Post

Power App streamlines nonprofit intake with Dataverse and Power Platform

Diesen Beitrag auf Deutsch lesen

Accem’s intake solution replaces paper processes with connected Power Apps, Dataverse, Power Automate, SharePoint and Power BI workflows.

TL;DR

Accem’s nonprofit intake solution uses a mobile canvas app, a model-driven back-office app, Dataverse, Power Automate, SharePoint and Power BI. The process reduced registration from more than 10 minutes to two minutes, made documents available in 15 minutes and provided shared access to referrals.

Original by Ramón Rautenstrauch, on Consultor 365. Read the original

This is our own summary, not a republication or full translation.

Why it matters

  • Makers: Design intake as connected mobile and back-office experiences, using one Dataverse record and automated validation, approval and incident flows.
  • Admins/IT: Apply role-based permissions and Entra ID authentication because the solution handles especially sensitive beneficiary information.
  • BI/Data teams: Connect Power BI to the shared data so teams can monitor operations and use impact information for funding justification and decisions.
  • Leadership/Business: Measure success by people served and response time, not only by active users or licenses, because the case links digital work directly to service capacity.

Frequently asked questions

How does Accem’s Power App handle nonprofit intake?

Accem uses a mobile canvas app for people and family registration, plus a model-driven app for back-office coordination and referrals.

Which Power Platform services are connected in the Accem intake solution?

The solution combines Power Apps, Dataverse, Power Automate and Power BI, with SharePoint for documents and Entra ID for authentication.

What results did the Accem intake Power App deliver?

Registration fell from more than 10 minutes on paper to two minutes, while documents became available in 15 minutes and referrals became instantly shared.

This post is licensed under CC BY 4.0 by the author.