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Non-profit

Canon Collins Trust

1 challenge solved together, each with a different answer. The situation, the difficult part and the reasoning are set out below.

  • Power Automate
  • SharePoint
  • Excel
  • Dynamics 365 CRM

Challenges we solved

The problems behind the platform.

Open one to see the situation, the part that was genuinely hard, and why we chose that answer rather than another.

One reliable list of people, held in the right place

The problem
Contact information lived in spreadsheets and SharePoint alongside CRM, so nobody could say which version was current.
What we did
Used Power Automate to keep the master list flowing between SharePoint, Excel and CRM, so the working files people already use stay aligned with the CRM record.
Why it mattered
The team keeps working the way it prefers while CRM stays current, without a manual import routine.
  • Power Automate
  • SharePoint
  • CRM
  • Automation

Reading this evidence

What this record covers, and what it does not.

We publish what can be traced back to work we delivered or material the customer has already made public. Where a number has not been verified, we leave the gap visible.

How the work was scoped

Canon Collins Trust operates in non-profit, and the work described here was shaped by that operating context rather than by a standard template.

One challenge is published in full: the situation as it stood, the part that was genuinely difficult, the decision we took and why another route was rejected. The answers were not all the same: this work used standard microsoft functionality and automation.

What it proves, and what it does not

  • It establishes delivery experience on Power Automate, SharePoint, Excel and Dynamics 365 CRM, across Power Platform and CRM.
  • It does not establish a saving, a percentage or a timescale. No measured figure has been verified with a definition, a baseline and a period, so none is published.
  • It does not mean the same answer would suit your organisation. The reasoning is the transferable part, not the configuration.

Where this kind of work is described in more detail

Recognise the pattern?

Tell us what is not working and we will be straight with you.

If you are dealing with a similar process, integration or platform problem, we can help work out whether the right answer is configuration, an ISV, an integration or engineering.

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