Following a thorough analysis of the client's needs, VNB Consulting suggested using existing Dynamics 365 CE integrated with Power Platform tools (such as Power Automate and Power Apps) which will help to automate the overall process.
Our team integrated the Gas Canvas app into a model-driven app that requests a small amount of data from the sales representative before triggering Power Automate, which then sends back a prediction of usage for the next 12 months to Dynamics CE, so that the sales representative can use it as needed. Excel was initially used to complete this procedure. We implemented lot of automation to save sales representative's time, including managing volatile days, making SharePoint files, auto-filling data fields, and computing fields.
Address validation was a big problem for the customer. When a sales representative enters an incorrect address, there were lot of issues. Therefore, we suggested using Power Automate custom connector using Smarty Street API, which fetches a record's address, cleans, validates, and sends the revised address to the fields. By doing this, we have decreased process-related human mistakes in the sales representative data collection process. We also proposed an idea to use PCF components that auto-completes the address when the user types in the address field. This was possible using the Bing API key which saves sales representatives time and reduces typing errors.
The design was meticulously thought out so that the integration and operation of the electric and gas would be smooth. A sales representative can easily enter records for accounts, addresses, contacts, and other information into the same forms, and depending on the commodity selected. Depending on the selection, all the forms and fields will transition to the appropriate supplier type when the sales representative enters record specifics in the user interface. This was possible using JavaScript and C# codes in the backend for validations, switching forms, automation, etc.
The overall solution is a complete transformation in the way their contact center advocates and sales representatives interact with customer data.
