For boutique and specialty retail brands with a loyalty program

Your customers, signed in and seeing their own history

Plum Hollow Market sets up the self-service layer customers now expect but most boutique retailers still handle by phone or spreadsheet: a sign-in account portal for rewards and order history, plus personalized restock alerts, on Power Pages, Dataverse and Power Automate.

Set-up, documentation and handover. We don't process payments, manage checkout, or decide your loyalty program's point values or rules.

Services

How it works#

Three fixed-scope pieces of work, each handed over with documentation so your team can run and extend it without us.

01

Customer loyalty & account portal

A Power Pages portal where customers sign in to see their loyalty points balance, reward tier and order history, built on Dataverse so the data stays in one place instead of a spreadsheet.

Inputs

  • Your current loyalty program rules and tiers
  • How customer and order data is tracked today
  • Your sign-in requirements: email-only, or something stronger

Outputs

  • A Power Pages portal with secure customer sign-in
  • A Dataverse data model for points, tiers and order history
  • A short set-up note in your shared drive

We build the portal and sync the numbers; we don't set your point values or tier thresholds — that's your program, your call.

02

Order history & reorder requests

A read-only order history view inside the portal, with a one-click reorder request that creates a structured request for your team instead of a live checkout.

Inputs

  • Read access to your order records
  • Which order details customers should be able to see
  • Where reorder requests should land: inbox, Teams channel, or system

Outputs

  • An order history view scoped to each signed-in customer
  • A reorder request flow built in Power Automate
  • Routing rules to a named person or channel

Reorder requests are requests, not purchases; we don't process payments or complete the sale ourselves.

03

Personalized restock alerts

Power Automate flows that watch product availability data you control and notify a customer automatically when something they've flagged comes back in stock, with Copilot-assisted first drafts for the alert copy.

Inputs

  • Your product availability data source
  • Which actions count as a restock request: wishlist, past purchase, or waitlist
  • Whether alerts go by email, SMS, or both

Outputs

  • A Power Automate flow watching availability by product
  • Customer-facing alert templates, reviewed by a person
  • An opt-out path built into every alert

Alerts tell customers something is back; they don't guarantee stock stays available once someone clicks through.

Illustrative

Before and after, for a made-up brand#

A specialty retailer with a loyalty program run from a spreadsheet, and restock interest tracked in a shared inbox that only one person checks. A hypothetical example, not a client.

Five areas, before Plum Hollow Market and after.
Area Before With Plum Hollow
Loyalty Points balances live in a spreadsheet, updated by hand after each visit. One Dataverse record per customer, visible to them and to your team.
Order history Customers call or email to ask "what did I order last time?" Customers sign in and see their own order history, no phone call needed.
Restock Restock interest is written on sticky notes or a shared inbox nobody fully owns. Restock interest is logged against the product, not a sticky note.
Alerts When an item comes back, whoever remembers sends one mass email to everyone. Alerts go only to the customers who asked, automatically, when stock updates.
Access Any staff member with the shared login can see every customer's history. Access to customer records is scoped by role, not a shared login.

About cost: Power Pages is licensed per active (signed-in) user or by page-view capacity depending on tier, and Dataverse storage scales with customer and order volume. We estimate running costs with you before building anything.

Loyalty & Self-Service Readiness Checklist#

A printable checklist in five parts: account sign-in and data, loyalty program rules, order history and reorder handling, restock alerts, and access governance.

Open the checklist

About#

Plum Hollow Market works with small boutique and specialty retail brands on the Microsoft 365 groundwork behind customer accounts, loyalty data and restock alerts. The aim is a set-up your team can run day to day without waiting on us.

Plum Hollow Market is a technology consultancy. It does not sell or stock products, operate stores, or process payments, and is not affiliated with or endorsed by Microsoft.

  • works with
    Small boutique and specialty retail brands with a loyalty or repeat-customer program
  • platform
    Power Pages, Dataverse, Power Automate, Power BI, Copilot
  • doesn't do
    Payment processing, checkout, setting loyalty point values or tier rules
  • doesn't promise
    A particular redemption rate, alert open rate, or repeat-purchase figure
  • Contact#

    A few lines on how your loyalty program and customer records currently work, and where the manual steps are.

    Please don't include passwords, API keys, connection strings, access tokens, payment card details, or customer payment data. The form doesn't accept attachments.

    This isn't a support channel for a live order or payment issue. If a customer order or payment is currently affected, contact your payment processor or point-of-sale support directly.

    enquiry

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