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Workshop - Streamlined Inventory Management System 1

The document outlines requirements for a new inventory management system using Power Platform for Greentech Industries. It details needs like tracking inventory, conducting stock takes, managing a new product approval process with multiple stages and roles, and integrating with a CRM. It specifies using Dataverse, model-driven apps, Power Automate, and other Power Platform tools to meet the requirements.

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Ahmed abdallah
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32 views6 pages

Workshop - Streamlined Inventory Management System 1

The document outlines requirements for a new inventory management system using Power Platform for Greentech Industries. It details needs like tracking inventory, conducting stock takes, managing a new product approval process with multiple stages and roles, and integrating with a CRM. It specifies using Dataverse, model-driven apps, Power Automate, and other Power Platform tools to meet the requirements.

Uploaded by

Ahmed abdallah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ITI Workshop Assignment 1

Power Platform & MS Dynamics 365


"Streamlined Inventory Management System"

We need to Implement the "Streamlined Inventory Management System"

the requirements specified in this document.


Scenario Overview

You have been hired as a junior software developer by "Greentech


Industries," a mid-sized company specializing in eco-friendly home
appliances. The company is facing challenges with their current
inventory management system, which is outdated and inefficient.
Your task is to build a new inventory management system using
Microsoft Power Platform to streamline their operations, improve
accuracy, and enhance overall efficiency.

3
Business Requirement
1. Inventory Management:
Store product information (e.g., SKU, description, pricing).
Track incoming and outgoing stock.
Conduct stock takes using barcode scanning (tablet-based).
New Product creation business process:

1. Staff Member add a new product, the initial Stage is “New” until the User adds all the needed Details
then moves to the next Stage “Pending Manager Approval”
2. Once the Stage is “Pending Manager Approval”, the system should assign the product automatically
to the Inventory Manager assigned to the Track Assigned User mentioned above.
The Inventory Manager should take one of these Decisions Options (Approves, Reject)
3. In Case the Inventory Manager requests “Reject” the product will be automatically assigned to the
same “Staff Data Entry” User who created the product and the Stage will be moved to “Need more
information”
4. In Case the Inventory Manager Approved, the next stage will be “Pending Department Manager
Approval” , the system will automatically assign the Case to the Manager of the assigned Inventory
Manager User.
5. The Department Manager will be able publish the product and finalize the Business Process Flow.
2. CRM (Customer Relationship Management):
Manage supplier and customer data.
Maintain accurate records for effective communication.

4
Business Validation and Security
• A New Product must have a Category (Hint : Required)
• Send an Email to each assigned user on the entry of each stage.
• Once product is confirmed by the Department Manager, it shall not be updated unless an update process
initiated.
• Staff Member is the Only Role who can Create, Delete products (delete only the owned by him records)
• On Delete of a New Product , make sure that all relevant records not deleted (Hint : Delete Relationship)

5
Module must be used

• Data verse (Tables for Products, add product requests, supplier, ….)
• model driven app for employees (Business Process Flow stage, Business Rules, ….)
• canvas App for manager to check store and requests
• power Automate (to send notification on email when new product added and when product request
approved add product to product table)

Bonus

• power page to display the products (Welcome page, listing Products, ….)
• Create Dashboard with 2 Charts to view Request count per status and chart products count in store)
• copilot studio to ask about store (inquiry about product by product Id, ask about store branches, …. )

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