Forum Discussion

sumiteshkr's avatar
sumiteshkr
Copper Contributor
Feb 23, 2023

Can we automate the Microsoft form survey result to generate a list of accounts based on the below s

Can we automate the Microsoft form survey result to generate a list of accounts based on the below success criteria?

 

Profiling Question Profile Success Criteria
How well do you know the customer buyer (out of 10)?>6
How well do you know customer procurement (out of 10)?>6
How do you rate the trust level the client has in Insight (out of 10)?>7
How well do you know about their 2023 budget plans (out of 10)?>5
How big is their existing Tech Team (in-house + vendor combined)?>50
Are they engaging any offshore vendors already?Yes
Do they have custom Apps or COTS?Yes or I don't Know
Are they on Azure or on transformation journey to Azure?Yes or I don't Know
Is there a hardware refresh cycle coming up for Servers and Databases?Yes or I don't Know
Have we performed any services in recent past?Yes or I don't Know
  • RobElliott's avatar
    RobElliott
    Silver Contributor

    sumiteshkr yes, but you'd need to build a flow in Power Auttomate which would then save the list of accounts into a SharePoint list or Excel, you can't do it with Forms on its own.

     

    Rob
    Los Gallardos
    Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

    • sumiteshkr's avatar
      sumiteshkr
      Copper Contributor
      Can you please help me creating the automated flow which can be linked from forms result in sharepoint.

Resources