In my previous post, I shared a winning combination of Forms, SharePoint, Flow, and PowerApps. In this post, we're going to dive in deeper into the PowerApp I created. I wanted to take this approach as it's more user-creator-friendly than using the cool new custom view formatting available in SharePoint Online. I wanted to highlight... Continue Reading →
Microsoft Forms Ranking Questions to Individual SharePoint Fields with Flow
In my previous post, I shared a winning combination of Forms, SharePoint, Flow, and PowerApps. In this post, we're going to dive in deeper with the Flow used to save survey results from Forms into SharePoint. Forms will save it's data to Excel pretty easily, but sometimes certain question types are funky. In my use... Continue Reading →
Sending a beautifully formatted email from Power Automate (Flow)
updated March 10, 2020 I recently shared a winning use case for Office 365. Within this use case, I am using a flow in Power Automate to send beautifully formatted emails to our users. Something like: Okay, maybe it's not that beautiful, but it is colorful, has an image, and pops in comparison to black... Continue Reading →
Winning with Office 365: Forms, Flow, SharePoint, and PowerApps
I love these little wins that truly highlight the power of Office 365! Here's my use case: in the Boston office of Slalom, we have an annual Learning Day that everyone is required to attend. It's a fun day, and we do learn some great things from it. Every consultant and leader has to register... Continue Reading →
Integration: Enterprise search across Salesforce and SharePoint
This is a multi-part series where we discuss how to integrate SharePoint and Salesforce. There isn't a one size fits all, I will share a few of the different ways we've done it in past projects. Best In Class(es): Bringing Salesforce and Office 365 Together. Instead of forcing one platform to do it all, aim to... Continue Reading →
Integration: Salesforce Files Connect using a SharePoint Library
A basic approach to displaying files from SharePoint in Salesforce.
Integration: Uploading files to SharePoint tightly coupled to Salesforce metadata
This is a multi-part series where we discuss how to integrate SharePoint and Salesforce. There isn't a one size fits all, I will share a few of the different ways we've done it in past projects. Best In Class(es): Bringing Salesforce and Office 365 Together. Instead of forcing one platform to do it all, aim to... Continue Reading →
Integration: Case management in Salesforce, documents in SharePoint
We created a folder creation process to store case files in SharePoint and giving users the full breadth of document capabilities of SharePoint.
[SLIDES] Integrating SharePoint and Salesforce; SPTechCon Boston
I'm pleased to share my slides from my talk at SPTechCon Boston this year. I shared a customer story of leveraging the best in class from both Salesforce and SharePoint Online to create a user focused and robust solution called The Hub. Below are my slides. I will be presenting this also at the Granite... Continue Reading →
Using Microsoft Forms Likert questions in Flow
The Likert question type is a great option in Forms, which gives users a matrix of sorts, to provide a valuable answer. Check out this example I use for our user group's feedback survey: Some fun facts about the Likert scale on Wikipedia. Using Microsoft Flow, I'd like to perform some automation when this survey... Continue Reading →
