Power Apps, Power Automate, Copilot Studio and Dataverse, used to close the gaps between Business Central, Dynamics 365 CRM and the everyday work that still happens by email and spreadsheet.
Most organisations we work with have already invested in Business Central, Dynamics 365 CRM, or both. The core system is solid. The problem sits around the edges — in the manual steps nobody got around to fixing.
Purchase requisitions, credit holds, expense claims and discount approvals still travel by inbox and forwarded threads, with no record of who approved what, or when, once the trail goes cold.
The same customer, order or timesheet gets typed in twice — once into Business Central or CRM, once into a spreadsheet, a portal, or a second system that was never connected to either.
Warehouse staff scanning stock, field technicians logging a job, or an employee submitting an expense don't need a Business Central licence and a full client — they need one screen that does one thing well.
Teams keep tracking exceptions, approvals and handoffs in a shared spreadsheet, not because the ERP or CRM can't handle it, but because nobody has built the small piece of software that connects the two.
We build with the Power Platform to remove the manual steps around Business Central and Dynamics 365 CRM, not to replace them. Every app, flow or agent we build reads from and writes back to the systems you already run.
Purpose-built apps for a single job — warehouse scanning, field data capture, expense submission, quality checks — without issuing a full ERP client to people who need one screen, not the whole system.
Workflow automation for approvals, notifications and handoffs between systems — routing a request, updating a record, or alerting the right person the moment a condition is met, without anyone chasing it manually.
Conversational and agentic tools grounded in your own Business Central and CRM data, where your Microsoft licensing and tenant support it. We'll assess your setup and tell you plainly whether it's a fit before we scope anything.
The common data layer underneath every app and flow, so a Power App, an automated approval and a Power BI report are all reading the same customer, order and job records — not separate copies of them.
Power Apps, Power Automate and Copilot Studio don't sit in a separate silo. They run on Microsoft's Power Platform, connected directly to Business Central and Dynamics 365 CRM through native connectors and Dataverse, and secured with the same Microsoft Entra ID identity your team already signs in with.
By email or spreadsheet
Workflow routes & tracks it
Record updated automatically
Every app, flow and agent authenticates through Microsoft Entra ID, so access follows the same users, roles and security groups already governing Business Central and CRM.
Dataverse connects to Business Central and Dynamics 365 CRM directly, so a Power App or a Power Automate flow reads and writes live records, not a static export.
Power Automate carries information and approvals between systems and people, replacing the manual step where someone copies a value from one screen into another.
Power Apps and Copilot Studio give people the specific screen or conversation they need for their task, backed by the same records your finance and operations teams already trust.
This is the same connective layer that underpins our Digital Intelligence work and the broader integration approach described on our Expertise page.
Dataverse is the layer that connects Power Apps, Power Automate, Power BI and Copilot Studio to your Business Central and CRM records. It is not a separate database that needs to be reconciled — it's how these tools reach the data you already have.
A Power App scanning stock or logging a job writes directly back to the relevant record, so Business Central reflects it without a batch import or a manual reconciliation step.
The same connected data that powers an approval workflow or a Power App is available to the reporting layer covered on our Power BI & Analytics page — one source, used for both action and analysis.
Automating a workflow generates its own signal: how long an approval sat with each person, how many requests still need a manual override, how widely a new app has actually been adopted. That's a different question to what's in the ledger, and it's one that becomes visible once a process runs through Power Automate and Dataverse instead of email.
We typically surface this through the same reporting layer as everything else — see Power BI & Analytics for how process and operational data comes together in a single dashboard, rather than a separate report per tool.
These are illustrative, typical patterns drawn from process automation work of this kind — not a guarantee, and not a substitute for a proper assessment of your current process.
Every engagement starts from a specific process, so the app or flow we build reflects that process. These examples are illustrative of the kind of work we do, not a description of a named client project.
A Power App that lets warehouse staff scan stock movements from a handheld device, writing directly into Business Central without a spreadsheet or an end-of-day manual update.
A Power Automate flow that routes purchase requisitions or credit holds to the right approver in sequence, with escalation if nobody actions it, and a clear record of every decision.
A simple Power App for submitting and photographing receipts on the spot, feeding an automated approval flow that posts the claim into Business Central once it's signed off.
A Power App that lets a technician log a completed job, capture a photo and note parts used from a phone in the field, syncing straight back to the CRM job record.
Not always, but most of the value comes from connecting Power Platform tools to a system you're already running. If you're mid-implementation, we typically sequence this work alongside or shortly after go-live, once your core data model is settled.
It depends on your licensing and tenant configuration. We review what your current Microsoft 365 and Power Platform licences include before proposing anything involving Copilot Studio or AI Builder, and we'll say directly if it isn't a fit yet.
No. Power Apps are built for people who need a narrow, purpose-built task — not full access to Business Central. Staff who need the full ERP client continue to use it; a Power App simply removes the need to issue that access to everyone else.
They use the same data. Power Platform automates the process and captures the data as it happens; Power BI reports on it. See our Power BI & Analytics page for how the reporting side works.