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Real-World Projects – Power Platform

1. Building an Expense Tracking App with Power Apps

Objective: To create a mobile-friendly app that records, categorizes, and tracks personal or business expenses.

Key Features:

User input forms: To provide date, amount, category, and description.
Dropdown lists: for category selection (e.g., Travel, Meals, Office Supplies).
Integration with SharePoint or Dataverse: To store and retrieve data.
Search and filter functionality: for viewing past expenses.
Galleries and charts: To visualize spending patterns.

Benefits:

Enhances financial awareness.
Reduces dependency on manual spreadsheets.
Can be customized to include receipt upload or approval workflows.

2. Automating Email Notifications with Power Automate

Objective: Notifying users automatically when specific conditions are met like expense approval, form submission, deadline reminder.

Scenario:

Trigger: A new expense item is submitted in SharePoint.
Condition: If the amount > ₹5,000, trigger a manager approval process.
Action: Automatically send an email to the manager with approval options. Upon approval, the user receives a confirmation email.

Tools Used:

Power Automate flows with SharePoint and Outlook connectors.
Conditions and approval actions.
Scheduled flows for recurring reminders.

Benefits:

Saves time by reducing manual follow-ups.
Ensures consistent communication.
Adds reliability to business processes.

3. Creating a Sales Dashboard in Power BI

Objective: Visualizing sales performance data for better decision-making.

Key Visuals:

KPIs like Total Sales, Monthly Growth, Region-wise Performance.
Line charts for sales trends over time.
Bar charts comparing products or teams.
Filters and slicers for dynamic data exploration.

Data Sources:

Excel files, SQL databases, or Dataverse.
Real-time integration with tools like Dynamics 365 or SharePoint.

Benefits:

Enables data-driven strategy.
Provides quick insights into underperforming areas.
Encourages proactive sales decisions.

4. Developing an AI Chatbot for Customer Support

Objective: Provide 24/7 automated support for customer queries using Power Virtual Agents.

Key Features:

Custom topics like “Order Status”, “Returns Policy”, and “Product Details”.
Integration with backend systems via Power Automate for real-time data fetch (e.g., checking order status).
Escalation path to a live agent if the bot cannot resolve the query.

Steps:

Create bot topics and author responses using Power Virtual Agents.
Use trigger phrases to launch specific conversation flows.
Connect with Power Automate to fetch and update data.

Benefits:

Enhances customer satisfaction with instant responses.
Reduces human support workload.
Scalable and available across platforms (e.g., website, Teams).

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