Sep 17, 2022 12:00 AM

Using Microsoft Forms and Microsoft Power Automate to Upgrade your Customer Onboarding Experience

External YouTube Channel

In this 18-minute citizen developer-focused demo, Mary Meyers shows how you can onboard customers using a combination of Forms and Power Automate. Presenter ...

In this 18-minute citizen developer-focused demo, Mary Meyers shows how you can onboard customers using a combination of Forms and Power Automate. Presenter steps through what is customer onboarding, problems, solutions, and benefits for best end-to-end experience.

Solution uses Microsoft Forms and Power Automate connected to any ERP system. Build a Form to collect customer information, stores data in Dataverse, creates an automated cloud flow that drives approvals, populates database and creates a contract, etc. This PnP Community demo is taken from the Microsoft Power Platform community call – August 2022, recorded on August 17, 2022.

Demo Presenter • Mary Myers (WorldMax) | @MaryMyers

More about Mary Myers

https://worldmaxp2.com/