You walk into the reception of a business you have never been to before, and have to ask the receptionist how you sign in, fill in the old sign-in book, and then wait for the receptionist to go and get the person you are there to see.
This is a very time-consuming and outdated process, making a poor impression on the visitor, and setting a bad tone for the whole visit. This can be changed however, by automating the process using some Microsoft technology.
Here at Azzure IT, we have fixed this problem. We have developed a Visitor Sign In Power App using Microsoft Dynamics 365 that allows you to ditch the pen and paper, and capture your visitor’s details on a tablet, which then gets stored directly into D365.
The Power App is built using D365 as the source database, a custom entity has been created within D365 to store the following customer information:
Who are you visiting?
Time in and Time out
Once the visitor signs in they will see an acknowledgment on the screen (below) to let them know the team member will be with them shortly.
We haven’t stopped there either. The member of staff still needs to be informed about their visitor arriving without the receptionist needing to traipse through the office to tell them, which is why we have solved that problem as well. Using Power Automate, when the user signs in and selects who they are visiting, a Microsoft Teams notification is sent, notifying them their visitor is in reception.
The Customer Visit entity within your Dynamics 365 system will be updated automatically, so you can easily and clearly see which visitors are currently signed in.
Once the Visitor is ready to leave the sign out process takes 3 simple steps
Click Sign out
Find your name
This App was
built by integrating 4 of Microsoft technologies:
App could be extended/modified to allow your staff members sign in and out as
well, which would give you a full view of all people who are in the building.
a major benefit of the Visitor Sign In App, as it can then be used as a Fire
Safety log book to track all your visitors currently on site, in case of a fire
or another hazard.
If you would like to discuss this Visitor Sign In Power App with us, and how it could benefit your business, please get in touch with our team.
Click here to see the other add-on apps in our range, and how they can develop your business further. Or, see all of our services available on Microsoft Appsource here.