In our client company, project managers submitted their project data and budgets by email using Excel, the contents of which had to be manually typed into the ERP by Controllers. The manual work slowed down project set-up, increased errors, and was not a meaningful use of the controller’s time.

As a solution, we built a Power App that was embedded in the customer’s Sharepoint environment. Power Apps is a Microsoft Power Platform tool designed to create a visual interface for desktop and mobile use, with automation running “behind” it.

 

Technology: Power Apps & Power Automate

Software in use: Microsoft Dynamics 365 Finance

Function: financial & project management

Cost of implementation: 3 800 € + 90 € / month

 

A Power App is embedded in SharePoint for project creation:

  • No separate outdated Excel sheets.
  • No need for manual input, as Power Automate exports the data into the ERP.
  • Frees up time in the finance department and speeds up project set-up

It is possible to fully automate the project creation or to create a manual check point where the controller receives information about the created project in Teams. A Teams message contains the project details, which can be modified or approved directly from the message. So, no need to log into the ERP at all!

Samankaltaisia toteutuksia

  • Generation of groups payment files

    2 400 € + 180 € / month

    Automation saves 29 400 € per year and invoices are paid even during holidays.

  • Additional invoicing from Excel or Invoicing App

    1400 € + 90 € / month

    Get rid of extra Excel - we automate the manual work of our customers' financial management.

  • Creating a supplier from a purchase invoice D365FO

    1800 € + 45 € / month

    Power App uses API interfaces, which reduces errors and improves user experience.