Mastering the Art of Building Custom Solutions with Power Platform: The 10-Step Plan

Mark Jones
April 15, 2023

Power Platform is an innovative suite of low-code tools developed by Microsoft, designed to help businesses build custom applications, automate processes, and analyze data. This comprehensive guide will explore the different components of Power Platform and provide readers with a comprehensive understanding of how to build custom business solutions.

Step 1: Understanding Power Platform Power Platform consists of three primary components:

Power Apps, Power BI, and Power Automate. Power Apps enables users to create custom applications, Power BI allows users to analyze and visualize data, and Power Automate automates workflows and processes. These components work together to create custom business solutions tailored to an organisation’s specific needs.

Step 2: Gathering Requirements

To build a practical custom solution, it is essential to gather business requirements. This involves identifying the key stakeholders, creating user stories, and developing a wireframe to visualize the solution. We will provide readers with tips and best practices for identifying and gathering requirements, as well as understanding the needs and objectives of the organization.

Step 3: Designing Your Solution

Once the requirements have been gathered, the next step is to design the custom solution. This involves choosing the appropriate components of Power Platform, creating a solution architecture, and developing a data model. We will provide readers with examples of using Power Platform to design a custom solution, including creating a data model that reflects the organization’s unique data requirements.

Step 4: Scrum and Agile Development

Scrum and agile development methodologies are essential to manage the solution’s development and help teams collaborate more efficiently. We will provide readers with tips and best practices for using Scrum and agile development with Power Platform, including how to organize sprints and how to manage backlogs effectively.

Step 5: Building Your Solution

With the design in place, it is time to build the custom solution. This involves creating custom applications and workflows, connecting data sources, and using the Common Data Service. We will provide readers with examples and visual aids to help them understand the building process, including how to use Power Platform to create custom forms and workflows.

Step 6: Testing and Quality Assurance

Testing and quality assurance are crucial to ensuring the custom solution is effective and error-free. We will cover best testing and quality assurance practices, including manual and automated testing, testing types, and test case management. We will also explain how to use Power Platform to perform testing and quality assurance, including how to use Canvas Apps to test custom applications.

Step 7: Environments and Deployments

Deploying custom solutions requires carefully considering environment strategy, deployment options, and security. We will explain how to use Power Platform to deploy custom solutions and ensure security. This includes best practices for environmental management and how to use Power Platform to deploy custom applications to different environments.

Step 8: Security and Compliance

Security and compliance are critical to the success of any custom solution. We will cover best practices for securing the environment, user authentication, and compliance requirements. We will also explain how to use Power Platform to ensure the security and compliance of custom solutions, including using the Power Platform Admin Center to manage security settings.

Step 9: User Adoption and Training

After deploying a custom solution built with Power Platform, it is important to ensure that users understand how to use it effectively. User adoption is critical to the success of any new solution, and training is a key factor in driving adoption.

First, it is essential to understand the users’ needs and requirements to tailor the training to their specific roles and responsibilities. Creating user guides, tutorials, and videos can be effective ways to train users. Providing ongoing support and resources is essential as users continue to work with the solution.

Gamification can also be used to increase user adoption and engagement. By incorporating game elements such as badges, points, and leaderboards into the training and usage of the solution, users are incentivized to engage with the solution more frequently and in more meaningful ways.

It is also important to gather feedback from users and incorporate it into the ongoing development of the solution. This can help address any pain points or areas where users may be struggling and identify new features or capabilities that would enhance the solution’s effectiveness.

Overall, effective user adoption and training is essential for realizing the full potential of a custom solution built with Power Platform. By taking the time to understand users’ needs, providing tailored training and ongoing support, and incorporating feedback, organizations can maximize the return on their investment in custom solutions.

Step 10: Maintaining and Supporting the Solution

Once a custom solution built with Power Platform is live, it is crucial to maintain and support it to ensure it meets the business’s and its users’ needs. This involves ongoing monitoring, maintenance, and support to address any issues or changes.

First, it is vital to establish a support model and process for managing user requests and issues. This can include a help desk or service desk to manage user requests and a dedicated support team to troubleshoot and resolve issues.

Regular monitoring and maintenance of the solution are also essential to ensure it continues to function effectively. This includes monitoring for performance, data quality, and security vulnerabilities. Regular updates and patches should also be applied to ensure the solution remains secure and up to date.

As new business requirements or user needs arise, the solution may need to be updated or modified. It is important to have a process in place for managing these changes, including a change management process to ensure any changes are thoroughly tested and approved before being implemented.

Ongoing training and support for users is also important to ensure they continue to use the solution effectively and efficiently. This can include regular refresher training, providing access to user guides and tutorials, and having a support team available to answer any questions or issues that arise.

By maintaining and supporting the solution, organizations can ensure it continues to provide value and meet the business’s and its users’ needs over time. This requires a commitment to ongoing monitoring, maintenance, support, and training and a strong change management process to manage any updates or modifications.


Building custom business solutions with Power Platform is an empowering and efficient process that requires careful planning and execution. With this comprehensive guide, readers will gain a deep understanding of the different components of Power Platform and how to design, build, test, and deploy custom solutions. We encourage readers to share their feedback and experiences in the comments section and continue building their skills with Power Platform. By mastering the art of building custom solutions with Power Platform, organizations can unlock new levels of productivity and efficiency, and stay ahead of the competition.

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