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InteliSense IT, Navigating Change, Delivering Value
All customer stories

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

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.

All customer stories