Customer Creation Approval Process with SharePoint and CRM Integration
How Iqra Technology digitalized and automated the new customer creation and approval workflow for a trading company — using SharePoint Online, Power Automate, SPFx, and CRM REST API integration.
Client Overview
A Dubai-based diversified investment management company with stakes across Technology, Oil & Gas, Pharmaceuticals, Industrial Chemicals, Hospitality, Healthcare, and Consumer Services, supported by strategic partnerships at an international level.
Industry Details
Project Overview
A trading and distribution company sought to modernize its customer onboarding and approval process within SharePoint Online and their CRM platform. The project focused on automating customer data capture, multi-level approval routing, duplicate validation, and direct account creation in the CRM — using Power Automate, SPFx, and REST API integration.
The implementation standardized the entire customer creation lifecycle, eliminated manual effort, accelerated onboarding timelines, and ensured all new customer records were validated and governed before reaching the CRM — with a full digital audit trail maintained in SharePoint.
Client Requirements
- Automate the end-to-end customer creation and approval workflow.
- Eliminate manual data entry of new customer records into the CRM.
- Implement multi-level approval routing within SharePoint.
- Validate new customer submissions for duplicate records before CRM creation.
- Push approved customer accounts directly into the CRM without manual intervention.
- Enable real-time status tracking for sales teams and management.
- Maintain a complete audit trail of all approval decisions and document submissions.
- Reduce customer onboarding time and eliminate bottlenecks in the approval chain.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Centralized SharePoint-based customer creation form with multi-company form handling and different validations per company type.
- Online approval workflow with automated status updates and direct posting of approved customer records to both CRM and ERP systems.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the workflow, and completed the CRM integration smoothly. The end result has streamlined our operations considerably."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. The SharePoint integration with our CRM was done cleanly and exactly to our specifications."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
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