Integration of SharePoint/Lists, To Do/Planner, and Forms with Power Automate
Background: I'm an attorney with two legal assistants. I've found Teams is a great way to work with my assistants when I'm in court, etc. to get things done. But I want to take it to the "next level" because there are still a lot of gaps between what we are doing on Teams (tasks, approvals, communicating) and what we still do outside of Teams. Essentially, I want to bring a lot of those things outside of Teams into it so that we work smarter and not harder. Although I'm tech savvy, I'm by no means an expert or developer. Overview: Ultimately, I'd like to integrate SharePoint/Lists, To Do/Planner and Forms. My thought is that I could have one of my assistants do data entry through Forms (create/update) and then use Power Automate to create/update SharePoint/Lists and also create/update To Do/Planner tasks. I'd also like to keep a "Master Lists" in one Team where the Forms reside, and then present that information into different Teams by service so that I have one Team for one type of service, and another for a different type of service. "Master Lists" itself will have Lookup columns to relate data (client contact information, client matters, client tasks, etc.). After a lot of research, I find I can create Forms, create/update SharePoint/Lists based on Form entries and create/update To Do/Planner using Power Automate. One of the issues I'm encountering is taking that information and putting it into different Teams in a way that filters the services (so that Service A is in Team A, and Service B is in Team B, etc.). One of the reasons I want to have separate Teams for different services and not perform this in the "Master Lists" (which is in it's own Team) is because my assistants work on different services; additionally, I am relying on one assistant to do the main data entry of creating a client and populating information (the "Master Lists"), while the other one is just completing assigned tasks and updating information accordingly. I'm wondering whether I am on the right track for what I wish to accomplish. I'd like to be able to show client information in different Teams filtered on the service type so that I can keep things somewhat separate, and it'd be great that either of my assistants could update in those Teams accordingly rather than going back to the "Master Lists" I have. I don't want to keep creating new lists in each Team per my requirements if I can avoid it. Any advice or links to resources is greatly appreciated.Tutorial: Create A Microsoft Planner Task When A Microsoft Form Response Is Submitted
This https://youtu.be/SMDavCgg3FM will demonstrate how to create a new planner task every time a new Microsoft Forms response is submitted. The approach outlined in this https://youtu.be/SMDavCgg3FM will leverage a Microsoft Power Automate workflow that takes the details from the Microsoft Form response and passes the information into a newly created planner task. The tutorial will start by demonstrating how to create a basic Microsoft Form and then will demonstrate how to create the workflow. The tutorial will also demonstrate how to conditionally create Microsoft Planner Task in different boards depending on the value selected in a choice type field in the form. For example, if response one is selected at drop down question one, then create a task in board one. If response two is selected at drop down question one, then create a task in board two. I am curious to learn what you might be using this workflow approach for. Please feel free to comment below! And be sure to subscribe to my https://www.youtube.com/channel/UCIT-_HqO9Z_KHY8bk8jHVJA?sub_confirmation=1 for more MS Teams, SharePoint, Power Automate tutorials.
I'm looking for the data that's submitted using the Updates app in Teams.
I've found a couple sources (https://luigiiacobellis.com/a-guide-to-using-the-microsoft-teams-updates-app/) that indicate the data submitted using the Update app in Teams should be found at https://forms.microsoft.com/Pages/DesignPageV2.aspx but it's not there. I've checked in the My Content page at office.com and I've checked through all the tabs in the Forms portal under Recent, My Forms, etc. What's going on? I want to build a workflow base don 'when a form is submitted' and need this datasource.Polls within a Webinar or Teams Meeting - sharing results
Is there a way for all presenters to automatically have access to the results from a Teams meeting or Webinar? I know you can share the results through the options in Forms. What I would like is to skip to step of going in and sharing the results and have all presenters automatically have access to the results.
Can you re-use Microsoft forms "quiz" and "forms"
Hi there, I work for an organization where we deliver presentations over teams to multiple other organizations. As part of the presentation we would like to be able to create 3 or 4 multiple choice quiz's and re-use them for every session. We need to see the responses as separate for each session. As we have 20+ "presenters" this means each presenter has to type the question and answers prior to every session. Is there a way of saving the quiz questions and re-using them? We also have a "form" which we use in every session. For the form we just duplicate the form and rename it so it can be used fresh each time. Is this the best option or is there an easier way?
Forms not working in Teams Meetings
We are doing a lot of tutoring vids with partners and customers and therefor would love to use the feedback option which Forms can provide. Unfortunately it still seems that the feature is not fully rolled out or buggy as hell. I'm still getting as a external invited meeting participant (joining via chrome browser) this error message: "This bot is disabled. Contact your IT admin for more information." UPDATE: It's the same error on the Teams desktop client.
