Why Niche Industries Need Custom CRM Solutions

Standard CRMs often fall short when businesses have:

• Non-traditional sales cycles
• Specific regulatory or compliance needs
• Specialized customer data fields
• Unique service workflows or billing models

Rather than adapting your business to a generic CRM, Power Platform allows you to adapt the CRM to your business, building only what you need and nothing you don’t.

What Is Power Platform?

Microsoft Power Platform consists of four core components:

• Power Apps: Build low-code web and mobile applications.
• Power Automate: Automate business processes and workflows.
• Power BI: Analyze and visualize data through interactive dashboards.
• Power Virtual Agents: Create AI-powered chatbots to assist users or customers.

With these tools working together and backed by Microsoft Dataverse (a secure, scalable data platform), you can create a CRM that’s flexible, scalable, and deeply integrated into your existing Microsoft 365 and Dynamics 365 environment.

Step-by-Step Guide: Building a Custom CRM

1. Define Your Business Requirements

Start by mapping out your customer lifecycle and internal processes. What are the data points you need to capture? What does your sales funnel look like? What reporting does your team rely on?

For example, a property management company might track units, tenants, lease expirations, and maintenance requests, not just contacts and deals.

2. Design Data Models Using Dataverse

Dataverse allows you to model complex relationships between entities like contacts, properties, appointments, or service tickets, without writing code. You can define custom tables, fields, and business rules to match your exact needs.

3. Build User Interfaces with Power Apps

Using Power Apps, you can design intuitive screens for different users, sales reps, service agents, or field technicians. With drag-and-drop tools, you can quickly build interfaces that work across devices and roles.
You can even build canvas apps for flexible layouts or model-driven apps for more structured CRM logic.

4. Automate Workflows with Power Automate

Set up workflows that handle tasks like:

• Assigning new leads
• Sending email reminders
• Escalating service issues
• Notifying sales when a contract is expiring
• This automation eliminates repetitive tasks and ensures nothing slips through the cracks.

5. Enable Insights with Power BI

Power BI can connect directly to Dataverse and deliver real-time reports and dashboards, whether it’s tracking lead conversion, service response times, or customer satisfaction trends. This level of visibility is often missing in niche CRM platforms.

6. Integrate with Microsoft Teams, Outlook, and SharePoint

You can take it a step further by embedding your CRM into Microsoft Teams, enabling collaboration directly inside chat channels. Or integrate with Outlook for email tracking and SharePoint for storing related documents.

Real-World Examples

• A non-profit organization built a Power Platform CRM to manage donors, grant applications, and volunteer engagement.
• A wholesale supplier created a sales and inventory tracking app integrated with Dynamics 365 Business Central.
• An agriculture equipment dealer built a customer service portal to manage warranties, repair histories, and parts availability.

These companies didn’t need a generic CRM; they needed a solution tailored to their world. Power Platform made that possible at a fraction of the time and cost of a custom-coded solution.

Ready to Build Yours?

At Solutionade, we specialize in designing industry-specific CRM systems powered by Power Platform. Whether you’re replacing spreadsheets or extending your existing Dynamics 365 environment, our team will help you create a solution that fits your business like a glove.

If you’re in a niche industry and tired of forcing a generic CRM to fit your needs, contact us to explore your custom CRM journey.

Frequently asked questions