Supercharge Your Workflows with Forms, Lists, Power Automate, and SharePoint Pages!

Welcome to the new series of tutorials on SharePoint. Please catch my other tutorials on this channel. We have a crazy train going on this time out - how to create and link forms to Microsoft Lists to Microsoft Power Automate to Microsoft Power Apps to Microsoft SharePoint Pages. PHEW!

This tutorial rides on the back of one I posted a couple weeks ago and is linked below. This time out we're adding an extra step by building our first basic power app. We'll once again go through how to build a list and link to to a form using power automate and then the extra step in introducing power applications into the mix.

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Find the best Microsoft 365 plan for your business:

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1. Microsoft Forms:

Microsoft Forms is a tool for creating surveys, quizzes, and polls. It's simple to use and integrates well with other Microsoft 365 apps.

Key Features:

Customizable Forms: Create surveys, quizzes, and feedback forms with ease.

Real-Time Data: Collect and analyze responses in real time.

Integration: Integrates with Power Automate for advanced automation.

Use Cases:

Surveys and Feedback: Collect feedback from employees or customers.

Quizzes and Assessments: Conduct quizzes for training or assessments.

2. Microsoft Lists:

Microsoft Lists is a versatile tool for tracking information and organizing work.

Key Features:

Custom Lists: Create custom lists to track issues, assets, routines, contacts, inventory, and more.

Templates: Use predefined templates or create your own.

Views: Create different views (grid, calendar, gallery) for better data visualization.

Integration: Easily integrates with SharePoint and Power Automate.

Use Cases:

Task Management: Track tasks and project progress.

Event Planning: Manage event details and schedules.

Asset Tracking: Keep an inventory of assets.

3. Power Automate:

Power Automate (formerly Microsoft Flow) allows you to automate repetitive tasks by creating workflows.

Key Features:

Automated Workflows: Create workflows to automate repetitive tasks.

Triggers and Actions: Use triggers (events) and actions (tasks) to build workflows.

Connectors: Connects with hundreds of services including SharePoint, Outlook, Forms, and more.

Use Cases:

Approval Workflows: Automate approval processes for documents, vacation requests, etc.

Data Collection: Automatically gather data from forms and add to lists or databases.

Notifications: Send automatic email or Teams notifications based on specific triggers.

4. SharePoint Pages:

SharePoint Pages is part of SharePoint Online, allowing you to create and manage intranet sites.

Key Features:

Content Management: Create, edit, and manage content on your intranet.

Web Parts: Use web parts to add functionality (e.g., lists, documents, forms, news).

Collaboration: Enhance team collaboration with shared content and resources.

Integration: Integrates seamlessly with other Microsoft 365 tools.

Use Cases:

Intranet Sites: Build intranet sites for company news, resources, and policies.

Team Sites: Create team sites to store and manage project documents and resources.

Knowledge Bases: Develop knowledge bases with search functionality for easy access to information.

How to Integrate These Tools:

Forms to Lists:

Use Microsoft Forms to collect data.

Set up a Power Automate flow to automatically transfer form responses to a Microsoft List.

Lists and SharePoint Pages:

Embed Microsoft Lists on SharePoint Pages to display data.

Use views to customize how list data is presented on SharePoint.

Automate with Power Automate:

Create workflows that automate tasks between Forms, Lists, and SharePoint.

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