Case Study: Thrive Tribe improves referral collection and data validation with Plumsail Forms

Improve data collection and referral processes for health services with Dataverse and web forms

Thrive Tribe, a UK-based wellness company, faced limitations with Microsoft Forms, which lacked the flexibility and integration capabilities needed for their dynamic data collection and referral processes for health programs. They turned to Plumsail and its web forms product to overcome these challenges and better integrate with their Microsoft Power Platform and Dataverse CRM environment.

Plumsail implemented a custom solution that included conditional logic to show or hide form fields based on family size and postcode validation via an Azure function connected to Dataverse. This streamlined their referral intake, eliminated manual data entry, and ensured they only collected relevant data from eligible areas. The results were highly positive, with Thrive Tribe praising Plumsail's responsive support and continuous innovation, which equipped them to deliver services more efficiently and improve operational flexibility.

Thrive Tribe

Howdang Rashid

Power Platform Developer