Microsoft Dynamics 365 Business Central  

Run your entire business with a single solution with Microsoft & Azzure IT

We’ve all been in this situation before.

You walk into the reception of a business you have never been to before, and have to ask the receptionist how you sign in, fill in the

old sign in book, and then wait for them to go and get the person you are there to see.

This is a very time-consuming and outdated process, making a poor impression on the visitor as well. However, this can be changed by automating the process, using the latest in Microsoft technology.

Here at Azzure IT, we have fixed this problem. We have developed a Visitor Sign In Power App using Microsoft Dynamics 365 that allows you to ditch the pen and paper, and capture your visitor’s details on a tablet, which then gets directly stored into your Dynamics 365 system.

The Power App is built using D365 as the source database, and a custom entity has been created within D365 to store the following customer information:

  • Name
  • Company
  • Vehicle Registration
  • Who are you visiting?
  • Time in and Time out

Once the visitor signs in, they will see an acknowledgement on screen to let them know the team member will be with them shortly.

    We haven’t stopped there either. The member of staff still needs to be informed about their visitor arriving without the receptionist needing to traipse through the office to tell them, which is why we have solved that problem as well. Using Power Automate, when the user signs in and selects who they are visiting, a Microsoft Team notification is sent, notifying them that their visitor is in reception.

    The Customer Visit entity within your Dynamics 365 system will be updated automatically, so you can easily and clearly see which visitors are currently signed in.

    Once the Visitor is ready to leave, the sign out process takes three simple steps:

    • Click Sign Out
    • Find Your Name
    • Submit

    This app was built by integrating 4 of Microsoft’s technologies:

    •  D365
    • Power Apps
    • Power Automate
    • Teams

    This Power App could be extended/modified to allow your staff members to sign in and out as well, which would give you a full view of all people who are in the building. This becomes a major benefit, as it can then be used as a fire safety logbook to track all your visitors currently on site, in case of a fire or another safety hazard.

    If you would like to discuss this Power App with us, and how it could benefit your business, please get in touch with our team.

     

    Speak with our experts about your Digital Transformation!

    CONTACT

    Azzure IT
    10 Europa View, Sheffield Business Park, Sheffield, S9 1XH, UK

    t. 0345 467 9950
    e. enquiries@azzure-it.com

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