Transforming Reporting with Power Apps: A Success Story

Mastering Power Apps with CRM Knowledge's Expert Training

Explore how AmcoGiffen revolutionized their reporting processes with the expert guidance of CRM Knowledge. Through a comprehensive three-day Power Apps Foundation Plus training program, AmcoGiffen's team acquired the skills to independently develop and manage custom Power Apps, significantly improving efficiency and reducing reliance on external solutions. Read on to discover the key elements of their training journey and the lasting impact on their business.


At CRM Knowledge we understand that manual processes can often slow down operations, introduce errors, and consume valuable time. We offer tailored solutions to help businesses streamline their operations. Recently, we had the pleasure of assisting AmcoGiffen a leading company in their field, to enhance their weekend works reporting process. Here’s a detailed look at how our custom Power App training helped them achieve their goals.

 

The Challenge:

AmcoGiffen's reporting of weekend works relied heavily on Excel spreadsheets and emails. This manual process was time-consuming, error-prone, and lacked the flexibility needed for efficient reporting. Recognising the potential of automation, AmcoGiffen aimed to develop a custom Power App but lacked the necessary expertise and experience. They needed a comprehensive training solution to empower their team with the skills required to create and manage their own Power Apps.

Our Solution:

AmcoGiffen engaged CRM Knowledge for our deep expertise in Microsoft Dynamics and Power Apps. We proposed a tailored three-day training program designed to equip their team with the practical skills and knowledge necessary to automate their reporting process and beyond.

Day 1: Laying the Foundation with Power Apps

The training kicked off with an in-depth introduction to Microsoft and Dynamics Power Apps. Our session covered essential topics such as licensing, Dataverse, and the Art of the Possible. This foundational session was crucial in providing AmcoGiffen’s team with a comprehensive understanding of the tools available to them and setting the stage for the more advanced training that followed.

Day 2: Delving into Dataverse and Model-Driven Apps

Led by Peter Clements, the second day focused on the intricacies of Dataverse and model-driven apps. The team explored:

 

  • Business process flows
  • Custom forms
  • Views
  • App design
  • Process design
  • Application lifecycle management

This session was vital in helping the team understand how to design and implement effective and efficient business solutions. The hands-on approach ensured that participants could apply what they learned directly to their specific business needs.

Day 3: Advanced Techniques with Canvas Apps and Power Query/Power FX

On the final day, Josh Jenkinson led the team through advanced topics, including canvas apps and Power Query/Power FX. Participants learned to:

 

  • Integrate custom pages for model-driven apps
  • Create buttons for upload functionality
  • Add attachments via SharePoint

Additionally, they delved into Power Automate connectors, triggers, and actions, as well as Power BI for data connections, visuals, measures, and DAX. This comprehensive session ensured that AmcoGiffen's team could handle complex scenarios and create robust solutions tailored to their needs.

The Results:

Thanks to CRM Knowledge’s tailored training, AmcoGiffen’s team now possesses the skills and confidence to automate their processes using custom Power Apps. The hands-on approach and expert guidance provided by Peter and Josh empowered their team to develop and manage applications independently, significantly reducing their reliance on external solutions.

The training not only addressed their immediate needs but also equipped them with the knowledge to continue innovating and implementing new solutions in the future. AmcoGiffen can now efficiently automate their reporting processes, leading to improved accuracy, efficiency, and overall business performance.

Transform your business with ongoing skill development:

If your organisation is looking to make the most out of the power of Microsoft Dynamics and Power Apps, CRM Knowledge is here to help. Our customised training programs are designed to meet your specific needs, empowering your team to achieve their goals and drive ongoing innovation. Contact us today to learn more about how we can help you streamline your processes and enhance your efficiency.

enquiries@crmknowledge.co.uk

To read in more detail about our work with AmcoGiffen go to https://crmknowledge.co.uk/clients/amcogiffen and read their success story!

For more information on our Power Apps Foundation Plus Program visit

https://crmknowledge.co.uk/consulting/power-apps-foundation-plus


Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.