The primary tools that we intend to utilize from the Microsoft platform are:
As part of our cloud migration, we are currently in the process of migrating from an on-premise deployment of Microsoft CRM to Dynamics 365 CE. This move will allow our primary source of customer information to communicate with our financial management and subscription billing solution using tools native to those environments. Additionally, it will make integration into our product platforms easier and more robust.
With these cloud-based systems, we will be able to improve our ability to connect:
- Customer data in Dynamics 365 CE
- Financial data in Dynamics 365 BC
- Product data from Azure SQL
All will be connected using a low/no-code solution called Microsoft Power Automate. As an example, our subscription billing solution will be pushing real-time invoices to Business Central. Also, our products will be able to push updated information from Azure SQL to our subscription billing solution. Power Automate is designed to be an end-user tool which does not require a developer-level skillset. Our internal IS team will be trained to support this tool.
Once these systems are “talking,” we plan to build powerful reports using information from all the systems to make business decisions based on data using Microsoft Power BI. We are looking forward to understanding the current value of our product subscriptions alongside our traditional financial reports. Power BI can deliver rich reporting and graphic visualization to see your data more clearly.
Microsoft Power Apps will allow us to quickly build small, low code solutions to fill gaps between people, systems, and processes. Power Apps, like Power Automate, do not require a developer-level skillset. Rather, small apps can be quickly designed, developed, and deployed without specialized skills and/or licensing.