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Customer Self-Service Portal for Regional Energy Cooperative

Regional Energy Cooperative · Energy & Utilities

Deployed a comprehensive PowerApps Portal integrated with Dynamics 365 CRM to enable 50,000+ customers to manage their accounts, submit service requests, and access billing information 24/7.

Regional Energy Cooperative needed to modernize their customer service operations and reduce call center volume. We implemented a PowerApps Portal solution that integrates seamlessly with their existing Dynamics 365 CRM system, providing customers with a complete self-service experience.

The challenge

High call center volume, outdated customer portal, disconnected systems between CRM and customer-facing applications, and lack of mobile-friendly self-service options for 50,000+ customers.

Our approach

We designed and deployed a modern PowerApps Portal that provides authenticated customers with real-time access to their account information, billing history, and service request management, all integrated with Dynamics 365 CRM.

Implementation

  • PowerApps Portal with custom branding and responsive design
  • Azure AD B2C integration for secure customer authentication
  • Real-time CRM data synchronization for account information
  • Automated service request routing via Power Automate
  • SharePoint integration for document storage and retrieval
  • Power BI embedded dashboards for usage analytics
  • Mobile-responsive design for smartphone and tablet access
  • Multi-language support for diverse customer base

Stack

PowerApps PortalDynamics 365 CRMPower AutomateAzure AD B2CSharePointPower BI