In Episode 3 of Not Your Grandfather’s CRM, we dive into a customer service solution we developed for a larger client that needed to manage multi-departmental approval workflows—with simplicity and precision.
The standard Dynamics 365 Case module? ❌Too much overhead. The simple ticketing model from our last video? ❌ Not enough.
So we built a custom case management module using Microsoft Power Apps—low-cost, lightweight, and tailored to how our client actually works.
🔹 Each case involves 3 to 6 people across multiple departments
🔹 Built-in approvals from QA, management, president, accounting, and credit
🔹 Image uploads, item tracking, and financial details
🔹 Separate claim tracking for vendors and a sister plant
🔹 Mobile access for photo capture
🔹 Full audit timeline of approvals, rejections, and email history
🔹 Lightweight task management built right in
By focusing only on what the business actually needs—and leaving out the bells and whistles—our client gained a system that’s faster to learn, easier to use, and far more cost-effective.
🎥 Watch the demo on YouTube
📅 Need a system like this? Schedule a strategy session
