Shopping cart in PowerApps Portal

The Client 

The client, based in US, wanted to create a shopping cart where they could show their products that were in Dynamics 365 Finance and Operations. They wanted a full shopping cart experience from the portal. 

The Challenge 

The client wanted to create a shopping cart feature within their PowerApps Portal that would showcase their products stored in Dynamics 365 Finance and Operations. They sought to deliver a comprehensive e-commerce experience directly from the portal, allowing users to browse products, add them to a shopping cart, and complete the purchase—all while ensuring the process was seamless and fully integrated with their existing Dynamics 365 environment. 

The Solution 

We developed a customized PowerApps Portal that seamlessly integrated with their Dynamics 365 Finance and Operations environment. The portal allowed guest users to browse products and view detailed descriptions. To make a purchase, users were required to register or log in if they were returning customers. 

The solution featured a streamlined process where: 

• Browsing and Selection: Users could browse products, select items, and add them to a shopping cart. 
• Quote Generation: Upon creating a shopping cart, the selected items were converted into a quote within Dynamics 365. 
• Order Placement: When users finalized their shopping cart, the quote was transformed into an order. 
• Payment and Invoicing: After completing the payment, the order was converted into an invoice. The customer would receive a copy of the invoice via email, and it would also be displayed on the portal. 

Other Features: 

• Real-Time Integration: The portal displayed real-time data from Dynamics 365, ensuring that product availability, pricing, and order status were always up-to-date. 
• User-Friendly Interface: The portal was designed with a focus on user experience, making navigation and transactions straightforward for all users. 
• Security and Compliance: The solution adhered to stringent security protocols, ensuring that customer data and transaction details were protected. 

Result 

The implementation of the shopping cart feature in the PowerApps Portal resulted in a significant enhancement of the client’s e-commerce capabilities. Customers were provided with a seamless shopping experience, from product browsing to order completion and invoicing. This integration also optimized the client’s operational efficiency by automating the quote-to-invoice process within Dynamics 365, reducing manual efforts and minimizing errors. 

Overall, the solution improved customer satisfaction, streamlined business operations, and supported the client’s growth in the competitive market.