Material Management Application with Business Central Automation - Power Apps with Power Automate

A renewable fuel supplier approached us needing a system to automate their processes for managing the transfer of different materials held in piles between their internal and external sites.

Power Apps, Power Automate

Written by

Agusthi Bakhshi

Published on

August 24, 2023

Customer

Renewable Fuel Suppliers

Organisation Size

300

The Challenge

They had an old integration in place which required a great deal of effort to maintain, and only partially covered their requirements. Our goal was to replace the existing integration using Power Automate, making it more efficient and easier to maintain as well as add additional functionality to satisfy their requirements. Undertaking this project also unearthed a number of additional possible scenarios that had not yet been identified, therefore it was imperative we adapted the project whilst undertaking development in order to ensure the end-product was fit-for-purpose. 

Our Approach & Solution

Without a UX designer we effectively constructed the aesthetics of the application based on what we believed would best benefit the business and users experience, we created an ER diagram to represent the intended data model (taking into consideration the existing model and integration), we then created the tables themselves in Microsoft Dataverse. We used Power Apps to create the front end of the application, and Power Automate to facilitate a connection between their existing dynamics 365 business central system and the underlying tables. 

In terms of flows we started with trying to separate our intended solutions into manageable blocks which would then in turn translate into separate power-automate flows; this would enable increased efficiency and maintainability. We then created a separate flow to contain business logic (orchestration); and divided the remaining solution using triggers, functions and processes. Communication between those working on the Power App and those working on the integration was important as this ensured the impact of changes made by each team were clearly understood such as where the flows would be dependent on actions carried out on apps. Given the time constraints of the project it was important we allocated our resources efficiently, we achieved this by evaluating each scenario and establishing which tool would best benefit the process. 

The Outcome

Without a UX designer we effectively constructed the aesthetics of the application based on what we believed would best benefit the business and users experience, we created an ER diagram to represent the intended data model (taking into consideration the existing model and integration), we then created the tables themselves in Microsoft Dataverse. We used Power Apps to create the front end of the application, and Power Automate to facilitate a connection between their existing dynamics 365 business central system and the underlying tables. 

In terms of flows we started with trying to separate our intended solutions into manageable blocks which would then in turn translate into separate power-automate flows; this would enable increased efficiency and maintainability. We then created a separate flow to contain business logic (orchestration); and divided the remaining solution using triggers, functions and processes. Communication between those working on the Power App and those working on the integration was important as this ensured the impact of changes made by each team were clearly understood such as where the flows would be dependent on actions carried out on apps. Given the time constraints of the project it was important we allocated our resources efficiently, we achieved this by evaluating each scenario and establishing which tool would best benefit the process. 

Related Case Studies

Take a look at similar case studies stories from our other clients

Leave Calendar - Power Automate and Power Apps

UK Asset Management Company - Power Apps

The client wanted information from their third-party leave calendar tool (Timetastic) embedded within their SharePoint site.

View Case Study
Leave Calendar using Power Automate to send and approve requests

Power Automate - Excel Process Automation

Global Asset Management Company

This company approached us as they were having to manually format and update Excel workbooks daily, taking a considerable amount of time out of their day, doing the same task day upon day. We at Synapx engaged with the stakeholders,...

View Case Study

Policies and Procedures - Power Apps with SharePoint Documents Library

UK Asset Management Company

The client wanted an application to effectively manage their companies policies and procedures from within a SharePoint documents library.

View Case Study
Automatic uploading and categorising of policies and procedures to SharePoint
View All Case Studies