[PowerAppAtWork] Customer Visit Management with Microsoft Power Platform

22 Dec 2019, 9 AM - 4 PM
Microsoft Thailand
Power Platform Series
App at Work

Customer visit management with
Microsoft Power Platform
Narisorn Limpaswadpaisarn, Partner Technology Strategists

Power Platform Community Thailand
Narisorn Limpaswadpaisarn
Partner Technologies Strategist, Microsoft
a-narli@microsoft.com
https://facebook.com/narisorn.li
https://www.linkedin.com/in/narismadz/
https://medium.com/echoo365
Narisorn Limpaswadpaisarn, Technology
Strategist at Microsoft. Once graduated
from SIIT TU and Sasin MBA, he realized that
the trend is heavily on Cloud Computing.
He has some background on Networks and
Electrical Engineering. Experiences in
Marketing and Computer Networks, but
mostly in Music production. He usually play
guitar and MOOC on cloud technologies such
as SQL, BI, Offices 365 and Server platforms.
His role supports customer and Microsoft
partner. He got several certifications and
awards including MCT, MCSE, MCP and One
Microsoft Award.

Scenarios
- Want to create the system that help company customer visit and check-in processes
- Solution should go for paperless approaches
- Ease of modification and scale for Power users (with low-code)
- Protect potential fraud and corruption
- Collect Customer feedback for further analysis
- Contoso has schedule visit to listed café across Bangkok and Chiang Mai area
- Staff need to check-in to offer products and promotion to the B2B customers
- Products are Bakery ingredients
- Old method involves many paper-works, potential risk for corruption/errors from staff
- Handwritten in a paper-form is hard to read and easy to lose or damage
Challenges

Inspirations
- One of retail customers send sample data for Power BI PoC
- Develop ideas for full scenarios

Consider N-tier application (Microsoft Azure for example)
Using Power Platform as a solution

Power Platform as SaaS services, offers SLAs and Infrastructure management along with other services
Internet
or VPN
Power
Automate
Common data
Services
SQL Azure

Components
Power Automate

Staff get the visiting
schedule in Shifts
feature in MS Teams
and book the
meeting with the
customer
Use PowerApps as a
tool for customer
check-in form, see
his/her visiting log
and Products
information
SharePoint Online
for storing signature
and use SharePoint
list as a simple
database for logging
the visit history,
product catalog and
customer’s info. Also
use data validation
and retention policy
for protect and
prevent errors
Power Automate
trigger process such
as unique ID
creation, send
Feedback Forms and
customer’s signature
stored
Microsoft Forms as
the survey tool for
getting customer’s
feedback
Power BI reports for
further report and
Customer’s feedback
analysis to improve
overall processes

Get agenda and schedule for each visits then book the meeting to customers
Microsoft Teams - Shifts

Stored customer’s info.
SharePoint Online – Customer

Stored product’s info.
SharePoint Online – Product

Stored visiting log (Date, Check-in/Out time, Objective, Product Offer info.)
Has some look up column from Customer’s List (Customer Name, Customer ID, Codename)
SharePoint Online – Visit

Some SharePoint validations to prevent error
SharePoint Online – Visit

Power Automate for custom ID
- Every SharePoint List has default ID column but it’s a running number without customizable prefix
- With Lookup column from other list (Customer List), Power Automate and SharePoint ID column we
can create customize pattern ID (visit)
Power Automate – Custom ID with Power Automate

SharePoint Designer for custom ID
- To save flow quota
- But SPD may depreciate in the future
Power Automate – Product ID with SharePoint Designer (SPD)

For paperless solution, detect who’s using with UserProfile()
PowerApps – BakeryApp
Concatenate("Hi ",
Office365Users.UserProfile(User().Email).DisplayName)

Import data from SharePoint Online
PowerApps – Form with Product List

Import data from SharePoint Online – Color conditional formatting on Grade column with IF()
PowerApps – Form with Customer List
If(Grade.Value= "A", OrangeRed, If(Grade.Value="B",
Green, If(Grade.Value="C", BlueViolet, Red)))

Import data from SharePoint Online.
- Filter the Browse screen
- Backwards only 1 month using Today()
- User will see only his/her past visited info.
- Restrict for editing
PowerApps – Form with Visited List

Import data from SharePoint Online.
- Has clear screen feature on rubber icon, using ResetForm()
- Validate writing email in the right pattern with regex with
conditional formatting
PowerApps – Check-in Form

Force customer consent by Greyed out the button
- Customer must sign and check the box in order to continue
- Set Pen Input as varPenInput2 variable (before sign)
- When signed, Blob value of Pen Input will equal to varPenInput2
If(And(PenInput1.Image =
varPenInput2,Checkbox1.Value) , DisplayMode.Edit,
DisplayMode.Disabled)
Set(varPenInput2, PenInput1.Image)

Set confirm button to do 3 things (last line is for go to the next screen)
- Submit form to the Visited List Browse Screen with SubmitForm()
- Save the record into SharePoint Online with Patch()
- Convert Pen Input into JSON and trim to base64 encryption only
- Tie this button to Power Automate (next part)

SubmitForm(Form2);
Patch(Visited,Defaults(Visited),
{Date:Date1.SelectedDate,'Customer
Name':CustomerName1.Selected,'Customer''s
Email':CustomerEmail1.Text,
'Check-In':Value(CheckIn1.Text),'Check-
Out':Value(CheckOut1.Text),Objective:Objective1.SelectedIt
ems,
'Product
Offer':ProductOffer1.SelectedItems,Note:Note1.Text});
Set(
varjson,
JSON(
PenInput1.Image,IncludeBinaryData));
Set(
varjson,
Mid(varjson,24,Len(varjson) - 24));
PeninputSigaturetoSPO.Run(varjson);
Navigate(Done, ScreenTransition.Fade)

PowerApps trigger
- Convert Pen Input, convert base64 to binary, save as .jpg to SharePoint Online
- Concat Customer Codename with time (utc timestamp) and .jpg extension
Power Automate – Send Signature to SharePoint Document Library

Set Back to home button to do 2 things
- To reset the form and clear the signature data
- Then navigate back to home screen
Reset([@PenInput1]); Reset([@Checkbox1]);
Navigate('Welcome Screen', ScreenTransition.Fade)

SharePoint List trigger
- Get user profile by Created by Email column
- Outlook (Office 365) for sending mail by customer’s
Email column in Visit List
Power Automate – Send Feedback form when list created

Customer get the link to Forms from Power Automate and questionnaire whether they sign or
not for cross-check
Microsoft Flow – Customer’s Feedback

Extract from SharePoint Online List and Excel Online (Microsoft’s Forms result)
Power BI modeling

Power BI visit report

Power BI feedback report

Further developments
- Automate Microsoft Forms to insert column in Excel results to match the relationship
- Fix Lookup column error (system created Customer name_x0020_) when submit in PowerApps
- Multi-screen within the same Edit form
- Show weekly Shift assignments from Microsoft Teams to BakeryApp Browse page
- Error appeared on PowerApps Screen
- Fix some snowflakes relationships in Power BI
- Plan vs Actual reports in Power BI
- Sentiment Analysis

[PowerAppAtWork] Customer Visit Management with Microsoft Power Platform

More Related Content

What's hot (20)

Similar to [PowerAppAtWork] Customer Visit Management with Microsoft Power Platform (20)

More from Kumton Suttiraksiri (20)

Recently uploaded (20)

[PowerAppAtWork] Customer Visit Management with Microsoft Power Platform