Trimline

Manufacturing

Client

Trimline

Systems

SharePoint Online

Microsoft Teams

Dynamics Nav

Background

Trimline Ltd creates world class marine interiors using innovative approaches combined with traditional principles. They are the longest established interior refitter in the industry with over 50 years’ experience, earning the respect of many trusted partners and loyal customers.

With a team of over 100 staff at their head office, and a pool of 3,000 skilled tradespeople globally, project management is obviously a major focus.

AMT Evolve has been working with Trimline to support their SharePoint on premise for a number of years, creating and maintaining their corporate intranet that supports communication throughout the organisation.

Trimline-logo

Categories

  • Developement
  • Support

Challenge

Trimline wanted to use Office 365 to enable project team members to collaborate more easily, and to have a central place to store documents.

Project information is currently stored in Dynamics Nav, it was going to be useful for some of this data to be copied to SharePoint Online project site for easy reference.

A process was needed that would allow the Project Site and Microsoft Teams to be set up when a new project was started, without IT having to manually copy information and perform laborious setup tasks.

Strategy

PowerApps and Power Automate are capable of interfacing with both Dynamics Nav and SharePoint Online. By using PowerApps, we would be able to create a simple interface to carry out the provisioning.

We used PowerApps to connect to Dynamics Nav, pull out the list of current projects, and compare this to the list stored in SharePoint. Any new projects are flagged up to the operator.

If a project site is needed for a new project, the operator clicks to provision the SharePoint Site Collection and a connected Microsoft Team. An Azure Logic App and Power Automate are used to provision these, pulling data from Dynamics Nav to place core Project information onto the SharePoint Online project site for reference.

The SharePoint Provisioning App also adds default document libraries, content types and documents, so everything that is needed to get the project up and running is there, ready to go.

Results

The project was delivered quickly, in time for a number of projects that were imminently starting. Trimline are now able to quickly provision Microsoft Teams and SharePoint Online project sites, which means that there is consistency about how Office 365 is being used, and control over what sites and teams are being created.

The link to Dynamics Nav gets core project information to those who need it, with no chance of keying errors.

A massive thank you for all your efforts during the course of this project. I’ve been highly impressed with your communication and commitment, and the responses to our technical queries and modifications were fully comprehensive without delay. Fantastic service! I hope to work with you all again in the near future should the opportunity arise.

Mark Mitchell