Sales reps manually qualified leads in CRM—slow, error-prone, and inconsistent without validation or audit trail.
Canvas Power App (Power Apps) + Power Automate flow using Dataverse (Dataverse Web API) to validate and convert Leads → Accounts/Contacts.
Estimated ~4.2 hours/week saved, ≈88% fewer qualification errors, clear audit trail and repeatable automation.
Technology Stack
Implementation Approach
Here's how we designed and built this solution:
- Canvas App UI for lead listing, search, filters, and a guided "Qualify" workflow.
- Power Automate flow that validates existing Accounts/Contacts, creates records when needed, associates records, and returns a response to the Canvas App.
- Dataverse as the single source of truth for Leads, Accounts, and Contacts.
- Basic success / error screens and the ability to re-run qualification if needed.
Solution Showcase
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Could This Work for Your Business?
Manual processes eating 10+ hours/week
Microsoft 365 (Teams, SharePoint, Excel)
Similar results in 5-20 days
Then yes — let's talk.
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