Power Apps Portals
Power Automate
Azure App ServiceDocument Management on Dynamics 365 Portal
Power Apps PortalsPower AutomateAzure App Service
Geography
The USA
Industry
Finance
Size
100+ employees
Implementation
2019
Client’s Request
The challenge faced by a globally renowned accounting and advisory services company was the need to automate their K-1 tax document management process for more than 5000 end-users. The primary objective was to reduce the time spent sorting and distributing tax forms to clients while enhancing communication between customers and the support team.
Preparation
The UDS Systems team identified the main tasks for implementing the project:
- Display Dynamics 365 Forms and Grids on the Portal for viewing and changing CRM data.
- Develop a Dynamics 365 Portal for document management with role hierarchy security for multi-level access to data and documents.
- Implement integrated email notifications to alert users of new documents and messages from the Portal.
- Provide authorized users with unique tax documents and establish communication between customers and support.
- Allow for secure authorization/registration through email invitations and personal validation codes.
- Use an external Microsoft Azure service for PDF parsing to automatically generate needed records of Accounts, Contacts, and K-1 documents in Dynamics 365.
- Develop a company-branded style with built-in instructions to guide users through the Portal.