Microsoft Power BI
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A Microsoft Power BI Case Study
Trans Tank International faced an urgent need to scale and streamline outreach to people in self‑isolation—replacing slow, error‑prone spreadsheets so trained volunteers could safely make daily welfare calls from home. They turned to Microsoft Power BI (supported by Dynamics 365 Customer Service and Forms Pro) to provide a centralized case and task management platform that links volunteers to specific outreach tasks.
Microsoft partner Velrada implemented Dynamics 365 Customer Service integrated with telephony and Microsoft Power BI dashboards, delivered in six days, so volunteers can access assigned calls, record responses, escalate to team leaders and request translators. The solution removed the spreadsheet bottleneck, enabled rapid scaling across a 10,000‑strong volunteer pool, and delivered measurable visibility via Power BI dashboards tracking call volumes and outcomes.
Ross Buchner
General Manager