Accelerate Your Business with Microsoft Power Platform Solutions in Massachusetts & Connecticut

Unlock rapid growth, smarter workflows, and 24/7 local support—tailored for small businesses and enterprises across Massachusetts and Connecticut.

Limited-time offer: Book your free Power Platform consultation now—slots fill quickly each month. Contact Evox365 or call 617-675-7879 to secure your spot.

Why Choose Microsoft Power Platform?

Empower your business to:

• Automate manual tasks with low-code tools—no big IT team needed.

• Gain actionable insights from real-time data dashboards.

• Integrate seamlessly with Microsoft 365, Dynamics 365, and dozens of external apps.

• Engage customers instantly using AI chatbots and custom web portals.

Whether you run a dental clinic in Worcester, a logistics team in Hartford, or a consulting practice in Boston, Power Platform helps you cut costs, boost productivity, and future-proof your operations—while staying compliant with Massachusetts and Connecticut business regulations.

Why Evox365?

As a Massachusetts-based Microsoft partner, Evox365 delivers Power Platform solutions built for local businesses. Here’s why clients trust us:

• Local, certified experts: Microsoft Power Platform Functional Consultants with hands-on experience in MA and CT.

• 24/7 support: Fast, friendly help when you need it. No waiting on distant call centers.

• Clear ROI: Proven results—clients see measurable improvements in weeks, not months.

• No-surprise pricing: Transparent, upfront estimates—no hidden fees, ever.

What our clients say:

“Evox365 automated our workflows and improved our patient follow-ups—delivering results faster than promised. Their local team made all the difference.”
— Dr. M., Worcester dental clinic

We partner with you from strategy to launch and beyond—so your technology grows with your business.

Power Automate Implementation, Customized for Your Industry

From healthcare clinics to legal offices to manufacturers, Evox365 configures Power Automate to your exact needs:

• Strategy, design, and rollout by certified specialists, consultants, engineers, and managers.

• Streamlined processes—from appointment reminders to complex approvals and billing.

• Rapid deployment: Go live with minimal disruption—our optimized timelines mean you see value fast.

Automate Repetitive Excel Work—Save Hours Every Week

Tired of spending countless hours on manual Excel formatting and updates? Power Automate lets you kick tedious, repetitive Excel tasks to the curb:

• Automatically import and clean up data from multiple sources.

• Schedule recurring workbook updates—no more daily manual copy-paste rituals.

• Trigger workflows for approvals, data validation, and reporting with a single click.

• Connect data between Excel, Outlook, Microsoft Teams, and even external apps like Salesforce.

For example, a small business bogged down by daily spreadsheet edits can instantly streamline their operations—freeing up staff to focus on value-driving work instead of repetitive tasks. Power Automate transforms even the most routine Excel chores into fast, hands-off workflows.

Example:
A dental practice in Massachusetts automated its reminders and insurance follow-ups using Power Automate—fully implemented, documented, and staff-trained in just two weeks.

Seamless CRM Integration with Online Surveys and Forms

Want to streamline data collection and ensure your contacts are always up to date? By integrating popular online survey tools like Typeform with powerful CRM systems such as Raisers Edge, and leveraging automation platforms like Microsoft Power Automate, your team can do just that—without extra manual work or technical expertise.

Here’s how it works:

• Online forms and surveys (built in tools like Typeform) capture vital information from your customers, clients, or supporters.

• Power Automate acts as the bridge, automatically routing responses directly into your CRM system—like Raisers Edge—without human intervention.

• This real-time integration ensures that every interaction, from surveys to registrations, is logged and triggers necessary workflows (think welcome emails, follow-ups, or custom stewardship actions).

The result? Your staff spends less time on repetitive data entry and more time delivering impact. Plus, this connection means faster response times for your customers and improved data accuracy—no more missing or out-of-date records.

Best of all, these integrations are highly customizable. Whether you need to sync contact info, manage event sign-ups, or automate regular reports, Power Automate’s flexible workflows can be tailored to your exact processes. And with expert guidance, setup is quick, reliable, and fully documented—so your team is ready to hit the ground running.

Streamline Travel Expense Approvals with Power Apps Inside SharePoint

Managing travel expenses doesn’t have to be a hassle. With Power Apps integrated right into your SharePoint environment, you can simplify and speed up every step:

• Employees submit travel expense requests directly from your SharePoint portal—no more chasing paperwork or email chains.

• Managers get instant notifications and can approve or reject expenses in just a few clicks—regardless of device or location.

• All expense data is securely stored and easy to track, eliminating manual data entry and reducing errors.

• Custom rules and workflows ensure compliance with your company’s travel policies automatically.

For example: Our team recently helped a client in Connecticut deploy a Power Apps solution on SharePoint that cut their expense approval time in half. Expenses are now logged, reviewed, and paid out faster—with clear audit trails and fewer headaches for both staff and finance.

Power Apps and SharePoint make expense management seamless, transparent, and scalable for organizations of any size.

Harness the Power of Copilot & AI

Leverage Microsoft Copilot and built-in AI to:

• Automate repetitive tasks with smart, AI-generated flows.

• Build custom apps and reports using natural language prompts.

• Boost customer engagement with AI-driven chatbots.

Our consultants help you tap into AI—so you work smarter, not harder.

Latest Trends: Power Platform & AI Agents Evolving Fast

Keeping up with Microsoft Power Platform? Big news: AI is quickly transforming what’s possible for Massachusetts and Connecticut businesses right now.

Here’s what’s new and what matters:

• Microsoft Copilot at the Center: Microsoft Copilot is changing how teams interact with their data and apps. Forget hype—think real-time insights, natural language reporting, and instant process automation with plain English prompts. It’s like having an AI-powered assistant right inside Power Platform, 24/7.

• AI Agents Are Everywhere: Advanced AI agents are now connecting with messaging platforms like WhatsApp, letting your customers get fast, human-like support right from their favorite app. That means your dental patients or consulting clients can confirm appointments or get info without any staff involvement.

• Rapid Releases & Usability: Frequent updates have made tools like Power Apps and Power Automate more user-friendly. Features roll out fast—think prebuilt flows, smarter templates, and even more integration with Microsoft 365 and Dynamics 365.

• Security & Compliance Top-of-Mind: As AI expands, so do privacy safeguards. Microsoft regularly improves compliance features, which matters for local businesses handling sensitive health, legal, or customer data.

Bottom line: The Microsoft Power Platform—with Copilot and AI—delivers faster automation, smarter analytics, and richer customer experiences for every industry across Massachusetts and Connecticut.

Stay tuned—new features are dropping every quarter, keeping your business on the leading edge.

What’s Included in Power Platform?

• Power Apps: Create custom applications—no coding required.

• Power Automate: Automate processes across your business.

• Power BI: Visualize data and discover trends.

• Power Virtual Agents: Deploy AI chatbots for instant customer service.

• Power Pages: Build secure, low-code websites.

Local Results That Matter

• Dental practice in Worcester: Automated reminders and follow-ups—fully operational in 2 weeks.

• Logistics firm in Hartford: Power BI dashboards cut delivery time and improved route tracking, ROI in 3 months.

• Consulting firm in Boston: Reduced data entry by 70% with Power Apps.

Get Started—Free Consultation, Fast Results

Evox365 proudly serves businesses across Massachusetts and Connecticut with responsive support, flexible consulting, and a partner-first approach.

Don’t miss your chance: Book your free, no-obligation consultation—spots are limited each month.
Contact Us | 617-675-7879 | Info@evox365.com
41 Willow St. Woburn, MA 01801

Or READ MORE about how Evox365 empowers local businesses.

Book your free Power Platform consultation today

How Much Does Microsoft Power Platform Cost—and What Influences Pricing?

Because every business is different, Power Platform pricing is designed to be flexible. If you already use Microsoft 365 or Dynamics 365, you likely have access to basic Power Platform features at no extra charge—many businesses don’t realize these tools are already at their fingertips!

When it comes to expanding capabilities, the investment depends on several factors:

• Which tools you need: Power Apps, Power Automate, Power BI, Power Pages, and Power Virtual Agents each have their own licensing options. Costs can be per user, per app, or per flow—so you only pay for what you actually use.

• Number of users: Pricing scales with your team size. Adding more users or expanding use cases (from a few power users to organization-wide automation) will impact the overall cost.

• Level of customization: Advanced features, premium connectors, and AI add-ons like Copilot may require additional licensing, depending on your needs.

• Integration requirements: Connecting Power Platform with external apps or legacy systems may affect your total investment.

Current Microsoft Power Platform pricing is transparent and publicly available on Microsoft’s official site—and we’re happy to walk you through the options, so you only pay for what makes sense for your business.

Not sure which plan fits your business goals or want to estimate your investment? Contact Evox365 for a tailored pricing breakdown—and discover how affordable digital transformation can be.

How We Deliver High-Performing, User-Friendly Power Apps

Delivering Power Apps that truly fit your business starts with understanding your unique goals and challenges—not just deploying technology.

Here’s a look at our proven process:

• Discovery & Strategy: We begin with collaborative workshops to map out your needs, workflows, and user roles. This ensures your app targets the right pain points from day one.

• Solution Design: Our experts translate your requirements into an intuitive app blueprint, focusing on smart navigation and user adoption. We use proven UI/UX patterns, so your team gets productive—fast.

• Build & Governance: Using Microsoft’s low-code Power Platform, we develop robust, secure apps with built-in governance. Automated controls, role-based access, and audit trails keep your data compliant and protected.

• Testing & Iteration: You’ll get hands-on access to the app as we demo, refine, and gather feedback—so the final product is tailored, bug-free, and ready for real-world use.

• Training & Launch: We make sure your staff feel confident, offering step-by-step documentation and live training. Troubleshooting and support are always local and responsive.

• Ongoing Support: Our commitment continues post-launch with proactive monitoring, optimization, and adjustments as your business evolves.

This start-to-finish approach ensures your Power Apps are not just high-performing, but also user-friendly, secure, and scalable—so your team can focus on results, not tech headaches.

Proven Client Satisfaction

Our commitment to excellence is reflected in our client satisfaction rate—100% for Power Platform consultancy projects. Every engagement is completed to the highest standards, earning enthusiastic feedback from businesses across Massachusetts and Connecticut. With Evox365, your project success is our top priority.

Key Considerations for Integrating Data from CRM, PSA & Financial Systems

When bringing together data from CRM, PSA (Professional Services Automation), and financial ledger systems into solutions like Power BI or Azure Data Warehouse, several important factors drive a successful, seamless integration:

• Data Consistency & Quality: Ensure all source systems use standardized data formats and definitions. Inconsistent naming, missing fields, or duplicated records can create costly discrepancies in reports and dashboards.

• Security & Permissions: Sensitive financial and client data requires secure connections, access controls, and compliance with regulations like HIPAA or SOX. Set up robust authentication and data encryption across every integration point.

• Real-Time vs. Batch Updates: Decide how often data should refresh—real-time streams via Azure Data Factory or scheduled batch loads. The right cadence minimizes lag and guarantees users see the freshest insights.

• Mapping & Transformation: Data from PSA, CRM, or finance platforms (like Salesforce, Dynamics 365, or QuickBooks) likely come in different structures. Plan for careful data mapping and transformation to connect contacts, projects, and transactions across platforms.

• Error Handling & Monitoring: Build checks for data mismatches or failed loads, and monitor integrations with alerts. Proactive troubleshooting keeps operations running smoothly—no surprises on launch day.

• Documentation & Training: Clear documentation helps staff understand data lineage and use reports effectively, whether they're pulling a client profitability analysis or reconciling ledgers.

By considering each of these elements, businesses can unlock powerful, unified analytics—turning fragmented data sources into the reporting backbone of smarter decision-making.

Real-World Cost Savings Through Data Consultancy

Partnering with a data consultancy doesn’t just level up your data strategy—it can directly impact your bottom line. For example, organizations that work with experienced data consultants often uncover significant opportunities to optimize existing licenses, consolidate redundant tools, and negotiate better rates with major vendors like Microsoft, Oracle, and SAP.

Here’s how a data consultancy can deliver results:

• In-depth audit of your current data usage and licensing agreements, identifying unused or overlapping licenses.

• Tailored recommendations to right-size agreements with providers such as Microsoft, Salesforce, and AWS.

• Strategic guidance to streamline your software stack, often eliminating unnecessary subscriptions and achieving swift ROI.

• Expertise to design and implement fit-for-purpose data solutions, so you only pay for what’s genuinely driving value.

Many clients have reported annual savings exceeding $50,000 simply by aligning their technology spend with their actual business needs—freeing up resources to invest in growth, innovation, or improved customer service.

Expert Guidance for Seamless Azure Data Warehouse Implementation

Deploying a robust data warehouse on Azure isn’t just about choosing the right tools—it’s about having seasoned experts who truly understand your business. The right guidance can:

• Translate business goals into actionable, technical strategies, ensuring the data warehouse matches your real-world needs.

• Orchestrate every stage of the journey—from initial requirements gathering, solution design, and data modeling, to final implementation and support.

• Integrate key Microsoft Azure services like Azure Data Factory and Power BI for seamless connectivity across CRM, finance, and project systems, delivering unified, real-time insights.

By working side-by-side with your team, experienced consultants accelerate design, streamline rollout, and guarantee your business intelligence and reporting capabilities deliver measurable, lasting value. Whether your objective is executive dashboards or deep-dive analytics, expert-led implementations help you unlock the full potential of Azure—without the typical headaches or delays.

Unifying Security Data—How Integration Drives Clearer Insights

Integrating data from multiple systems is the key to delivering unified security reporting with real business impact. Here’s how a skilled data team can make it happen:

• Connect Diverse Sources: Pull security data from platforms like Microsoft 365, AWS, on-premises firewalls, and ticketing tools such as ServiceNow—all into a central repository.

• Standardize & Cleanse Data: Map, cleanse, and normalize the information, ensuring every alert and event is comparable, regardless of source.

• Visualize for Action: Build interactive dashboards in Power BI, offering a consolidated “single pane of glass” view into your entire security posture—from threat trends to compliance gaps.

• Automate Reporting: Set up recurring reports and live feeds, so your team is always working with the latest insights.

The result? Faster incident detection, clearer compliance metrics, and executive-friendly reports—all without the manual spreadsheet wrangling. That’s the power of integrated data-driven security.

Improve Security Reporting with Integrated Data—See the Whole Picture

Struggling with fragmented security data? Many organizations juggle separate systems for alarms, user access, vulnerability scans, and incident tracking—only to face blind spots when it matters most. The solution? Combine your data sources to create a centralized, actionable view.

Here’s how integrating data from distinct systems elevates your security reporting:

• Unified visibility: Pull together information from Microsoft 365, Azure, endpoint protection suites, and third-party firewalls to view your entire security posture at a glance.

• Faster threat response: By automatically aggregating alerts and events, your team can spot trends and act on issues instantly—instead of piecing things together after the fact.

• Custom dashboards: Consolidate metrics in Power BI to track vulnerabilities, compliance gaps, and user activity with easy-to-understand visuals.

• Improved compliance: Generate comprehensive, audit-ready reports without manual data collection from multiple platforms.

Our team specializes in designing secure, scalable reporting solutions that bridge your existing systems. No matter how complex your environment, you’ll get a “single pane of glass” to monitor and manage risk—fast, accurate, and tailored to your business needs.

Ready to discover how integrated security reporting can protect your business? Book your free Power Platform consultation today.

Transforming Trade Management with Powerful Digital Tools

Looking to simplify your trade management process and supercharge operational efficiency? A modern trade capture tool—especially when tailored for your business—makes all the difference. Here’s how businesses across Massachusetts and Connecticut are leveraging these digital solutions for rapid results:

• Streamlined Workflows: Forget manual data entry or clunky spreadsheets. Instantly log trades, track activity, and update positions in real time—with automated processes that keep everything moving smoothly.

• Error Reduction: Automated capture and management drastically cut down on costly errors, so teams spend less time on double-checks and more time on value-adding activities.

• Seamless Integration: Connect your new trade tool with existing platforms like Microsoft 365, Dynamics 365, and popular financial systems—no more juggling disparate software or hunting for missing information.

• Smarter Decision-Making: With built-in dashboards and analytics (thanks to platforms like Power BI), leadership gets instant visibility into trading activity and risk exposure, all in one place.

• User-Friendly Experience: Intuitive interfaces make adoption a breeze for your staff—regardless of technical expertise—translating to faster onboarding and improved confidence across your operations.

• Scalable Solutions: As your business grows and regulations evolve, your digital tool scales alongside you—keeping compliance in check and processes agile.

By automating repetitive tasks, ensuring data accuracy, and providing actionable insights, a well-designed trade capture tool empowers teams across sectors to finish more in less time—and with fewer headaches.
Ready to see what digital transformation looks like for your trade management? Book your free Power Platform consultation today.

Why Build Your Intranet with SharePoint?

Choosing SharePoint for your intranet unlocks a host of advantages for businesses of all sizes, especially here in Massachusetts and Connecticut. With SharePoint, you can:

• Centralize company communications: Ensure every team member—from the back office to remote staff—stays updated with real-time news, policies, and resources.

• Streamline document management: Securely store, organize, and share files so that everyone has instant access to the latest versions—no more digging through emails or outdated folders.

• Enhance collaboration: Foster teamwork with shared workspaces, task lists, and integrated calendars—whether your staff are across departments or locations.

• Customize to fit your needs: Tailor the look, feel, and structure of your intranet with flexible templates and integration options, making it easy for everyone to use.

With SharePoint's seamless integration with Microsoft 365, your intranet becomes the go-to digital hub—boosting productivity, improving transparency, and making day-to-day operations smoother for all.

Integrate Third-Party Leave Calendars Right Inside SharePoint

Need visibility into your team’s time off—without switching platforms? Evox365 can seamlessly connect third-party leave management tools like Timetastic directly into your SharePoint environment using Power Automate and Power Apps.

Here’s how it works:

• Automatic Sync: Power Automate fetches real-time leave calendar data from services like Timetastic, so your SharePoint always displays the latest absences and approvals.

• Custom Apps: Power Apps lets you create interactive dashboards or calendars within SharePoint, ensuring everyone has up-to-date visibility into team availability.

• Streamlined Experience: Employees and managers view and manage leave requests directly from your SharePoint site—no more toggling between separate platforms.

• Scalable Setup: Whether you’re syncing one department or multiple offices, integration is customized to fit your unique workflow and permissions.

With Evox365, you make team coordination effortless—no more double entry or missed updates.

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