Approvy: Power Apps Document Approval — Dynamics 365 Case Study

LUCENT PETROLEUM required a secure, auditable document approval process for contracts, invoices and payments that used already-purchased Microsoft 365 Power Apps licenses. Awara IT implemented Approvy on the Power Platform to replace manual routing, reduce approval lead times and add automated document recognition driven by AI.

The solution integrates with the client’s 1C financial system and Microsoft Teams to provide a single, role-based approval experience for legal, finance and operations teams across Kazakhstan. The project delivered measurable reductions in cycle times, fewer manual errors and improved visibility for finance and legal stakeholders while remaining within the Microsoft ecosystem managed by Awara IT as implementation partner.

Client / Industry / Country

LUCENT PETROLEUM is an oil & gas company operating in Kazakhstan with multiple regional offices and field units. The project focused on enterprise document management and approvals for commercial, financial and legal documents across the organisation.

Business challenge

Prior to the project, approvals for contracts, invoices and payments at LUCENT PETROLEUM were largely manual: PDF scans and email threads circulated between departments, creating long lead times, inconsistent metadata capture and limited auditability. Field engineers and regional approvers lacked a consistent, mobile-friendly way to review and sign documents, which delayed procurement and vendor payments.

Existing systems included 1C for financials and Microsoft 365 for collaboration, but there was no standard process to link financial records, legal review and approval audit trails. The client had Microsoft Power Apps licenses available but lacked an internal team experienced with Power Platform automation and AI-based document recognition. The brief required a low-code implementation using purchased Microsoft 365 licenses, secure role-based access, integration with 1C, and an AI chat-bot to assist with intellectual document queries.

Why Dynamics 365 was selected

LUCENT PETROLEUM selected a Microsoft-based approach because the organization already used Microsoft 365 and wanted a tightly integrated solution that would leverage existing identity, Teams collaboration and licensing. The Power Platform provides low-code speed and out-of-the-box connectors that shorter implementation risk while preserving enterprise security and governance aligned with Dynamics 365 partner practices.

Awara IT proposed Approvy on Power Apps because it allowed rapid delivery of approval workflows, Power Automate flows for routed approvals, and AI Builder/AI services for document recognition. Choosing the Microsoft stack ensured future extensibility toward Dynamics 365 Finance/Customer Engagement modules if the client decides to expand ERP or CRM automation.

Modules implemented

• Power Apps (Canvas) – Approvals UI (Approvy)
• Power Automate – approval flows, notifications and escalations
• Dataverse – document metadata and audit logs
• AI Builder / Azure Cognitive Services – OCR and document classification
• Power Virtual Agents – intellectual documents AI chat-bot
• Teams integration – in-context approvals and notifications
• Role-based security & Microsoft Entra integration

Integrations

• 1C (financials) via API/middleware for invoice and payment reconciliation
• Microsoft Teams for approver experience and notifications
• Microsoft 365 / Exchange for email and calendar
• Azure Blob Storage for document storage (secured)
• Azure Cognitive Services for advanced OCR and entity extraction

Localization & compliance

The implementation included Russian and English UI language support to match user preferences across Kazakhstan. Awara IT ensured that audit trails, retention metadata and electronic signature steps met Kazakhstan corporate recordkeeping practices and internal compliance requirements. Where required, the solution was designed to interoperate with the client’s local digital signature processes and to export audited records suitable for statutory review and internal control purposes.

Business value

By implementing Approvy on the Power Platform, LUCENT PETROLEUM reduced approval lead times and lowered operational risk caused by manual routing and inconsistent metadata. The company improved cash flow predictability by shortening invoice-to-payment readiness and reduced legal/financial friction through auditable approval trails accessible from Teams and Dataverse.

Leveraging existing Microsoft 365 licenses and Awara IT’s Power Platform delivery approach kept implementation cost and rollout time low while preserving an upgrade path into Dynamics 365 Finance or Customer Engagement if the business chooses to broaden ERP or CRM automation.