A Power Platform accelerator for structuring warranty and claims intake, review, supporting flows, and human-owned decisions.

The workflow before the build

Warranty and claims work can span inconsistent intake, supporting documents, policy checks, status questions, and handoffs that are difficult to trace as one case.

What the public project delivers

The public accelerator packages Dataverse tables, Canvas Apps, Power Automate flows, and Copilot Studio agents as a starting point for warranty and claims operations.

  • Defines Dataverse structures for warranty and claims workflow data.
  • Provides Canvas App experiences for intake and operations review.
  • Uses flows to coordinate repeatable process steps and notifications.
  • Demonstrates Copilot Studio agents for guided questions and assistance.

The value case, stated honestly

The design is intended to create a more consistent case record, guide information gathering, and keep approval or exception decisions with accountable people.

Evidence label: Designed value: more consistent claims intake and review with visible status, supporting context, and human-owned decisions.

Architecture in one view

A claim moves from guided intake into a Dataverse case, through flows and agent assistance, to an authorized human decision.

Warranty + Claims Operations architecture A claim moves from guided intake into a Dataverse case, through flows and agent assistance, to an authorized human decision. 01 Claim intake 02 Dataverse case 03 Flows and agents 04 Human decision
01 / Claim intake

A Canvas App or guided conversation captures the claim and supporting context.

02 / Dataverse case

Structured tables hold the case, evidence, status, and relationships.

03 / Flows and agents

Automation and Copilot Studio assistance support routing and information gathering.

04 / Human decision

An authorized reviewer remains responsible for approval, exception handling, and final disposition.

Human control and guardrails

  • Copilot Studio assistance does not replace policy, legal, financial, or approval authority.
  • Consequential claim decisions remain with authorized reviewers.
  • Deployers must configure security roles, data retention, audit, connector policy, and jurisdiction-specific requirements.

Where the pattern stops

  • The accelerator is a starting point and requires tailoring to policy, product, region, and operating model.
  • The public repository does not establish measured savings, accuracy, or production performance.
  • Document verification, fraud controls, integrations, and exception policy require additional implementation.

Explore the public proof