MS Dynamics CRM Training | Microsoft Dynamics CRM Training

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Why Your Business Needs Power Apps with Dynamics
365 CRM
91-7032290546
www.visualpath.in
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Introduction to Power Apps Dynamics 365 CRM

• Businesses today need agility and efficiency to
  stay competitive.
• Microsoft Power Apps enables businesses to build
  custom applications without extensive coding.
• Dynamics 365 CRM centralizes customer data,
  automates workflows, and improves engagement.
• Integrating both solutions enhances productivity
  and reduces operational costs.

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What is Microsoft Power Apps?

• A low-code/no-code platform for developing custom
  applications.
• Enables drag-and-drop UI design, AI integration,
  and workflow automation.
• Works seamlessly with Microsoft 365, SharePoint,
  Dataverse, and Dynamics 365 CRM.

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What is Dynamics 365 CRM?

• A customer relationship management (CRM) solution
  that helps businesses track sales, automate
  tasks, and improve customer interactions.
• Supports Sales, Customer Service, Marketing, and
  Field Service operations.
• Offers AI-driven insights for better
  decision-making.

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Why Businesses Need Power Apps with Dynamics 365
CRM?

• Custom app development for unique business needs.
• Seamless data flow between applications.
• Improved efficiency automation of workflows.
• Enhanced mobility, enabling teams to access data
  anywhere.
• Better customer insights for personalized
  experiences.

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How Power Apps Enhances CRM Capabilities?

• Customized dashboards to display CRM data.
• Automated workflows using Power Automate.
• Data collection forms that sync with CRM.
• Mobile-friendly applications for on-the-go access.

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Types of Power Apps in Dynamics 365 CRM

• Canvas Apps Fully customizable UI, ideal for
  unique use cases.
• Model-Driven Apps Data-driven, used for
  automating CRM processes.
• Power Apps Portals External-facing apps for
  customer self-service.

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Real-World Use Cases of Power Apps Dynamics 365
CRM

• Sales teams track leads and customer
  interactions.
• Customer support teams automate ticketing.
• Marketing teams build custom campaign tracking
  tools.
• Field service teams access real-time job
  assignments.

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Automating Workflows with Power Automate

• Automates repetitive tasks like data entry,
  approvals, and notifications.
• Integrates CRM with Outlook, Teams, SharePoint,
  and third-party apps.
• Example Automatically send follow-up emails when
  a sales lead is updated in CRM.

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Enhancing Mobility with Power Apps CRM

• Mobile-friendly applications improve productivity
  for field employees.
• Sales reps can update deals and access customer
  history on mobile.
• Offline access ensures CRM data is always
  available.

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AI and Analytics in Power Apps CRM

• AI-powered insights help businesses identify
  trends and customer needs.
• Chatbots Virtual Agents provide instant
  customer support.
• Predictive analytics optimize marketing and sales
  strategies.

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Security Compliance Benefits

• Role-based access controls protect sensitive CRM
  data.
• Meets GDPR, HIPAA, and industry-specific
  regulations.
• Data encryption and audit logs ensure data
  integrity.

Cost Savings ROI Benefits

• Eliminates expensive custom software development.
• Reduces IT costs by enabling non-developers to
  build applications.
• Increases ROI by enhancing efficiency and
  reducing manual work

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Steps to Implement Power Apps with CRM

• Define business needs goals.
• Choose the right Power Apps type (Canvas,
  Model-Driven, or Portals).
• Connect Power Apps to Dynamics 365 CRM
  Dataverse.
• Train employees on how to use and manage the
  apps.
• Continuously optimize workflows based on user
  feedback.

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Future of Power Apps Dynamics 365 CRM

• More AI-driven automation for customer
  engagement.
• Advanced chatbots and voice assistants.
• Seamless integration with Metaverse IoT for
  enhanced CRM.

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For More Information About Microsoft Dynamics
CRM Training Address- Flat no 205, 2nd Floor,
Nilgiri Block, Aditya Enclave, Ameerpet,
Hyderabad-16 Ph. No 91- 7032290546
Visit www.visualpath.in E-Mail
online_at_visualpath.in
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www.visualpath.in