endorsedOngoing

Microsoft Power Platform CRM for Electricity Brokerage

Services Covered:

AI and Machine Learning • CRM Solutions • Custom Software Development

Industry

Energy & Natural Resources

17 months

Budget

Confidential

Start Date

1 April 2025

Team Size

6-10

Engagement Model

Nearshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable UNIVISIA is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Elmarknad Sverige AB

Sweden

Project Summary

An electricity brokerage company hired Univisia to design and build a Microsoft Power Platform CRM to manage the full sales lifecycle and automate invoice processing. The vendor delivered a model-driven CRM, AI workflows for invoice processing and recommendations, integrations (SharePoint, Scrive) and Azure Functions. The platform launched rapidly (first production release about four months after initial research) and significantly reduced manual work by automating invoice processing and proposal generation.

Key Challenges

Build and launch a CRM platform to manage the entire sales lifecycle
Automate electricity invoice processing across different suppliers and document formats
Develop an AI-powered recommendations workflow and automatically generate accurate, customer-ready proposals

Project Deliverables

A model-driven CRM application built on Microsoft Power Platform and Dataverse
An AI-powered workflow for processing electricity invoices from multiple suppliers and document formats
Automated extraction of customer consumption and pricing data from invoices
A recommendation engine that matches customer data with electricity supply plans
Automated generation of tailored, customer-ready proposals
Azure Functions for scalable, serverless data processing
A web portal for customers and third-party sales partners
Integrations with SharePoint, Scrive, and external pricing services

Project Solution

Univisia designed and developed a custom Microsoft Power Platform solution covering the complete sales lifecycle from lead qualification and opportunity management to proposal generation, contract signing, and billing. They built a model-driven CRM on Power Platform/Dataverse, implemented an AI-powered invoice-processing workflow and a recommendation engine, automated proposal generation, added Azure Functions for serverless processing, created a web portal for customers and partners, and integrated with SharePoint, Scrive, and external pricing services.

Project Outcome

Launched energy brokerage operations within approximately four months (Apr. 2025 to Aug. 2025).
Reduced invoice processing and proposal preparation from hours of manual work to an automated workflow completed within minutes.
Onboarded three third-party sales partners via the platform.
The AI-powered invoice analysis tool became the system's most frequently used feature.
The platform continues to support new features, integrations, and automations as the business grows.

Platforms

AI/ML Platform
Cloud
Web

Tech Stack

Azure
Azure Functions
Microsoft Sharepoint

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

Univisia launched the platform within four months, transforming our manual processes into a largely automated workflow. The team met key milestones on schedule, maintained clear communication, and responded promptly to our needs. We particularly valued their expertise in Microsoft Power Platform and AI solutions.
Samuel Lindkvist
CTO & Solutions Architect
Date: 09/10/2026