Client
UK Financial Services Firm
Industry
Financial Services
Technology
Power Apps, Dataverse, Power Automate
Timeline
6 weeks
Our client needed to onboard new customers quickly and compliantly - but their existing process was slow, manual and fragmented. Customer information was collected across paper forms, email chains and disconnected spreadsheets. Credit checks were initiated manually by phone. Document collection happened via email with no audit trail.
As the business grew, the cracks became impossible to ignore:
Customer data was entered into multiple systems manually - leading to duplicates, errors and conflicting records
Credit checks were run manually - staff had to call the provider, wait for results and type them back into the system
No visibility on where each customer was in the onboarding pipeline - managers had to chase staff for updates
Supporting documents (ID proof, address proof, financial statements) were collected via email - files went missing, wrong versions got used, and compliance checks were inconsistent
The legacy system felt dated and clunky - it couldn't be accessed on mobile, and new staff needed weeks of training to use it
We designed and built a complete customer onboarding solution using Power Apps with code components for a polished, product-grade UI, Dataverse as the structured data repository, and Power Automate for the workflow engine behind it. The result is a slick, modern interface for the user with serious automation under the hood.
The app guides staff through a structured, step-by-step onboarding journey:
A guided 5-step process built directly into the app - with progress tracking, validation and automation at every stage.
Customer details captured once with field validation - no re-keying across systems
Income, employment and financial data collected with built-in compliance rules
Identity verification with automated API call to credit check provider - results written back to Dataverse
ID proof, address proof and financial statements uploaded directly - tracked and version-controlled
Final review with compliance checklist, then automated approval workflow kicks in
Product-grade UI with code components
Not a typical canvas app. We used Power Apps code components to build a modern, responsive interface that feels like a commercial product - clean navigation, progress tracking, inline validation, and a polished user experience that staff could pick up immediately with no training.
Dataverse as the structured repository
All customer data sits in Dataverse - structured, secure, easy to report on and fully integrated with the rest of the Microsoft 365 stack. Role-based access controls ensure the right people see the right data.
Power Automate for the heavy lifting
The real engine behind the app. Power Automate handles notifications and alerting at every stage, reminders and escalations when tasks stall, and API calls out to the credit check provider - with results written straight back to Dataverse. No manual intervention needed.
Automated credit check via API
When a customer reaches the identification stage, the app triggers an API call to the credit check provider. The response is written back to Dataverse in real-time - no phone calls, no waiting, no manual data entry of results.
In-app document upload and tracking
Customers' supporting documents (ID proof, address proof, financial statements) are uploaded directly within the app - with upload status, document counts and file previews all visible in real-time. No more digging through email threads.
Code components for a product-grade, responsive UI
Structured, secure data repository with role-based access
Notifications, escalations and credit check API integration
Real-time credit check with results written back to Dataverse
From 5-7 days to same-day completion
Validated inputs and automated credit checks eliminated errors
No manual data entry, phone calls or email chasing
Product-grade UI so intuitive, staff picked it up immediately
"The app ThePoint built feels like a commercial product, not a custom build. Our team picked it up immediately and the automated credit checks alone have saved us hours every week. We went from a process that took days to one that takes minutes."
- Operations Manager, Client
This project shows what's possible when you push Power Platform beyond basic canvas apps. By using code components alongside Dataverse and Power Automate, we delivered a solution that looks and feels like custom software - at a fraction of the cost and timeline of traditional development.
The entire solution runs on the client's existing Microsoft 365 environment. No third-party software licences, no separate hosting, no additional infrastructure. And because it's built on Power Platform, the client's team can make minor adjustments themselves without coming back to us.
If you're already using Power Platform for process automation, code apps are the missing piece when you want a genuinely polished front end but still want the speed of Dataverse and Power Automate.
Whether you're replacing a legacy onboarding system, digitising a paper process, or need to integrate with external APIs - we can help. Book a free 30-minute discovery call to talk through your requirements.