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Different App User Groupings and Proposed Power Apps

The document proposes Power Apps for different user groups including reception staff, sales staff, sales managers, and external customers. It discusses the app architecture and features for sales staff mobility, use of Power Apps components, collaboration in app development, and utilization of Power Automate for notifications, workflows, and data synchronization.

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53 views

Different App User Groupings and Proposed Power Apps

The document proposes Power Apps for different user groups including reception staff, sales staff, sales managers, and external customers. It discusses the app architecture and features for sales staff mobility, use of Power Apps components, collaboration in app development, and utilization of Power Automate for notifications, workflows, and data synchronization.

Uploaded by

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Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Different App User Groupings and Proposed Power Apps

1. Reception Staff
 App Type: Canvas app
 Purpose: To check in visitors, capture their pictures, and manage visitor
data without accessing sensitive sales information.
 Features: Interface to input visitor details, capture and upload photos to a
SharePoint list or Dataverse, and handle visitor waivers.
2. Sales Staff
 App Type: Model-driven app
 Purpose: To manage leads, opportunities, and view tour data integrated
via a custom connector.
 Features: Access to sales data, integration with the custom connector for
viewing real-time location data from tours, and functionality to handle large
and small deal tracking.
3. Sales Managers
 App Type: Model-driven app
 Purpose: To approve discounts and manage higher-level sales
operations.
 Features: Additional privileges for approving discounts, visibility into all
sales activities, and enhanced reporting features.
4. Customers (External Users)
 App Type: Power Pages or portal
 Purpose: To allow customers to request showroom visits and manage
their appointments.
 Features: Form to submit visit requests, integration with Power Automate
for SMS notifications, and customer management tools.
App Architecture and Accommodations for Sales Staff Mobility
 Offline Capabilities: Since sales staff regularly face connectivity issues, the
model-driven app for sales staff will be designed with enhanced offline
capabilities, ensuring they can access and update data even in low connectivity
environments.
 Custom Connector: The custom connector will fetch data from the device
service cloud API to the sales app, allowing sales staff to view tour data
seamlessly as part of their sales dashboard.
Use of Power Apps Component Framework (PCF)
 Scenario: Integration of complex controls such as a dynamic map or real-time
data visualization of the manufacturing floor in the sales or reception app.
 Purpose: To enhance UI and UX by providing advanced, interactive components
not available out of the box in standard Power Apps.
Collaboration in Canvas App Development
 App Maker Collaboration: Utilize solutions and environment strategies within
Power Apps to allow multiple app makers to work simultaneously. Use version
control and co-authoring features available in Power Apps Studio.
 Component Libraries: Share and reuse custom components across different
apps to maintain consistency and reduce development time.
Utilization of Power Automate
 Automated Notifications: Implement Power Automate to handle SMS
notifications for showroom visit reminders based on the customer's phone
number provided during the booking.
 Workflow Automation: Automate the discount approval process. When a
salesperson requests a discount, a flow triggers a task or approval request to the
respective sales manager.
 Data Synchronization: Use flows to synchronize data across different systems
and maintain data integrity, especially for visitor check-ins and sales records.

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