Sample PowerApp: Quick Capture Customer Visits into Dynamics 365

Canvas PowerApps are great for building simple apps that make us more efficient and help remove obstacles to collecting data. In this blog post I am going to showcase a PowerApp that I have built which significantly improves the speed in which a user can record a customer visit as an Appointment in Dynamics 365.

The Scenario

The scenario I am tackling is one in which Account Managers visit their customers on an often adhoc basis and want to be able to quickly record a visit in Dynamics 365. The purpose of tracking these visits with customers is so that the visit data can be used to identify which customers are getting the attention they need and which ones aren’t.  Combined with other data, machine learning scenarios can be conducted to do things like proactively predict customer churn rates, identify customers that are most likely to leave, or reduce or stop purchasing products and…