Complaint Intake Without CRM Access
Submitted by Mubarak Albahri
Pain point
Raising a request today requires staff to log into the CRM system and manually create it there — an extra manual step that slows things down.
Proposed solution
Staff submit their request through a Microsoft Form instead. Power Automate triggers on submission and creates a corresponding entry in a SharePoint list, which acts as the central data store for all requests. That data surfaces in a Power Apps application, where the relevant team can view, manage, and resolve each request end-to-end — without needing to touch CRM, ERP, or visit a branch.
Claude surface
Chat, Cowork, Design