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5 Power Platform Quick Wins

FREE POWER PLATFORM GUIDE

5 Power Platform Quick Wins

For teams sitting on a Power Platform license they have not used yet. Five practical builds, each one designed to ship in a week or less.

Start with the business pain, not the product list.

INSIDE THE GUIDE

Five small builds that turn unused licenses into business value.

  • Email approvals moved into Power Automate
  • Expense tracking without spreadsheets
  • Customer service triage app
  • Trusted Power BI sales dashboard
  • Vendor request form that does not get lost

You may already own the tools. The hard part is choosing the first workflow to fix.

Many teams have Power Platform included inside their Microsoft ecosystem, but they have not built anything with it yet. That is normal. The fastest path forward is not a giant automation roadmap. It is one painful workflow, one practical fix, and one useful win the business can feel quickly.

This guide gives you five proven starting points. Each one is small, practical, and tied to a specific friction your team probably recognizes: approvals in email, expenses in spreadsheets, customer service requests in shared inboxes, sales reports rebuilt by hand, or vendor requests that disappear into someone’s inbox.

The goal is simple: pick one workflow, map it on paper, build the fix from that map, and ship a useful first version in a week or less.

WHAT YOU GET

Five quick wins your team can actually use.

Each quick win includes the business pain, what to build, time to ship, and a practical starting point.

01

Approvals that should not live in email

Move PTO requests, expense approvals, purchase requests, or simple internal approvals into a trackable flow.

Build: Power Automate with Teams or Outlook notifications
Time to ship: 3 to 5 business days
02

Expense tracking without spreadsheets

Replace shared spreadsheets, inbox receipts, and manual reconciliation with a simple app and approval flow.

Build: Power Apps, Power Automate, Dataverse, and Power BI
Time to ship: One week
03

Customer service triage app

Give inbound requests a simple queue, priority view, and routing logic so cases stop sitting unseen.

Build: Power Apps triage app with optional Copilot Studio first-pass
Time to ship: 4 to 5 business days
04

Sales dashboard you can trust

Stop rebuilding the same sales numbers every week and give reps and managers one trusted view.

Build: Power BI over CRM or Customer Engagement data
Time to ship: One week for a first version
05

Vendor request form that does not get lost

Replace email-based vendor requests with a structured form, approval path, and clean record.

Build: Power Apps form with Power Automate approvals
Time to ship: One week

WHO THIS IS FOR

Built for teams with licenses, ideas, and no clear starting point.

This guide is for end-user teams licensed for Power Platform inside Microsoft 365 who have not built anything with it yet, or who started experimenting but never turned those ideas into something the business actually uses.

You are not behind. You are in the same place as a lot of teams: interested, licensed, and unsure which workflow is worth fixing first.

The path forward is smaller than you think. Pick one painful workflow. Block a week. Ship the first version.

WHY WE BUILT THIS

The best Power Platform wins usually start small.

Some of the strongest Power Platform wins are not massive digital transformation projects. They are small, practical fixes tied to a very specific pain.

An approval that should not live in email. A request form that should not be a spreadsheet. A dashboard that should not require a weekly export.

This guide helps you choose the first build, understand what it takes, and avoid overcomplicating the starting point.

HOW TO USE THE GUIDE

Pick one. Map it. Ship it.

01

Choose the pain

Start with a workflow people already complain about. Do not start with a product feature or template.

02

Map the workflow

Write the real steps on paper, including approvals, exceptions, handoffs, and who needs visibility.

03

Build the first version

Keep it small. Build the useful version first. Test it with real users and real examples.

04

Iterate and widen

Fix what feels clunky, document the workflow, then roll it out to the next group.

GET THE FREE PDF

Download 5 Power Platform Quick Wins

Use it to choose a practical first build, align the team around a real business pain, and turn unused Power Platform licenses into something people actually use.

FREE RESOURCE

5 Power Platform Quick Wins

Five practical builds, each with the pain it solves, what to build, time to ship, and where to start.

Get the Guide

WANT A PARTNER ON THE FIRST ONE?

Start with one workflow. We can help you ship the first win.

If you want a partner who has built each of these dozens of times, TruNorth Dynamics can scope the first one with you. Fixed-fee, no surprise change orders.

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