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Streamlining the Kelly Roofing Process with PowerApps [video]

Post Author: HCLTech |

One of Florida’s largest roofers, Kelly Roofing is a long-time PowerObjects client that uses Dynamics 365 for Field Service as the backbone of their company. As pleased as they are with their CRM solution, they needed to further streamline their process in a way that was outside the scope of Dynamics 365. Attaching job site photographs to the proper client records inside CRM was an arduous manual process that involved way too many data transfers and far too much time – so, they desired a solution that would automatically transfer photos taken at each job site to the document library associated with the client record in Dynamics 365. PowerObjects designed a single-click PowerApps-based mobile app that does exactly that. But we didn’t stop there – ultimately, the app evolved into something much more robust than simply a photo-sorting tool. Check out the story…

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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