Wang Xin
Wang Xin
The value of Microsoft Power Platform has received a lot of attention as a result
of the shifting corporate landscape. Different tools can give organizations access
to quick and efficient processes, which may have an impact on the organization's
ability to survive in the marketplace. Microsoft Power Platform is a robust platform
that uses low-code programming language for expressing logic [1]. It meets many
challenges in the IT trends of 2022, such as Computing Power, Digitalization, and
Artificial Intelligence [2].
The primary aim of this thesis is to improve the business process for a
manufacturing company through the implementation of dynamic solutions.
Another aim of the study is to provide readers with a comprehensive
understanding of the Power platform and its capabilities. The inspiration for the
project came from Tietoevry Oyj, a reputable Finnish IT company. To illustrate
the various functions of the Power Platform in a more logical and accessible
manner, the manufacturing company used as an example is fictional with unique
needs and challenges that will be addressed through the implementation of
dynamic solutions.
This study is divided into two main sections. The first section discusses the
fundamentals of four essential Microsoft Power platform products in order to give
the readers a thorough understanding of Power platform. The second section of
this study goes into case company and implementation of Power Platform by
outlining the processes required to construct this solution and analysing the
differences before and after. For the result solution, there will be a summary and
prospect of Power platform.
List of Abbreviations
1 Introduction 1
3 Project implementation 9
3.1 Background 9
3.2 Dynamics Sales demonstration 10
3.2.1 Dynamics Sales environment set up 11
3.2.2 Quality 13
3.2.3 Develop 15
3.2.4 Propose 18
3.2.5 Close 21
3.2.6 Fulfill 23
3.3 Sending new lead notification email by automate flow 24
3.3.1 Build the flow 24
3.3.2 Demonstration 27
3.4 Lead dashboard by Power BI 28
3.5 Result 32
4 Conclusion 33
5 Acknowledgement 35
References 36
Appendix 1
List of Abbreviations
Low code: Used to describe software robotics applications that can be created
knowledge.
1 Introduction
This thesis contains four main chapters: After the introduction provided in the
current chapter. In Chapter 2, various products of Microsoft Power Platform will
be comprehensively introduced to facilitate readers to have a better
understanding of the following content. Chapter 3 introduces the background of
the case company and my solution using the Power Platform. Chapter 4 is the
summarization for the entire study.
2
There are four main products of the Power Platform: Power Apps, Power
Automate, Power BI, and Power Virtual Agents. Power Apps is a tool for building
custom applications, Power Automate allows for the automation of business
processes, Power BI provides data visualization and analytics, and Power Virtual
Agents lets users create intelligent chatbots to help with customer service.[4]
In the process of using the Power platform crossing products, data will always be
used. However, the amount of data is huge, and the storage methods and types
can be different. Therefore, to better understand its potential, some other
components (shown in Figure 2) are worth a brief introduction.
• Data Connectors
• AI Builder
• Dataverse
In my thesis, I will mainly use Customer Engagement App (Power App), Power
Automate, and Power BI to accomplish the requirements of the case company.
4
Canvas apps are Power Apps that are built using a drag-and-drop interface,
allowing users to create custom user interfaces and connect to various data
sources. Users may create app displays using a WYSIWYG editor, add custom
functionality using formula and logic, and connect to data sources using pre-built
connectors with Canvas apps. Data entry, process automation, and data
visualization are just a few of the many business situations that canvas apps can
be used for. Also, Canvas apps can be completely tailored to specific needs from
the user.
5
Model-driven apps (formerly known as data-driven apps) are Power Apps that
are built using the data model from Dataverse, which is a cloud-based data
storage and management service. Based on the data model type, it provides a
consistent and structured user interface. Model-driven apps are widely used in
more complex business processes including customer relationship management
(CRM), field service management, and project management.
Portal website is designed to provide external users with access to business data
and processes. Portals are typically used for scenarios such as customer self-
service, partner collaboration, and employee self-service. Portals provide a web-
based interface that can be customized using the Power Apps portal designer
and can be connected to various data sources using pre-built connectors. Portals
can also be integrated with other Microsoft services such as Dynamics 365 and
Power Automate.
Power Automate provides a visual interface where users can create workflows by
dragging and dropping actions and conditions. As Figure 4 provides, it also offers
a library of pre-built templates for common workflows, such as follow up on a
message, notifications, and forward email to a channel. Users can also create
custom workflows to meet specific business needs. Power Automate is a powerful
tool to automate and streamline workflows, save time, and increase productivity.
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2.3 Power BI
With Power BI, Users can use a drag-and-drop interface (chart, slice, table) to
create interactive reports and dashboards and adjust the appearance of their
visualizations. Reports and dashboards can be distributed internally or made
available to the public for external use. Users can learn more from their dataset
and discover trends and patterns that might not be visible through straightforward
representations. A variety of sophisticated analytics features, including machine
learning, predictive modelling, and natural language processing, are also
available in Power BI. [7]
8
Overall, Power BI is a powerful tool for businesses that want to analyze and
visualize their data. It enables users to gain insights into their business data and
make informed decisions based on those insights.
With Power Virtual Agents, users can create chatbots that can interact with
customers, answer common questions, and perform routine tasks. Power Virtual
Agents provides an easy and cost-effective way for businesses to leverage
chatbot technology and improve their customer engagement and support.
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3 Project implementation
In this chapter, a case company background will be introduced first. Then based
on their current needs and the theoretical knowledge introduced in the previous
chapter, there will be three detailed solutions built on the Power platform. The
project implementation ends in a summary.
I would like to clarify that the background of company NNN is fictional, the initial
use cases are based on my work experience in several different projects. The
purpose of the fictional background is to provide a framework for exploring and
analysing these use cases in a comprehensive manner. Additionally, sample data
will be used in the following process.
3.1 Background
The company has been in business for over a decade and has established a
strong reputation for producing innovative products that meet the needs of their
customers. As a mid-sized company, NNN employs a sales team that is
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Currently, NNN's sales team is using a traditional sales process, which involves
manually tracking leads and customer interactions, generating proposal files in
person, and following up with potential customers by phone or email. While this
approach has been effective in the past, the company's leadership team
recognizes that it is becoming increasingly difficult to keep up with the volume of
leads and interactions, and they are concerned that they may be missing
opportunities to convert potential customers into sales.
This section will first explain the process of configuring the Dynamics Sales
environment for Company NNN. Then detailed demonstrations of each sales step
will be provided within the Dynamics Sales environment. Figure 7 illustrates a
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It is important to note that Dynamics 365 Sales runs on Microsoft Dataverse and
uses Power Apps model-driven app design. So that the user interface is highly
customizable (include but not limited to entities, fields, forms, and views).
Businesses can always customize the standard sales process based on their own
needs.
To configure Dynamics Sales for Company NNN, there are several steps needed,
planning the strategy, choosing the appropriate subscription plan, installing Sales
Hub, configuration, data migration, integration, and so on. The detailed
configuration process can be found in reference Welcome to Dynamics 365 Sales
[9].
3.2.2 Quality
The first stage of the Dynamics Sales process is Qualify. In this stage the Leads
are identified and evaluated to determine their potential to become customers or
competitors.
Manual entry, web forms, Email integration, and even LinkedIn integration are all
possible ways to obtain leads. On the left side of the Sales Hub page, select
“Leads” under “Sales”. A list of open leads appears as shown in Figure 10. Then
to continue the Qualify process, we can either double click the name of Lead, or
create a new lead by selecting “New” from the upper bar.
When a lead is generated, sales team should start connecting them and filling in
the basic information at the same time to determine whether the lead is a good fit
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3.2.3 Develop
After qualifying the lead, the next stage is Develop. In this stage sales teams will
work to build relationships with qualified leads, track all interactions, understand
specific needs and requirements of customers, and identify pain points. Then
convert them into qualified opportunities.
Then determine the sales process, as for the company NNN, this process
involves providing demonstrations and sample products (Nphone and Npad),
finding out customer needs, and working to address any concerns or objections
that potential customers may have. The opportunity record page can be found
from my open opportunities tab located on the left side of the Sales Hub page
“Opportunities” under “Sales”.
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The sales team should start identifying needs and adding products to related
opportunities while they are building the relationships with customer, the process
interface is shown as Figure 13 above. In the “Add Product” dialog box, choose
“existing product”, search the product from the price list, and enter the quantity.
Another way of adding a product is manually entering product name, price, and
quantity. Products can be added to an opportunity at any time during its lifecycle.
The sales team ought to have a good understanding of the needs from customers,
price range of potential products, and sales process timetable at this point. Also,
they should be aware of possible pain points and be ready to address them. Once
the sales team have gathered all the necessary information and have a well-
crafted proposal, then move forward to the next stage as qualified opportunities,
shown in Figure 14 below.
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3.2.4 Propose
Once a lead has been developed into a qualified opportunity, the next stage is
Propose. During this stage, sales teams will typically create a formal proposal
that outlines the products or services being offered, as well as provide pricing and
contract details.
As the business process flow shows the opportunity is currently in the Propose
stage in Sales Hub. There are several tasks shown in Figure 15 that need to
follow: Identify Sales Team, Develop Proposal, Complete Internal Review, and
Present Proposal.
To create a quote, start by switching to tab “Quotes” and click “New Quote” as
Figure 16 shows. Then in the interface shown in Figure 17, enter necessary
details, provide products, estimated costs, and possible discounts. The data of
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products are usually inherited from the previous stage, but modifications are
always allowed.
After reviewing and finalizing the quote, click “Activate Quote” to convert it into a
proposal, meanwhile the PDF file can be exported, and sent to the customer.
Exporting process shown in Figure 18 below, click the “Export to PDF” button on
the command bar, and select the suitable template. Document Templates can be
fully customized, instruction can be found in reference: Create and manage Word
templates in Dynamics 365 Sale [10].
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3.2.5 Close
If the proposal is accepted, the next stage is Close, where the opportunity is
converted into a sale, and the quote will turn into order. This may involve
negotiating terms and conditions, finalizing the contract, and obtaining any
necessary approvals.
Maintain a strong relationship with the customer is still essential at this stage.
Following up with them after the sale to ensure their satisfaction and address any
issues that may happen, can also create opportunities for other cases.
When the proposal is accepted, an order can be created from a related active
quote which was activated in the previous stage in the Sales Hub, the process is
shown in Figure 19. To fulfill the order by reviewing the details of the proposal,
make sure order information, shipping information, billing address, and other
related data are accurate and up to date. Then click the “Fulfill Order”, shown in
Figure 20, to switch to the last stage.
22
In general, before closing this opportunity case, sales team should confirm the
opportunity has been won or lost, complete and present the final proposal,
confirm the decision date, update the opportunity records, send a “Thank You”
message, and follow up with the customer, based on the sales process in Figure
21 above.
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3.2.6 Fulfill
The final stage of the Dynamics Sales process is Fulfill, where the products or
services are delivered to the customer. During this stage, sales teams will
typically work closely with other departments to ensure that the delivery is
successful, and the customer is satisfied.
In the Sales Hub after an order is fulfilled, the whole sales process of opportunity
is automatically closed, and status will change as “Won” shows in Figure 22. With
the fulfilled order we can generate an invoice by clicking “Create Invoice” from
the command bar. In the end while the invoice is paid, the whole sales process
is done successfully.
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The sales team wants to automate the process when a new lead is added to
Dynamics Sales, then an email notification will be sent to a specific salesperson
based on the region of lead. This can help the sales team stay on top of new
leads and respond quickly to potential customers. Based on the requirements,
the purpose of this subchapter is to provide a guidance on how to build a flow
from scratch by Power automate.
In this section, the fundamentals of creating a flow will be covered, including how
to define triggers, add actions, and configure conditions.
First log into Power Automate by using App Launcher (Bento icon), create a new
automated cloud flow, choose “When a record is added, modified or deleted” as
the trigger and click “Create”. The process is shown in Figure 23 below.
In the trigger “When a record is added, modified or deleted”, choose the “Added”
as change type, “Leads” entity as table name, and “Organization” as scope.
• Get a row by ID: get related data records by added lead ID.
3.3.2 Demonstration
When the flow is saved, “Your flow is ready to go. It's turned on and will run when
it's triggered.” is showing on the top of the flow details page. You can turn this
flow off by clicking the “Turn off” button at any time you wish.
From now on, once the flow is triggered, the following process will run
automatically in the background as Figure 25 shows. Then the specific
salesperson will receive an email which is sent by flow creator shown in figure 26.
In this subchapter a lead dashboard will be built. It can help sales teams visualize
and manage their leads effectively. It provides an at-a-glance view of important
metrics related to leads, such as the number of leads generated, the stage of
each lead in the sales process, the source of the leads, and the conversion rates.
First is to get the database ready. Connect Power BI to the Dataverse by clicking
“Get Data”, choose “Dataverse”, then open the environment data (CRM120214),
and use search engine to find the needed table (lead), then click load. After about
10 seconds the data will connect successfully with Power BI. Figure 27 is the
visible process.
In this Lead dashboard, there will be three main components, a pie chart, a line
chart, and a Table. By having this information readily available, sales teams can
quickly identify the insight of current leads, and make data-driven decisions.
Figure 28 is the pie chart to illustrate the distribution of leads across different
owners or sales representatives. Each slice of the pie represents a specific owner,
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and the size of the slice corresponds to the number or percentage of leads they
have. This can help the sales team to quickly identify which owners have the most
leads, which ones have the fewest, and which ones may need additional support
or resources to improve their performance.
Figure 29 shows a line chart with a slicer that can illustrate the relationship
between the count of lead and the created date by plotting the count of lead on
the vertical axis and the created date on the horizontal axis. With the help of
slicer, the line chart can show the trend of lead creation over time, it also allows
the sales team to focus on a specific period and analyse the lead generation
trend.
The table in the dashboard contains the following columns: Lead Topic, Contact,
Location, Decision Maker, Purchase Timeframe, Lead Source, and Rating.
After assembling those three main components mentioned above, a title and
some decorations can be added. The finished Lead dashboard is shown at Figure
30. This dashboard is very flexible and interactive. The period of data shown can
be adjusted from slicer, which then the entire dashboard updates dynamically.
Additionally, by clicking on the name of the salesperson, it is easy to see the
number of sales cases they currently have. Both dynamic functionalities can be
used simultaneously. An example is shown in Figure 31 below, this example
administrator has 5 leads with different ratings created between 12.1.2022 and
4.2.2023.
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3.5 Result
The company also used Power Automate to automate its lead generation flow
and notify sales managers by email. This resulted in faster and more efficient
processes and helps them to take quick action and follow up with potential
customers, which can increase the chances of converting them into actual
customers.
With the help of Power BI, Company NNN gained real-time insights into its data
and made informed decisions. The company's marketing manager could analyse
the lead data and identify trends. These insights enabled the company to adjust
its strategies and make informed decisions that helped it stay ahead of its sales
process in the market.
4 Conclusion
The original idea of my thesis came from my internship when I first learned about
Microsoft Power Platform. After starting to work in Tietoevry, I encountered many
projects of different scales. The goal of the thesis was to get to know the Power
Platform products and how they are implemented in real business processes,
which was well achieved in terms of the theory and the implementation part. The
theory part in chapter 2 described four key Power Platform products Power Apps,
Power BI, Power Automate and Power Virtual Agents. The chapter explained
what the product is, what is the capability, and what product is intended for. The
implementation part is introduced in chapter 3. To describe the various functions
of the Power Platform more coherently and comprehensively, I constructed a
fictional company NNN, using Power Platform to address current concerns and
analyse the differences before and after using the solution as a result.
The application trend of low-code platforms is analysed from Kang Rong in 2020,
Vice President and General Manager of Marketing and Operations of Microsoft
Greater China, the perspective of market development, “At present, most
companies have many non-digital internal company processes, and this time
Covid19 will force all companies to transform. Not just technology companies, but
companies in every industry in the world are facing digital pressure. Low-code
platforms are an effective means for enterprises to achieve digital transformation.
It is estimated that by 2024, more than two-thirds of enterprises will use low-code
development tools and platforms.” Hence the subject of my thesis is very topical,
especially under current trends and the strong promotion of Microsoft, companies
will gradually adopt the different areas of the Microsoft Power Platform as
solutions in their business in the future.
This paper took me about five months from conception to completion of the first
draft. During this period, while I became more and more familiar with the power
platform, I was also observing related job demands. From the perspective of the
job market, the demand for citizen developers is on the rise and many companies
are willing to train a graduate to meet the vacancies of related positions. From
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my point of view, the content of this article is an introduction to the Power platform
and the actual project, which is friendly to a reader who has never been in contact.
If readers want to expand the scope of this thesis work, they can conduct a survey
on the company's use of the Power platform, to gather feedback and improve. A
good example is to take customer satisfaction as the main basis for investigation
and analysis. The survey items can contain employee satisfaction with the system
convenience, satisfaction with the difficulty of use, and satisfaction with the use
effect, before and after using the power platform.
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5 Acknowledgement
References
1 Chen W-E, Lin Y-B, Yen T-H, Peng S-R, Lin Y-W. DeviceTalk: A No-Code
Low-Code IoT Device Code Generation. Sensors. 2022 Jun 30;22(13):4942.
12 Wheeler V. Guo, Kim, & Rubin (2014) [Internet]. 2014 [cited 2022 Oct 10].
Available from: https://vmw25.net/m-ed-portfolio/article-reviews/guo-kim-
rubin-2014/
Appendix