Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

Palmer-Donavin, a leading building materials distributor, needed clearer visibility into sales activities and manufacturer programs, as teams were relying on spreadsheets and email for tracking and planning. JourneyTeam helped modernize these processes using Microsoft Power Apps and Dynamics 365 Customer Engagement, creating a structured Sales Planner app, integrated reporting through Power BI, and automated workflows for customer setup and approvals. The new solution streamlines administrative work, accelerates customer onboarding, and gives sales and marketing leaders real-time insights—establishing a unified, data-driven approach to customer engagement.