Case Study: Willis Towers Watson achieves centralized sales data, improved governance, and boosted lead generation with Microsoft Power Apps

Willis Towers Watson centralizes sales data, improves governance and predictability with Dynamics 365

Willis Towers Watson, a global insurance brokerage and advisory firm, needed to centralize dispersed client sales data and standardize CRM processes across its large organization. To create a single, auditable platform for sales and client management, Willis Towers Watson adopted Microsoft Power Apps alongside Microsoft Dynamics 365 Sales and Power BI to move CRM to the cloud and add analytics.

Using Microsoft Power Apps with Dynamics 365 Sales and Power BI, the vendor implemented a cloud-based CRM and analytics solution that achieved nearly 90% adoption within six months (about 8,000+ users) and generated thousands of new leads—10,000 leads in Great Britain alone. The Microsoft Power Apps–enabled deployment delivered unified visibility, highly accurate revenue forecasting, faster lead identification, and a standardized, data-driven sales lifecycle that materially increased actionable insights and sales opportunities.

Willis Towers Watson

Luis Maurette

CRB Global Head of Sales and Client Management