growth is often wider than expected.
The problem is simple: generic CRM setups rarely reflect the unique and evolving needs of a business. When software fails to adapt to real workflows, productivity slows, and insights are lost. This is where the Microsoft Power Platform steps in, bridging the gap between raw data and actionable business intelligence.
At Inogic, we specialize in transforming business data into powerful apps that don’t just store information but actively work for you. By leveraging the full suite of Power Platform services, we help businesses break free from rigid structures and embrace a truly agile digital environment.
1. Power Apps: Custom Solutions for Complex Challenges
In the world of Dynamics 365, “Standard” is rarely enough. Whether you need a sophisticated internal tool or a creative mobile interface, Power Apps provides the flexibility required to win.
Model-Driven Apps: Data-Centric Precision
If your business logic is complex, Microsoft Power Apps Model-Driven Apps are your best friend. These apps are built on top of your Dataverse, meaning they automatically align with your existing business data and process flows.
- What We Provide: We design forms, views, and dashboards that ensure smooth navigation and eliminate data duplication.
- How It Helps: You get a consistent, responsive experience across desktop and mobile. It reduces development time significantly because the data model defines the application structure.
- Real-World Success: A B2B SaaS client reduced their pricing approval time by 60% after Inogic built a centralized Model-Driven App. It replaced a messy web of emails and spreadsheets with automated scoring and region-based access.
Canvas Apps: The Power of Creative Freedom
Sometimes, you need a specific user experience that a standard CRM layout can’t provide. Canvas Apps offer a “blank canvas” where we can drag and drop elements to build an app that looks and feels exactly how your team needs it to.
- What We Provide: Tailored UI/UX design, integration with third-party systems, and role-based app functionality.
- How It Helps: It simplifies complex tasks for non-technical users. It’s perfect for field workers or specific departmental tasks that require a simple, intuitive mobile interface.
- Real-World Success: We helped a client move from shared Excel workbooks to a centralized Canvas App. This ensured data integrity and allowed different user levels to access only the information relevant to them.
2. Power Pages: Extending Your Reach Beyond the Internal Team
Your CRM data shouldn’t be locked behind your internal firewall. Microsoft Power Pages allows you to build secure, low-code websites that connect you directly with customers and partners.
- Customer Self-Service Portals: Allow users to search knowledge bases, submit support cases, and track their own tickets.
- Partner Portals: Centralize interactions with partners, allowing them to manage opportunities and access product information in real-time.
- Community Portals: Build forums and feedback loops to engage your audience and improve your products.
How Inogic helps: We don’t just “build a site.” We design user journeys that integrate seamlessly with your Dynamics 365 back-end, ensuring that a customer’s action on the portal reflects instantly in your CRM. In the healthcare sector, we’ve developed portals where patients can book appointments and view test results based on real-time nurse availability.
3. Power Automate: Eliminating the “Busy Work.”
If your team is manually sending follow-up emails, moving files, or chasing approvals, they aren’t focusing on growth. Power Automate (formerly Microsoft Flow) turns these repetitive chores into reliable, automated workflows.
- Instant & Scheduled Flows: Trigger actions with a click or on a set timeline.
- Desktop Flows (RPA): Automate legacy systems that don’t have modern APIs by recording and replaying user actions.
- The Inogic Edge: We assess your tasks to find the most impactful automation opportunities. For example, we created a flow for a Sales Manager that automatically compiles a weekly “Lost Opportunities” report with direct record links, saving hours of manual filtering in the CRM.
4. Power BI: Turning Numbers into Narrative
Data is only valuable if you can understand it. Microsoft Power BI takes the raw numbers from your Dynamics 365 and external databases to create a visual story of your business health.
- Unified Intelligence: See your CRM, ERP, and Excel data in one single dashboard.
- AI-Driven Insights: Use natural language queries (e.g., “What were the top 5 sales last month?”) to generate reports instantly.
- Strategic Growth: With our custom dashboards, one client was able to visualize complex employee commission structures and forecast upcoming sales trends based on historical CRM data.
5. AI Builder: Adding “Brains” to Your Business Apps
Artificial Intelligence is no longer just for big tech companies. With Microsoft AI Builder, we bring the power of machine learning to your everyday workflows.
- Predictive Analysis: Forecast business trends and customer behavior.
- Object & Text Recognition: Automatically process business cards, invoices, or customer feedback sentiments.
- Efficiency at Scale: Inogic recently developed a solution using AI Builder to process business cards in batches. The AI extracts the contact details and automatically creates leads in Dynamics 365, removing the need for manual data entry.
Why Choose Inogic for Your Power Platform Journey?
At Inogic, we don’t just offer services; we offer a partnership. We understand that the Microsoft ecosystem is vast, and our goal is to ensure you get the highest ROI from your investment.
- Expert Consultation: We study your specific business requirements to offer techno-functional guidance.
- Seamless Integration: We ensure your Power Platform tools “talk” to your Dynamics 365 CRM and third-party apps effortlessly.
- Ongoing Support: From initial brainstorming to post-launch optimization, our team is with you at every step.
- AI-based Services: Inogic Professional Services Team helps in automating workflows and daily operations using Azure OpenAI and Microsoft Copilot Services.
Frequently Asked Questions (FAQs)
- Do I need to be a developer to use these apps? No. While Inogic handles the complex setup and customization, the Power Platform is designed for “low-code” use, meaning your team can easily manage and update many features without deep technical knowledge.
- Can Power Pages be customized to match my brand? Absolutely. We provide advanced customization to ensure your customer or partner portals reflect your brand identity, including logos, colors, and specific layouts.
- Is my data secure in the Power Platform? Yes. Since the Power Platform is built on Microsoft Azure and integrates natively with Microsoft 365, it inherits world-class security, compliance, and identity management protocols.
- How long does it take to see results? Because these are low-code tools, development cycles are much faster than traditional software. Small automations or simple apps can often be deployed in a matter of weeks.
Ready to Unlock the Full Potential of Your Data?
Stop letting your CRM be a static database. It’s time to turn it into a dynamic engine for growth, automation, and insight.
Whether you are looking to build a custom Canvas App, automate your sales cycle, or visualize your global performance through Power BI, Inogic has the expertise to make it happen.
Experience the difference for yourself.
Connect with us at crm@inogic.com for personalized consultation, assistance, advice, and more!
Let’s build something powerful together.
For more information on our full suite of services, visit our Website