How to Automate Customer Feedback in Microsoft 365 with Lists, Forms & Power Automate (2023)

Video Description

Learn how to create a customer feedback process in 2023, that’s automated and easy to manage with Microsoft Forms, Lists, and Power Automate using the standard Microsoft Licenses. In this instructional video, we’ll show you how to build a Microsoft List and columns, create a Power Automate to copy the data in, and use List Views to slice and dice data. Whether you’re a business owner or a customer service representative, this video will help you streamline your customer feedback process and save time. Watch now and start automating your customer feedback process today. Download our FREE Microsoft 365 eBook at www.your365coach.co.uk/ebook 00:00 Introduction 00:59 Licensing Requirements 01:13 The Stages of Development 01:38 Introducing Microsoft Lists for Data Storage 02:13 Creating your Feedback List 03:05 Renaming the Title Column 03:21 Adding Columns in the Feedback List 05:30 Testing your Feedback List 06:12 Explaining Microsoft Forms for the Survey 06:28 Explaining Power Automate for Integrations 06:46 Creating a Microsoft Form for the Survey 07:25 Accessing Power Automate 07:40 Creating your Power Automate Trigger & Action 09:05 Setting up the SharePoint Actions to Create Item 10:07 Renaming the Flow 10:29 Testing the Power Automate Integration 11:22 Slicing and Dicing the Feedback Data 12:00 Filtering and Sorting Feedback Data 12:39 Automating Email Notifications via Rules 13:53 Creating a Visual Board View for Feedback 14:54 Creating a Calendar View for Feedback 15:56 Summary #customerfeedback #microsoftlists #microsoftforms #microsoftpowerautomate #automation #your365coach