Simplify business processes for frontline teams
You can use Teams apps, Power Apps, and Power BI to simplify business processes for your frontline teams.
Note
Additional capabilities for financial services, healthcare, nonprofit, and retail environments are available with the Microsoft industry clouds, which include capabilities from Dynamics 365 and Microsoft Azure as well as the Microsoft 365 features.
Manage schedules, tasks, approvals, updates, and lists
Teams includes many apps to help you and your frontline workforce manage their day-to-day work.
| Task | App | Manage this capability | End-user training |
|---|---|---|---|
| Create and update schedules for your frontline teams. Your workers can view their own and their team's schedules, request shifts, swap shifts, clock in and out, and more. | Shifts | Manage Shifts. | Shifts video training |
| Publish and track tasks for your workers so they know what needs to be done every day. | Planner | Manage the Planner app. | Planner help & learning |
| Easily make and sign off on approval requests. | Approvals | Manage the Approvals app. | Approvals video training |
| Check in on recurring responsibilities that happen on a regular basis or in-the-moment updates. | Updates | Manage the Updates app. | Updates video training |
| Make custom lists to keep track of everything else. | Lists | Manage the Lists app. | Lists video training |
Learn more about how your frontline team can communicate and collaborate with Microsoft Teams apps.
Create custom apps for your organization's needs
Add Power Apps to create low-code or no-code apps for your organization. You can build custom apps to connect your business data, so you can manage inventory or conduct store walks, for example.
Tip
Examples are given for the financial services, healthcare, nonprofit, and retail industries, but apply to an organization in any sector.
| Industry | Example |
|---|---|
| Financial services | Create an app for relationship and account managers to track calls and emails to clients. |
| Healthcare | Create an app to track consumables inventory in exam rooms to make sure all rooms are ready for patients. |
| Retail | Create an app to manage and track your inventory, or to conduct store walks where a person in charge checks all areas of a store before opening. |
| Manufacturing | Create an app to track machinery and equipment inspections and repair needs. |
More information: Power Apps and Microsoft Teams integration.
Track key performance indicators (KPIs) with Power BI reports
Share and collaborate on interactive Power BI content in Microsoft Teams channels and chats. You can add the Power BI app to Teams to embed interactive reports and chat in Teams about your reports.
More information: Collaborate with Power BI in Microsoft Teams, Outlook, and Office.